Artificial intelligence (AI) continues to be the biggest driver of the stock market today. Investors are still wondering which stocks will be AI winners and losers, but this trend continues to be noticed. Let’s take a look at two stocks that are likely to be AI winners.
Broadcom: A leader in custom AI chips
The AI infrastructure market is already beginning to show signs of a profitable shift. broadcom (AVGO 4.11%). meanwhile Nvidia continues to dominate the market in graphics processing units (GPUs), but there is a growing desire among hyperscalers (owners of large data centers) to find cheaper alternatives, especially when it comes to inference. Inference is an ongoing cost each time the AI answers a user’s query or performs a task.
Today’s changes
(-4.11%) $-13.81
current price
$322.16
Key data points
Market capitalization
$1.5 trillion
daily range
$321.43 – $338.32
52 week range
$138.10 – $414.61
volume
35M
average volume
30M
gross profit
64.96%
dividend yield
0.75%
One of the best ways to accomplish this is with custom chips called ASICs (Application Specific Integrated Circuits). Unlike GPUs, which can be programmed for a variety of functions, ASICs are hardwired for specific tasks. Therefore, they are generally energy efficient and have very good performance. Broadcom is a leader in ASIC technology, providing the building blocks that turn customers’ designs into actual chips that can be manufactured in high volume.
The company has already achieved great success with joint development. alphabet‘s popular Tensor Processing Unit (TPU) is a growing source of revenue. Meanwhile, other companies are also eyeing AI ASIC services. Broadcom predicts AI ASIC sales to exceed $100 billion in 2027. That’s more than 1.5 times its fiscal 2025 total revenue (Broadcom’s fiscal year ends in November). But it also has a very fast-growing data center networking business alongside a solid software business led by VMware.
Given its explosive growth potential, Broadcom looks like an easy AI stock to buy.
Image source: Getty Images.
Meta Platform: Use AI to drive growth
AI infrastructure is not the only way companies can benefit from AI. meta platform (meta 3.77%) is one of the best at applying AI to drive growth in its core business. The company saw sales increase 24% last quarter, but expects sales to accelerate in the first quarter of 2026.
Today’s changes
(-3.77%) $-24.08
current price
$614.10
Key data points
Market capitalization
$1.6 trillion
daily range
$609.73 – $629.13
52 week range
$479.80 – $796.25
volume
1.5M
average volume
15M
gross profit
82.00%
dividend yield
0.34%
This strong growth is due to Meta’s use of AI to improve its recommendation engine and provide new AI-powered tools to advertisers. By leveraging AI, the company can better serve users with the content they are most interested in, keeping them in their apps longer and seeing more ads. Meanwhile, the company’s AI-based tools help businesses create better campaigns and convert users into paying customers, which leads to higher ad prices.
Meta also has some assets that are under-monetized. Beyond its AI advances, the company has only just begun to tap into WhatsApp’s advertising potential and Threads’ growing user base, suggesting its long-term growth story isn’t over yet. That makes the stock a solid buy at current levels.
Geoffrey Seiler has held positions at Alphabet, Broadcom, and Meta Platforms. The Motley Fool has positions in and recommends Alphabet, Meta Platforms, and Nvidia. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.
