Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and SoftBank are leading the newly announced Stargate initiative under President Trump — a project aiming to invest $500 billion into AI frameworks over the coming years.

We recently published a list of 10 AI Stocks Analysts Are Focusing On These Days. In this article, we are going to take a look at where Broadcom Inc. (NASDAQ:AVGO) stands against other AI stocks analysts are focusing on these days.

Nvidia is the gold standard and leading provider of the graphics processing units (GPUs) used to train and run AI systems. The company is believed to control as much as 98% of the data center GPU market, according to semiconductor analyst firm TechInsights. If AI models can be trained on lower-cost, inferior chips, Nvidia has a lot to lose.

Tesla shares have advanced 50% in the last three months on expectations the company will benefit from the ties between CEO Elon Musk and President Donald Trump, especially where a

Whether you like or dislike her politics, one thing former House Speaker and current Rep. Nancy Pelosi has proven to be is a great investor. Earlier this month, it was disclosed that Pelosi sold shares of Apple while buying positions in Amazon (NASDAQ: AMZN) and Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG).

Chinese Artificial Intelligence (AI) firm DeepSeek rattled the AI industry with the announcement of its low-cost AI models, prompting a huge sell-off in shares of U.S. tech giants, including NVIDIA NVDA,

Nvidia shares tumbled Wednesday, dashing hopes for a quick recovery from losses earlier in the week amid concerns about the competitiveness of American AI firms and their spending on the emerging technology.

The third industry-leading AI stock Warren Buffett secretly owns shares of via New England Asset Management is Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG). Despite NEAM selling shares of Alphabet for five consecutive quarters, the fund still held 5,195 Class A shares (GOOGL) as of Sept. 30.

Synaptics signed a licensing agreement with Broadcom that it says will accelerate its AI strategy. The agreement includes Wi-Fi 8, ultra-wideband, Wi-Fi 7, advanced Bluetooth and next-generation global positioning system/global navigation satellite system products and technology.

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle, and SoftBank are leading the newly announced Stargate initiative under President Trump -- a project aiming to invest $500 billion into AI frameworks over the coming years.

Wall Street views the DeepSeek hysteria as a golden opportunity to buy fundamentally strong technology stocks NVIDIA, Broadcom & Twilio.

Following the market plunge triggered by the release of the DeepSeek chatbot, Nvidia has recovered a large portion of its losses.