Broadcom Inc. - Common Stock (AVGO)

Nvidia is set to report earnings in a few days.

Taiwan Semiconductor will be a huge winner as long as AI spending continues.

Broadcom looks attractive at current levels.

Many AI stocks haven't done well so far in 2026.

The software bear market has bled into other pockets of the technology realm, and some stocks now trade at a rare discount.

As the financial world pivots toward the first major semiconductor earnings of 2026, all eyes are on Broadcom Inc. (NASDAQ: AVGO), which is scheduled to report its first-quarter fiscal year 2026 results on March 4, 2026. Heading into the announcement, the sentiment on Wall Street is nothing short of euphoric.

Shares of power conversion and control solutions provider Vicor Corporation (NASDAQ:VICR) jumped 10.9% in the afternoon session after the company reported fourth-quarter financial results that featured an impressive profit beat. For the fourth quarter of 2025, Vicor's revenue grew 11.5% year on year to $107.3 million, meeting Wall Street's expectations. However, the company posted a GAAP profit of $1.01 per share, which was substantially better than the analyst consensus estimate of $0.37. The strong bottom-line performance was driven by expanding margins, with the company's operating margin increasing to 14.6% from 10% in the same quarter last year.

The market is giving investors a rare buying opportunity for some of its best stocks.

Core Scientific operates in one of crypto’s most capital-intensive segments, where energy costs and production efficiency shape long-term returns. Paloma’s latest filing highlights how institutional investors are positioning around those mining fundamentals.

Nvidia expects huge growth in 2026.

Shares of HVAC and electrical contractor Comfort Systems (NYSE:FIX) jumped 4.2% in the morning session after the company reported very good fourth-quarter 2025 results that significantly surpassed expectations, driven by strong earnings and a near-doubling of its project backlog. 

Shares of solar power systems company SolarEdge (NASDAQ:SEDG) jumped 10% in the morning session after the company reported strong fourth-quarter results that showed higher revenue and improved margins. 

Shares of internet service provider Cogent Communications (NASDAQ:CCOI) fell 29.1% in the morning session after the company reported disappointing fourth-quarter 2025 financial results that showed declining revenue and significant cash burn. 

Looking for the "next" giant, not the current one? These two picks could be bigger than Nvidia in 10 years, especially if the chip giant's growth rates cool down.

Broadcom is one of the top AI infrastructure stocks right now.

AMD and Broadcom grew at a record pace in 2025, but one has a slight edge in the intermediate future.

Broadcom and IBM are all reliable long-term plays.

Shares of infrastructure solutions provider Quanta (NYSE:PWR) jumped 6.2% in the afternoon session after the company reported strong fourth-quarter 2025 results that surpassed Wall Street's expectations and provided an optimistic financial outlook for 2026. 

Taiwan Semiconductor Manufacturing, the world's leading chip foundry, is well on the way to a $3 trillion market cap.

Nexstar Media Group owns TV stations and digital assets nationwide, generating revenue through advertising and retransmission fees.

Broadcom announced the launch of its BroadPeak radio digital front-end SoC device, which is aimed at enhancing 5G and 6G wireless infrastructure

Dividend strategies are off to a strong start in 2026. Here are three of the best to consider for the long term.

In a move that underscores the sheer magnitude of the ongoing artificial intelligence revolution, Meta Platforms (NASDAQ:META) has announced a landmark, multi-year partnership with Nvidia (NASDAQ:NVDA) to secure millions of high-performance AI chips and advanced networking equipment. The deal, finalized today, February 19, 2026, solidifies Meta’s position

Sonoco Products Company provides packaging solutions for industries worldwide, serving sectors from food and beverage to manufacturing.