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David Jagielski, CPA, The Motley Fool
Sat, April 25, 2026 astatine 11:20 AM CDT 5 min read
Tech companies progressive successful artificial quality (AI) person immoderate tremendous maturation opportunities up that tin thrust their stock prices up acold higher successful the future. Chipmaker Nvidia (NASDAQ: NVDA) is the astir invaluable institution successful the satellite today, with a marketplace headdress of astir $4.9 trillion, owed to its highly fashionable AI chips, which are captious for companies scaling up their AI capabilities.
But arsenic good arsenic Nvidia has performed successful caller years, it whitethorn beryllium owed for a play of slower growth. Over the adjacent mates of years, done until the extremity of 2028, analysts astatine LSEG task that it'll turn its income astatine a compounded yearly maturation complaint (CAGR) of astir 26.2%. While that's impressive, the pursuing 3 stocks are projected to turn astatine adjacent faster rates: Broadcom (NASDAQ: AVGO), Advanced Micro Devices (NASDAQ: AMD), and Marvell Technology (NASDAQ: MRVL).
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Broadcom works with hyperscalers and helps them marque customized chips. And that tin beryllium a cardinal mode for companies to lessen their dependence connected Nvidia, portion besides reducing their costs successful the process, arsenic Nvidia's chips are by nary means cheap. Broadcom has beardown relationships with galore of the large players successful tech and has been experiencing unthinkable maturation implicit the years.
During the adjacent mates of years, analysts task that its gross volition grow astatine a CAGR of 35.6%, dwarfing Nvidia's maturation implicit that clip frame. It's a testament to the maturation imaginable analysts spot successful the customized spot marketplace and to Broadcom's increasing opportunities successful the industry. CEO Hock Tan antecedently stated that the institution whitethorn make implicit $100 cardinal successful gross conscionable from chips successful 2027. That's important for a institution whose full gross implicit the past 4 quarters has totaled $68 billion.
This isn't a inexpensive stock, however, arsenic Broadcom trades astatine a price-to-earnings (P/E) aggregate of 78, and its marketplace headdress is $1.9 trillion. But with faster expected maturation successful the adjacent future, it whitethorn perchance outperform Nvidia's stock.
One of Nvidia's cardinal rivals implicit the years has been Advanced Micro Devices, amended known arsenic conscionable AMD. The institution has been moving to beryllium that it tin support up with Nvidia, and it has been launching caller AI chips that person been showing promise. Within the past year, it has besides announced cardinal partnerships with OpenAI and Meta Platforms.
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