AI Insights
This $1 Trillion Artificial Intelligence (AI) Stock Will Be the Next Nvidia

Key Points
-
Broadcom has outperformed Nvidia over the past year, and that trend appears poised to continue.
-
The company’s prosperous artificial intelligence (AI) semiconductor and data center business is taking market share from the leader, according to Wall Street.
-
Broadcom made a surprise announcement during its recent quarterly results that caught investors off guard.
-
10 stocks we like better than Nvidia ›
Since the dawn of the artificial intelligence (AI) era, a number of players have been at the leading edge of the technology. Perhaps no company has exemplified the vast potential of AI more than Nvidia (NASDAQ: NVDA). Since early 2023, the chipmaker’s stock has surged more than 1,000% (as of this writing) as its graphics processing units (GPUs) have become the gold standard for facilitating the technology.
However, investors may be surprised to learn that Broadcom (NASDAQ: AVGO) has actually outperformed Nvidia over the past year, as its stock has soared 149% compared with 63% for Nvidia. Furthermore, several pronouncements by the company during its recent quarterly report suggest that trend is poised to continue.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »
Let’s look at what’s driving Broadcom’s robust rally and why I predict the company is on track to be the next Nvidia.
Image source: Getty Images.
The next big winner
Nvidia’s GPUs have transformed AI by providing the massive computational horsepower required to power AI models. These lightning-fast chips offer extremely flexible use cases and are unmatched for this purpose, which is why Nvidia has thrived over the past few years.
It’s also no surprise that Broadcom has benefited from the accelerating adoption of AI, as the company’s Ethernet switching and networking products have long been a staple in data centers. However, Broadcom’s application-specific integrated circuits (ASICs) have been gaining ground. These custom-designed AI accelerators, which Broadcom calls XPUs, are tailored to specific tasks and therefore more energy efficient. Rapid adoption of this chips has fueled a blistering run for Broadcom stock, which is up more than 500% since early 2023, earning its membership in the $1 trillion club.
In the third quarter, Broadcom generated record revenue that accelerated 22% year over year to $15.9 billion, resulting in adjusted earnings per share (EPS) that jumped 36% to $1.69. The company was clear that it was AI that was driving this train, as its AI-specific revenue accelerated 63% year over year to $5.2 billion. The results were well ahead of Wall Street’s expectations, as analysts’ consensus estimates called for revenue of $15.82 billion and adjusted EPS of $1.66.
For context, in its fiscal 2026 second quarter (ended July 27), Nvidia’s data center segment, driven primarily by AI, grew 56% year over year, down from 73% growth in Q1, which shows its growth is decelerating.
However, it was management’s commentary that gave investors cause to celebrate, as Broadcom delivered two pieces of news that bode well for the future.
First, Broadcom stated that it continues to expand its business with its three biggest hyperscale customers. While the company doesn’t disclose who these customers are, they are widely believed to be Alphabet, Meta Platforms, and TikTok parent ByteDance. During the conference call to discuss the results, CEO Hock Tam said, “We continue to gain share at our three original customers.” He went on to say the company is forecasting its AI-centric growth to be higher next year, accelerating compared to the 50% to 60% growth it expects in 2025.
The other big development was that Broadcom confirmed the addition of a fourth big hyperscale customer, which many analysts believe to be OpenAI. The company said this new client moved from prospect to “qualified customer,” and had approved production of “AI racks based on our XPUs.” As a result, Broadcom boosted its backlog by $10 billion to $110 billion.
The next Nvidia?
Wall Street’s reaction to Broadcom’s results was decidedly bullish, as no fewer than 16 analysts boosted their price targets on the stock. Many of these cited the accelerating demand for Broadcom’s ASICs as a factor.
Ben Reitzes of Melius Research views Broadcom as a “Magnificent Eight” stock, arguing that it should be added to the Magnificent 7 stocks. He goes on to say that he has long believed that Nvidia’s share would fall over time, with Broadcom eventually taking a roughly 30% share of the AI compute market.
That said, Reitzes also believes that a rising tide lifts all boats, and both companies will be massive winners as the adoption of AI continues to gain steam. That said, the analyst points out that over the long term, Nvidia’s CUDA programming library shouldn’t be underestimated, as this software ecosystem is favored by developers and provides Nvidia with a significant competitive advantage.
So while Broadcom will likely be the next Nvidia, the demand for AI continues to climb, and the market will be able to support two major players, so Nvidia and Broadcom will likely both be market-beating investments from here.
From a valuation perspective, the recent spike in Broadcom’s stock price has seen a commensurate increase in its multiple. Broadcom stock is currently selling for 37 times next year’s earnings, compared to 27 for Nvidia. Both are trading for a premium, but both are also well-positioned to profit from the growing adoption of AI.
Should you invest $1,000 in Nvidia right now?
Before you buy stock in Nvidia, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation, you’d have $681,260!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you’d have $1,046,676!*
Now, it’s worth noting Stock Advisor’s total average return is 1,066% — a market-crushing outperformance compared to 186% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor.
See the 10 stocks »
*Stock Advisor returns as of September 8, 2025
Danny Vena has positions in Alphabet, Broadcom, Meta Platforms, and Nvidia. 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.
Disclaimer: For information purposes only. Past performance is not indicative of future results.
AI Insights
Vikings vs. Falcons props, bets, SportsLine Machine Learning Model AI predictions: Robinson over 68.5 rushing

Week 2 of Sunday Night Football will see the Minnesota Vikings (1-0) hosting the Atlanta Falcons (0-1). J.J. McCarthy and Michael Penix Jr. will be popular in NFL props, as the two will face off for the first time since squaring off in the 2023 CFP National Title Game. The cast of characters around them has changed since McCarthy and Michigan prevailed over Washington, as the likes of Justin Jefferson, Kyle Pitts, T.J. Hockenson, and Drake London now flank the quarterbacks. There are several NFL player props one could target for these star players, or you may find value in going after under-the-radar options.
Tyler Allgeier had 10 carries in Week 1, which were just two fewer than Bijan Robinson, with the latter being more involved in the passing game with six receptions. If Allgeier has a similar type of volume going forward, then the over for his rushing yards NFL prop may be one to consider. A strong run game would certainly help out a young quarterback like Penix, so both Allgeier and Robinson have intriguing Sunday Night Football props. Before betting any Falcons vs. Vikings props for Sunday Night Football, you need to see the Vikings vs. Falcons prop predictions powered by SportsLine’s Machine Learning Model AI.
Built using cutting-edge artificial intelligence and machine learning techniques by SportsLine’s Data Science team, AI Predictions and AI Ratings are generated for each player prop.
For Falcons vs. Vikings NFL betting on Sunday Night Football, the Machine Learning Model has evaluated the NFL player prop odds and provided Vikings vs. Falcons prop picks. You can only see the Machine Learning Model player prop predictions for Atlanta vs. Minnesota here.
Top NFL player prop bets for Falcons vs. Vikings
After analyzing the Vikings vs. Falcons props and examining the dozens of NFL player prop markets, the SportsLine’s Machine Learning Model says Falcons RB Bijan Robinson goes Over 68.5 rushing yards (-114 at FanDuel). Robinson ran for 92 yards and a touchdown in Week 14 of last season versus Minnesota, despite the Vikings having the league’s No. 2 run defense a year ago. After replacing their entire starting defensive line in the offseason, it doesn’t appear the Vikings are as stout on the ground. They allowed 119 rushing yards in Week 1, which is more than they gave up in all but four games a year ago.
Robinson is coming off a season with 1,454 rushing yards, which ranked third in the NFL. He averaged 85.6 yards per game, and not only has he eclipsed 65.5 yards in six of his last seven games, but he’s had at least 90 yards on the ground in those six games. Over Minnesota’s last eight games, including the postseason, six different running backs have gone over 65.5 rushing yards, as the SportsLine Machine Learning Model projects Robinson to have 85.6 yards in a 4.5-star prop pick. See more NFL props here, and new users can also target the FanDuel promo code, which offers new users $300 in bonus bets if their first $5 bet wins:
How to make NFL player prop bets for Minnesota vs. Atlanta
In addition, the SportsLine Machine Learning Model says another star sails past his total and has five additional NFL props that are rated four stars or better. You need to see the Machine Learning Model analysis before making any Falcons vs. Vikings prop bets for Sunday Night Football.
Which Vikings vs. Falcons prop bets should you target for Sunday Night Football? Visit SportsLine now to see the top Falcons vs. Vikings props, all from the SportsLine Machine Learning Model.
AI Insights
Prediction: These AI Stocks Could Outperform the “Magnificent Seven” Over the Next Decade

The “Magnificent Seven” stocks, which drove indexes higher over the past couple of years, continued that job in recent months. And for good reason. Most of these tech giants are playing key roles in the high-growth industry of artificial intelligence (AI), a market forecast to reach into the trillions of dollars by the early 2030s. Investors, wanting to benefit from this growth, have piled into these current and potential AI winners.
But the Magnificent Seven stocks aren’t the only ones that may be set to excel in AI and deliver growth to investors. As the AI story progresses, the need for infrastructure capacity and certain equipment could result in surging sales for other companies too. That’s why my prediction is the following three stocks are on track for major strength in AI and may even outperform the Magnificent Seven over the coming decade. Let’s check them out.
Image source: Getty Images.
1. Oracle
Oracle (ORCL -5.05%) started out as a database management specialist, and it still is a giant in this area, but in recent times it’s put the focus on growing its cloud infrastructure business — and this has supercharged the company’s revenue.
AI customers are rushing to Oracle for capacity to run training and inferencing workloads, and this movement helped the company report a 55% increase in infrastructure revenue in the recent quarter. And Oracle predicts this may be just the beginning. The company expects this business to deliver $18 billion in revenue this year — and grow that to $144 billion four years from now.
Investors were so excited about Oracle’s forecasts that the stock surged about 35% in one trading session, adding more than $200 billion in market value. Customers are seeing the value of Oracle’s database technology paired with AI — a combination that allows them to securely apply AI to their businesses — and this may keep the demand for Oracle’s services going strong and the stock price heading higher as the AI story enters its next chapters.
2. CoreWeave
CoreWeave (CRWV -0.65%) has designed its cloud platform specifically for AI workloads, and the company works closely with chip leader Nvidia. So far, this has resulted in CoreWeave’s being the first to make Nvidia’s latest platforms generally available to customers. This is a big plus as companies scramble to gain access to Nvidia’s innovations as soon as possible.
Nvidia also is a believer in CoreWeave’s potential as the chip giant holds shares in the company. As of the second quarter, CoreWeave makes up 91% of Nvidia’s investment portfolio. Considering Nvidia’s knowledge of the AI landscape, this investment is particularly meaningful.
Customers may also like the flexibility of CoreWeave’s services, allowing them to rent graphics processing units (GPUs) by the hour or for the long term. All of this has led to explosive revenue growth for the company. In the latest quarter, revenue tripled to more than $1.2 billion.
The growing need for AI infrastructure should translate into ongoing explosive growth for CoreWeave, and that may make it a stronger stock market performer than long-established players — such as the Magnificent Seven.
3. Broadcom
Broadcom (AVGO 0.19%) is a networking leader, with its products present in a variety of places from your smartphone to data centers. And in recent times, demand from AI customers — for items such as customized chips and networking equipment — has helped revenue soar.
In the recent quarter, Broadcom said AI revenue jumped 63% year over year to $5.2 billion, and the company forecast AI revenue of $6.2 billion in the next quarter. The company already is working on custom chips for three major customers, and demand from them is growing — on top of this, Broadcom just announced a $10 billion order from another customer, one that analysts and press reports say may be OpenAI.
Meanwhile, Broadcom’s expertise in networking is paying off as high-performance systems are needed to connect customers’ growing numbers of compute nodes. As AI customers scale up their platforms, they need to share data between more and more of these nodes — and Broadcom has what it takes to do the job.
We’re still in the early phases of this AI buildout — as mentioned, the AI market may be heading for the trillion-dollar mark — and Broadcom clearly will benefit. And that may help this top tech stock to outperform the Magnificent Seven over the next decade.
Adria Cimino has positions in Oracle. The Motley Fool has positions in and recommends Nvidia and Oracle. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.
AI Insights
Zheng Yongnian on why China must look beyond the West to build a better AI

For many years, you have called for the rebuilding of China’s own knowledge system. Recently, you have also voiced concerns about “intellectual colonialism” in the artificial intelligence era. Can you elaborate?
The concerns mainly refer to challenges in China’s social sciences which originated from the West.
Religions, ideology, values – as Samuel Huntington explained in his book The Clash of Civilisations – are important for any nation. And the meaning of society and technology is determined by the humanities and social sciences.
Chinese researchers learned and adopted theories of Western social sciences, but these are based on Western methods that summarise Western practices and experiences, and are then used to explain Western society.
Those theories have failed to explain Confucian civilisation, the Islamic world and Indian society. We should fully embrace our secular civilisation, and thereby play a proper role in the international order.
-
Business2 weeks ago
The Guardian view on Trump and the Fed: independence is no substitute for accountability | Editorial
-
Tools & Platforms1 month ago
Building Trust in Military AI Starts with Opening the Black Box – War on the Rocks
-
Ethics & Policy2 months ago
SDAIA Supports Saudi Arabia’s Leadership in Shaping Global AI Ethics, Policy, and Research – وكالة الأنباء السعودية
-
Events & Conferences4 months ago
Journey to 1000 models: Scaling Instagram’s recommendation system
-
Jobs & Careers3 months ago
Mumbai-based Perplexity Alternative Has 60k+ Users Without Funding
-
Podcasts & Talks2 months ago
Happy 4th of July! 🎆 Made with Veo 3 in Gemini
-
Education3 months ago
VEX Robotics launches AI-powered classroom robotics system
-
Education2 months ago
Macron says UK and France have duty to tackle illegal migration ‘with humanity, solidarity and firmness’ – UK politics live | Politics
-
Podcasts & Talks2 months ago
OpenAI 🤝 @teamganassi
-
Funding & Business3 months ago
Kayak and Expedia race to build AI travel agents that turn social posts into itineraries