Bank of America sets AI stocks to buy list for 2026 [Yahoo! Finance]
Broadcom Inc. (AVGO)
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Source: Yahoo! Finance
In doing so, the investment bank 's analysts are putting familiar names at the top of their AI stocks to buy list for 2026. Nvidia NVDA ), Broadcom ( AVGO ), and Lam Research ( LRCX are BofA's three headline picks, as it argues that the powerful AI spending boom is still in its early innings. For perspective, four of the biggest tech giants in Microsoft, Amazon, Alphabet, and Meta dropped nearly $110 billion on AI-driven capex in Q3 alone. Bank of America's analysts make the case that 2026 is likely to be the midpoint in a major overhaul of global computing infrastructure, with companies upgrading systems to handle AI workloads. That view is also why the recent pullbacks in the bellwethers haven't shaken conviction in the core narrative. So, the message is that while AI stocks could remain volatile in the near-term, the companies involved in the infrastructure boom are positioned to benefit immensely as spending continues to rise at an aggressive pace. BofA isn't buying t
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News
- Broadcom (AVGO) Stock Is Up, What You Need To Know [Yahoo! Finance]Yahoo! Finance
- Stocks rise on Wall Street and pull closer to weekly gains as AI stocks climb [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- Dividend Roundup: AT&T, Broadcom, Philip Morris, Xcel Energy, and more [Seeking Alpha]Seeking Alpha
- Broadcom (NASDAQ:AVGO) had its price target raised by analysts at Truist Financial Corporation from $500.00 to $510.00. They now have a "buy" rating on the stock.MarketBeat
- Broadcom Is Selling Off on AI Concerns. UBS Sees a Buying Opportunity. [Yahoo! Finance]Yahoo! Finance
AVGO
Earnings
- 12/11/25 - Beat
AVGO
Sec Filings
- 12/18/25 - Form 4
- 12/18/25 - Form 4
- 12/18/25 - Form 4
- AVGO's page on the SEC website