Nvidia is struggling to meet the high demand for its data center GPUs. Amazon aims to rebound in 2026 after a lackluster 2025. Broadcom’s custom AI accelerator chips are gaining popularity with hyperscalers. Nvidia remains a top buy despite concerns over AI bubble and chip dominance slipping.

Nvidia’s GPUs power the majority of AI workloads, but investors worry about a potential bubble and slipping dominance. CEO Jensen Huang reported being “sold out” of cloud GPUs, with $57 billion in revenue during Q3. With the stock down 20% from its peak, Wall Street expects 48% revenue growth in 2026.

Amazon stock remains flat for the year, but promising signs point to a resurgence in 2026. Amazon Web Services saw a 20% revenue growth rate in Q3, while the advertising service business is reaccelerating. These factors should drive Amazon’s stock price up in the coming year.

Broadcom’s stock is up 40% YTD, but it took a hit after a disappointing earnings report. Despite revenue timing concerns, AI semiconductor revenue is expected to double. The stock trades at 32 times forward earnings, making it a potentially attractive buy for investors.

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