Nvidia and Broadcom are competing for AI computing unit market share. Taiwan Semiconductor is a key player in fabricating chips for AI. Microsoft stock is seen as a bargain post-earnings report. Nvidia, Broadcom, Taiwan Semiconductor, and Microsoft are top buys for AI growth. Investors should consider these stocks for long-term potential and growth.

Nvidia leads the AI market with GPUs, projecting strong growth in 2026. Analysts expect 52% growth in fiscal 2027. Broadcom challenges Nvidia with specialized ASIC chips for AI workloads. Broadcom anticipates AI semiconductor revenue doubling year over year.

Taiwan Semiconductor Manufacturing dominates chip foundry for AI companies. TSMC’s capabilities position it as a go-to foundry for AI computing companies. Analysts project 31% growth this year and 22% next year in New Taiwan dollars. TSMC is a solid investment with ongoing AI spending.

Microsoft operates across AI applications and infrastructure with Azure cloud platform. Azure saw 39% revenue growth in Q2 2026. Microsoft stock price fell post-earnings, offering a buying opportunity. Microsoft trades at 25 times forward earnings, a favorable valuation for investors.

Read more at Nasdaq: The Best Stocks to Invest $5,000 in Right Now