3 AI Stocks Stuck in Neutral to Buy Before Their Next Catalysts Hit
Key PointsBroadcom's custom chip revenues are set to soar over the next few years.
Artificial intelligence stocks have had a solid year so far in 2026, but not all AI stocks have followed suit. Broadcom (AVGO), Meta Platforms (META), and Microsoft (MSFT) are three notable companies that are currently around breakeven for the year. Despite being top-notch companies, these AI stocks are trading around 30% lower than their spring high. However, investors could benefit from purchasing shares in these three AI stocks prior to their upcoming catalysts.
Broadcom, a leader in data center networking, has been experiencing a downturn. While the company has a clear path to rapid growth over the next couple of years, its custom chip business is currently its biggest growth driver. Broadcom played a crucial role in developing Tensor Processing Units (TPUs) for Alphabet and has been instrumental in creating custom chips for OpenAI and Meta.
Both Alphabet and Anthropic have major purchase commitments for Broadcom's TPUs, as well as OpenAI and Meta, indicating that the demand for Broadcom's custom chips will likely increase in the coming years.
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