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Broadcom and Amazon Potential Growth in 2026
Broadcom (NASDAQ: AVGO) is poised for significant growth in 2026, with estimated opportunities ranging from $60 billion to $90 billion in custom AI chip design, alongside a $10 billion order from a potential fourth customer, possibly Apple. The company’s total revenue for the current fiscal year is projected to exceed $63 billion.
In contrast, Amazon (NASDAQ: AMZN) has underperformed in 2025 but is expected to rebound in 2026. Its North American segment saw a 28% increase in adjusted operating income in Q3 on an 11% sales increase. Additionally, AWS revenue grew 20% in Q3, supported by a $38 billion cloud computing deal with OpenAI.
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