Artificial intelligence (AI) stocks, including Nvidia (NASDAQ: NVDA), Oracle (NYSE: ORCL), and Broadcom (NASDAQ: AVGO), have rebounded significantly amid optimism regarding U.S. trade policies. Nvidia’s revenue has seen double- and triple-digit growth, driven by its GPUs essential for AI model training, while Oracle reported a 52% rise in cloud infrastructure revenue to $3 billion. Broadcom’s AI revenue surged 77% to $4.1 billion in its latest quarter.
Nvidia has launched a quantum research center to further explore opportunities at the intersection of AI and quantum computing, maintaining strong growth potential with a valuation at 36x forward earnings. Oracle’s remaining performance obligations have increased 41% to $138 billion, indicating robust future revenue. Broadcom anticipates sustained growth as demand for its AI semiconductor solutions continues to rise.
