Broadcom logo on phone screen. Key Points Analysts project that hyperscaler capital expenditures will increase significantly in 2026. That's good news for Broadcom. Could Broadcom update its AI addressable market estimates in the next few months? Last time it did, shares catapulted. Despite a 10% drop in shares, Broadcom has performed relatively well versus the overall semiconductor industry. Interested in Broadcom Inc.? Here are five stocks we like better. Semiconductor giant Broadcom (NASDAQ: AVG ...