Key Takeaways Broadcom is backed by AI chip, networking and VMware software demand heading into the rest of 2026. ETN benefits from AI-driven investment in power management, electrification and data center infrastructure. July's pullback resets growth sector valuations without changing long-term demand drivers for these picks.The month of July was turbulent for investors, thanks to growing concerns over whether hyperscalers can sustain record AI infrastructure spending while delivering attractive returns, r ...