Top 2 Booming AI Stocks to Watch Now!

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 Introduction

Artificial Intelligence (AI) is no longer just a buzzword — it’s a technological revolution reshaping the world.

The rise of generative AI has sparked a wave of innovation, transforming how businesses operate, create, and compete. From automating workflows to enhancing decision-making, AI is rapidly becoming the backbone of modern enterprises.

At the same time, the digitalisation boom and widespread adoption of cloud computing have supercharged this transformation, creating fertile ground for companies investing heavily in AI.

If you're looking to ride this unstoppable wave, here are 3 high-potential US growth stocks at the forefront of this AI-driven future.🚀🔥.

1. TSMC: The Unsung Hero Powering the AI Boom

When it comes to artificial intelligence (AI), the spotlight often shines on big-name tech players. But behind the scenes, Taiwan Semiconductor Manufacturing Company (TSMC) is the critical engine driving the AI revolution.

As the world’s largest chip foundry, TSMC manufactures advanced semiconductors for over 522 global clients, including industry titans who rely on its chips to power everything from data centers to cutting-edge AI applications.

Despite macroeconomic headwinds — including renewed tariff threats from the U.S. — TSMC has issued a bullish outlook for 2025, citing unstoppable demand for AI hardware. Thanks to its market leadership, TSMC holds strong pricing power and is well-positioned to weather cost pressures and geopolitical uncertainty.

Recent numbers underscore the momentum:

• Q1 2025 revenue surged 41.6% year over year to NT$839.25 billion

• Net profit jumped 60% year over year to NT$361.6 billion

• Return on equity (ROE) hit an impressive 32.7%

Looking ahead, management forecasts:

• Mid-20% revenue growth (in USD terms) for full-year 2025

• Nearly 20% annualized revenue growth through 2029

• A consistent ROE above 25%

Investor takeaway: TSMC isn't just a beneficiary of AI growth — it's the backbone of it. With its solid fundamentals, strategic moat, and long-term runway, this semiconductor giant is a core holding for those seeking to capitalize on the AI-driven future.

2 Broadcom: The Giant Powering Ai’s Infrastructure Boom

In the race to dominate AI, Nvidia may be stealing the spotlight — but Broadcom is quietly building the foundation of the AI revolution.

As a leading provider of application-specific integrated circuits (ASICs) and AI data center infrastructure, Broadcom is becoming an indispensable partner to tech titans like Alphabet and Meta Platforms, helping them build custom AI processors tailored for speed, scale, and efficiency.

But that's just scratching the surface.

Broadcom also supplies high-speed networking solutions that are essential to operating massive AI clusters — the kind that power large language models (LLMs), recommendation engines, and real-time analytics. In fact, AI and networking-related components now make up a significant and growing share of Broadcom’s semiconductor revenue, a segment that reached US$7.4 billion in Q1 FY2025 alone.

Financials That Turn Heads

Broadcom’s latest numbers showcase just how fast it’s scaling:

• Net revenue in Q1 FY2025 surged 24.7% YoY to US$14.9 billion

• Semiconductor solutions revenue hit US$11.3 billion, up 11% YoY

• Operating profit soared over 200% to US$6.3 billion

• Net income jumped over 300% to US$5.5 billion

• Free cash flow climbed 28% YoY to a hefty US$6 billion

• The company declared a US$0.59 quarterly dividend, continuing its shareholder-friendly policy

Broadcom also recently completed its US$69 billion acquisition of VMware, which bolsters its presence in the software and cloud infrastructure space — a key area supporting the AI wave and hybrid data center environments.

Looking Ahead: More Than Just Chips

AI infrastructure is projected to become a US$500 billion industry by 2030, and Broadcom is strategically positioned to capture a significant slice of that pie.

By delivering the critical “picks and shovels” — from high-performance ASICs to networking fabrics — Broadcom is helping lay the groundwork for the next generation of AI breakthroughs.

And with an expected 15% CAGR for the global AI chipset market through 2030, Broadcom’s embedded role as a platform enabler makes it one of the most undervalued AI growth plays in the market today.

Investor takeaway: Broadcom may not have the name buzz of Nvidia, but its AI exposure, stellar financials, and critical infrastructure role make it a high-conviction growth stock for those looking to profit from the AI megatrend — with the added bonus of reliable cash flow and dividends.