Broadcom Inc.

Zscaler, Inc.

Oracle Corporation

Leading analysts suggest investors looking to capitalize on the AI boom should bet on three stocks: Broadcom, Zscaler and Oracle. According to TipRanks, a platform that assesses the accuracy of Wall Street forecasts, these companies are well positioned to capitalize on AI-related growth over the long horizon. They have already proven the resilience of their business models and have received a strong boost from the growing demand for artificial intelligence. The latest reporting season has shown: it's not about temporary hype, but about building stable revenue streams, CNBC <a href="https://www.cnbc.com/2025/09/14/top-wall-street-analysts-bet-on-the-potential-of-these-3-stocks-for-the-long-haul.html">writes </a>.

Who will make money on the AI boom in the long run: TipRanks names three Wall Street favorites

NVIDIA Corporation

Nvidia could lose about $12 billion in revenue in 2026 due to increased competition, analyst says

A Citi analyst lowered his target price on Nvidia stock. What does he fear?

Chevron Corporation

Uber Technologies, Inc.

Tesla, Inc.

ASML Holding N.V.

Kenvue Inc.

Advanced Micro Devices, Inc.

FASTENAL CO. R

Guidewire Software, Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: focus on possible duty removal and threat to Fed independence

Analysts speculate that Broadcom's new customer for a large batch of AI chips is OpenAI

Wall Street updates Broadcom's valuation due to AI demand. Is the stock still worth buying?

lululemon athletica inc.

DocuSign, Inc.

Morning in New York: employment data will determine the market vector

Marvell Technology, Inc.

Almost all analysts on Wall Street advise buying shares of one of the main beneficiaries of the AI boom

Broadcom has improved its AI revenue outlook. It has a new major customer

Salesforce, Inc.

American Eagle Outfitters, Inc.

Figma

C3.ai, Inc.

Alphabet Inc.

Apple Inc.

ConocoPhillips

HealthEquity, Inc.

Dollar Tree Inc. R

Macy's, Inc.

Meta Platforms, Inc.

Microsoft Corporation

A morning in New York: technology remains in focus

The chipmaker will release third-quarter results on Thursday, Sept. 4

'Use the dip to buy': why Melius expects drawdown after Broadcom report

The U.S. Bureau of Labor Statistics employment report, which will be released this week, may remove the last doubts about the Fed's interest rate cut as early as September - if job growth remains weak, <a href="https://www.barrons.com/articles/jobs-inflation-salesforce-broadcom-macys-stocks-0aa838e0?mod=RTA#:~:text=The%20Bureau%20of%20Labor%20Statistics%E2%80%99%20jobs%20report%2C%20to%20be%20released%20on%20Friday%2C%20can%20all%20but%20make%20an%20interest%2Drate%20cut%20official%20at%20the%20Federal%20Open%20Market%20Committee%E2%80%99s%20next%20meeting%20if%20jobs%20growth%20continues%20to%20be%20weak.">writes</a> Barron's. Fed Chairman Jerome Powell called the current labor market <a href="https://www.federalreserve.gov/newsevents/speech/powell20250822a.htm#:~:text=it%20is%20a-,curious,-kind%20of%20balance">"curious" a</a> week and a half ago <a href="https://www.federalreserve.gov/newsevents/speech/powell20250822a.htm#:~:text=it%20is%20a-,curious,-kind%20of%20balance">, with</a> slow job growth and few layoffs at the same time. This is keeping unemployment low by historical standards.

Salesforce, Broadcom and an important Fed report: what investors need to know this week

BofA no longer recommends buying Marvell stock. What's wrong with this chipmaker?

Analysts are expecting strong third-quarter results from chipmaker Broadcom, it will announce them in a week's time

'Second only to Nvidia': Oppenheimer recommended buying shares of AI boom beneficiary

Chipmaker Broadcom is strengthening partnerships with Meta, Alphabet and China's ByteDance, and their AI capex is growing, explains Citi

The AI boom is not over: Citi recommended buying shares of partner Meta, Google and Apple