Alphabet and Broadcom may have dipped 15% or more from their highs, but their AI-driven growth stories are far from over. Alphabet’s cloud division is soaring with 82% YoY growth, fueled by AI integration across search and cloud services, while Broadcom’s AI chip division exploded with 143% growth last quarter and is on track to generate $100B+ in revenue by 2027. Despite the pullback, Alphabet trades at a more reasonable valuation with solid projected growth, and Broadcom offers an attractive forward P/E under 20 — both are poised to capitalize on the AI boom for long-term investors.
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