Nvidia and Broadcom: The New Benchmark for AI Stocks in 2026
ByAinvest
Thursday, Dec 4, 2025 9:45 am ET1min read
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Investors are shifting from focusing solely on revenue growth to measuring the success of AI-related companies by their profitability. This change in expectations comes after three years of OpenAI's ChatGPT and several years of AI data center construction. Investors are now seeking a return on investment, with some companies like Nvidia and Broadcom seeing incredible overperformance in profitability. However, a recent study by MIT found that 95% of institutional investments in AI are not yet providing meaningful returns.
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