1 week ago
6
Jeremy Phillips
Mon, March 16, 2026 astatine 9:16 AM CDT 4 min read
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Broadcom (AVGO) posted Q1 FY2026 AI gross of $8.4B, up 106% year-over-year, and guided Q2 AI semiconductor gross to $10.7B. Netflix (NFLX) doubled advertisement gross successful 2025 to implicit $1.5B and expects it to astir treble again successful 2026, with 2026 gross guidance of $50.7B to $51.7B. Target (TGT) bushed Q4 adjusted EPS expectations astatine $2.44 versus $2.16 statement and reported affirmative February income growth.
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Nvidia’s GTC keynote contiguous is expected to stress agentic AI and Blackwell chips, creating a tailwind for AI infrastructure plays similar Broadcom and beneficiaries similar Netflix portion sentiment-driven selling has near Target undervalued.
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Hightower's Stephanie Link isn't waiting for the all-clear. While overmuch of the marketplace watches geopolitical headlines, she's putting wealth to enactment successful 3 names up of what she expects to beryllium a pivotal week for AI sentiment.
"I've been adding to Netflix and Target and Broadcom really up of what I deliberation is going to beryllium a precise affirmative Nvidia gathering this week," Link said successful a caller TV appearance. Her broader thesis: investors who sold connected Liberation Day missed a 34% rally since then, and waiting for certainty means stocks volition beryllium a batch higher by the clip you act.
Today is the day. Nvidia (NASDAQ:NVDA) CEO Jensen Huang takes the signifier astatine GTC this afternoon, and prediction markets terms near-certainty that he'll thin hard into agentic AI, Blackwell, and information halfway scale. The assemblage puts a 98.65% probability connected Huang utilizing the connection "agentic" and a 98.35% probability connected "Blackwell" coming up. The setup is telegraphed. Link is already positioned.
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Broadcom (NASDAQ:AVGO) is the astir evident AI companion commercialized to Nvidia. While Nvidia dominates general-purpose GPU compute, Broadcom builds customized AI accelerators for hyperscalers who privation silicon tailored to circumstantial workloads. The 2 are dividing up the aforesaid monolithic capex wave, not competing.
Q1 FY2026 AI gross deed $8.40 billion, up 106% year-over-year, supra the company's ain forecast. CEO Hock Tan guided Q2 AI semiconductor gross to $10.7 billion, with a stated extremity to transcend $100 cardinal successful AI income by 2027. The banal is down astir 7% year-to-date, which is the dislocation Link is buying.
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