Broadcom Lags AI Chip Rally in 2026: Should You Switch to AMD or Intel?
Broadcom (AVGO) shares have barely moved in 2026, up just 4.15% year-to-date, while the rest of the AI chip sector has rallied. The article examines whether investors should consider switching to AMD or Intel.
Key Numbers
According to 24/7 Wall St., Broadcom (NASDAQ:AVGO) shares have remained nearly flat in 2026, gaining only 4.15% year-to-date, while other AI chip stocks have surged higher. With U.S. markets closed Friday for Independence Day, investors have a moment to review the scoreboard heading into the second half.
Broadcom vs. the Sector
| Ticker | YTD Return |
|---|---|
| AVGO | 4.15% |
| AMD | Not disclosed |
| INTC | Not disclosed |
The article does not provide exact figures for AMD or Intel, but notes that the broader AI chip complex has performed strongly.
Rationale for Switching to AMD or Intel
The article raises the question of whether investors should rotate out of Broadcom into AMD or Intel, given Broadcom's relative underperformance. However, the decision depends on valuation, growth prospects, and earnings expectations.
Broader Context
No specific analyst recommendations are mentioned. Broadcom remains a key player in networking and AI chips, and its sluggish performance may be temporary.
Conclusion
Investors should evaluate each company's fundamentals, valuation, and risks before making any switch. The article does not provide a clear recommendation, but rather poses a question for discussion.
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