2 Artificial Intelligence Stocks That Could Help Make You a Fortune in 2026

Broadcom is positioned for major upside from custom AI chips and data-center networking — its Tomahawk and Jericho4 products are driving networking growth while its ASIC business, which helped design Google’s TPUs, has attracted hyperscaler partnerships that the company pegs as an up-to-$90 billion opportunity in fiscal 2027 (plus a separate $10 billion customer order for next year) and a deal to supply OpenAI with 10 gigawatts of custom chips worth hundreds of millions. UiPath is pivoting from robotic process automation to an agent orchestration platform (Maestro) that manages both software bots and third-party AI agents via no-/low-code tools; with founder Daniel Dines back as CEO the business has stabilized and reported 16% revenue growth and a 45% jump in adjusted EPS last quarter, yet still trades at a forward P/S near 6x. Together these stories imply significant upside if Broadcom’s custom-chip deployments scale and UiPath’s revenue acceleration and platform adoption continue, which could materially re-rate both stocks in 2026 if execution holds.

Analysis

Broadcom is positioned at the center of AI infrastructure demand: its Tomahawk switches and Jericho4 routers are driving data-center networking growth while its ASIC business — which helped design Alphabet's TPUs — has attracted hyperscaler partnerships the company sizes as an up-to-$90 billion opportunity in fiscal 2027, plus a separate $10 billion customer order for next year and a deal to supply OpenAI with 10 gigawatts of custom chips worth “hundreds of millions.” These concrete customer commitments imply a multiyear revenue and backlog ramp if designs translate into production shipments and hyperscalers deploy capacity at scale.

UiPath is transitioning from RPA to an orchestration layer for AI agents through its Maestro platform; with founder Daniel Dines back as CEO the company reported revenue growth of 16% and a 45% increase in adjusted EPS last quarter, and it trades at a forward P/S just under 6x. The platform’s ability to manage both software bots and third-party agents addresses a practical enterprise need as agentic AI proliferates, but valuation upside depends on continued revenue acceleration and broader enterprise adoption.

Key risks for both names are execution and timing: Broadcom must convert large design wins into production revenue by fiscal 2027, and UiPath must sustain accelerating top-line growth and platform adoption to justify re-rating. Investors should therefore watch customer order flow, shipment cadence, revenue recognition trends, and next-quarter adoption metrics as primary indicators of durable upside.

Key Decisions for Investors

• Consider increasing exposure to AVGO on the material multi-year opportunity from custom ASICs and the OpenAI supply deal, but scale into positions as customer design wins convert into confirmed orders and production shipments
• Accumulate PATH selectively given the 16% revenue growth, 45% adjusted EPS jump and sub-6x forward P/S, while requiring sequential revenue acceleration and clear adoption metrics for Maestro before committing full allocation
• Monitor near-term hard indicators — Broadcom customer order/backlog updates, shipment cadence and revenue recognition; UiPath contract wins, customer deployments and ARR trajectory — and make follow-through allocations only if those signals confirm scaling
• Maintain disciplined position sizing or hedges because upside depends heavily on execution and timing of AI deployments; be prepared to trim exposure if conversion of design wins into revenue lags market expectations