---
title: "Motley Fool flags weak AI stocks as chipmakers gain"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286681955.md"
description: "Motley Fool highlights struggling AI stocks like BigBear.ai and C3.ai, citing revenue pressures and competition. In contrast, chipmakers like Broadcom and Astera Labs are thriving as demand for AI infrastructure grows. The report suggests a shift in investor focus from speculative AI software to more stable hardware and infrastructure investments."
datetime: "2026-05-17T20:31:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286681955.md)
  - [en](https://longbridge.com/en/news/286681955.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286681955.md)
---

# Motley Fool flags weak AI stocks as chipmakers gain

AI laggards flagged: BigBear.ai and C3.ai face revenue pressures, widening losses, and competition, making them less appealing despite AI market expansion. Hardware leaders rise: Broadcom’s AI chip revenue is surging, and Astera Labs’ connectivity solutions are in demand as AI clusters scale. Investor shift ahead: Motley Fool’s picks indicate a move away from speculative AI software toward infrastructure and hardware with stronger fundamentals.

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