<div id="readability-page-1">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.</div>

ALAB

BBAI

<p>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.</p>

- BigBear.ai and C3.ai are experiencing revenue pressures and widening losses amidst rising competition, which diminishes their attractiveness despite the expanding AI market.  
- In contrast, Broadcom is seeing a surge in AI chip revenue, while Astera Labs’ connectivity solutions are gaining demand as AI clusters grow.  
- Investors are shifting their focus from speculative AI software to infrastructure and hardware, favoring companies with stronger fundamentals according to Motley Fool's recommendations.

Astera Labs

BigBear.ai

C3.AI

Roundhill AVGO WeeklyPay ETF

Leverage Shares 2X Long AVGO Daily ETF

SPDR S&P Semicon

Invesco Semiconductors ETF

VanEck Semiconductor ETF

Defiance Daily Target 2X Long AVGO ETF

Direxion Semicon Bull 3X

GraniteShares 2x Long AVGO Daily ETF

First Trust Nasdaq Food & Semicon

Direxion Daily AVGO Bull 2X Shares

iShares Semiconductor ETF

Broadcom

BIGBEAR AI HOLDINGS INC C/WTS 08/12/2026 (TO PUR COM)

Motley Fool flags weak AI stocks as chipmakers gain