Broadcom Stock And 2 AI Infrastructure Picks With Strong Earnings Growth

Rising global bond yields, linked to stubborn inflation worries, are putting pressure on highly priced stocks. Investors are questioning which companies can still grow earnings if borrowing costs stay elevated. That is where the Healthy high growth potential screener becomes interesting. It filters for businesses that analysts expect to grow earnings and that also meet financial health checks. This article highlights three stocks from that list.

The three stocks below are just a small sample, with the full screen surfacing 280 more companies that also combine expected earnings growth with balance sheets that pass the same financial health checks. If you want to identify and analyze the highest conviction ideas from that broader universe, head straight to the Healthy high growth potential screener.

Broadcom (AVGO)

Overview: Broadcom is a large US$2 trillion digital infrastructure company that designs high performance semiconductor chips for data centers, networking and storage, alongside an enterprise and cloud software portfolio through VMware. The clearest link to the Healthy high growth potential theme is its Semiconductor Solutions segment, which supplies custom silicon and networking hardware used in AI, cloud and hyperscale servers.

Operations: Broadcom generates about US$47.8b of revenue from Semiconductor Solutions and US$27.7b from Infrastructure Software.

Market Cap: US$1.75 trillion

Investors looking at Broadcom can see a company tied directly to AI and cloud infrastructure through its high performance data center networking and custom chips, while also collecting recurring cash flows from its VMware based software arm. Analysts currently forecast earnings growth of about 34% a year and report high returns on equity, which indicate strong profitability on recent figures, yet the balance sheet carries substantial debt and recent insider selling may concern more cautious investors. Large multi year AI chip agreements and a sizeable bookings backlog highlight one side of the investment case, but customer concentration and rising competition in hyperscaler spending add meaningful risk. That mix of powerful growth drivers and clear pressure points makes Broadcom a stock that some investors may consider examining more closely for this screener theme.

Broadcom’s AI deals and software cash flows look powerful, yet the real story lies in how that growth profile stacks up against its debt load and customer risks in the 4 key rewards and 2 important warning signs

Oracle (ORCL)

Overview: Oracle is a global enterprise software company best known for its Oracle Cloud applications like Fusion ERP, EPM, SCM, HCM and NetSuite, alongside Oracle Cloud Infrastructure that runs databases, AI and high performance workloads for governments and large corporations. The strongest link to the Healthy high growth potential theme is this cloud and AI platform, which sits alongside a sizeable but slower moving base of on premise licenses, support and hardware.

Operations: Oracle generates the bulk of its US$67.4b revenue from Cloud and software at about US$58.5b, with smaller contributions from Services at roughly US$5.7b and Hardware at about US$3.1b.

Market Cap: US$434.5b

Oracle is worth a closer look if you want cloud driven earnings growth tied to AI and mission critical software, but also want a business that is already profitable at scale. The attraction is a cloud and AI stack, a large backlog that points to contracted demand and earnings forecasts that line up with the Healthy high growth potential theme. The catch is that this expansion is being built on heavy data center spending and significant debt, with free cash flow and dividend cover under pressure while capacity is added. For investors willing to weigh that trade off, the detail behind Oracle’s cloud contracts, balance sheet and AI customer concentration becomes essential.

Oracle’s cloud buildout is accelerating while debt and data center spending raise questions that many investors have not fully pieced together. Explore how this balance of growth and pressure really looks in the analysis report for Oracle

Space Exploration Technologies (SPCX)

Overview: Space Exploration Technologies is a space and communications company that launches rockets for government and commercial customers, runs the Starlink satellite network that provides broadband internet, and operates an AI platform built around the Grok model and related services. The clearest link to the Healthy high growth potential theme is Starlink, where the company is targeting rapid growth in satellite broadband subscribers and revenue worldwide. Launch and AI remain important but separate pillars.

Operations: Space Exploration Technologies generates about US$13.9b from Connectivity, US$5.1b from AI and US$4.1b from Space, so satellite broadband is currently its largest revenue source.

Market Cap: US$1.95 trillion

Space Exploration Technologies appears on many growth watchlists because Starlink is already the main source of revenue and the only division reported as operating profit positive. Analysts also expect strong earnings growth over the next few years as connectivity scales. Forecast revenue growth around the mid 40% range and a projected shift from current losses to higher returns on equity relate directly to the Healthy high growth potential theme, especially with management and the board described as experienced and independent. At the same time, heavy AI and launch investment, a cash runway under a year and a capital structure reliant on external funding create dilution and funding risks. For investors comfortable with volatility, that mix of high growth potential, Starlink scale and capital intensity makes Space Exploration Technologies a stock that some may choose to watch closely within this screener theme.

Space Exploration Technologies is scaling Starlink, AI and launch together, yet the real twist is how those growth plans meet a tight cash runway. Get the full picture in the analysis report for Space Exploration Technologies.

Seeking Fresh Alternatives Beyond These Stocks

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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