Top 7 powerful stocks of the past week

The stock market is once again showing positive momentum, and analysts highlight several companies where the profit growth potential appears particularly impressive. Among the favorites are Lam Research, Broadcom, Alphabet, and several lesser-known but promising players. Below is a detailed breakdown of each company and the factors influencing their growth.

Lam Research (LRCX)
Lam Research remains a key player in the semiconductor equipment market. Demand for its products is fueled not only by the overall growth of the chip industry but also by the specific impact of artificial intelligence. Modern processors and memory are becoming increasingly complex, and only Lam’s equipment is capable of supporting mass production.
The financial indicators are impressive: earnings per share (EPS) continue to rise, margins remain high, and analysts’ forecasts are regularly revised upward. Considering that the company is at the center of the semiconductor cycle, Lam Research represents a combination of stable fundamental growth and participation in the innovative segment of the tech sector.

Broadcom (AVGO)
Broadcom is one of the largest suppliers of artificial intelligence solutions, including specialized chips (ASICs), networking equipment, and data center infrastructure. The company actively collaborates with OpenAI and receives growing orders from hyperscalers such as Google, Microsoft, and Amazon.
Broadcom’s financial dynamics are supported by strong demand for enterprise solutions, stable margins, and a solid order flow. These factors create a powerful growth driver for 2025–2026, making Broadcom one of the most attractive long-term investment opportunities in the AI sector.

Alphabet (GOOGL)
Alphabet remains a technological giant with a diversified product portfolio: Google Search, YouTube, advertising solutions, and cloud services. Investors pay particular attention to the Gemini AI division, where the company is developing artificial intelligence capabilities.
Growth in the cloud segment and monetization of advertising products provide a strong foundation for long-term expansion. Despite stock prices being close to historical highs, the company’s valuation remains relatively reasonable, and its fundamental indicators confirm potential for further profit growth.

Amphenol (APH)
Amphenol is a manufacturer of high-tech components for data centers and communication infrastructure. Over the past year, the company’s stock has risen by about 70%, reflecting strong quarterly reports and steady demand for its products.
The company actively contributes to the development of the infrastructure side of the AI revolution, providing components for server systems, cabling solutions, and other critical segments. This makes Amphenol an attractive option for investors focused on technology infrastructure.

Comfort Systems (FIX)
Comfort Systems specializes in heating, ventilation, and air conditioning systems for industrial facilities. In recent quarters, the company has received a record backlog of orders, linked to large-scale construction of data centers worldwide.
This “hidden gem” of the sector provides a stable income stream and demonstrates growth potential amid expanding AI infrastructure construction. The company combines moderate risks with solid fundamental growth.

Celestica (CLS)
Celestica is engaged in the manufacturing of servers and integration of racks for AI clusters, serving clients such as Meta and Google. The company’s financial indicators show rising earnings per share, and its management provides positive guidance for upcoming quarters.
The growth in orders associated with the expansion of data centers and AI infrastructure makes Celestica an appealing option for investors seeking companies that benefit fro

Charles Schwab (SCHW)
The financial sector is also showing signs of recovery, and Charles Schwab is one of the clear beneficiaries of this trend. The company has returned to strong profit growth, relying on a rebound in client activity and an increase in trading volumes.
Charles Schwab represents an interesting case for investors looking for opportunities in the financial services market after a period of reduced volatility. The company combines stability and growth potential amid the recovery of economic activity.

Overall conclusion

All listed companies benefit from the growth of AI infrastructure, cloud solutions, and increasing computational demand.

• Top favorites for profit growth: Lam Research, Broadcom, Alphabet.
• High-potential infrastructure ideas: Amphenol, Celestica, Comfort Systems.
• Financial rebound and sector recovery: Charles Schwab.

These companies not only show strong fundamental expansion but also form a foundation for long-term investment, considering technological trends, infrastructure expansion, and the stabilization of financial markets.