In July, NVIDIA (NVDA), Microsoft (MSFT), and Broadcom (AVGO) are highlighted as top AI stocks to buy, following June pullbacks where NVDA slid nearly 12%, MSFT dropped nearly 17%, and AVGO gave back nearly 20%. NVDA and MSFT each sit between 35 and 50 percent below analyst consensus targets as their AI revenues accelerate. AVGO guided Q3 AI chip revenue to $16B, over 200% YoY growth, backed by hyperscaler design wins at Google, Meta, and OpenAI. NVIDIA delivered Q1 FY2027 revenue of $81.615 billion, up 85% year over year, with Data Center sales of $75.246 billion growing 92% and Data Center Networking revenue of $14.8 billion exploding 199% YoY. Management guided Q2 revenue to $91.0 billion, excluding any China data center compute. Free cash flow jumped to $48.554 billion, the dividend was lifted from $0.01 to $0.25, and a new $80 billion buyback was authorized. Shares trade at $198.37 with a P/E of roughly 30, against 58 buy ratings and a $301.62 analyst consensus target. CEO Jensen Huang called AI factories "the largest infrastructure expansion in human history," with NVIDIA carrying $119 billion in supply commitments. Risk includes zero H20 compute shipped to China in Q1 versus $4.