Broadcom (NASDAQ: AVGO) doesn't have the same name recognition as some of its peers, like Nvidia, but that doesn't make the company any less influential in the artificial intelligence (AI) space. The company is making huge waves in the AI semiconductor market as companies ramp up spending to build new AI infrastructure.

There is no shortage of warnings about the U.S. stock market’s high valuation, but a deeper look into sectors shows quite a bit of variation.

In the U.S., online shopping represents 16% of all retail sales. That figure has climbed steadily over the years, demonstrating the sizable opportunity for Etsy to keep growing over the long term. And I suspect e-commerce penetration is even lower on a global level.