The Zacks Analyst Blog Highlights Apple, Microsoft and Broadcom

Zacks analysts reviewed three major tech stocks on October 1, 2026. Apple gained 21.5% YTD but faces near-term headwinds from FX constraints and rising memory costs, warranting a Neutral rating. Microsoft outperformed its industry with strong AI and cloud momentum, though capacity constraints and competition persist. Broadcom gained only 2.9% YTD despite AI infrastructure benefits, held back by customer concentration and margin pressures, also rated Neutral.