Seagate Technology's revenue in the first nine months of its fiscal 2025 increased almost 43% year over year to $6.65 billion. Even better, the company's non-GAAP (adjusted) income from operations has jumped more than fourfold during this period, thanks to higher margins.

Broadcom's solid growth in the past year has brought the company's market cap to $1.3 trillion. Its healthy revenue growth, massive addressable market, and improving customer base could help it deliver more upside.