Investors seeking long-term growth would do well to focus on businesses building the global AI infrastructure.Sometimes the best signal to buy stock in a particular company shows up on another company's earnings call. That's what just happened for semiconductor company Broadcom (AVGO -0.05%). Unexpectedly, the true growth potential in this computer networking company was revealed in Oracle's (ORCL 4.46%) first-quarter fiscal 2026 earnings call (for the period ending Aug. 31).Expanding data center capacity b ...