Americans may face a few more years of a divided government. Vice President Kamala Harris currently holds an average lead of 2.8% over former President Donald Trump in 256 presidential race polls. According to models from Decision Desk HQ, there’s a 72% likelihood that Republicans will regain a majority in the Senate and a 53% chance of retaining a majority in the House of Representatives.

Polls are just forecasts, as actual elections are determined by voters. Nevertheless, it’s not too early for investors to think about potential actions based on the upcoming results in November. If the polling predictions hold true, here are three stocks that could perform well if Harris wins while the GOP controls Congress.

1. Broadcom

While there are many points of contention between Democrats and Republicans, both parties share a common interest in ensuring that the U.S. maintains its leadership in artificial intelligence (AI). Legislators from both sides are working together through the House Task Force on Artificial Intelligence to “explore how Congress can help America continue leading in AI innovation while considering necessary safeguards against current and emerging threats.”

Broadcom (NASDAQ: AVGO) stands to gain from this bipartisan support for U.S. leadership in AI. This California-based company is a leading supplier of semiconductors and networking infrastructure, particularly for AI data centers. Its Ethernet networking technology is crucial for seven of the eight largest AI clusters globally.

With Harris in the presidency, Broadcom is likely to avoid the harsh tariffs proposed by Trump. If the GOP holds Congress, Harris might struggle to push through her suggested corporate tax increases, creating a favorable outlook for Broadcom.

No matter who becomes president or which party controls Congress, Broadcom’s long-term outlook remains promising. As AI technology advances, organizations will likely need to enhance their servers, networks, and data-storage systems, fueling continued demand for Broadcom’s offerings for years to come.

2. Brookfield Infrastructure

There is a consensus among both Democrats and Republicans on the need to upgrade the nation’s infrastructure, similar to their shared interest in U.S. AI leadership. Politicians from all backgrounds recognize the importance of a robust economy. Historically, the U.S. economy has performed better under Democratic presidents since World War II. Interestingly, the stock market tends to thrive when Democratic presidents have at least one house of Congress controlled by the GOP.

A divided government where Harris is president could create an optimal environment for Brookfield Infrastructure (NYSE: BIP) (NYSE: BIPC). The company manages pipelines, terminals, railroads, and other infrastructure assets that benefit from a flourishing economy. It also controls data centers and semiconductor-manufacturing facilities, both of which are experiencing growth due to AI advancements.

Income-focused investors will appreciate Brookfield Infrastructure’s distributions, with its limited partnership units (BIP) providing a forward distribution yield of 4.5%. Its corporate shares (BIPC) offer a forward yield of 3.8%, both of which have increased at an annual compounded growth rate of 9% since 2009.

What if the economy struggles with Harris in the White House and Republicans in Congress? Brookfield Infrastructure has robust business resilience, as 90% of its funds from operations (FFO) are contracted or regulated.

3. Microsoft

Harris and the Republicans might also find agreement in the realm of cybersecurity. The vice president has previously advocated for safeguarding IT infrastructure against threats, while the GOP’s 2024 platform incorporated themes about cybersecurity. Both parties’ perspectives line up with their focus on AI.

Microsoft (NASDAQ: MSFT) is among the leaders in both AI and cybersecurity. As the second-largest cloud service provider, it offers extensive AI functionalities and has integrated AI features into its productivity software. Microsoft is also known for its array of cybersecurity products and services.

It’s likely that Microsoft will continue to thrive, no matter which party is in charge. The extensive opportunities presented by AI are so significant that the company can prosper even if legislators introduce some hurdles.

Keith Speights has positions in Brookfield Infrastructure Corporation, Brookfield Infrastructure Partners, and Microsoft. The Motley Fool has positions in and recommends Microsoft. The Motley Fool also recommends Broadcom and Brookfield Infrastructure Partners and has options for Microsoft, including long January 2026 $395 calls and short January 2026 $405 calls. The Motley Fool has a disclosure policy.

The Motley Fool is a financial content partner for YSL News, providing news, analysis, and commentary aimed at empowering individuals to take charge of their financial futures. Its content is created independently of YSL.

Don’t overlook this opportunity for potential profit

Motley Fool’s Offer: Have you ever thought that you might have missed out on investing in the best-performing stocks? You’ll definitely want to read on.

Our team of analysts occasionally makes a special recommendation called a “Double Down” stock for companies they believe are on the verge of significant growth. If you’re worried that you’ve already lost your chance to invest, now could be the perfect time to act before it’s too late. The results are impressive:

• Amazon: Investing $1,000 when we issued a Double Down in 2010 would now be worth $21,285!*
• Apple: If you put in $1,000 when we doubled down in 2008, you’d have $44,456!*
• Netflix: An investment of $1,000 when we doubled down in 2004 would have grown to $411,959!*

Currently, we are providing “Double Down” alerts for three remarkable companies, and this opportunity may not come again for a while.