#artificial intelligence

📰News 📈 Stocks

Amazon and Palantir Lead AI Software Expansion Beyond Chipmakers

September 24, 2026 (7 days ago)

Amazon and Palantir are positioned as high-growth software plays in the AI sector, offering investors alternatives to traditional chipmakers as the industry…

PLTR AMZN NVDA

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Alibaba Unveils Zhenwu V900 AI Chip to Challenge Nvidia in China Market

September 24, 2026 (7 days ago)

Alibaba's launch of the Zhenwu V900 accelerator signals a strategic shift toward vertical AI integration, threatening to permanently displace Nvidia's hardware dominance…

BABA NVDA

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US AI Firms Face 50% Valuation Risk Amid Power Grid Structural Disadvantage

September 24, 2026 (7 days ago)

Fragmented U.S. power grids and rising energy costs threaten to erode the competitive edge of American AI firms, potentially triggering a massive…

MSFT AMZN GOOGL +3

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Meta Targets 20% Upside as Custom AI Chips and Subscriptions Scale

September 24, 2026 (7 days ago)

Meta's push into custom AI chips and the Meta One subscription service provides a concrete path to monetization, with analysts projecting significant…

META AVGO NVDA +2

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AMD Rallies 190% in 2026, but Nvidia Remains the Superior Value Play

September 24, 2026 (7 days ago)

While AMD's 190% rally highlights investor enthusiasm for its Helios AI system, Nvidia's superior growth and lower forward P/E make it the…

NVDA AMD SPX

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Apple Targets AI Cloud Costs With New Macs Offering Zero Per-Token Fees

September 24, 2026 (7 days ago)

Apple positions its high-end Mac hardware as a local alternative to cloud-based AI, challenging the per-token pricing model currently dominated by Nvidia's…

NVDA AAPL

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🔎Analyst 📈 Stocks

Evercore ISI Sets $860 Price Target on Meta as Muse AI Drives Growth Outlook

September 24, 2026 (7 days ago)

Mark Mahaney initiates a bullish $860 price target on Meta, citing the success of Muse AI, even as the company grapples with…

META BLK GOOGL

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Sandisk Surges 644% as AI Demand Drives Tech and Consumer Market Shifts

September 24, 2026 (7 days ago)

Sandisk rallies on AI demand while Meta's Muse release triggers a sell-off in travel and telecom stocks, and Immunovant halts a key…

IMVT SNDK META +3

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Shopify Shares Rally as Meta Integrates Shop Pay Into Muse AI Assistant

September 24, 2026 (7 days ago)

Shopify shares climb as Meta's Muse AI adopts Shop Pay for autonomous transactions, cementing Shopify's role in the future of AI-enabled retail…

SHOP META AMZN

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Arm Holdings Rallies 17% as AI Agent Demand Drives Data Center CPU Shift

September 24, 2026 (7 days ago)

Arm Holdings shares jumped 17% as Meta's Muse agent launch underscored the critical need for high-efficiency CPUs in AI data centers, lifting…

ARM META INTC +3

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Tech CEOs Gather at White House State Dinner Amid Ongoing AI Policy Debate

September 24, 2026 (7 days ago)

Tech industry leaders convene at the White House for a diplomatic state dinner, highlighting the intersection of corporate influence and geopolitical tensions…

META NVDA QCOM +7

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📰News 📈 Stocks

Dell, Lam Research, and Sandisk Poised to Outperform Palantir Over 5 Years

September 24, 2026 (7 days ago)

High valuation multiples at Palantir may cap long-term gains, creating an opening for Dell, Lam Research, and Sandisk to outperform based on…

DELL LRCX SNDK +1

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