AI Stocks & Markets

Today's Stories

1. 1

   Lam Research: AI demand lifts outlook at Citi conference

   Lam Research presented at Citi's 2026 Global TMT Conference, stating that AI demand is lifting its outlook. This signals stronger business prospects for Lam Research, a key supplier to semiconductor manufacturing, as AI drives chip demand.

   The outlook hinges on sustained AI demand. Watch for Lam Research's future earnings reports for confirmation.

2. 2

   Palantir vs. Tesla: no clear AI winner, says The Motley Fool

   The Motley Fool compared Tesla and Palantir as AI investments and concluded there is no obvious winner, urging investors to pick based on long-term conviction. Palantir's Q2 2026 revenue grew 93% year over year to approximately $1.9 billion, proving AI monetization at scale, unlike Tesla's newer AI businesses. Tesla trades at 12x P/S; Palantir at 73x P/S.

   Palantir's risk is growth slowing; Tesla's is its future arriving too late. Whether either stock becomes a buy hinges on which AI bet the investor believes in most.

3. 3

   Nvidia, Microsoft now pay bigger dividends than ExxonMobil

   Nvidia's annual dividend payout is now $24.15 billion, and Microsoft's is $27.05 billion, both surpassing ExxonMobil's $16.9 billion. These AI stocks have leapfrogged a traditional income leader, reflecting their massive cash flows from AI hardware demand and consistent payout growth.

   Nvidia's quarterly dividend has increased 25-fold to $0.25, while Microsoft has raised its payout for 21 straight years, signaling sustained shareholder returns.

4. 4

   AppLovin's Nasdaq-100, S&P 500 Inclusion to Boost Stock

   AppLovin is set to join the Nasdaq-100 and S&P 500 indexes, a result of AI IPO rebalancing that has reshaped index composition. This inclusion forces index funds to buy AppLovin shares, potentially driving up its stock price, a change from its previous overvaluation concerns.

   Whether the stock can sustain gains after the rebalancing, and if AppLovin's fundamentals justify the valuation.

5. 5

   AI Data Center Demand Could Be Game Changer for Analog Devices (ADI)

   Simply Wall St published an analysis suggesting AI data center demand could be a game changer for Analog Devices (ADI). The analysis points to a potential shift in ADI's growth prospects, as AI data centers may drive increased demand for its products.

   Watch whether ADI can capitalize on this opportunity, as the analysis hinges on sustained AI infrastructure buildout.

6. 6

   Qualcomm Poised to Outperform Nvidia, AMD, Broadcom in AI Boom

   Qualcomm, traditionally a smartphone chipmaker, is now designing server CPUs, AI accelerators, and rack-scale systems. It has partnerships with Meta Platforms and Amazon for custom AI chips. Qualcomm's stock rose only 63% in three years, versus over 300% for peers. Its data center revenue is projected to hit $5 billion in fiscal 2027 and $15 billion in fiscal 2029.

   Qualcomm's growth hinges on adding more hyperscaler clients. If earnings grow ~25% in fiscal 2028 and the stock trades at 30 times earnings, it could reach $390.