AI Stocks & Markets

Today's Stories

1. 1

   ServiceNow at 80.4x earnings screens overvalued

   ServiceNow trades on roughly 80.4x earnings, above the Software industry average near 29.7x and a peer group closer to 26.8x, and the Fair Ratio points lower. The shares screen as overvalued, leaving less room for disappointment if future profitability or security-related spending differs from what the current multiple implies.

   Recent critical vulnerabilities on the ServiceNow AI Platform and new security partnerships mean the valuation hinges on whether sustained investment is needed to support trust and resilience.

2. 2

   Salesforce beats Palantir on value, 14.4x vs 85.5x forward P/E

   Salesforce trades at a 14.4x forward P/E versus Palantir's 85.5x, and Agentforce annual recurring revenue passed $1.5 billion as of Aug. 26, 2026. Salesforce's cheaper multiple and about $14.4 billion in free cash flow leave room for slower Agentforce growth without breaking the case, while Palantir's premium leaves little cushion if growth cools.

   Salesforce's debt more than doubled to $39.3 billion after borrowing for a share repurchase, and only about a quarter of its guided 11% to 12% fiscal 2027 growth comes from Informatica.

3. 3

   CrowdStrike AI growth story overextended, Seeking Alpha analyst says

   A Seeking Alpha analyst published a piece titled 'CrowdStrike: The AI Growth Story Is Overextended', disclosing no stock, option or similar derivative position in CrowdStrike and no plans to initiate one within the next 72 hours. The piece is an opinion column on Seeking Alpha, whose disclosure notes past performance does not guarantee future results, so readers should treat it as one analyst's view rather than investment advice.

   Seeking Alpha states its analysts are third-party authors who may not be licensed or certified, so the weight of the argument hinges on whether readers treat it as independent commentary. Watch how CrowdStrike's AI narrative is received.

4. 4

   Texas Instruments, Analog Devices ride analog chip AI boom

   Texas Instruments' analog segment rose 29% year over year and total revenue grew 13% sequentially, Analog Devices' fiscal 2026 Q3 revenue climbed 40%, and ON Semiconductor expects AI data center revenue to more than double in 2026. Analog chips sit between real-world inputs like temperature and voltage and the digital world, and data centers cannot operate without them, so their demand appears tied to continued data center construction.

   ON Semiconductor's acquisition of Synaptics, expected to close in mid-2027, is the key test of its push into physical AI; the company also plans $30 billion in total addressable market expansion reaching $243 billion by 2030.

5. 5

   Pfizer taps Boltz for AI drug design; Medtronic wires AI into surgery

   Pfizer is working with Boltz on biomolecular AI models to reshape how future drugs are found and developed. Medtronic, a US$110.6b device maker, is using AI to interpret surgical video and support real-time decisions. This signals AI moving from peripheral digital tools into the core of drug design and surgical care, areas where pharma and medtech incumbents hold deep expertise and capital.

   Whether these early AI programs translate into faster therapy timelines and better surgical outcomes hinges on execution and clinical validation, not just model capability.

6. 6

   Marvell Technology beats Intel as better AI chip buy

   The Motley Fool's comparison concluded Marvell Technology is the better buy. Marvell's fiscal 2026 revenue rose about 42.1% to nearly $8.2 billion, while Intel's fiscal 2025 revenue was nearly $52.9 billion, down roughly 0.5%. Intel is spending heavily to build its own factories for outside customers, while Marvell outsources manufacturing. That gap in capital needs is why one looks like the faster-growing pick.

   The call hinges on whether outside customers fill Intel's foundry, which is still losing money. Marvell's growth forecast for fiscal 2027, ending in January 2027, is the number to track.