Top Companies' AI Moves

Today's Stories

1. 1

   Nvidia vs Broadcom: Nvidia wins as $96.2 billion dwarfs rival

   Motley Fool picked Nvidia over Broadcom, noting Nvidia generated $96.2 billion in Q2 revenue and expects $108 billion in Q3, versus Broadcom's $115 billion FY 2027 AI chip target. Nvidia's quarterly revenue is close to Broadcom's entire FY 2027 AI semiconductor goal, so Broadcom is seen as gaining ground but not fast enough to threaten Nvidia's lead.

   Nvidia projects about 70% revenue growth for FY 2027, faster than Broadcom's AI chip growth rate; Broadcom also expects $230 billion in FY 2028, so the gap could narrow.

2. 2

   IBM puts z17 mainframe in Marist University incubator

   IBM brought a z17 system to Marist University's new Innovation Incubator. Students and faculty can use it for proposed projects in AI marketing agents, portfolio allocation, and polling methods. IBM shares rose about 0.4% to $227.97. IBM gets its mainframe technology into the hands of people who may build on it or recommend it later. That could pay off, but the case grows stronger when research turns into software, customers or measurable demand.

   The projects have no disclosed budgets or financial targets, so the payoff is not yet proven. Watch whether the research turns into software, customers, or measurable demand.

3. 3

   Purdue grad wins Lilly AI Acceleration Fellowship

   Tamara Grant, who finished Purdue University's Master of Science in Artificial Intelligence in spring 2026, was selected for Eli Lilly and Company's AI Acceleration Fellowship, a 1-year program run under the Lilly-Purdue 360 initiative. Grant's own coursework illustrates the stakes of that role — a generative AI poster for a women's health clinic project showed only white women, and she needed several iterations to get diversity right.

   Her message is that AI tools rest on data that can be biased, inaccurate or incomplete, so the fellowship's value may hinge on whether she can turn that lesson into governance decisions rather than only technical work.

4. 4

   Walmart CEO John Furner: no AI personalized pricing

   In a Sept. 25 letter, Walmart CEO John Furner said the retailer will not use AI, customers' income, shopping history or other personal information to charge different shoppers different prices. The pledge rules out charging more based on a customer's identity, time of day, income, shopping history, urgency, or what Walmart thinks the customer could afford, Furner said.

   Furner said the policy also covers Sparky, Walmart's AI shopping assistant, and digital shelf labels, which are meant to match shelf prices to checkout prices; whether the commitments hold as the technology changes is the test.

5. 5

   Intellectia AI: Procter & Gamble a Stable Investment Choice

   Intellectia AI published a piece titled "Procter & Gamble: A Stable Investment Choice" on its analysis platform. The body offers no figures, rating or comparison, so the takeaway is simply that Procter & Gamble is being presented to readers as a stable holding.

   The body gives no date, price target or follow-up, so nothing specific is available to track yet.

6. 6

   Texas Instruments Eyes $281.75 If It Clears $278.72

   Texas Instruments is trading around $278.05, above its $275.21 breakout level, and is testing resistance at $278.72. The analyst expects an uptrend to $281.75 and $284.67 if the stock trades above $279. A sustained break above $278.72 would confirm the bullish technical setup, while a drop below $275.21 would invalidate the uptrend. The stock's direction hinges on whether AI and data-center demand can keep supporting the broader recovery.

   The RSI at 63 suggests the stock is in mild overbought territory, so momentum could stall. Also watch whether Texas Instruments trades below $275.21, which would signal a potential reversal.