AI Stocks & Markets

Today's Stories

1. 1

   Marvell vs Broadcom: AI stock comparison shows Broadcom safer

   Marvell stock is up 155% year to date while Broadcom rose 7%, but Broadcom's forward P/E of 20 versus Marvell's 60 suggests a safer entry point. Broadcom spreads AI risk across Google, Anthropic, OpenAI, and Meta, while Marvell's expanded Google warrant concentrates its FY29 upside on one relationship. Broadcom's AI semiconductor bookings topped $30 billion in a single quarter, with demand called "simply insatiable" by CEO Hock Tan.

   Broadcom's latest quarterly revenue was $22.19 billion versus Marvell's $2.74 billion. Broadcom's AI semiconductor revenue grew 143% year over year to $10.8 billion, while Marvell's data center segment grew 46% to $2.17 billion.

2. 2

   Qualcomm debuts enterprise AI PC with HUMAIN

   Qualcomm launched the Horizon Ultra AI PC with HUMAIN, powered by its Snapdragon X2 Elite platform. The device runs AI models locally on the PC, while keeping access to cloud resources when needed. Qualcomm positions this as a response to enterprise demand for on-device AI that improves responsiveness, privacy, and data sovereignty.

   Qualcomm shares gained 7.3% over the past year, versus the industry's 49.5% growth. NVIDIA and AMD are also pushing into AI PCs with competing platforms.

3. 3

   Amphenol Q2 Sales Up 55%, AI Orders Hit Record $10.7B

   Amphenol's Q2 sales grew 55% to $8.8B, with orders hitting a record $10.7B. On September 2, the company's 2-for-1 stock split took effect, with shares trading around $163.18. AI data-center demand is driving growth, as Amphenol supplies high-speed copper links, fiber optic interconnects, power connectors, and cable assemblies. The company is a second-order AI beneficiary, with GPU spending stimulating demand for connectivity components.

   Management expects Q3 2026 revenue of $9.3B–$9.4B, up 50%–52% year-over-year, and adjusted EPS of $1.40–$1.42 pre-split. The $164.14 resistance level is a key breakout test; a sustained 2-hour close above it could target $171.95.

4. 4

   Interactive Brokers Quietly Ties AI to Its Platform

   Interactive Brokers has started connecting its trading platform with AI tools including ChatGPT, Claude, and Grok, and now supports AI apps using the Model Context Protocol. AI could make global investing easier for average users, letting them ask natural-language questions about their portfolio and even generate trade instructions, while the investor approves the final transaction.

   The platform already offers access to more than 170 market centers across dozens of countries and currencies, so AI enhancements could unlock this extensive infrastructure.

5. 5

   Western Digital AI Storage Demand Signals Narrative Shift

   Western Digital has benefited from strong AI and cloud-driven demand for high-capacity storage and closer collaboration with hyperscalers. The company's narrative projects $32.1 billion revenue and $15.2 billion earnings by 2029. Nearline and UltraSMR drive adoption remains the key short-term catalyst for the company, while concentration in a few hyperscalers is still the biggest risk. The company has spent about US$2.76 billion to retire 5.09% of shares under its current repurchase program.

   The narrative yields a $662.12 fair value estimate, a 44% upside to its current price. However, the most pessimistic analysts project revenue of about US$27.6 billion and earnings of roughly US$11.5 billion by 2029.

6. 6

   Corning vs Applied Materials: 75-point gap, AI play clear

   Corning's stock outperformed Applied Materials by 75 percentage points, according to the article's comparison. The article argues that Corning is the better AI infrastructure investment. Corning benefits from AI data center demand for high-speed optical connectivity; CFO Ed Schlesinger said enterprise sales related to AI data centers nearly doubled in Q2 2026. Applied Materials supplies chipmaking equipment, but investors may overlook it because they know ASML more.

   Investors considering AI infrastructure plays should weigh Corning's strong growth in AI data center sales against Applied Materials' more familiar but less recognized role. The article suggests Corning's momentum is clearer.