AI Stocks & Markets

Today's Stories

1. 1

   RTX 5090 hits $9,000 as AI builders reportedly hoard the card

   The RTX 5090, launched at $1,999, now costs over $6,000 at US retailers, with third-party listings above $9,000. Pallets of boxed cards were shown in HKEPC photos. If the pallet photos reflect real buying, the retail card gamers want may keep climbing in price as a demand scare spreads.

   Some of those photos may be AI-generated — Swiss retailer Digitec's Kevin Hofer flagged odd box lettering. Watch whether the shortage is real, or a self-fulfilling scare.

2. 2

   Twist Bioscience lands Eli Lilly TuneLab deal, stock up 7.02%

   Twist Bioscience signed an agreement to provide antibody characterization data and services to Eli Lilly's AI/ML TuneLab platform, feeding lab data into Lilly's antibody discovery models. The deal gives Twist a visible role in AI-driven drug discovery, a strategic validation that helped push shares up 7.02% and drew analyst attention.

   Whether the AI-driven opportunity translates into revenue remains the test, with Leerink raising its target to $160 and UBS starting coverage at Neutral with a $144 target.

3. 3

   IBM at US$237.75 trades below DCF on IBM Z probe

   International Business Machines trades at US$237.75, below its discounted cash flow value, as an investigation into a recent IBM Z earnings shortfall keeps investors cautious. The stock has returned 120.4% over 5 years. The gap suggests investors want clearer evidence that IBM can keep converting its AI, quantum, and software efforts into steady cash generation before bidding the shares up to the model's implied level.

   Closing that gap hinges on whether the investigation resolves and IBM shows its future cash streams are resilient. Recent headlines around quantum hardware, AI governance products, and regulatory partnerships could influence how investors weigh that timing.

4. 4

   Tempus AI rips 30% higher as Morgan Stanley lifts revenue outlook

   Morgan Stanley boosted its revenue outlook for Tempus AI, and the company's stock climbed roughly 30% this week. A Morgan Stanley upgrade to the revenue outlook is a signal the bank now expects more revenue from Tempus AI, and investors appear to be following that view.

   The rally may hinge on whether Tempus AI's actual revenue comes in near Morgan Stanley's raised outlook, since the roughly 30% move reflects the bank's revised estimate.

5. 5

   Amphenol IT datacom hits 43% of sales, AI run rate $10.5-$11 billion

   Amphenol's IT datacom reached 43% of Q2 2026 sales, up 89% year over year, with AI revenue at a roughly $10.5-$11 billion run rate and CommScope adding over $1.2 billion. Amphenol's AI-related sales are growing faster than its overall IT datacom business, with virtually all of the 22% sequential growth coming from AI products.

   Amphenol faces competition from TE Connectivity, whose DDN sales grew 34% year over year, and Marvell Technology, with data-center revenues up 46%, so the test is whether Amphenol's momentum holds.

6. 6

   Arista, Synopsys named top buy-and-hold AI stocks

   The Motley Fool predicted Arista Networks and Synopsys are the AI stocks to buy and hold for the next decade, naming them as infrastructure picks rather than chatbot or chip bets. Arista's networking hardware and Synopsys' chip-design software are tied to AI data-center buildout rather than any single chatbot, so the thesis hinges on continued AI infrastructure spending.

   The call is an investing opinion, not a reported result, and the article cautions that AI spending cycles, competition, and customer concentration can all introduce volatility to their share prices.