This Nvidia Partner Was My Top Pick for 2026, and It's Up 43%: Here's Why It's Still a Great Value Now
Key PointsON Semiconductor is poised for strong growth in EVs and industrial applications, including physical AI and AI data centers.
Nasdaq NVDA Nvidia
Meet the Only AI Stock I'd Buy Over Nvidia in October
Key PointsASML has a virtual monopoly on extreme ultraviolet (EUV) lithography systems for chip manufacturing.
3 Things to Watch When Taiwan Semiconductor (TSMC) Reports Earnings on Oct. 15
Key PointsTSMC’s HPC numbers will reveal the AI market’s strengths and weaknesses.
TSMC Reports Oct. 15. It's the Best Early Read on Nvidia's Next Quarter.
Key PointsTaiwan Semiconductor guided for third-quarter revenue of $44.6 billion to $45.8 billion.
Cerebras Is About as Big as Nvidia's Data Center Business Was Nearly a Decade Ago. The Similarities Mostly End There.
Key PointsCerebras expects $880 million to $890 million of core revenue in 2026.
VOO Doesn't Hold SpaceX, Taiwan Semiconductor, Samsung Electronics, SK Hynix, or ASML. Meet the Vanguard ETF That Does.
Key PointsThe U.S. remains the global leader in technology.
Where Will Credo Technology Be in 3 Years?
Key PointsNvidia’s chips get the spotlight, but Credo’s gear keeps AI clusters connected and running.
The Stock Market Will Look Completely Different by 2030. This Is the Stock I'm Buying Before It Does.
Key PointsSeveral major AI companies will go public to reshape the market in the next few years.
Like Meta's Muse AI Agents? 4 AI Semiconductor Stocks Set to Benefit From the Rise of AI Agents.
Key PointsArm benefits from both its own CPUs and custom CPUs.
Schneider Just Paid Up for PTC—Is the SaaSpocalypse Overdone?
Schneider Electric (OTCMKTS: SBGSY) just made the biggest bet in its history. On Oct. 5, the French energy management giant agreed to buy PTC (NASDAQ: PTC) for about $22.6 billion in cash. That works out to $205 per share, a 42% premium to PTC's Oct. 2 close.
Investors, however
Worried About an AI Bubble? You Need To See This 1 Chart Now.
Key PointsForecasting an AI bubble continues to be popular among billionaire investors.
Prediction: This Will Be the Next Big AI Gold Rush and This Company Will Be the Winner.
Key PointsThe graphics processing unit (GPU) was the early star of the AI market, as it fuels key tasks.
MarketBeat Week in Review – 10/05 - 10/09
Stocks remained resilient heading into earnings season despite elevated Treasury yields and oil-price volatility. AI-related stocks continued to support investor sentiment, but upcoming corporate earnings could help determine whether the rally extends through year-end.
We're und
The 1 Number That Would Change My Mind About Nvidia Stock
Key PointsNvidia's gross margin was 75.0% for its latest quarter.
Which Stocks Have the Biggest Exposure to Anthropic's Growth?
Key PointsAmazon and Alphabet have major stakes in Anthropic.
What Is Physical AI? Nvidia Is the Stock I'd Buy to Own It.
Key PointsAuto industry customers spent around $8 billion on Nvidia's AI systems for their own facilities in a recent 12-month stretch.
Elon Musk Just Made a Surprising Statement About AI Chips. Here's the Stock It Helps.
Key PointsElon Musk recently said that Space Exploration Technologies will only use Nvidia chips moving forward.
After Hours Most Active for Oct 9, 2026 : FTXR, NVDA, BKD, GRAB, TRVI, URGN, INDV, LUV, WFC, ESI, OSG, BAC
The NASDAQ 100 After Hours Indicator is down -5.38 to 30,877.77. The total After hours volume is currently 134,392,844 shares traded.The following are the most active stocks for the after hours session: First Trust Nasdaq Transportation ETF (FTXR) is unchanged at $41.53, with 18
Here's What a $5,000 Investment in Broadcom Could Be Worth by 2032
Key PointsBroadcom’s business has evolved and expanded over the past decade.
CoreWeave's Backlog Is Huge. Here's the Risk Investors Shouldn't Ignore
Key PointsCoreWeave’s backlog hit $104 billion in its latest quarter.
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