Western Digital Corporation

Seagate Technology Holdings plc

Investment Bank expects strong demand for hard disk drives to continue through 2028, thanks to the AI boom

"Boring" stock with big potential: Morgan Stanley doubles down on Western Digital targeting

Meta Platforms, Inc.

Unlike most AI startups, Meta is already successfully monetizing artificial intelligence, attributing 22% revenue growth in the second quarter of 2025 to it. In a<a href="https://s21.q4cdn.com/399680738/files/doc_financials/2025/q2/META-Q2-2025-Earnings-Call-Transcript.pdf"> call with investors</a> in July, Mark Zuckerberg listed six opportunities for business growth, five of which are utilitarian applications of AI. One of the potential utilization models, the creation of virtual influencers, involved the corporation in a high-profile scandal earlier this year. Oninvest takes a look at how Meta got out of it and what conclusions it drew.

Fake mirrors: how Meta didn't populate social networks with AI-influencers

Taiwan Semiconductor Manufacturing Company Limited

Broadcom Inc.

Oracle Corporation

Identifying a new group of leading stocks is complicated by the fact that several key beneficiaries of the AI boom are not publicly traded

Bloomberg called the "Magnificent Seven" obsolete. Which stocks to pay attention to?

Getty Images Holdings, Inc.

Shutterstock, Inc.

Adobe Inc.

Whether it is a book cover, a product label, or an image in a fitness app, chances are the photo came from a stock marketplace such as Shutterstock or Depositphotos.

The end of stock photos? Shutterstock and Adobe's future amid the AI boom

Alibaba Group Holding Limited

Intel Corporation

Nvidia announced a strategic partnership with OpenAI and plans to invest up to $100 billion to create an "AI factory." Intel is in talks with Apple and TSMC to invest in its production. Oracle has placed $18 billion in bonds to cover the costs associated with the AI boom. US President Donald Trump imposed duties of 100% on drugs and approved a deal to sell TikTok to a pool of investors. About the main events from September 22 to 26 - in our review.

Highlights of the week: US gets TikTok, Intel seeks partners, Nvidia and OpenAI alliance

Microsoft Corporation

Since the beginning of the year, the market value of the Magnificent Seven player has already risen by more than 20%

"Switzerland" in the cloud market: Morgan Stanley expects Microsoft shares to rise 22%

A new energy reality in which rare earth metals, power grids and data centers become leverage is changing the balance of Xi power in the world

Gigawatts instead of barrels: six energy trends JPMorgan is following

Oracle's cloud business model is different from what the other leaders - Amazon, Microsoft and Google - are doing

Analyst advises selling Oracle shares against its AI deals. The stock collapsed by 6%

Alphabet Inc.

Google remains "the benchmark in generative AI search" and is "no longer cautious," assured analyst firm MoffettNathanson

Alphabet could become the world's most valuable company, says analyst. What are the chances?

American Eagle Outfitters, Inc.

Macy's, Inc.

Victoria's Secret & Co.

The introduction of agent-based AI will save U.S. retailers about $6 billion in total costs and increase profits by 20% by 2026, <a href="https://finance.yahoo.com/news/how-the-ai-boom-could-unleash-billions-for-some-of-americas-biggest-retailers-163430103.html?guccounter=1">according to</a> Morgan Stanley, one of the largest investment banks. He named the companies that stand to gain the most. However, there are skeptics in the market who warn: everyone has the same access to technology, so it will be extremely difficult to get ahead.

Agency AI could lift retail profits by 20% - Morgan Stanley. Who is the beneficiary?

NVIDIA Corporation

Analysts at the bank dismissed their skepticism about the Nvidia CEO's forecast for capital expenditure in the sector

Barclays has raised its target on Nvidia shares by 20%. Why does he believe in its leadership in AI?

Bloom Energy Corporation

Oracle deal was driver of rally, but analyst warns of risks

Artificial intelligence (AI)