Taiwan Semiconductor Manufacturing Company Limited

The largest chip maker's quarterly sales were also the highest on record

TSMC reported record profits and beat forecast thanks to demand for AI chips

Vertiv Holdings Co

The bank conceded that even its most optimistic outlook may not be bullish enough

Deutsche Bank bet on an AI stock that soared 1,600% in three years

Broadcom Inc.

Melius Research analyst Ben Reitzes believes that the agreement with OpenAI will bring a significant increase in revenue for chip developer Broadcom. The project was announced on Monday, October 13. And while its margins may be lower than other Broadcom businesses, the potential revenue and profit growth outweighs those risks, the analyst said.

Melius analyst estimates Broadcom's benefit from the OpenAI deal at $40 billion a year

Ford Motor Company

Polaris Inc.

JPMorgan Chase & Co.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: Focus on the start of reporting season

OpenAI has also struck major agreements with Nvidia, Oracle and AMD in recent weeks

Broadcom said it is developing AI processors with OpenAI. Shares soared

NVIDIA Corporation

Micron Technology, Inc.

Microsoft will get about 30% stake in OpenAI's commercial division once its restructuring is complete

From Microsoft to Seagate: who stands to gain from ChatGPT owner's valuation rising to $500 billion?

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?

PHLX semiconductor index shows a 22% return relative to the beginning of 2025

Semiconductor stocks have the longest streak of growth in 8 years. Who's in the lead?

Zscaler, Inc.

Leading analysts suggest investors looking to capitalize on the AI boom should bet on three stocks: Broadcom, Zscaler and Oracle. According to TipRanks, a platform that assesses the accuracy of Wall Street forecasts, these companies are well positioned to capitalize on AI-related growth over the long horizon. They have already proven the resilience of their business models and have received a strong boost from the growing demand for artificial intelligence. The latest reporting season has shown: it's not about temporary hype, but about building stable revenue streams, CNBC <a href="https://www.cnbc.com/2025/09/14/top-wall-street-analysts-bet-on-the-potential-of-these-3-stocks-for-the-long-haul.html">writes </a>.

Who will make money on the AI boom in the long run: TipRanks names three Wall Street favorites

Nvidia could lose about $12 billion in revenue in 2026 due to increased competition, analyst says

A Citi analyst lowered his target price on Nvidia stock. What does he fear?

Chevron Corporation

Uber Technologies, Inc.

Tesla, Inc.

ASML Holding N.V.

Kenvue Inc.

Advanced Micro Devices, Inc.

FASTENAL CO. R

Guidewire Software, Inc.

Morning in New York: focus on possible duty removal and threat to Fed independence

Analysts speculate that Broadcom's new customer for a large batch of AI chips is OpenAI

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