Intel Corporation

NVIDIA Corporation

ASML Holding N.V.

Bank of America believes that shares of Dutch chip equipment manufacturer ASML may become the main beneficiary of the deal between Nvidia and Intel for $5 billion. The bank's analyst raised the target price of the company's securities and retained the advice to buy them. BofA is convinced: strengthening of Intel's positions in the market of data centers and PCs will be a favorable factor for companies producing equipment for chip production.

BofA names the beneficiary of the Intel and Nvidia deal. Why could its stock rise 16%?

Tesla, Inc.

Baird predicts that Tesla's market value could reach $5.5 trillion by 2035, and $12 trillion in a bullish scenario, too

Analyst advised to buy Tesla stock and raised target by 70%. Is the crisis over?

Woodward, Inc.

Alaska Air Group, Inc.

TE Connectivity plc

UBS analysts singled out 11 industrial companies, calling them "the most interesting investment ideas with a "buy" recommendation," <a href="https://www.businessinsider.com/industrial-stocks-to-buy-top-stock-picks-investing-advice-ubs-2025-9">writes</a> Business Insider. The publication considers the industrial sector an undervalued part of the market and points out that it is showing a fantastic year, adding 15.2% since January and thus outpacing the growth of the S&amp;P 500 index.

UBS names 11 top industrial sector stocks with a "buy" recommendation

Caterpillar Inc.

Cisco Systems, Inc.

GE Vernova Inc.

The surge in demand for AI computing power is playing into the hands of the entire data center supply chain

Barron's names 12 "non-obvious" stocks that will benefit from the AI boom

NuScale Power Corporation

Oklo Inc.

Centrus Energy Corp.

"Nuclear power is not the future, but the present," says investment firm Hennion &amp; Walsh

Nuclear power market valued at $10 trillion amid AI boom. Who can win?

NIKE, Inc.

Nike's stock has lagged the overall market badly this year: it's down 5 percent

RBC advised buying Nike shares. Why does he expect them to grow by another quarter?

Option Care Health, Inc.

BrightSpring Health Services, Inc.

UnitedHealth Group Incorporated

Barron's <a href="https://www.barrons.com/articles/buy-option-care-health-stock-price-pick-1e20146a?mod=hp_STOCKPICKS_1">says</a>&nbsp;that shares of Option Care Health, a small company that provides home infusion services, offer a combination of solid growth tailwinds and compelling value that deserves a closer look. The stock price fell last year, but now there is room for a rebound as demand for at-home and alternate site medical services rises.

Barron's thinks infusion therapy leader Option Care is undervalued, says 'buy'


Altimmune, Inc.

Terns Pharmaceuticals, Inc.

Viking Therapeutics, Inc.

Following the meteoric success of Novo Nordisk and Eli Lilly’s semaglutide-based weight-loss injections, the obesity and metabolic disease treatment sector has drawn heightened investor attention. Since Ozempic was <a href="https://www.prnewswire.com/news-releases/novo-nordisk-receives-fda-approval-of-ozempic-semaglutide-injection-for-the-treatment-of-adults-with-type-2-diabetes-300567052.html">approved</a>&nbsp;in December 2017, Novo Nordisk’s stock has gained 125%, pushing its <a href="https://companiesmarketcap.com/novo-nordisk/marketcap/">market capitalization</a> to $252 billion. Eli Lilly, after launching <a href="https://investor.lilly.com/news-releases/news-release-details/fda-approves-lillys-Zepboundtm-tirzepatide-chronic-weight">Zepbound</a>&nbsp;in November 2023, has seen its share price climb 23% and its <a href="https://companiesmarketcap.com/eli-lilly/marketcap/">market cap</a> reach $681 billion. Morgan Stanley <a href="https://www.morganstanley.com/insights/articles/weight-loss-medication-market-unstoppable-growth#:~:text=Morgan%2520Stanley%2520Research%2520now%2520estimates,about%2520%252415%2520billion%2520in%2520sales">estimates</a>&nbsp;the global market for obesity drugs could exceed $150 billion by 2035.

Small caps that can challenge Novo Nordisk and Eli Lilly in the obesity drug market

Walmart Inc.

Walmart's market value is up more than 16% since the beginning of the year  

Bank of America expects Walmart stock to rise another 21%. What does this have to do with AI?

Toll Brothers, Inc.

Beazer Homes USA, Inc.

KB Home

Barron's has <a href="https://www.barrons.com/articles/stocks-small-caps-fed-rate-cut-295f287b?mod=RTA">named</a> eight small-cap stocks that are set to "pop"&nbsp;on the Fed decision today, when it's "almost a given" that the&nbsp;Fed will cut rates&nbsp;by 25 basis points. Small caps have&nbsp;lesser ability to navigate treacherous economic and financial conditions, meaning their stock prices have more to lose on the downside and more to gain on the upside. Barron's looked for names that have gained even more than the Russell 2000 since August 1, are in economically sensitive sectors (e.g., communications, commodities, oil and gas, tech, and industrial), and have climbed more on the back of economic expectations and less on their own earnings reports.

Barron's picks eight small caps set to 'pop' on Fed rate cut

Joby Aviation, Inc.

Archer Aviation Inc.

Shares of air taxi developer Joby Aviation may be poised for sharp, speculative gains, according to Freedom Broker. Last week, the U.S. government <a href="https://www.claimsjournal.com/news/national/2025/09/15/332956.htm">announced</a>&nbsp;an eVTOL pilot program in which Joby is expected to participate. Earlier, the company also agreed to <a href="https://ir.jobyaviation.com/news-events/press-releases/detail/143/joby-to-bring-blades-air-mobility-services-to-the-uber">expand</a>&nbsp;its partnership with Uber. Freedom Broker analysts believe these factors could drive the stock higher.

Freedom Broker sees 18% short-term upside in air taxi developer Joby Aviation 

Klarna

Affirm Holdings, Inc.

The IPO of Swedish buy-now-pay-later service Klarna took place on September 10

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