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?

The Boeing Company

Palantir Technologies Inc.

Boeing has significantly ramped up its order book for 2025

Boeing has an $8 billion airplane deal and an agreement with Palantir

Since the beginning of the year, Palantir's market value has risen 141% against the S&amp;P 500's 13% climb

BofA raised its target price on Palantir shares. The bank saw two reasons for their upside of 18%

Intel Corporation

MP Materials Corp.

M-tron Industries, Inc.

Innovative Solutions and Support, Inc.

On August 22, Intel <a href="https://www.intc.com/news-events/press-releases/detail/1748/intel-and-trump-administration-reach-historic-agreement-to">announced</a>&nbsp;that the U.S. government would own nearly 10% of the company, converting government grants into shares. The government became Intel’s largest shareholder and acquired the stake at a 17.5% discount to the prevailing market price. Following the deal, Intel <a href="https://en.oninvest.com/article/intel-has-warned-of-risks-due-to-the-us-government-s-acquisition-of-10-of-its-shares">warned</a>&nbsp;investors that the arrival of a state shareholder could pose risks to its overseas business, including the potential for additional regulations and restrictions.

After Intel, what small caps could benefit from government stakes in defense firms?

NVIDIA Corporation

Three major U.S. stock indices hit records in trading on September 18, a day after the U.S. Federal Reserve <a href="https://oninvest.com/article/frs-ssa-vpervye-v-2025-godu-snizila-stavku-cto-budet-s-akciami">cut</a> interest rates for the first time this year. Investors were buoyed on Thursday by a deal between Nvidia and Intel, under the terms of which the former <a href="https://oninvest.com/article/nvidia-investiruet-v-intel-5-mlrd-v-ramkah-ii-sotrudnicestva-akcii-intel-vzleteli">will invest</a> $5 billion in the latter.

Nvidia and Intel deal supports tech sector: three major US indices hit new records

Berkshire Hathaway Inc.

Apple Inc.

The Swiss National Bank also bought more than $2 billion worth of Berkshire Hathaway shares

Switzerland's conservative Central Bank has become one of the biggest whales in US tech stocks

Salesforce, Inc.

Salesforce shares are down 28% YTD, but analysts see a chance for growth

 Salesforce is entering the homeland security market. Is that a threat to Palantir?

Seagate Technology Holdings plc

Analysts are predicting a 57% increase in AI developer profits, but there is a company that could have a 528% increase in that number

Palantir lost its status as the best S&amp;P 500 stock in 2025. Who beat him out?

Tesla, Inc.

Shares of AI-related companies are up 32% in 2024 and 17% since the start of 2025, according to the bank's data

Goldman Sachs warned of risks for investors in AI stocks. Is the market overheated?

Pan American Silver Corp.

Barrick Mining Corporation

Newmont Corporation

Morningstar advises investors to be cautious and allocate no more than 5% of their portfolio to gold

The Fed, Trump and the dollar: why JPMorgan and Goldman expect gold prices to rise by 20-40%

Wall Street by the end of the summer began to massively withdraw from deals related to artificial intelligence, <a href="https://www.barrons.com/articles/nvidia-ai-stocks-fall-f1443223?mod=RTA">notes </a>Barron's. In trading on Friday, August 29, almost all major companies benefiting from the AI boom were in the negative.

Shares of almost all AI race beneficiaries have fallen in price. Has Wall Street become disillusioned with AI?

Microsoft Corporation

Meta Platforms, Inc.

Investors are betting on AI, semiconductors and digital ecosystems

#Palantir: 39