Palantir Nvidia and AMD lead AI news

Key Takeaways

• DeepSeek doubles funding round to nearly US$15b, seeking a valuation near US$75b with backing from Tencent, CATL, and state-backed funds.
• OpenAI pursues a funding round exceeding US$30b at a pre-money valuation near US$1.4t with help from UAE fund MGX.
• AMD reports US$39.3b in revenue and a US$1,031.3b market cap, maintaining strong ties to Nvidia data center spending.
• Palantir Technologies offers AI data platforms with zero debt and large cash reserves, distinguishing it among AI stocks.
• US relies on voluntary industry pledges for AI regulation while China emphasizes human control and the EU adopted its AI Act in 2024.
• Microsoft and Nvidia unveil Surface Laptop Ultra on October 7, betting AI workloads can shift from Azure to Windows machines.
• National Compute donates 100 million dollars in AI compute credits to support the Trump administration's Genesis Mission.
• Equinix operates a global colocation network earning about US$9.9b, valued at roughly US$101b as a key data center REIT.
• Veeva Systems processes data from over 1 million clinical trial subjects and may be 26% undervalued despite a 51% stock rise over 90 days.
• AI recommendations impact retailers, with the average monitored brand missing from 36% of AI responses to unbranded category questions.

Credo and Two AI Stocks Offer Growth and Strong Balance Sheets

Credo Technology Group, Micron Technology, and Palantir Technologies are highlighted as AI-focused stocks with strong growth potential. Credo makes high speed networking hardware for data centers and has about US$1.6b in revenue. Micron produces memory and storage hardware for AI data centers and is valued at roughly US$1,201.6b. Palantir builds AI data platforms for governments and businesses with zero debt and large cash reserves. Each company faces a key challenge that could shape future growth.

Three AI Penny Stocks Show Strong Earnings Growth Potential

SEERS, S2W, and M31 Technology are three smaller AI focused companies with promising growth. SEERS makes AI powered medical monitoring devices including wearable biosensors. S2W runs AI platforms for generative AI and cyber threat analysis with about ₩10.24b in software revenue. M31 Technology designs silicon IP used in AI accelerators and edge devices with revenue around NT$1,716 million. All three face questions about pricing power as AI demand grows.

Three AI Infrastructure Stocks Tied to Nvidia Data Center Spending

MPI Corporation, X-FAB Silicon Foundries, and ACM Research (Shanghai) are three stocks exposed to growing AI infrastructure demand. MPI builds semiconductor testing equipment and earned about NT$16.4b in revenue. X-FAB makes analog and mixed signal chips with roughly $846 million in revenue and is expanding silicon carbide production. ACM Research supplies wafer cleaning and plating tools in China and benefits from self sufficiency spending in the chip industry. Each company faces a key factor that could shape future returns.

Three AI Infrastructure Stocks Gain Attention Amid Rising Data Center Spending

Monolithic Power Systems, Advanced Micro Devices, and Arm Holdings are three stocks investors are watching closely. Monolithic Power makes power management chips for GPUs and data centers with about US$3.3b in revenue and a US$72.7b market cap. AMD develops CPUs and GPUs for AI data centers with US$39.3b in revenue and a US$1,031.3b market cap. Arm licenses chip designs used across AI infrastructure with about US$5.2b in revenue and a US$323.5b market cap. Each faces a key factor tied to future AI demand and profitability.

AI Data Center Stocks Draw Interest After TSMC Earnings Optimism

Ciena, Coherent, and Applied Optoelectronics are three stocks tied to AI data center infrastructure. Ciena supplies optical and networking equipment with about US$4.8b from its Networking Platforms division and a US$55.3b market cap. Coherent provides lasers and high speed optical links with roughly US$5.3b in datacenter revenue and a US$65.3b market cap. Applied Optoelectronics builds fiber optic links for high speed data transfers with about US$596 million in revenue and a US$10.3b market cap. Each company faces pricing and demand questions as AI infrastructure grows.

Accenture and two other AI stocks offer value opportunities

Accenture, Cerebras Systems, and Super Micro Computer are highlighted as undervalued US tech stocks. Accenture earned about US$22.5b from Products clients and has a market value near US$116.3b. Cerebras builds wafer scale AI chips and has a market value around US$42.1b. Super Micro Computer makes AI servers and has a market value near US$28.4b.

Three US tech stocks offer AI exposure beyond mega caps

TD SYNNEX, Jabil, and Avnet provide AI infrastructure exposure without relying on a few giant companies. TD SYNNEX earned about US$41.9b in the Americas and has a market cap of US$22.1b. Jabil has a market cap of US$31.5b and spans many industries. Avnet earned about US$25.9b from Electronic Components and has a market cap of US$8.7b.

DeepSeek doubles funding round to target nearly 15 billion dollars

Chinese AI startup DeepSeek is expanding its funding round from 50 billion yuan to as much as 100 billion yuan, about US$14.9b. State-backed funds, Tencent, CATL, Geely Auto, and other investors have shown interest. DeepSeek is seeking a valuation near US$75b and previously raised about 50 billion yuan in its first external round in June.

OpenAI and DeepSeek valuations show growing AI investment boom

OpenAI is in talks for a funding round of more than US$30b at a pre-money valuation near US$1.4t with help from UAE fund MGX. DeepSeek is close to securing at least US$12b ahead of a planned early 2027 IPO. The moves show global investors are placing very large bets on AI development and infrastructure.

US, China, and EU take different paths to regulate AI

The United States, China, and the European Union are each taking different approaches to AI regulation. The US relies on voluntary industry pledges and executive orders under President Trump, while Congress has not passed a federal AI law. China already has rules on AI companion bots and emphasizes human control. The EU adopted its AI Act in 2024 as a comprehensive framework but has delayed some high-risk rules.

US China EU take different paths to regulate AI

The United States China and the European Union are each taking a different approach to governing artificial intelligence. The US relies on voluntary industry pledges and executive orders under President Donald Trump while avoiding a federal AI law. China already has many rules and emphasizes keeping AI under human control. The EU adopted its AI Act in 2024 and promotes it as the world's most complete set of AI rules.

AI recommendations could hurt retailer sales

Australian retailers face a growing risk as consumers use AI to research and choose products. A study of over 420000 prompts found that 44 percent involved AI helping with decisions. The average monitored brand was missing from 36 percent of AI responses to unbranded category questions. This absence was linked to about 2.9 million Australian dollars in potential exposure for every 100 million dollars of online retail spending.

AI is quietly reshaping the US economy

The artificial intelligence boom is changing parts of the US economy in ways that are not always obvious. Data centers and factories are creating many new high paying skilled jobs. These developments are helping to drive a new era of prosperity in the country. Still experts say the economic effects go beyond the visible growth and are reshaping industries steadily.

Trump admin gets 100 million in AI compute credits

National Compute will donate 100 million dollars in computing credits to the Trump administration. The credits will support the Genesis Mission a government effort to use AI to speed up scientific discovery. National Compute is building a National Compute Grid to pool computing power from multiple providers. The plan aims to give researchers access to computing capacity that is often hard to secure.

Billionaires back AI and ways to invest in sector

Billionaires including former Twitter CEO Parag Agrawal are optimistic about artificial intelligence. India's AI sector now includes 19 people on the M3M Hurun India Rich List 2026 worth a combined 3.07 lakh crore rupees. Investors can gain exposure through listed companies ETFs funds of funds and AI themed smallcases. The article notes that AI investments carry very high risk and are not guaranteed to make money.

Veeva Systems may be 26% undervalued after new AI and data wins

Veeva Systems reported that its Veeva DQS platform has processed data from over 1 million clinical trial subjects across more than 1,000 studies. The company also introduced new AI tools for configuring upcoming trials. Veeva's stock rose about 51% over 90 days and 29% year to date. Analysts suggest the company may still be 26% undervalued despite recent gains.

3 Data Center REIT stocks retail investors are watching for AI growth

AI data centers are being built rapidly, but many heavy users of this computing power are not yet profitable. This creates potential mispriced opportunities for patient investors. The article highlights Equinix as a key player, running a global colocation network that earned about US$9.9 billion. The company is valued at roughly US$101 billion in the market.

Microsoft gets an Nvidia-powered AI laptop

Microsoft and Nvidia scheduled the Surface Laptop Ultra unveiling for October 7. The launch reflects a bet that some AI work can move from Azure data centers to Windows machines. Azure revenue grew 43% year over year in Q4, but demand still exceeds available supply. Microsoft guided fiscal 2027 Windows OEM and Devices revenue down in the high teens. A valuation model values Microsoft stock at $1,147 by June 2031.

Sources

• Credo Technology Group Holding And 2 AI Stocks To Watch
• 3 AI Stocks With Earnings Growth Up To 112%
• 3 AI Infrastructure Stocks for Nvidia Data Center Spending
• 3 AI Infrastructure Stocks Investors Are Watching As Data Center Spending Climbs
• AI Data Center Stocks Retail Investors Are Watching After TSMC Earnings Optimism
• Accenture And 2 Other AI Stocks To Own
• 3 US Tech Stocks Offering Broader AI Infrastructure Exposure Beyond Mega Caps
• China AI race heats up: Why DeepSeek is doubling its mega-funding round to target $15 billion
• OpenAI and DeepSeek Valuations Signal Growing AI Investment Boom
• US, China, EU: three paths to regulating AI
• US, China, EU: three paths to regulating AI
• Aisle tapping – how AI’s verdict can impact your sales
• The unexpected ways that AI is reshaping the U.S. economy
• Trump admin to receive $100 million in compute credits for AI science initiative
• Billionaires like former Twitter CEO Parag Agrawal are bullish on artificial intelligence: Check options to invest in AI
• Veeva Systems (VEEV) Could Be 26% Undervalued After New AI And Data Wins
• 3 Data Center REIT Stocks Retail Investors Are Watching for AI Growth
• Microsoft Gets an Nvidia-Powered AI Laptop. Is It Time to Buy?