Trigiant Group Ltd. 1300

Amphenol is trading near an all-time high. Does a maker of connectors and cables still have room to run?

Hewlett Packard Enterprise (HPE) stock has returned 159% over the past twelve months, against 14.4% for the S&P 500. A $10,000 holding from a year ago is now worth about $25,900. A new buyer pays the highest price of the past year. Is it too late to buy at this price, and is there a case for waiting.

Accenture (ACN) stock rose sharply Thursday after the global technology services firm reported fiscal fourth-quarter earnings and revenue that topped estimates while its fiscal 2027 outlook came in above expectations as the company grapples with artificial intelligence disruption in its business. Fiscal Q4 results showed AI momentum, said Evercore ISI analyst Amit Daryanani, in a report. "Fiscal 2026 bookings from...

SK Hynix's revenue has accelerated dramatically over eight quarters, while ASML maintained steadier growth — a divergence that reshapes how investors should view these semiconductor-industry heavyweights.

Buybacks can signal that a company's best growth days are behind it, but that isn't the case with Nvidia.

Marvell Technology (MRVL) got 79% of fiscal Q2 2027 revenue from data centers. A September 28, 2026 news report tied a fall in Marvell and other AI stocks to OpenAI. According to that report, OpenAI said it had halted training of its latest AI models. Marvell stock has more than tripled in twelve months, a gain at stake if AI demand slows. So is Marvell stock ready for a slowdown in AI demand.

AMD grew far faster than Applied Materials in 2025, but its stock carries a richer valuation and potential dilution from warrants issued to two large AI customers.

The difference between its lump sum and monthly compound returns is jarring.

Cisco Systems (CSCO) grew product orders 35% year over year in fiscal Q4 2026. But management called its fiscal 2027 AI revenue forecast prudent. Strong orders, besides that caution, make the next twelve months harder to call for Cisco stock. So are there signs that Cisco stock will swing a lot over those twelve months.

David Ellison’s $52 billion bond sale to buy Warner Bros. just got its first reviews

ASML offers unmatched demand visibility, while Applied Materials brings broader AI-driven growth at a lower valuation.

Key TakeawaysLumentum shares rose about 8% and Coherent about 11% after Bernstein started coverage of both at Outperform. Bernstein said networking and optical suppliers could be “structural winners” within AI infrastructure.

PayPal (PYPL) stock has lost 24% in the twelve months to September 30, 2026, while the S&P 500 rose 14.4%. Investors are worried, and you need to know if that worry is overdone. PayPal needs its faster-growing businesses, such as Venmo, to earn more. PayPal also needs shoppers to keep choosing it at online checkout, where trouble could start. So what could go wrong for PayPal at online checkout.

The Nasdaq remained squarely in positive territory Thursday afternoon, though blue chips struggled even as yields sank. Micron Technology moved higher on the stock market today, erasing early losses after posting quarterly financial results. Retail internet name Liquidity Services broke out of a base.

A report says chip designer Broadcom agrees to lend Anthropic up to $42 billion and that the artificial-intelligence company would become Broadcom’s largest customer next year.