Best AI Stocks & ETFs for 2026: Powering the Next Boom
Updated October 7, 2026 · Originally published December 2025 · By the One Day Advisor Editorial Team
Prices and year-to-date (YTD) figures are as of the October 6, 2026 close unless another date is shown. Figures marked “est.” are unconfirmed.
Quick Answer
AI infrastructure stocks hit record highs in early October 2026, but returns are uneven. Nvidia (about $240, up roughly 28% this year) and AMD (up roughly 190%) lead; the VanEck Semiconductor ETF (SMH) is up about 76%; Vertiv sits a third below its record. The key risk is rates: the Fed hiked on September 16 and the 10-year yield touched 5.31%. TSMC reports October 15; the Fed decides October 28.
What changed since the September 13 edition
- Rates resolved the “hike or hold” question: the Fed raised rates 25 basis points on September 16, and the 10-year Treasury yield hit 5.31% on October 1 (about 4.8% in the last edition).
- Records: Nvidia ($243.37 on October 6), AMD and Arista are at or near all-time highs; Broadcom has recovered part of its September drop; Vertiv is roughly flat.
- New data: TSMC August revenue, Micron's record quarter, Foxconn's record September, AMD's $8.2 billion World Labs deal, and updated Fed pricing.
- Corrections: Vertiv's record high is dated May 14 (the prior edition said June). The prior ARTY year-to-date figure conflicts with third-party trackers and is now shown as a range.
- Condensed: older Broadcom analyst-target details and some Nvidia segment figures were shortened to make room for new data.
Table of Contents
- How is the AI infrastructure trade doing in October 2026?
- Scoreboard: seven stocks, then and now
- Top AI ETFs for 2026
- Top individual AI infrastructure stocks
- What are the next catalysts?
- One-Day decision framework
- Are AI stocks in a bubble?
- Ask an AI: Claude, ChatGPT, Gemini and Perplexity
- Frequently asked questions
- Sources and related reading
How is the AI infrastructure trade doing in October 2026?
Strong but narrowing. The group is at record highs on blowout supplier numbers, while a 24-year-high Treasury yield and a rate-hiking Fed are the main headwinds.
Supplier data keeps beating. Nvidia set an all-time high of $243.37 on October 6, taking its market value to about $5.8 trillion (Motley Fool). Foxconn reported record September revenue of $36.5 billion, citing AI cloud and networking demand (24/7 Wall St.). Micron's fiscal fourth-quarter revenue was $54.23 billion versus $11.32 billion a year earlier, and it guided the next quarter to $61.5 billion, plus or minus $1.5 billion (Micron's 8-K). TSMC's August revenue reached a record NT$514.81 billion, up 53.3% year over year (TSMC).
Hyperscaler spending is the demand engine. After their July earnings, Amazon (about $200 billion), Microsoft (about $190 billion), Alphabet ($180–190 billion) and Meta ($125–145 billion) pointed to roughly $725 billion of combined 2026 capital expenditure (Yahoo Finance), up about 77% from roughly $410 billion in 2025. Evercore and Bank of America model combined 2027 spending above $1 trillion (AI Weekly, summarizing the Financial Times). Their third-quarter reports arrive in late October.
Rates are the new variable. The Fed raised its target range by 25 basis points to 3.75%–4.00% on September 16, its first hike since July 2023 (MUFG Research). The 10-year Treasury yield reached 5.31% on October 1, its highest since May 2002, with the 30-year near 5.65% (InsiderFinance, citing Dow Jones and Tradeweb). As of October 5, futures priced roughly a 20% chance of another hike on October 28 and about 80% by December (Admiral Markets). Brent crude also stayed above $100 a barrel in late September (TipRanks). Higher yields raise the discount rate on growth stocks and the cost of debt that funds data centers.
Returns have diverged. Since mid-September, AMD gained roughly 22%, Nvidia about 10%, Broadcom about 4% and Vertiv roughly nothing. Year to date, the VanEck Semiconductor ETF (up about 76%) has far outrun Nvidia (up about 28%), so “AI exposure” no longer means uniform returns.
Related: Nvidia's Reported Anthropic IPO Investment: How to Invest in AI IPOs Before They List.
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Scoreboard: seven stocks, then and now
The table below compares the September 13 edition with early October. Year-to-date figures are approximate and drawn from the sources listed at the bottom.
| Company (ticker) | Mid-September edition | Early October 2026 | 2026 YTD (approx.) | Next catalyst |
|---|---|---|---|---|
| Nvidia (NVDA) | ~$218 | ~$240 (record $243.37) | +28% | Fiscal Q3 report, late November (est.) |
| Taiwan Semiconductor (TSM) | ~$433 | ~$485 (Oct 5) | Not re-verified (50%+ in mid-September) | Sept. sales Oct 8; Q3 results Oct 15 |
| Broadcom (AVGO) | ~$362 | ~$376–378 | +9–10% | Fiscal Q4 report, December (est.) |
| AMD (AMD) | ~$516 | ~$630–640 | +185–195% | Q3 results, early November (est.) |
| Vertiv (VRT) | ~$248–257 | $253 | More than +50% | Q3 results, Oct 21–28 (est.) |
| Arista Networks (ANET) | High-$180s to high-$190s | $215.36 (record) | More than +60% | Q3 results, early November (est.) |
| Equinix (EQIX) | ~$1,036–1,038 | ~$1,035 (late Sept.) | ~+35% | Q3 results, late October (est.) |
Top AI ETFs for 2026
The VanEck Semiconductor ETF (SMH) is the standout, up about 76% year-to-date, but it is also the most concentrated. ETFs still offer broader, lower single-stock risk than owning individual names, and the spread between funds this year has been wide.
| ETF (ticker) | Focus | 2026 performance (as of) | Notes |
|---|---|---|---|
| VanEck Semiconductor ETF (SMH) | Chipmakers and chip equipment | About +76% total return (Oct 6) | Closed at $632.50, about 6% under its June 22 high of $671.83 (Yahoo Finance). Top ten holdings are about 67% of assets, including Nvidia (~19%) and TSMC (~9%) (Morningstar). Expense ratio 0.35%. |
| Invesco QQQ Trust (QQQ) | Nasdaq-100 mega-caps | About +24% (est., Oct 5) | Estimate: price near $761 on October 5 versus roughly $614 at the start of 2026, derived from an earlier YTD figure (ChartRow). Not a pure AI fund, but heavy in Nvidia, Microsoft, Amazon, Alphabet and Meta. |
| Global X AI & Technology ETF (AIQ) | AI software, hardware, big data | About +26–28% (early to mid-September; not refreshed) | The index has shifted toward semiconductors, so it behaves more like a hardware fund; check current holdings (Dividend.com). Expense ratio 0.68%. |
| iShares Future AI & Tech ETF (ARTY) | Generative AI, AI infrastructure, software, services | Strong double-digit gain; trackers differ (about +36% to +54% between late August and mid-September) | Traded as IRBO until an August 2024 rebrand. Verify the current figure on the iShares fund page (Dividend.com). |
| ARK Autonomous Technology & Robotics ETF (ARKQ) | Autonomous mobility and robotics (active) | About +6% (Sept 28) | Has lagged the chip-led rally; more speculative mid-cap holdings (Yahoo Finance). Expense ratio 0.75%. |
| Global X Robotics & AI ETF (BOTZ) | Industrial robotics and automation | Roughly flat (early September; not refreshed) | About half of assets are in industrials (as of July 31), so it trades differently from chip funds (Robinhood). |
How to choose between them
- Pure semiconductor exposure: SMH. One stock (Nvidia) is about a fifth of the fund, so it is not a diversified bet.
- Lowest-drama, still AI-heavy: QQQ. You trade thematic purity for mega-cap stability.
- Hardware-leaning AI exposure without picking chip stocks: AIQ. Its holdings changed materially over the past year.
- Broader generative-AI and software mix: ARTY, the former IRBO.
- Active management or industrial automation: ARKQ and BOTZ, both of which have trailed chip funds in 2026.
Top individual AI infrastructure stocks
Individual stocks carry more company-specific risk than ETFs. Here are the same seven names as before, updated for early October.
1. Nvidia (NVDA): AI chips and accelerators
Nvidia trades at an all-time high near $240 (market value about $5.8 trillion) but is up only about 28% this year, less than half of SMH's return. Fiscal Q2 (reported August 26) revenue was $96.2 billion, up 106%; Data Center revenue was $89.0 billion, up 117%; and the Q3 revenue guide is $108 billion. Supply commitments have risen to $279 billion, largely tied to memory for the Vera Rubin platform, and Foxconn's record September revenue gave an independent read on rack-scale demand (24/7 Wall St.). On valuation, Motley Fool cites about 30 times trailing and 24 times forward earnings, versus 166 times for AMD and 48 times for Broadcom on trailing earnings (Motley Fool). China data-center revenue stays excluded from guidance. Nvidia is also reportedly in talks to anchor a possible Anthropic IPO (see the bubble section). The next scheduled report, fiscal Q3, is expected in late November (date unconfirmed).
2. Taiwan Semiconductor (TSM): chip manufacturing
TSMC is the cleanest read on AI chip demand, and its latest data is accelerating: August revenue hit a record NT$514.81 billion, up 53.3% from a year earlier. The ADR closed near $485 on October 5 versus about $433 in the last edition. January–August revenue rose 39.3% to NT$3.39 trillion (TSMC). TSMC guided Q3 revenue to $44.6–45.8 billion with a 65–67% gross margin (TSMC investor relations); analysts say July plus August puts it on track to meet or exceed that range, and TSMC expects 2026 dollar revenue growth slightly above 40% with capex of $60–64 billion (Focus Taiwan). TrendForce reports 2nm contributed revenue for the first time (TrendForce). TSMC's September sales report is scheduled for October 8, and Q3 results for October 15 at 2:00 p.m. Taiwan time.
3. Broadcom (AVGO): custom AI chips and networking
Broadcom has recovered to roughly $375–380 after September's post-earnings drop, but it is still about 24% below its June 3 high of $495 and up only about 9–10% this year. Fiscal Q3 (reported September 2) revenue was $29.59 billion, up 86%, and AI semiconductor revenue rose 221% to $16.7 billion. Management lifted long-term AI revenue targets to $115 billion for fiscal 2027 and $230 billion for fiscal 2028, citing custom-chip demand from Google, Anthropic and OpenAI. Shares fell to five-month lows near $353–358 because the Q4 revenue guide of $34.8 billion slightly missed the highest estimates and gross margin was guided to 73% from 78% on memory costs. The stock rose about 3.7% on October 2 (CNBC), and Bloomberg reported that banks are working on roughly $60 billion of AI chip financing for Anthropic and other customers (relayed by TipRanks). TipRanks showed a Strong Buy consensus with an average target implying about 51% upside on October 2.
4. AMD (AMD): AI chips and the Nvidia alternative
AMD is 2026's runaway winner, up roughly 190% year-to-date at about $630–640, but a 39% one-month jump and an all-stock acquisition leave little room for disappointment. Q2 revenue was $11.54 billion, up 50%, with Data Center revenue more than doubling to $6.7 billion; management guided Q3 to roughly $13 billion. On September 28, AMD agreed to buy Fei-Fei Li's World Labs for about $8.2 billion in stock, expected to close by the end of 2026 pending regulatory approval, with Li becoming executive vice president and chief scientist (SDxCentral). The shares gained about 39% in the month through October 2 (24/7 Wall St.). On October 6, CEO Lisa Su said AMD plans to increase chip supply substantially in 2027 and needs more advanced wafer capacity and memory (TipRanks). Valuation is the caution: Motley Fool cites about 166 times trailing earnings. Share-count dilution is a second watch item, since the World Labs deal is paid in stock and Meta and OpenAI each hold performance-based warrants for up to 160 million AMD shares.
5. Vertiv (VRT): data-center cooling and power
Vertiv closed near $253 on October 6, roughly a third below its $379.94 record from mid-May, as investors weigh strong AI power-and-cooling demand against disclosure and acquisition concerns. The stock is still up more than 50% this year and trades at about 28 times forward earnings, down from a peak near 41 this summer (Motley Fool). The slide began with a July 29 revenue miss ($3.27 billion versus about $3.38 billion expected) and omitted backlog disclosures. On September 2, Vertiv agreed to buy UtilityInnovation Group for $1.45 billion in cash plus up to $1.15 billion in earnouts, about 13 times expected 2027 EBITDA (Yahoo Finance). Investor-rights firms Pomerantz and Hagens Berman announced investigations in September. BMO initiated coverage at Outperform with a $329 target on October 5; the average target is about $337, with a range of $236 to $427 (Yahoo Finance). The company has cited a roughly $15 billion backlog. Q3 results are expected between October 21 and 28 (date unconfirmed).
6. Arista Networks (ANET): AI networking
Arista rose about 4% on October 6 to close at $215.36, a new all-time high, and is up more than 60% this year. Q2 revenue was $3.06 billion, up 37.7%, with non-GAAP EPS of $1.02 versus $0.89 expected, and management raised 2026 revenue guidance to $12.6 billion (about 40% growth) from $11.5 billion. Analysts' average target is about $242 (range $190 to $289), roughly 12% above the current price (Yahoo Finance), and the stock trades near 45 times forward earnings (StockAnalysis). Arista's vendor-neutral approach, supporting accelerators from several suppliers, remains its main differentiator. Q3 results are expected in early November (date unconfirmed).
7. Equinix (EQIX): data-center REIT
Equinix is the lower-volatility way to own AI demand: shares traded near $1,035 in late September, up about 35% this year (InvestSmart). Check a live quote, since the latest price I could confirm predates October. Q2 (reported July 29) showed 16% revenue growth and 20% adjusted-FFO growth, guidance was raised, and the company set a long-term target of 10–13% annual revenue growth through 2029. Equinix works with Nvidia and Cisco on “AI Factory” deployments and is signing long-term power agreements, because power availability, not chip supply, is increasingly the binding constraint on new capacity. Q3 results are expected in late October (date unconfirmed).
Bonus power plays: investors watching the energy side of the buildout also follow NextEra Energy (NEE) and Brookfield Renewable (BEPC). They carry utility-sector dynamics of their own, and grid bottlenecks are now a headline risk, as Vertiv's microgrid acquisition underscores.
What are the next catalysts for AI infrastructure stocks?
The next three weeks are dense: Treasury auctions, TSMC's results, the CPI print and a Fed meeting all land before October 28. Dates marked “est.” are unconfirmed.
| Date | Event | Why it matters |
|---|---|---|
| Oct 7–8 | U.S. 10-year and 30-year Treasury auctions | Tests demand for long-dated debt with yields at multi-decade highs |
| Oct 8 | TSMC September revenue (per TSMC's investor calendar) | Confirms whether August's record carried into September |
| Oct 14 | U.S. September CPI; ASML Q3 results (third-party calendars) | Inflation drives Fed pricing; ASML is a read-through on chip equipment demand |
| Oct 15 | TSMC Q3 results (2:00 p.m. Taiwan time) | Margins, capex and demand commentary for Nvidia, Broadcom and AMD |
| Oct 27–28 | FOMC meeting; decision October 28 | Futures priced about a 20% chance of a hike as of October 5 |
| Late October (est.) | Hyperscaler Q3 earnings; Vertiv and Equinix Q3 results | Capex guidance and backlog disclosures |
| Early–mid November (est.) | AMD and Arista Q3 results; possible Anthropic IPO (reported, unconfirmed) | Guidance after record rallies; test of IPO appetite |
| Late November (est.) | Nvidia fiscal Q3 results | Whether the $108 billion revenue guide is met |
One-Day decision framework
Match the instrument to the amount of single-company and rate risk you can tolerate. These are categories for thinking, not recommendations.
- Lower risk: broad ETFs such as QQQ, or SMH if you accept chip-sector swings. Diversification matters most when guidance can move a single stock 6–17% in a day, as Broadcom and Vertiv showed this year.
- Moderate: core positions in TSMC and Nvidia, established leaders whose near-term catalysts are TSMC's October 15 report and the macro backdrop rather than anything Nvidia-specific.
- Aggressive: AMD, Arista and Vertiv. AMD and Arista are priced for continued execution after record runs; Vertiv offers a lower multiple but more disclosure and integration risk.
Risks to monitor: a hyperscaler capex slowdown if AI monetization disappoints; further export-control changes affecting China; memory shortages that compress margins (as at Broadcom); power and grid constraints on new data centers; and rates, since a Treasury yield above 5% and a Fed that is still hiking raise both valuation discount rates and financing costs.
Are AI stocks in a bubble in October 2026?
The question is unresolved: fundamentals at suppliers are exceptionally strong, but valuations, financing structures and a 5%-plus Treasury yield raise the bar for every earnings report.
Bull case. Supplier revenue is growing as fast as, or faster than, spending: Nvidia's Data Center revenue rose 117%, Broadcom's AI semiconductor revenue rose 221%, TSMC's August revenue rose 53%, and Micron's quarterly revenue rose 379% year over year. Foxconn's record September points to demand continuing into the fourth quarter.
Bear case. Investor Michael Burry argued in August that a web of roughly $46 billion in equity stakes and $879 billion in purchase commitments among Microsoft, Oracle, Amazon, Google, Meta, OpenAI, Anthropic, xAI, CoreWeave and Nvidia amounts to circular financing, and that hyperscalers understate depreciation by about $176 billion between 2026 and 2028 (Yahoo Finance). The debate resurfaced when Reuters reported on September 11 that Nvidia is in talks to anchor a possible Anthropic IPO with up to $10 billion, in an offering that could raise up to $100 billion at a roughly $2 trillion valuation (Reuters). Neither company has confirmed a deal, and some reports float a November timeline (Digital Today). Nvidia has said its strategic investments are a small share of revenue. Separately, David Bahnsen argued on Bloomberg on September 30 that capex-heavy booms that ultimately worked first went through a stretch of heavy capital destruction, and that this one has not reached it (24/7 Wall St.).
Middle ground. Prices now embed a lot of good news: AMD trades near 166 times trailing earnings, Broadcom fell sharply on a guide that merely missed the highest estimates, and a Treasury yield above 5.3% competes directly with equity risk. None of this settles the bubble question, but it argues for sizing positions carefully, favoring companies with disclosed backlogs and contracted revenue, and expecting large single-day moves around earnings and Fed decisions.
Ask an AI: how Claude, ChatGPT, Gemini and Perplexity can personalize this research
Use this article as a framework of questions, then have an AI assistant test it against your own portfolio and live data. Each assistant is better at a different job:
| Assistant | Best use here | Example prompt |
|---|---|---|
| Claude | Portfolio overlap and reasoning through trade-offs | “I hold SMH and QQQ. SMH is about 19% Nvidia. Does adding AIQ diversify me or duplicate exposure? Use this article's data and flag assumptions.” |
| ChatGPT | Scenario analysis and stress tests | “Stress-test a portfolio of NVDA, TSM, AMD and VRT for a further 50 basis points on the 10-year yield and a soft TSMC guide on October 15.” |
| Gemini | Live prices and calendar checks | “Give me current prices for NVDA, AMD, AVGO, VRT, ANET and TSM, and tell me whether TSMC's September sales have been reported.” |
| Perplexity | Sourced updates on fast-moving stories | “What is the latest on Nvidia's reported Anthropic IPO talks, the Vertiv–UtilityInnovation closing, and futures pricing for the October 28 FOMC? Cite sources.” |
In every case, treat AI output as a starting point: confirm prices on a live quote, read the underlying earnings releases, and speak with a licensed financial advisor before acting.
Frequently asked questions
What are the best AI stocks to invest in for 2026?
Among the seven companies covered here, Nvidia and TSMC are the most established AI chip suppliers, AMD has been 2026's biggest gainer (up roughly 190%), and Broadcom, Arista, Vertiv and Equinix add custom silicon, networking, power and cooling, and data-center real estate. Which fits depends on risk tolerance and valuation comfort. This is educational content, not personal advice.
What are the best AI ETFs for 2026?
The VanEck Semiconductor ETF (SMH) has been the strongest large AI-linked fund, up about 76% year-to-date as of October 6, though its top ten holdings make up roughly 67% of assets. Invesco QQQ offers lower-volatility mega-cap exposure (about 24%, estimated). AIQ and ARTY add broader AI exposure, while ARKQ (about 6%) and BOTZ (roughly flat) have lagged.
Is Nvidia still a good AI stock to buy at an all-time high?
Nvidia set a record near $243 on October 6 and is up about 28% this year, well behind semiconductor ETFs. Fiscal second-quarter revenue was $96.2 billion (up 106%), and the stock trades near 24 times forward earnings, a lower trailing multiple than AMD or Broadcom. Risks include customer concentration, financing arrangements and higher rates. Whether it fits depends on your own situation.
Why has AMD stock surged in 2026?
AMD is up roughly 190% year-to-date, including about 39% in the month to October 2. Drivers include second-quarter data-center revenue that more than doubled to $6.7 billion, multi-gigawatt supply deals with large AI customers, and the $8.2 billion all-stock World Labs acquisition announced September 28. At roughly 166 times trailing earnings, expectations are high.
Why did Broadcom stock fall after a record quarter?
Broadcom's fiscal third quarter, reported September 2, beat estimates, with AI semiconductor revenue up 221% to $16.7 billion. The stock still fell to five-month lows because the fourth-quarter revenue guide slightly missed the highest estimates and gross margin was guided down to 73% from 78% on memory costs. It has since recovered to roughly $375 to $380 but sits about 24% below its June 3 high.
What happened to Vertiv stock in 2026?
Vertiv peaked at $379.94 in May, then fell about a third to roughly $253 after a July 29 revenue miss, omitted backlog disclosures and a September deal to buy UtilityInnovation Group for $1.45 billion plus up to $1.15 billion in earnouts. Investor-rights firms announced investigations. The stock is still up more than 50% this year, and the average analyst target is about $337.
How do rising interest rates affect AI stocks?
Higher yields reduce the present value of long-dated growth earnings and raise financing costs for debt-funded data centers. The Fed raised rates 25 basis points on September 16 to 3.75% to 4.00%, and the 10-year Treasury yield reached 5.31% on October 1, its highest since 2002. AI stocks still hit records in early October, supported by very strong supplier earnings.
How much are hyperscalers spending on AI in 2026?
Amazon, Microsoft, Alphabet and Meta guided to roughly $725 billion of combined 2026 capital expenditure after their July earnings, up about 77% from roughly $410 billion in 2025. Amazon is near $200 billion, Microsoft about $190 billion, Alphabet $180 to $190 billion and Meta $125 to $145 billion. Their third-quarter reports, due in late October, are the next update.
What is circular financing, and what are Nvidia's reported Anthropic IPO talks?
Circular financing describes an AI supplier investing in a customer that then buys the supplier's products. Critics such as investor Michael Burry argue it can inflate apparent demand. Reuters reported on September 11 that Nvidia is in talks to invest up to $10 billion as an anchor investor in a possible Anthropic IPO raising up to $100 billion. Neither company has confirmed a deal.
What happened to the IRBO ETF?
IRBO, the iShares Robotics and Artificial Intelligence Multisector ETF, was renamed ARTY (iShares Future AI & Tech ETF) in August 2024. It moved from a robotics-focused benchmark to the Morningstar Global Artificial Intelligence Select Index, which emphasizes generative AI, AI infrastructure, software and services. It is the same fund under a new name, ticker and methodology.
Are AI stocks in a bubble in 2026?
The question is unresolved. Bulls cite revenue growth that matches or exceeds spending: Micron's quarterly revenue rose 379% year over year, TSMC's August sales rose 53%, and Nvidia's data-center sales rose 117%. Bears point to circular financing, rich multiples such as AMD at about 166 times earnings, and a 10-year Treasury yield above 5%.
What are the next catalysts for AI infrastructure stocks?
Key dates: TSMC's September sales (scheduled October 8) and third-quarter results (October 15), U.S. September CPI (October 14), the Fed decision (October 28), and late-October hyperscaler and Vertiv earnings (dates unconfirmed). Nvidia's fiscal third-quarter report is expected in late November, and the reported Anthropic IPO could come as early as November if it proceeds.
Sources and related reading
Data and sourcing. Company filings and releases (TSMC, Micron) and Federal Reserve-related analysis carry the most weight; market-data pages (Yahoo Finance, CNBC, Robinhood) supply prices; news and third-party trackers supply context and are labeled where figures could not be re-verified.
- TSMC: August 2026 revenue report
- TSMC investor relations: Q3 2026 earnings date and guidance
- Focus Taiwan: TSMC posts record monthly revenue for August
- Micron: fiscal Q4 and full-year 2026 results (SEC 8-K)
- MUFG Research: September 2026 FOMC recap
- New Straits Times (Reuters): Fed policymakers lean against October rate hike
- Admiral Markets: FOMC minutes and rate-hike odds
- InsiderFinance: 10-year Treasury yield hits 24-year high
- Motley Fool: Nvidia hits a new all-time high
- 24/7 Wall St.: Nvidia up 28% in 2026
- 24/7 Wall St.: AMD and chip stocks, October 2
- SDxCentral: AMD acquires World Labs
- TipRanks: AMD, Nvidia and Broadcom, October 6
- TipRanks: chip stocks, October 2 (Bloomberg financing report)
- CNBC: Broadcom quote
- Yahoo Finance: SMH
- Yahoo Finance: Vertiv
- Yahoo Finance: Arista Networks
- Yahoo Finance: Vertiv and UtilityInnovation Group
- Yahoo Finance: hyperscaler capex reaches $725 billion
- Reuters: Nvidia in talks to invest in Anthropic's IPO
- Yahoo Finance: Michael Burry on AI circular financing
Related reading on One Day Advisor
- AI Infrastructure Stocks & ETFs: The Complete Investor Guide 2026–2030
- AI Capex Stress Test 2026: Which Stocks Are Most Exposed
- AI Infrastructure ETFs: AI Power vs Liquid Cooling ETFs (2026)
- Data Center REITs 2026: Best AI Infrastructure Income
- Top AI and Robotics ETFs to Watch in 2026
- 15 Best Stocks for Long-Term Growth in 2026
- Top 30 ETF Picks in 2026: Growth, Income, AI and Diversification
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