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That mix can punish many assets while rewarding the companies supplying the chips, designs and tools that power AI. This article walks through three stocks from our semiconductor supply chain screener that align with that theme.\nThe three stocks covered below are just a sample of the idea, with the 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20 US Stock Trades by Volume on October 1: Apple Gains Over 1% with Major Smart Home Push and Plans for a Smart Home Hub Device","url":"https://stock-news.laohu8.com/highlight/detail?id=1162545819","media":"Deep News","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1162545819?lang=en_us&edition=fundamental","pubTime":"2026-10-01 04:53","pubTimestamp":1790801590,"startTime":"0","endTime":"0","summary":"On Thursday, NVIDIA (NVDA) closed up 0.51% with $27.132 billion in trading volume, ranking third among US stocks by turnover. 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Inc. Stock Underperforms Wednesday When Compared to Competitors","url":"https://stock-news.laohu8.com/highlight/detail?id=2672782742","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672782742?lang=en_us&edition=fundamental","pubTime":"2026-10-01 04:31","pubTimestamp":1790800260,"startTime":"0","endTime":"0","summary":"DJ Broadcom Inc. Stock Underperforms Wednesday When Compared To CompetitorsThis article was automatically generated by MarketWatch using technology from Automated Insights.Shares of Broadcom Inc.  shed 1.10% to $351.19 Wednesday, on what proved to be an all-around grim trading session for the stock market, with the S&P 500 Index  falling 0.25% to 7,651.54 and Dow Jones Industrial Average  falling 0.86% to 50,906.05.Broadcom Inc. closed 29.05% below its 52-week high of $495.00, which the company reached on June 3rd.The stock underperformed when compared to some of its competitors Wednesday, as NVIDIA Corp.  rose 0.51% to $228.38, Qualcomm Inc.  fell 0.03% to $184.04, and Intel Corp.  rose 3.71% to $120.23.Trading volume  remained 4.3 million below its 50-day average volume of 22.6 M.Data source: Dow Jones Market Data, FactSet. Data compiled September 30, 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Avalon Advanced Materials and Lakehead University have signed a memorandum of 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Potential $2 Trillion-Plus IPO Supports Robust AI Infrastructure Spending, Wedbush Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2671788739","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671788739?lang=en_us&edition=fundamental","pubTime":"2026-09-30 22:34","pubTimestamp":1790778850,"startTime":"0","endTime":"0","summary":"Anthropic's planned initial public offering, which could potentially value the company at more than $2 trillion, supports the view that artificial intelligence infrastructure spending will remain robust for the foreseeable future, Wedbush said in a Tuesday note.The Amazon-backed  AI company plans to spend $518 billion on computing and infrastructure in the coming years, according to the note.Under long-term infrastructure service obligations, Anthropic projects to spend $111.1 billion with Alphabet's , $110 billion with Amazon, and $31.4 billion with Microsoft , under long-term infrastructure 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Wood's Ark Invest Dumps AMD Shares for Over $100 Million, Boosts NVIDIA, Tesla, and SpaceX Positions","url":"https://stock-news.laohu8.com/highlight/detail?id=1129356863","media":"Deep News","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1129356863?lang=en_us&edition=fundamental","pubTime":"2026-09-30 13:24","pubTimestamp":1790745882,"startTime":"0","endTime":"0","summary":"Ark Investment Management, led by Cathie Wood, executed a series of significant trades on Tuesday involving several technology stocks including NVIDIA, Tesla, and AMD. These transactions 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20 US Stock Trades by Volume on September 30: Micron Gains Over 1%, Q4 Earnings Due After Wednesday's Close","url":"https://stock-news.laohu8.com/highlight/detail?id=1111112607","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1111112607?lang=en_us&edition=fundamental","pubTime":"2026-09-30 06:02","pubTimestamp":1790719336,"startTime":"0","endTime":"0","summary":"On Monday, NVIDIA (NVDA) was the second most actively traded US stock, closing down 0.72% with $22.818 billion in turnover. In its latest global memory industry report, Bernstein said the 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bullish activity in Broadcom with shares up 1.82%","url":"https://stock-news.laohu8.com/highlight/detail?id=2671242878","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671242878?lang=en_us&edition=fundamental","pubTime":"2026-09-30 03:25","pubTimestamp":1790709921,"startTime":"0","endTime":"0","summary":"Moderately bullish activity in Broadcom (AVGO), with shares up $6.36, or 1.82%, near $355.93. Options volume roughly in line with average with 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Stock Slides 5.7%, Underperforms Peers","url":"https://stock-news.laohu8.com/highlight/detail?id=2671505272","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671505272?lang=en_us&edition=fundamental","pubTime":"2026-09-29 04:33","pubTimestamp":1790627580,"startTime":"0","endTime":"0","summary":"This article was automatically generated by Dow Jones using technology from Automated Insights.Shares of Intel Corp. slipped 5.7% to $116.03 on what proved to be an all-around rough trading session for the stock market, with the S&P 500 Index falling 0.8% to 7,683.69 and Dow Jones Industrial Average falling 0.7% to 51,481.51.This was the stock's second consecutive day of losses.Intel Corp. closed 18.5% below its 52-week high of $142.35, which the company reached on June 30th.The stock demonstrated a mixed performance when compared to some of its peers, as NVIDIA Corp. rose 1.7% to $228.86, Broadcom Inc. fell 0.9% to $349.57, and Qualcomm Inc. fell 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