The artificial-intelligence trade has moved beyond buying the biggest names or undifferentiated chip stocks. Now, analysts are taking a closer look at specific parts of the hardware value chain, as well as the software platforms that are actually monetizing AI agents. Copyright ©2026 MarketWatch, Inc.
All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8 The stock market is a hollow tree that could be about to snap, warns bond king Gundlach 84% of CDs saw a rate uptick recently, new report finds— but this is the ‘single biggest mistake’ you can make with a CD now After I sold TOMS Shoes for $400 million I was misdiagnosed with bipolar disorder — and it almost cost me everything The Points Guy on the best travel rewards cards for beginners Oracle has reportedly signed a $7 billion deal with Tencent. It could provide relief for the troubled stock. Intraday Data provided by FACTSET and subject to terms of use.
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