These stocks are the ‘four horsemen of AI’ — and they’re not the ones you’d think

These stocks are the ‘four horsemen of AI’ — and they’re not the ones you’d think These stocks are the ‘four horsemen of AI’ — and they’re not the ones you’d think An analyst sees Semtech, ON Semiconductor, SiTime and Marvell Technology as major players in AI connectivity Seaport analyst Jay Goldberg called Semtech, ON Semiconductor, SiTime and Marvell Technology the “four horsemen of AI.” Looking beyond the artificial-intelligence stocks that have become almost household names for investors, there are other ways to play the boom in computing hardware. In a late Tuesday note, Seaport’s Jay Goldberg initiated coverage on shares of Semtech , calling them the “four horsemen of AI.” He currently recommends three of them but sees all four as satisfying the technology industry’s appetite for AI infrastructure. Copyright ©2026 MarketWatch, Inc.

All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8 Want to retire with more money? Leave the U.S. early in your career — and then come back. The AI-infrastructure trade is still not over, says this top-performing fund manager.

Here’s where he’s investing. This test screens for 50 cancers — but whether Medicare and other health insurers will cover it hinges on FDA approval Hannah Pedone is a New York–based technology reporter for MarketWatch. Intraday Data provided by FACTSET and subject to terms of use.

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