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10 AI stocks to watch today
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Market note
Intraday Tuesday, the 10-stock watchlist is mostly modestly higher, led by Oracle and Meta, while memory and chip-equipment names (Micron, ASML) lag in the wider AI group. Headlines today center on custom AI chips (Microsoft's new Maia chip), Broadcom CEO comments about AI spending getting overheated, and data-center power and financing deals. Figures are delayed intraday snapshots and will change before the close.
| Stock | Last | Prev close | Day | 5-day | YTD | Mkt cap |
|---|---|---|---|---|---|---|
| NVDANVIDIA | $227.39 | $226.32 | +0.47% | −4.95% | +21.92% | $5.48T |
| MSFTMicrosoft | $545.54 | $541.15 | +0.81% | +3.07% | +12.80% | $4.05T |
| GOOGLAlphabet | $354.27 | $352.72 | +0.44% | +1.90% | +13.19% | $4.31T |
| AMZNAmazon | $259.29 | $259.53 | −0.09% | +1.17% | +12.33% | $2.80T |
| METAMeta Platforms | $766.38 | $742.96 | +3.15% | +3.72% | +16.10% | $1.89T |
| TSMTaiwan Semiconductor | $442.64 | $444.35 | −0.38% | −8.22% | +45.66% | $2.30T |
| AVGOBroadcom | $357.74 | $354.73 | +0.85% | −4.81% | +3.36% | $1.71T |
| AMDAMD | $598.29 | $594.24 | +0.68% | −7.87% | +179.36% | $976.58B |
| PLTRPalantir | $207.75 | $209.00 | −0.60% | +8.16% | +16.88% | $499.31B |
| ORCLOracle | $143.71 | $137.39 | +4.60% | −0.73% | −26.27% | $435.84B |
Top AI movers today
Gainers
- ORCL +4.60%
- META +3.15%
- CRM +2.30%
- IBM +2.29%
- AI +2.24%
Losers
- MU −5.14%
- ANET −3.17%
- ASML −2.84%
- SMCI −1.79%
- SOUN −1.51%
The watchlist
NVIDIA NVDA
$227.39 +0.47%
- Prev close
- $226.32
- 5-day
- −4.95%
- YTD
- +21.92%
- Market cap
- $5.48T
Why it's an AI stock: Its GPUs and networking are the default hardware for training and running AI models.
What moved it
- Nvidia Stocks Fall as Copenhagen Adds a Blackwell Deployment
- Nvidia invests in four French technology startups, Les Echos reports
AI-written summary Nvidia is up slightly today after a weaker five-day stretch, with headlines covering a new Blackwell deployment in Copenhagen and reported investments in French startups. Worth watching: how investors weigh custom chips from cloud customers such as Microsoft against demand for Nvidia's own GPUs.
Microsoft MSFT
$545.54 +0.81%
- Prev close
- $541.15
- 5-day
- +3.07%
- YTD
- +12.80%
- Market cap
- $4.05T
Why it's an AI stock: Azure hosts OpenAI workloads and Copilot puts AI across Office, Windows and GitHub.
What moved it
- Microsoft Stock Heads for a Record High. How It Suddenly Became an AI Winner.
- Microsoft's New AI Chip Could Help Solve Its $175 Billion Spending Problem
AI-written summary Microsoft is modestly higher and, per Barron's, heading toward a record high as coverage focuses on its new in-house AI chip. Worth watching: whether the custom-chip push changes how investors view its very large AI capital spending.
Alphabet GOOGL
$354.27 +0.44%
- Prev close
- $352.72
- 5-day
- +1.90%
- YTD
- +13.19%
- Market cap
- $4.31T
Why it's an AI stock: Builds Gemini models and TPUs, and sells AI compute through Google Cloud.
What moved it
- Alphabet's Google Play Adds Personal Apps Built With Google AI Studio
- Alphabet (GOOGL) Backs AI Game Creation Platform For Millions Of New Users
AI-written summary Alphabet is slightly higher, with news on Google Play adding personal apps built with Google AI Studio and backing for an AI game-creation platform. Worth watching: how fast consumer-facing AI tools spread across its products.
Amazon AMZN
$259.29 −0.09%
- Prev close
- $259.53
- 5-day
- +1.17%
- YTD
- +12.33%
- Market cap
- $2.80T
Why it's an AI stock: AWS rents AI compute (including its own Trainium chips) and hosts Bedrock models.
What moved it
- Amazon Wants to Pay $7 Billion for a 3-Year-Old AI Startup That Makes AI Run Faster on Nvidia’s Chips and Its Own
- Amazon.com (AMZN) Weighs Decart Deal, Is The Stock Still Undervalued?
AI-written summary Amazon is roughly flat today. Reports say it is weighing a deal of about $7 billion for Decart, an AI startup focused on making models run faster on Nvidia and Amazon's own chips. Worth watching: whether the deal is confirmed and what it means for AWS's in-house chip strategy.
Meta Platforms META
$766.38 +3.15%
- Prev close
- $742.96
- 5-day
- +3.72%
- YTD
- +16.10%
- Market cap
- $1.89T
Why it's an AI stock: Spends heavily on AI data centers, builds Llama models and uses AI to rank feeds and ads.
What moved it
- Cathie Wood sells Meta shares after Zuckerberg's big AI launch
- Cathie Wood Has Sold Nearly $18 Million of Meta in Days -- Here's What It Means
AI-written summary Meta is one of the watchlist's bigger gainers today, following coverage of a major new AI launch, even as reports note Cathie Wood's funds have been selling shares. Worth watching: how users take to the new AI products and the cost of the infrastructure behind them.
Taiwan Semiconductor TSM
$442.64 −0.38%
- Prev close
- $444.35
- 5-day
- −8.22%
- YTD
- +45.66%
- Market cap
- $2.30T
Why it's an AI stock: Manufactures most of the world's leading-edge AI chips, including NVIDIA's and AMD's.
What moved it
- Chips Still Up for TSMC and ASML
- Taiwan Semiconductor Stock Hits a New All-Time: Is it Too Late to Invest?
AI-written summary TSMC is slightly lower today and down over five days after recently hitting an all-time high on strong revenue growth. Worth watching: its upcoming quarterly results and what it says about AI chip demand.
Broadcom AVGO
$357.74 +0.85%
- Prev close
- $354.73
- 5-day
- −4.81%
- YTD
- +3.36%
- Market cap
- $1.71T
Why it's an AI stock: Designs custom AI accelerators for hyperscalers and the Ethernet chips that link AI clusters.
What moved it
- Elon Musk Says ‘No Crying in the Casino’ After Broadcom CEO Warns AI Frenzy Is Getting Out of Hand
- Broadcom Is Backing Anthropic and OpenAI With $92 Billion. Here's What It Means for Investors.
AI-written summary Broadcom is modestly higher after its CEO's warning that the AI frenzy is getting out of hand drew wide attention and weighed on other chip names. Coverage also highlights its large commitments tied to Anthropic and OpenAI. Worth watching: how its custom-accelerator customers respond to the spending debate.
AMD AMD
$598.29 +0.68%
- Prev close
- $594.24
- 5-day
- −7.87%
- YTD
- +179.36%
- Market cap
- $976.58B
Why it's an AI stock: Sells Instinct GPUs that compete with NVIDIA for AI training and inference.
What moved it
- Fermi shares surge on AMD credit support deal for Texas AI site
- NVent Electric, Advanced Micro Devices Collaborate on Cooling for AMD Helios AI Platform
AI-written summary AMD is slightly higher. News today includes a credit support agreement with Fermi for a Texas AI data-center site and a cooling collaboration with nVent for its Helios AI platform. Worth watching: progress on its rack-scale AI systems and the financing deals around them.
Palantir PLTR
$207.75 −0.60%
- Prev close
- $209.00
- 5-day
- +8.16%
- YTD
- +16.88%
- Market cap
- $499.31B
Why it's an AI stock: Its AIP platform sells AI-driven data and decision software to governments and enterprises.
What moved it
- Palantir’s Pentagon role reveals a surprising edge
- Palantir’s answer to a deadly targeting failure was more AI
AI-written summary Palantir is slightly lower today after a strong five-day run, with coverage focused on its Pentagon work and how its AI targeting software is used. Worth watching: defense contract news and public scrutiny of military AI use.
Oracle ORCL
$143.71 +4.60%
- Prev close
- $137.39
- 5-day
- −0.73%
- YTD
- −26.27%
- Market cap
- $435.84B
Why it's an AI stock: Oracle Cloud is building large GPU data centers under multi-year AI compute contracts.
What moved it
- Oracle Proposes Up To $55M In Annual Power Bill Credits, Reaffirms Bloom Energy's Role At Project Jupiter
- Oracle Proposes Paying $100 Million Over 10 Years Under Energy Service Agreement With El Paso Electric
AI-written summary Oracle is the watchlist's top gainer today, although it is still down sharply year to date. Headlines cover proposed power-bill credits and an energy service agreement tied to its Project Jupiter data-center plans. Worth watching: how it funds and powers its large AI data-center buildout.