NVIDIA, Tesla, SpaceX, Microsoft, Amazon and Alphabet are among more than 60 prominent US stocks that could soon be available for 24/7 tokenized trading.

OKXICE, the joint venture between crypto exchange OKX and the Intercontinental Exchange (ICE), filed with the US Securities and Exchange Commission (SEC) on Sunday, notifying the regulator of plans to launch a marketplace for investors to buy tokenized stocks.

Former New York Governor Andrew Cuomo, OKXICE’s co-chair, says the firms plan to launch the trading venue under the SEC’s new “innovation exemption.”

“This is a landmark step toward a truly global, 24/7 Wall Street — and toward keeping the future of digital finance anchored here in the United States.

The digital asset revolution is already transforming our financial system. Tokenized securities are part of what comes next.”

Cuomo has advised OKX on policy matters since 2022, including during the exchange’s $504 million settlement with the Department of Justice (DOJ) over anti-money-laundering violations.

ICE, the parent company of the New York Stock Exchange (NYSE), has made a broad push into crypto infrastructure, including investments in OKX and the prediction market Polymarket, as well as its participation in stablecoin platform Circle’s $222 million Arc presale alongside BlackRock and Apollo.

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Broadcom (AVGO) is said to be lending Anthropic up to $42 billion to lease the latter’s AI chips, according to a report from Reuters. Citing Anthropic’s prospectus IPO filing, Reuters reports that Anthropic is estimated to spend so much on Broadcom’s technologies that the Claude developer will become the chip designer’s largest compute customer by 2027.

Under the terms of the deal, Broadcom has the option to bring in a financing partner, and the notes could be converted into Anthropic equity. Anthropic said in its filing it does not expect any notes to be sold before it completes its IPO. Anthropic also placed funds in a restricted account held for Broadcom’s benefit in April 2026 and could face obligations to add further amounts depending on the situation, according to Reuters.

This follows a move by the Claude AI developer back in April that saw it team with Broadcom and Google for a deal that would see Google provide its Tensor Processing Unit (TPU) capacity to Anthropic. The supply is coming online in 2027, per a press release. In addition to the AI chip deal, Anthropic is also leaning on Broadcom for equipment leasing and financing, Reuters also reported Thursday.

Anthropic has been the focus of Wall Street for the last several weeks, after delaying its IPO to next year. AI worries and fear of a bubble bursting come and go, but even OpenAI and Anthropic acknowledged the concerns last month, spurring more worries on The Street. Shares in Broadcom (AVGO) are down 1.2% and 1.7% today and in the past week, respectively.

Strategy (NASDAQ: MSTR) stock price is up 3% today, October 1, to trade at $157 at the time of writing. The gains follow a recovery across US stocks after softer US inflation data trimmed the odds that the Federal Reserve will hike interest rates at this month’s Federal Open Market Committee (FOMC) meeting. MSTR stock

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Robinhood Stock traded near $113.24 on October 1 as investors assessed unemployment claims and softer inflation.  Bitcoin price stood around $83,975, while Ethereum (ETH) traded near $2,700 and XRP price hovered at $1.49. The economic combination could support risk appetite, although stronger employment also complicates expectations for lower interest rates. Ad Ad U.S. Initial Jobless

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Cathie Wood’s ARK Invest made some substantial changes to its portfolio on Tuesday, September 29, 2026. The investment firm reportedly purchased $81 million worth of Nvidia (NVDA) stock, while selling about $110 million worth of AMD shares. Let’s discuss why ARK Invest may have decided to reshuffle its portfolio.

Why Did Ark Invest Sell AMD And Purchase More Nvidia Stock?

According to reports, ARK bought 356,681 shares of Nvidia (NVDA) across four of its ETFs (Exchange Traded Funds). The purchase comes on the heels of Nvidia’s board expanding its share-repurchase authorization by $150 billion. The move brought the capacity to a total of $235 billion through fiscal 2028. Many analysts are viewing the expansion as a vote of confidence from the board.

While ARK increased its Nvidia (NVDA) exposure, it has drastically reduced its Advanced Micro Devices, Inc (AMD) holdings. The investment firm sold 181,767 shares of AMD across four ETFs.

Nvidia’s (NVDA) stock value has risen by about 22% in 2026. AMD, on the other hand, has risen by about 184% in the same time frame. It is possible that ARK is booking its AMD profits, while expecting Nvidia to deliver bigger gains for the rest of the year.

Also Read: Wells Fargo, Bank Of America Raise AMD Stock Price Target

Both Nvidia (NVDA) and AMD have been among the biggest gainers of the AI boom. Nvidia (NVDA) is the clear market leader, with its market cap hitting an all-time high of $5.56 trillion in September 2026. AMD also saw incredible gains last month, with stock price hitting a peak of $615.52, with its market cap finally breaching the $1 trillion.

Nvidia (NVDA) and AMD are expected to continue its upswing, with Wall Street analysts growing increasingly bullish on both companies. However, many analysts worry about a potential AI bubble, the bursting of which could have severe consequences for the stock market.

Nvidia vs SpaceX is the matchup a lot of investors keep coming back to right now, especially after SpaceX’s biggest technical win yet. A Nvidia vs SpaceX stock comparison still puts Nvidia ahead on steady profits, while SpaceX stock trades mostly on where its AI hosting and orbital programs go next. Both companies count among the biggest AI stocks around, and a Nvidia vs SpaceX valuation check still favors Nvidia, even as Wall Street turns more bullish on SpaceX.

Also Read: SPCX Stock Surges as Mizuho and Morgan Stanley Turn Bullish

Nvidia vs SpaceX Valuation: Which AI Stock Has More Upside?

Nvidia’s market cap sits near $5.2 trillion, with shares around $212 and a trailing P/E ratio near 27.6x, a multiple built on real, growing earnings. SpaceX carries a valuation near $2 trillion, and SpaceX stock trades around $145 to $146 after slipping 2% on good news, with shares ranging $104.83 to $225.64 over the past year. Bank of America just raised the stakes on this Nvidia vs SpaceX valuation debate, with analyst Ronald Epstein backing a $235 SpaceX price target, about 60% above the reference price.

Nvidia’s Case In The Valuation Fight

In this Nvidia vs SpaceX matchup, Nvidia’s price comes down to its near-monopoly on the chips running today’s AI boom, from Blackwell to the newer Vera Rubin platform. Nvidia also just joined a $668 million round for GMI Cloud, an AI cloud firm, alongside South Korean backers like KB Investment, a sign of how far its money reaches beyond chips. That steady demand is why analysts treat Nvidia as the safer of the two AI stocks, even though its size limits the room left to grow.

Starship’s Orbital Win Boosts BofA’s SpaceX Call

SpaceX stock has swung hard since its June debut, and a Nasdaq rule fast-tracked the company into the Nasdaq-100 on July 7, forcing funds like the Invesco QQQ Trust to buy shares on behalf of millions of 401(k) savers. On Sept. 28, SpaceX pulled off its biggest technical win yet, sending Starship into orbit, deploying 26 Starlink V3 satellites, and landing the Super Heavy booster, yet SpaceX stock still fell 2% to $145.47 right after.

Anyone running a Nvidia vs SpaceX stock comparison on growth alone would probably lean toward SpaceX now, since Wall Street’s new target implies a lot more room to run.

What SpaceX And Nvidia Officials Are Saying

Executives on both sides have talked fairly openly about this Nvidia vs SpaceX partnership, and a few of their comments deserve a direct quote.

Elon Musk, SpaceX CEO, said:

“highly confident that SpaceX will be launching Nvidia VR NLV72 AI computers in space”

Jensen Huang, Nvidia CEO, said:

“Space computing, the final frontier, has arrived.”

Bret Johnsen, SpaceX CFO, said the company’s AI hosting deal gave management:

“even more conviction”

A Nvidia vs SpaceX stock comparison, at the time of writing, still favors Nvidia on steady earnings, but SpaceX stock just picked up a fresh vote of confidence from Bank of America right after Starship’s orbital debut. Nvidia’s lead among AI stocks looks safe for now, but SpaceX’s payoff looks closer than before.

Robinhood (NASDAQ: HOOD) stock is in focus after the Cboe announced that it will launch binary contracts linked to the key performance indicators (KPIs) for multiple companies in October 2026 on the platform. Despite the planned launch, HOOD stock price dropped by 3.2% on September 30 to close trading at $112. Ad Ad Cboe Taps

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Micron revenue hit a record $54.23 billion in the fiscal fourth quarter of 2026, up 379% from $11.32 billion a year earlier. The jump came on the back of Micron AI memory demand, which is still way ahead of supply right now, and it also pushed Micron earnings to $33.42 per share, above the $31.61 that Wall Street had expected. Net income climbed to $37.7 billion from just $3.2 billion. That kind of Micron revenue growth lifted full-year sales to $133.19 billion, but Micron stock barely moved in after-hours trading.

Also Read: Is Micron Stock the Next Nvidia? Here’s What Comes Next

Micron Revenue Growth: Earnings, AI Demand And Stock Outlook

Chairman and CEO Sanjay Mehrotra put the jump in Micron revenue down to AI. He said:

“Micron delivered record fiscal 2026 results, and we expect an even stronger fiscal 2027. AI is becoming Super Intelligence (SI), and memory enhances this intelligence and the competitiveness of our customers’ platforms. We are increasing our investments in technology, products and manufacturing to help drive SI forward with our customers, and our Strategic Customer Agreements provide added confidence in the durability of Micron’s financial performance.”

Micron Earnings Top Estimates As DRAM Leads

Gross margin came in at a record 87%, and DRAM chips did most of the heavy lifting, bringing in close to three-quarters of Micron revenue.

Chief Financial Officer Mark Murphy had this to say:

“Consolidated fiscal Q4 revenue was $54.2 billion, up 31% sequentially and up 379% year over year. Fiscal Q4 revenue was our sixth consecutive quarterly revenue record. Fiscal Q4 DRAM revenue was a record $39.8 billion, up 343% year over year and represented 73% of total revenue. Sequentially, DRAM revenue increased 27%.”

Micron is calling for $38.15 per share and $61.5 billion in sales at the midpoint for the first quarter of fiscal 2027, against analyst calls for $35.40 and $57 billion. If that holds, sales would climb by roughly another $7.3 billion in just one quarter.

Micron AI Memory Demand Keeps Supply Tight

Micron is the only US maker of high-bandwidth memory, or HBM, which AI chips need to run large models. Mehrotra said on the call that customers have already locked in more than 75% of the company’s 2027 output. Higher prices are also feeding Micron revenue, with DRAM prices up by a high-teens percentage last quarter. With Micron AI memory demand this strong, the company says it can’t yet see when supply and demand will balance out.

Mehrotra stated:

“As strong as fiscal 2026 was, we expect fiscal 2027 to be even better. Industry demand has strengthened since our last earnings call, and we expect memory and storage supply-demand conditions to be much tighter in fiscal 2027 and 2028 than they were in 2026.”

Micron Stock Outlook After The Record Quarter

Shares traded flat after hours at about $1,065, as investors had already priced in a big beat after Micron stock gained more than 500% over the past year. Micron earnings have now topped estimates for eight quarters in a row, and the market cap sits above $1.2 trillion at the time of writing.

Micron expects fiscal 2027 to be another record year, with Micron revenue rising in every quarter. Share buybacks should also pick up from December 9.

With 26 long-term customer deals covering over 35% of expected sales through 2030, the next stretch of Micron revenue growth comes down to how quickly its new fabs in Idaho and New York can start shipping.

Advanced Micro Devices, Inc (AMD) continues to be a favorite among Wall Street analysts. Wells Fargo has reiterated its stock price target for AMD to $700, with a 15.21% upside, while Bank of America has revised its outlook to $720, an 18.50% upside. Both institutions have also maintained their “buy” ratings for the the stock. Let’s discuss why Wall Street continues to be bullish on AMD and what the future holds for the company.

Why Is Wall Street Raising Its Stock Price Target For AMD?

Wall Street’s latest revision for AMD’s stock price comes on the heels of the company announcing the acquisition of World Labs in a $8.2 billion deal. World Labs is an expert in spatial intelligence, and the acquisition will likely further AMD’s AI ventures.

AMD has also delivered stellar results over the last year. Revenue and earnings per share have risen significantly, and Wall Street analysts anticipate the pattern to continue over the coming years. Many expect even higher revenue in the next quarter driven by AMD’s latest Helios chips.

Also Read: Kodiak Sciences (KOD) Why AMD fueled the stock 180% Higher

The bullishness around AMD’s stock performance also reflects in its recent rally to a new all-time high of $615.52 last week. The company’s market cap also breached the $1 trillion mark for the first time in its history. AMD has since faced a correction to the $607 mark, and may enter a sideways trajectory, given the overarching poor economic conditions. The Federal Reserve decided to raise interest rates earlier this month to combat rising inflation amid volatile oil prices. The US and Iran are yet to reach a deal, before which oil prices may continue to be unstable.

Nonetheless, the current trend of building data centers for AI may continue to feed AMD’s coffers. The company is expected to remain on its upward trajectory, at least for the time being.

Micron stock (NASDAQ: MU) opened Wednesday’s trading session at $1,065 and remains on the front foot ahead of the Q4 2026 earnings call on September 30, 2026. Wall Street analysts expect the company to beat all earnings expectations and see a surge in value. The market is closely watching the upcoming revenue report, which will dictate MU’s next direction. Most financial strategists expect the major semiconductor company to deliver blockbuster results.

On the heels of the earnings call, global equity research and brokerage firm Bernstein has maintained its buy rating for Micron stock. The financial entity wrote in a note to clients on Tuesday (September 29, 2026) and urged institutional funds to begin taking an entry position in MU. The earnings call will act as a catalyst and make the leading equity surge in price. Taking an entry position even at the $1,065 level could still be profitable to investors.

Also Read: Amazon Stock: Could AWS and AI Push Shares to $350 in 2027?

How High Will Micron Stock Reach?

Mark Li, the stock market analyst at Bernstein, has predicted that Micron stock could reach a new price target of $1,300. That would be a profit of $235 per share if traders take an entry position in the equity today. It also marks an uptick and a return on investment (ROI) of approximately 22% from its current price. Therefore, an investment of $1,000 could turn into $1,220 if the price prediction from Bernstein turns out to be accurate.

Micron stock is among the most sought-after equities in the market for its robust performance. It has risen by nearly 240% year-to-date and made early investors more than triple their money. MU is riding the AI boom, and the cycle could continue up until the end of the decade in 2030. However, semiconductor stocks are highly cyclical and face a harsh downturn when the market is not in their favor.

AMD vs Intel is a closer race than it looks, but right now AMD, the cheaper stock, seems to have more room to climb. Intel has run harder over the past year, up 322% against AMD’s 285%, so anyone weighing AMD stock vs Intel stock has to look past the chart. The AMD stock forecast also calls for 105% earnings growth in 2027, against 36% in the Intel stock forecast, making AMD the best AI chip stock of the pair at the time of writing.

Also Read: If You Invest $100 in AMD Every Month, What Could You Have by 2030?

AMD vs Intel: Stock Forecast, AI Growth And Upside Potential

CPUs Are Back At The Center Of AI Data Centers

The AMD vs Intel rivalry starts with CPUs. Demand for these chips in AI data centers has picked up, since they handle inference and agentic AI tasks. AMD said the CPU-to-GPU ratio there is moving from 1:4 or 1:8 toward 1:1, and it sees the server CPU market reaching $220 billion by 2030.

AMD CEO Lisa Su had this to say:

“CPUs are a very critical part of data center infrastructure.”

Server CPUs are where the AMD vs Intel fight is tightest. Intel still holds 65.5% of that market, per Mercury Research, but AMD added 7.2 percentage points of share year over year in Q2.

Intel CEO Lip-Bu Tan stated:

“AI is driving unprecedented demand for compute.”

AMD’s GPU Business Gives It An Extra Edge

This is where AMD vs Intel starts to tilt. AMD also sells Instinct data center GPUs to big names such as OpenAI, Meta Platforms and Anthropic. Its data center revenue jumped 107% year over year in Q2 to $6.7 billion, and Intel’s data center and AI (DCAI) segment grew 59% to $6.3 billion.

Lisa Su said on AMD’s Q2 earnings call:

“Demand for both accelerators and CPUs is growing well above our prior expectations.”

Analysts have turned more upbeat on AMD’s long-term growth, lifting the AMD stock forecast, and toned down what they expect from Intel.

Valuation Could Decide The Best AI Chip Stock

On valuation, AMD vs Intel isn’t a close call. Intel’s run has left the stock at 63 times forward earnings, against 40 times for AMD. Consensus estimates call for a 262% jump in Intel’s earnings this year, above AMD’s 82%, but that flips in 2027, when AMD’s growth should speed up to 105% and Intel’s could slow to 36%. That gap is why the AMD stock forecast looks stronger than the Intel stock forecast.

Intel CFO David Zinsner had this to say:

“Customers continue to signal a strong and sustainable spending environment.”

AMD also sees the AI chip market hitting $2 trillion a year by 2030, and that’s a big reason it gets the nod as the best AI chip stock in the AMD vs Intel matchup.

For anyone picking between AMD stock vs Intel stock right now, the numbers point toward AMD. The Intel stock forecast still rests on its server CPU lead, and a 63x multiple leaves little room if growth cools. AMD vs Intel may stay tight in CPUs, but on price and AI reach, AMD looks like the best AI chip stock of the two.