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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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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 service obligations over the next seven to 10 years, the note said.Further, Anthropic has commitments of about $161.2 billion to Broadcom  for equipment leases and agreements with xAI potentially resulting in up to $84.5 billion of spending for Nvidia-based  computing capacity through 2029, Wedbush said, citing Reuters.Anthropic's initial public offering is likely to be pushed back until after 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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. 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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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is Maintained at Overweight by Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2671249793","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671249793?lang=en_us&edition=fundamental","pubTime":"2026-09-30 01:43","pubTimestamp":1790703780,"startTime":"0","endTime":"0","summary":"Ratings actions from Benzinga: 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