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AI Stock Picks Today: CRM, PLTR, ARM Trade Ideas for August 31, 2026

AI Stock Picks for August 20, 2026: NVDA, CRM, NOW and AVGO Trade Ideas

Eight AI stock and options trade ideas for August 20, 2026: NVDA pre-earnings long (conviction 9/10), CRM JPMorgan breakout, NOW Wells Fargo upgrade, AVGO short on BofA debt warning, and more.

AI Stock Picks Today: NVDA Pre-Earnings Long, AMD Breakout, MU and Short Ideas - August 18, 2026

Applied Materials and ACM Research lead chip equipment rally on AI demand, SOXX +1.6pct

Chip equipment names dominated Monday as Applied Materials posted record Q3 revenue of $9.12 billion, ACMR surged 6.49pct and Teradyne rose 5.81pct. SOXX climbed 1.58pct while the S&P 500 slipped 0.52pct in a decisive rotation from AI software into AI hardware.

AI Stock Picks Today: NVDA, PLTR, DDOG - August 10, 2026

ServiceNow jumps 7% on Q2 beat as ARM and Intel tumble; chip equipment selloff sends SOXX down 4.4%

ServiceNow surged 7.4% on a strong Q2 earnings beat while Intel fell 8% despite record revenue, as capex expansion plans rattled investors. ARM slid 8% ahead of its July 29 report and chip equipment stocks extended a month-long rout, sending SOXX down 4.4%.

Intel and AMD surge ahead of earnings as semiconductor equipment rally lifts SOXX 5.5%

Intel surged 8.64% and AMD jumped 8.11% on pre-earnings momentum ahead of Intel's Q2 report on July 23 and AMD's Advancing AI 2026 event, driving the iShares PHLX Semiconductor ETF to its best session in weeks. SOXX closed +5.45%, the Nasdaq gained 1.29%, and the S&P 500 added 0.89%.

Applied Materials leads chip equipment rout as Moonshot AI renews AI capex fears; Oracle and Cloudflare hold, SOXX -1.6pct

Applied Materials fell 5.6 pct on Friday after Chinese AI startup Moonshot published a foundation model rivaling US systems, reigniting fears about AI infrastructure spending. Cloudflare and Oracle were among five advancers in the 25-stock universe while SOXX dropped 1.6 pct and the Nasdaq slid 1.4 pct.

CrowdStrike and Meta lead AI software surge as Bank of America's bubble call hammers semiconductor stocks, SOXX -6.4%

CrowdStrike surged 10.2% on a Wells Fargo upgrade and stock split confirmation while Meta jumped 8.8% on cloud monetization plans; Bank of America's bubble risk warning sent chip equipment stocks down as much as 10%, with SOXX losing 6.4% on the first trading day of the second half of 2026.

ServiceNow and Snowflake surge on enterprise AI rotation as chip equipment retreats, SOXX -5.6%

Enterprise software staged a decisive rotation above chip-equipment stocks on Friday, with ServiceNow, Snowflake, Datadog, and MongoDB each surging 7-10% on AI spending momentum. Applied Materials and Lam Research fell sharply in post-Micron profit-taking, pulling the SOXX semiconductor ETF down 5.64%.

ARM Holdings and chip-equipment stocks lead global semiconductor rout on South Korea market crash and rate fears, SOXX -7.88%

ARM Holdings plc tumbled 10.1% Monday as South Korea's KOSPI collapse and a Bank of America rate-hike warning triggered the AI semiconductor sector's sharpest single-session rout in months. SOXX fell 7.88% while enterprise software names ServiceNow, Cloudflare, and Salesforce posted gains of 2-3%.

ARM and Applied Materials rally against Fed headwinds while ServiceNow and Meta sink, SOXX +1.4%

Chip hardware and equipment stocks diverged sharply from software peers on June 17, with ARM Holdings and Applied Materials rising 5.7% and 4.4% respectively while ServiceNow and Meta each fell more than 5% as Fed hawkishness compressed software valuations. SOXX gained 1.44% against a 1.34% Nasdaq decline.

Lam Research and Intel surge on BofA upgrades as chip equipment recovery accelerates, SOXX +8.4%

Lam Research jumped 12.7% and Intel gained 9.3% as Bank of America upgrades and improving wafer-fab spending forecasts drove the SOXX semiconductor ETF up 8.4%, its best single-session gain in weeks. Oracle fell 8.5% despite a Q4 earnings beat as investors fixated on mounting capital expenditure commitments.

Intel jumps 11% as Google names it AI chip manufacturer; ASML surges on Musk Terafab catalyst, SOXX +5.9%

Intel Corp. surged 11% after Google committed to contracting it for 3 million AI chips, while ASML Holding jumped 6.5% ahead of Elon Musk's appearance at its Terafab conference. The SOXX semiconductor ETF gained 5.9% as chip stocks staged their sharpest single-day rebound of June.

SMCI and Applied Materials lead AI equipment surge at Computex, SOXX +5.79%

Semiconductor equipment stocks surged on Tuesday as Jensen Huang confirmed Nvidia's Vera Rubin entering full production at Computex 2026. SOXX jumped 5.79%, SMCI added 7%, and AMAT gained 7% while Snowflake and Dell gave back recent gains on profit-taking.

AMD and Lam Research power chip equipment surge on AI demand cycle, SOXX +6.1%

Advanced Micro Devices surged 7.8% and the SOXX semiconductor ETF jumped 6.1% to an all-time high on May 26, as chip equipment names Lam Research and Applied Materials added 5.7% and 5.3% on AI infrastructure demand. MongoDB fell 5.8% as traders lightened positions ahead of the company's first-quarter fiscal 2027 earnings, due Thursday after the closing bell.

ServiceNow surges 8.8% on AI platform launch and analyst coverage; MongoDB gains 5.7%, SOXX -2.5%

ServiceNow jumped 8.8% after its Knowledge 2026 AI product launch and a Bank of America Buy initiation, leading enterprise software names higher. Applied Materials slid 5.3% despite a record second-quarter beat as the 10-year Treasury yield hit a 52-week high above 4.13%.