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AI Stock Picks Today: NVDA, PANW, CRM and More - Trade Ideas for August 28, 2026
8 short-term AI stock trade ideas for August 28, 2026: NVDA long (conviction 9/10) after blowout earnings projecting 70% revenue growth; PANW Sep 5 $400 calls pre-earnings (Sept 1); CRM and CRWD post-earnings longs. Scores, stops, and plain-English reasons for each.
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.
Tesla and AMD lead AI sector rally as Dell surges on Trump endorsement, SOXX +2.68%
Tesla and Advanced Micro Devices each surged more than 6 pct on Monday as the AI equity complex returned from the Independence Day break with broad-based buying; Dell Technologies jumped 4.4 pct after President Trump publicly urged Americans to buy its computers.
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%.
Intel and Super Micro surge on Trump-Apple chip deal as semiconductors stage post-Fed rebound, SOXX +6.6%
Intel Corp. surged 10.6% and Super Micro Computer rose 10.4% on Thursday as President Trump announced Apple would partner with Intel on U.S. chip manufacturing, sparking the sector's sharpest single-day rally in weeks. SOXX gained 6.6% and the Nasdaq climbed 1.9% as Taiwan Semiconductor, ARM Holdings, and AMD all added more than 4%.
New on StartupHub: AI stocks daily, Nvidia, Broadcom, AMD recap every market close
StartupHub.ai now publishes a daily AI-stocks recap, automatically generated 30 minutes after every NYSE close. 25 tickers, end-of-day data, named-source context, TradingView embeds.
