AI Trading Ideas: How to Grasp the Chance Under AI Era?

Hello everyone! Today i want to share some trading ideas with you!

1

$IONQ Inc.(IONQ)$ raised 2026 revenue guidance to $455M after closing SkyWater with CEO Niccolo de Masi pointing to “market traction of our quantum platform” and manufacturing scale it adds

The acquisition gives IonQ more control over how its quantum hardware gets built as business scales

2

The U.S. government is backing $Rigetti Computing(RGTI)$ and $D-Wave Quantum Inc.(QBTS)$ with up to $200M combined to scale next generation quantum systems.

Commerce will also take minority stakes in both as Rigetti works to scale superconducting systems and D Wave targets up to 100,000 qubits.

3

$IREN Ltd(IREN)$ 2GW Sweetwater hub has been conditionally included in ERCOT’s Batch Zero process covering 1.4GW at Sweetwater 1 and 600MW at Sweetwater 2.

That brings another piece of IREN’s 5GW pipeline closer to data center deployment, with the first 300MW targeted for Q4 2027.

4

$Intel(INTC)$ is reportedly planning another 10% PC CPU price hike in October as it shifts the focus to rebuilding margins.

It may also exit lower margin Small Core chips opening more of industrial PC and IoT to $Qualcomm(QCOM)$ and MediaTek.

5

$ASML Holding NV(ASML)$ and $Taiwan Semiconductor Manufacturing(TSM)$are pushing EUV masks from 6 inches to 12 inches as High NA moves toward high volume manufacturing.

The larger format could improve fab productivity and remove stitching constraints as AI chips get much more complex.