We track 20 model portfolios on a daily basis of which 11 are focused exclusively on the AI hardware (semiconductor) sector (8) and the AI software (3) sector. Below is the latest news on the 54 constituents in those portfolios.

1. Nvidia (NVDA) - one of 8 constituents in our model $1T+ Mega-cap Stocks Portfolio (see here) -  has launched CUDA 13.1 and CUDA Tile - a parallel computing platform and programming model that helps developers increase the speed of their applications by harnessing the computing power of graphics processing units - which the company said is the most substantial advancement to the platform since its release about 20 years ago. Its stock went UP 0.32% by the market close on Friday (see chart here).
2. Meta Platforms (META) - one of 8 constituents in our model $1T+ Mega-cap Stocks Portfolio (see here) - reported Thursday that the Facebook parent was looking at cuts in its loss-making Reality Labs, its Metaverse operations. Its stock went UP 1.1% by the market close on Friday (see chart here).
3. Alphabet (GOOGL) - one of 8 constituents in our model $1T+ Mega-cap Stocks Portfolio (see here) -  was downgraded by analyst Steven Fiorillo from "Very Bullish" to "Neutral" given that GOOGL's valuation now surpasses its peers, making further capital allocation less compelling. Its stock went UP 0.9% by the market close on Friday (see chart here).
4. Amazon (AMZN) - one of 8 constituents in our model $1T+ Mega-cap Stocks Portfolio (see here) - announced that its Web Services division has unleashed the Graviton5, which it said is its most powerful and efficient central processing unit, marking the third year in a row that more than half of the new CPU capacity added to AWS was powered by Graviton. Its stock went UP 0.09% by the market close on Friday (see chart here).
5. Snowflake (SNOW) - one of 8 constituents in our model Pure-Play Cloud SaaS Computing Stocks Portfolio (see here) - announced on Wednesday that they are expanding their collaboration with Accenture (ACN) to scale generative AI innovation and drive business outcomes for clients and, as part of the Accenture Snowflake Business Group, the companies will be creating a global Center of Excellence where joint teams will work with clients to quickly apply new technologies and co-develop solutions. Its stock went DOWN 0.35% by the market close on Friday (see chart here).
6. Datadog (DDOG) - one of 8 constituents in our model Pure-Play Cloud SaaS Computing Stocks Portfolio (see here) - was upgraded by  analyst Gary Alexander to "BUY" based on a strong growth trajectory driven by multiproduct sales and AI deals, along with a solid Rule of 50 profile justifying further upside. Its stock went UP 0.44% by the market close on Friday (see chart here).
7. Marvell Technology, Inc. (MRVL) - one of 6 constituents in our model Pure-play Fabless Semiconductor Stocks Portfolio (see here) - was upgraded by Tech Stock Pros to "Buy" based on a promising revenue outlook for fiscal years 2027 and 2028, buoyed by strong performance in the company’s electro-optical business. Its stock went UP 0.11% by the market close on Friday (see chart here). 
8. D-Wave Quantum, Inc. (QBTS) - one of 4 constituents in our  model Pure-play Quantum Computing Stocks Portfolio (see here) was downgraded by The Alpha Analyst to a "Sell" on concerns about overvaluation and the speculative nature of the quantum computing sector, despite technological progress. Its stock went DOWN 0.34% by the market close on Friday (see chart here).
9. Applied Materials (AMAT) - one of  5 constituents in our Pure-play Equipment & Material Supplier Stocks Portfolio (see here) - had its price target increased by TD Cowen's Krish Sankar based on the fact that -50% of its portfolio is exposed to DRAM (non-China), it is a leading-edge foundry, and it has potential for positive estimate revisions next year. Its stock went DOWN 0.04% by the market close on Friday (see chart here).
10. CrowdStrike (CRWD) - one of 5 constituents in our model  Pure-play CyberSecurity Software Stocks Portfolio (see here) - had its Q3  results and guidance interpreted by a number of Wall Street analysts as a “major validation moment” for the cybersecurity giant, as follows:
    • Wedbush Securities analyst Dan Ives wrote in a note to clients, “CRWD remains the gold standard for cybersecurity, with the company in the early innings of its multi-year growth story as its platform consolidation strategy continues to gain traction and is in the early stages of capitalizing on its AI Revolution market opportunity,”
    • Morgan Stanley analyst Meta Marshall said that the Q3 results further demonstrated platform strength but that the lack of “upward revisions on [the] outyear numbers [are] likely to limit stock upside intra-quarter,”
    • Jefferies analyst Joseph Gallo said that, “Overall, Q3 was impressive with Endpoint & SIEM/ Identity/Cloud accelerating, underscoring increased confidence in 23%+ Y-o-Y growth in FY27.” 
    • Its stock went UP 0.31% by the market close on Friday (see chart here).

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