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Up 200% in 2026 and Counting: 3 AI Winners to Hold and 3 to Dump Right Now


There have been a lot of big winners in the artificial intelligence (AI) space this year, with a handful of stocks gaining more than 200% thus far in 2026. However, not all winners are created equal, and I’d hold on to some of these winning stocks while dumping others.

Let’s look at three winning AI stocks I’d keep in my portfolio and three I’d sell.

Image source: Getty Images.

1. AMD: Keep

Advanced Micro Devices (AMD -3.90%) has had a huge year, but there could be more to come. The company is riding two powerful waves with inference and agentic AI, and its pending acquisition of World Labs will also position it to become a potential leader in physical AI.

The company is placing significant emphasis on inference, and large deals with OpenAI, Meta Platforms, and Anthropic will drive rapid growth in the coming years. Meanwhile, it’s also a leader in server central processing units (CPUs), where demand is surging due to the rise of agentic AI.

Advanced Micro Devices Stock Quote

Today’s Change

(-3.90%) $-25.18

Current Price

$620.68

2. Marvell Technology: Keep

Marvell Technology (MRVL -3.52%) shares have skyrocketed this year, and it too is riding powerful trends in custom AI chips and optical networking. The company has helped Amazon develop its custom AI accelerators and has also helped Microsoft develop its own custom AI chip. It also recently won a large deal with Alphabet for complementary components that attach to its Tensor Processing Unit (TPU) ecosystem.

In addition to its custom chip business, Marvell is also a leader in optical interconnects and is benefiting from the shift in AI data centers away from copper wire to optics. At its analyst day, it forecast that it could generate between $70 billion and $90 billion in revenue in fiscal 2031, blowing away analyst expectations.

Marvell Technology Stock Quote

Today’s Change

(-3.52%) $-10.02

Current Price

$274.60

3. Lumentum: Keep

Another stock riding the wave in optics is Lumentum (LITE -5.62%). It is one of the few companies that builds high-power indium phosphide (InP) lasers, which are used to convert electricity into light for high-speed data transmission. It is also an important player in the optical circuit switches (OCS) and co-packaged optics (CPO) markets.

Lumentum holds around a 60% market share in the electro-absorption-modulated laser (EML) market, and this is a sticky business. The company has a huge patent portfolio, and once a laser or transceiver component is certified, it’s there to stay. Given its market position, the stock has greater long-term upside.

Lumentum Stock Quote

Today’s Change

(-5.62%) $-62.47

Current Price

$1,048.60

1. Micron Technology: Dump

Micron Technology (MU -4.79%) stock has been on a tear, but I’d be taking profits, despite the stock looking cheap. The company has benefited from the surge in memory prices, but it’s not a technological leader in the space, trailing Korean rivals SK Hynix and Samsung in advanced memory.

The memory market is currently being driven by high bandwidth memory (HBM) demand, which is packaged with graphics processing units (GPUs) and other AI chips. However, Micron has benefited from being the least-exposed big DRAM (dynamic random access memory) maker to HBM, as demand for advanced memory has led to larger price increases in conventional memory, as the big three memory makers focus their resources on HBM. When ordinary DRAM and NAND (flash) prices start to drop, Micron’s earnings could fall off a cliff.

2. Sandisk: Dump

The S&P 500‘s best-performing stock this year, Sandisk (SNDK -4.90%), has also been riding the memory boom. However, it’s arguably even more of a commodity player than Micron, focusing purely on flash memory. This market has fewer barriers to entry, more players, and will likely return to balance faster than the DRAM market, making Sandisk a stock I’d be dumping.

3. Intel: Dump

Intel (INTC -5.34%) stock made a tremendous turnaround this year, but it was more about being in the right place at the right time. The server CPU market has taken off with the rise of agentic AI, and hyperscalers are now scrambling for these chips. However, Intel has been losing market share in this space, a trend expected to accelerate in the coming years. Meanwhile, its foundry business continues to lose significant money. Take your profits and run.

Roasting My Subscribers’ Investment Portfolios Featuring @GrahamStephan



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How Customer Concentration and Digital Maturity Affect Company Valuations


A company with one customer worth 30% of revenue and a company with the same revenue spread across two hundred customers are not, to a lender or an acquirer, the same business — even if every other line on the income statement matches. The market has already worked out how much that difference is worth. Most boards never ask.

Customer concentration is one of the most heavily studied risk factors in corporate finance. The finding holds up wherever it’s tested: a supplier that depends on a small number of major customers pays more for capital than one that doesn’t. Dhaliwal, Judd, Serfling and Shaikh ran the numbers on a large sample of US suppliers and found that concentration raises the cost of equity — sharper still for suppliers likely to lose a major customer, or badly exposed if they do (Journal of Accounting & Economics, 2016). The debt side tells the same story. A more recent study found concentrated-customer firms carry higher cash-flow volatility, adjust their leverage more slowly, and get held to a real valuation discount by investors who have already priced the risk in (Rehman, Liu, Wu and Li, Accounting & Finance, 2023).

None of this is exotic. It’s the market doing what markets do — pricing a risk, whether or not the company itself has bothered to quantify it. A board that has never calculated its own top-five customer concentration isn’t avoiding the number. It’s just letting someone else calculate it first. Usually a lender’s credit committee, or a buyer’s diligence team, at the exact point where the number is hardest to improve and most expensive to be surprised by.

Robinhood, SoFi, and Public Brokerages Offering 3% Transfer Bonus For Those Fleeing Webull


(Update: added SoFi now)

In light of the recent news about potential ties between Webull and the government of China, Robinhood, SoFi, and Public are offering a 3% bonus to transfer your assets from Webull to their platforms.

The Offer

Robinhood link | SoFi link | Public brokerage link (pdf)

  • Robinhood is offering a 3% bonus (unlimited) for those who ACATS transfer their assets from Webull. The bonus will post quickly, and then you need to keep the funds with Robinhood for 5 years. Offer valid October 7, 2026 through October 16, 2026. 
  • SoFi is offering a 3% bonus for those who ACATS transfer their brokerage or IRA assets from Webull, up to $150,000 bonus ($5M in transferred assets). The bonus will post quickly, and then you need to keep the funds with SoFi for 5 years. Offer valid October 8, 2026 through October 15, 2026. 
  • Public Brokerage is offering a 3% bonus for those who ACATS transfer their brokerage or IRA assets from Webull, up to $1M bonus ($33.3M in transferred assets). The bonus is paid out over the course of 6 years in 72 monthly increments. Offer valid October 7, 2026 through October 26, 2026. 

The Fine Print

  • The Robinhood terms imply that if you leave before 5 years you’ll still keep a portion of the bonus. (“The chargeback amount described above may be reduced based on the customer’s progress toward the five (5)-year holding period.”)
  • With the Public deal, you can leave any time and keep the bonus payments you’ve already received. 
  • With SoFi it seems you’ll lose the 3% bonus if you pull money out before the 5-year earn-out, proportionate to the amount you pull out (e.g. if you pull out $1,000 one day before the 5 years is up, you might lose out the full $30 bonus from that $1,000). 
  • The SoFi and Public offerings work on both taxable brokerage and IRA accounts while the Robinhood offer is only for taxable brokerage accounts. For IRAs, Public treats the bonus as earnings within the IRA, so it gets the IRA’s tax treatment and won’t affect annual contribution limits. SoFi is less clear on exactly how this will work for IRAs. 

Our Verdict

I don’t have any funds at Webull. If I had funds at Webull that weren’t locked into a bonus there, I’d likely jump on one of these offers.

Mortgage Rates Stuck Near Recent Highs Despite a Strong Bond Auction


Yesterday’s big worry was the 10-year Treasury auction. Would there be any appetite for bonds?

Well, it turned out to be good news because it actually went well. Mortgage rates had initially climbed on the day, but made their way back down in the afternoon.

But the move wasn’t sizable and likely won’t bring much relief to mortgage rates today.

The 10-year yield is still hovering around 5.25%, mostly flat from yesterday’s close, so 30-year fixed mortgage rates should remain around recent highs of 7.60%.

That means the “win” right now is simply not going any higher, though that’s not a guarantee.

The Bond Auction Went Better Than Expected

The Treasury sold $39 billion in 10-year notes yesterday and demand appeared to be solid.

Indirect bidders, which include foreign central banks, took 80% of the sale. That’s well above recent auctions.

And dealers, who get stuck with whatever nobody else wants, were left with just 2.5%. They typically end up with as much as 10%.

In other words, the bond buyers finally showed up once yields got high enough, which is something I’ve been pondering lately.

At a certain point, these yields go high enough and investors think, wait, these aren’t half bad.

The 10-year had hit 5.35% ahead of the sale, the highest rate since 2002, then backed off some once the results came out.

The takeaway is that demand for bonds is finally materializing, but only because the yields are finally beginning to look appetizing at these levels.

The Fed Probably Isn’t Done Hiking

The minutes from the Fed’s September meeting also came out right after the auction yesterday.

That was the meeting where they raised rates a quarter point to a range of 3.75%-4.00%.

A majority of Fed officials said another hike by year-end would likely be appropriate.

And Fed Governor Waller said this morning that more hikes will be needed if the data keeps coming in as expected (hot inflation), though he noted that they don’t have to come back to back.

At the moment, CME FedWatch put the odds of an October hike at just 17%, so back-to-back hikes seem very unlikely.

So chances are the next hike won’t be until December at the earliest, though the expectation of further hikes keeps upward pressure on mortgage rates.

[Compare mortgage rates and monthly payments side by side with my mortgage rate calculator.]

Why Bond Yields Rose This Morning, Then Eased

The 10-year bond yield climbed to about 5.34% overnight, and once again oil was the culprit.

Brent crude jumped more than 4% and is back above $104 due to more attacks in the Gulf and the Strait of Hormuz.

Prices had dipped yesterday after the IEA agreed to release more emergency supplies.

But as noted yesterday, a storm in the Gulf of Mexico has also forced Shell and Chevron to halt some production.

There are also reports that Broadcom is arranging up to $50 billion in financing for OpenAI, which is arguably another reason why bond yields are so high.

All the AI investment is crowding out investment for alternatives like bonds, which keeps pressure on yields.

However, there did seem to be a shift yesterday where bond selling finally faced resistance.

So perhaps mortgage rates might be nearing a top for now.

Just don’t mistake a pullback for a larger move. A positive bond auction took pressure off mortgage rates, but chances are the global bond rout isn’t quite over.

And until the Middle East situation gets resolved, higher oil prices will continue to pressure yields higher.

As stated, a win right now is simply not going any higher.

Read on: How are mortgage rates determined?

(photo: lorenz.markus97)

Colin Robertson
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UCLA Built a Deepfake Screener That Uses Light. Here’s What It Can and Can’t Do.



Have you seen those trending AI recreations of famous movie scenes and music videos?

They keep getting more realistic. You watch one, and a few seconds in you’re wondering what’s truly “real” nowadays.

That’s a deepfake, or close to it: video, images, or audio made with AI to look or sound like a real person doing or saying something they never did. And the old gut check doesn’t work anymore, because the AI keeps getting better.

A UCLA team went after that problem from an unusual angle. In a study published in eLight in September 2026, the researchers built a deepfake screener that lets light handle part of the work. In a lab test on a standard benchmark, it reached about 98% accuracy.

That’s a nice headline, but the details are more interesting.


Disclaimer: While these are general suggestions, it’s important to conduct thorough research and due diligence when selecting AI tools. We do not endorse or promote any specific AI tools mentioned here. This article is for educational and informational purposes only. It is not intended to provide legal, financial, or clinical advice. Always comply with HIPAA and institutional policies. For any decisions that impact patient care or finances, consult a qualified professional.

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Why Deepfake Detection Is So Hard for People and Machines

You’re probably worse at spotting AI-generated images than you think.

The UCLA paper points to earlier research showing people correctly flagged AI-generated images only about 52 to 55 percent of the time, which is barely better than a coin flip.

That’s a big reason automated detectors are being built in the first place, but the strong ones have costs of their own. According to the paper, they often need hundreds of billions of calculations to check a single video, and they tend to work through videos one after another.

When a platform has a flood of uploads to screen, that gets slow and power-hungry. Detectors can also be fooled, since small, deliberate changes to a fake video can push a detector into calling it real.

How UCLA’s Light-Based Deepfake Detector Works

The team, led by Professor Aydogan Ozcan with Parnian Ghapandar Kashani and Shiqi Chen, built a hybrid of digital and optical parts. The setup is more straightforward than it sounds.

A small digital network first reduces each video to a compact set of features taken from face crops in sampled frames. Those features become a pattern shown on a programmable light modulator.

Laser light passes through the pattern and spreads as it travels, and sensors read how bright it is at paired spots. The difference in brightness gives each video a real-or-fake score. Because different regions of the pattern carry different videos, the system scores 15 videos in a single pass.

On 105 real and 105 fake videos held out from a standard face-swap benchmark called Celeb-DF, it reached 97.79% accuracy. It caught 99.86% of the fakes and correctly cleared 95.72% of the real videos, which means roughly 4 in 100 real videos were wrongly flagged.

That balance was intentional. The authors designed it as a first-stage screen that rarely misses a fake, accepts some false alarms, and passes flagged videos to a heavier digital check. They describe it as built for platform or data-center screening, not for running on your own devices.

How Accurate Is It on Face-Swap and AI-Generated Video?

A lot of detectors are trained on face-swap video, which carries telltale traces of the swapping software. Text-to-video models don’t leave those same traces, so the team generated fake videos with Google’s Veo 3 model and retrained the system lightly on 50 examples, under 1% of a full training pass.

On a held-out set of 105 real and 105 fake Veo 3 videos, accuracy was 94.80% in the lab setup, a little lower than on the face-swap set. On a harder face-swap set, where similar-looking people are matched before the swap, the team modeled adding two fixed optical layers. In simulation, accuracy rose from about 89% to about 96%, and since those layers are passive, the paper says they’d add little to power use.

Videos shared across platforms often get compressed, blurred, or noisy, and the paper tested for that too. The system stayed steady through mild and moderate degradation, which the authors say covers most real-world cases, but severe degradation hurt. Noise caused the largest drops, and heavy blur pulled accuracy down to around 65 percent in the best-performing optical setup.

In one set of attack tests, a query-based attack was run against 50 fake videos. At a subtle level of tampering, it fooled the light-based versions roughly 9 to 14 percent of the time, while the small all-digital detectors used for comparison were fooled every time. The authors argue that having part of the model in physical hardware makes it harder for an attacker to copy, but that was one attack method on one dataset, so it’s early evidence rather than a guarantee.

The energy numbers need the same care. They’re estimates built from the power ratings of off-the-shelf parts, not measurements from the bench. By that estimate, the light-based decoding step uses far less energy than an equally accurate digital decoder, but the digital front end still uses most of the power. In the paper’s main comparison, the savings for the whole pipeline came out to about 13 to 14 percent.


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What This Means for the Future of Deepfake Detection

Remember, this is a lab prototype. The headline results on face-swap and Veo 3 video come from a bench setup with a laser, a light modulator, and a camera, tested on benchmark video sets. Other findings, including the extra optical layers and the energy savings, come from computer models or component-based estimates, and the authors describe real-time, large-scale verification as something they envision for the future.

It’s still a good sign. Deepfake detection research is trying new hardware ideas instead of only building bigger software, and the early results held up across newer AI-generated video, compression, and attack attempts.

If your face shows up in online video, and for plenty of physicians and entrepreneurs it does, this is worth keeping an eye on. The authors frame it as a first filter with other checks behind it, and that’s a sensible way to read it.

So, just curious. Have you thought about what you’d do if a fake video of you showed up online? We’d love to hear it so share it in the comments!


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Disclaimer: This article is for general informational and educational purposes only. It does not constitute medical, legal, compliance, or professional advice. The information provided here is based on available public data and may not be entirely accurate or up-to-date. It’s recommended to contact the respective companies/individuals for detailed information on features, pricing, and availability. All screenshots, if any, are used under the principles of fair use for editorial, educational, or commentary purposes. All trademarks and copyrights belong to their respective owners.

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Further Reading



SpaceX’s recovery ship brought back four astronauts to Earth after an eight-month mission



SpaceX brought the U.S., French and Russian flyers back with a splashdown in the Pacific off the coast of Los Angeles.

NASA’s Jessica Meir and Jack Hathaway, France’s Sophie Adenot and Russia’s Andrey Fedyaev departed the orbiting lab on Wednesday, eager to reunite with their families after a lengthy separation. Their replacements arrived three weeks late because of capsule repairs, stalling this crew’s homecoming.

They couldn’t wait to feel the breeze on their faces, hit the shower and, for Adenot at least, plunge back into water sports.

“We are so excited to be back on Planet Earth after an incredible mission on the International Space Station,” Meir radioed moments after splashing down. While still in orbit, she said the crew had “a lot of mixed, swirling emotions” and would miss the “extraordinary views of our home planet.”

All four were out of their capsule within an hour, waving and pumping their fists in the air aboard SpaceX’s recovery ship. After a helicopter ride to shore, they were going to head for Houston.

Meir and her crew left the planet in February to replace four station occupants who were sent home early after one of them — NASA’s Mike Fincke, now retired — fell ill. It was NASA’s first medical evacuation in 65 years of human spaceflight.

The new foursome watched with pride two months later as the Artemis II astronauts flew around the moon. They also celebrated the United States’ 250th birthday up there, with Meir joining the Boston Pops with her piccolo for a Fourth of July concert.

Meir took part in four spacewalks, while Adenot ventured outside three times for maintenance and upgrades to the 28-year-old outpost.

In the middle of all the work, the astronauts found time for fun, throwing a dance party last month and holding regular cooking demonstrations complete with aprons and a chef’s toque.

Meir presented a how-to video for curly-haired spacewomen like herself, while Hathaway kept his bushy mustache — a space rarity — groomed to perfection. He grew the naval aviator-style mustache before rocketing into orbit as a way to honor his Navy ties, and found it no harder to maintain in weightlessness than on Earth. Some ground controllers grew mustaches in solidarity.

Will his mustache disappear now that his mission is over?

“It’s kind of become a little bit of my brand up here,” Hathaway said in August, “so I don’t know if it’ll go away right away or I’ll end up keeping it for a while.”

Seven astronauts remain aboard the space station, representing the U.S., Russia and Canada. The outpost has welcomed 298 visitors from 26 countries since the doors swung open in 2000, by NASA’s count.

___

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Pros and Cons of High Speed Rail



The elusive high speed rail, Canada being the only G7 country without one. If you have been following the news, it sounds this idea is going to be shelved a while longer. Hopefully not! What exactly are the pros and…

The post Pros and Cons of High Speed Rail appeared first on Pointshogger.

Zero Investment-এ বেকারত্ব মুক্তির ফর্মুলা! 🚀 Business Strategy | Mentor Mitu | Zero Finance



এই পর্বে Mentor Mitu আমাদের সাথে শেয়ার করেছেন কীভাবে কোনো ফান্ড বা ইনভেস্টমেন্ট ছাড়া প্র্যাক্টিক্যাল Business Strategy এবং Marketing Funnel ব্যবহার করে একটি Scalable Business Model গড়ে তোলা যায়। আপনি যদি ২০২৬ সালে এসে পুঁজি ছাড়া ব্যবসা করার উপায় (Zero Investment Business Ideas), Business Growth Hacks, Financial Planning এবং Entrepreneurship Strategy খুঁজছেন, তবে এই পডকাস্টের প্রতিটি মিনিট আপনার জন্য অত্যন্ত গুরুত্বপূর্ণ।

🎙️ Featured Guest: Mentor Mitu
Founder & Lead Trainer, Mentor Mitu Academy

Zero Investment-এ বেকারত্ব মুক্তির ফর্মুলা! 🚀 Business Strategy | Mentor Mitu | Zero Finance

📌 Key High-Value Topics Covered:
* Zero Investment Business Strategy & Financial Growth.
* Digital Marketing Strategy & Customer Acquisition Funnel.
* কীভাবে মানুষের সমস্যা সমাধান করে একটি Profit-Generating Business তৈরি করবেন।
* উদ্যোক্তা জিরো থেকে শুরু করে একটি Scalable Business Brand প্রতিষ্ঠা করার সিক্রেট প্রসেস।

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