These three tech giants offer different ways to play the AI boom.

Tech remains the market's growth engine, and artificial intelligence (AI) is the theme driving the biggest dollars. With third-quarter earnings season beginning and enterprises locking in 2026 IT budgets, October is a crucial month for separating hype from execution. Investors want to see which companies can turn AI enthusiasm into lasting revenue streams and which have the balance sheets to weather volatility.

Three standouts look well positioned: Nvidia ( NVDA 0.43% ) , the dominant force in AI chips powering data centers worldwide; Microsoft ( MSFT 0.37% ) , the cloud and productivity leader weaving AI into every layer of enterprise software; and Advanced Micro Devices ( AMD 1.43% ) , the ch

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