3 Trending AI Stocks to Watch: ARM, AMD, and CRWV

September 24, 2026

Written By Michael Gary Scott

Three stocks firmly tied to the AI infrastructure buildout, Arm Holdings ARM, Advanced Micro Devices AMD, and CoreWeave CRWV, have all been drawing extra investor attention lately.

Let’s take a closer look at the recent news surrounding each.

Arm Shares Climb 40% in September

Arm Holding shares have surged recently as positivity surrounding agentic AI has fueled optimism for stronger CPU demand. Increasingly capable AI agents could require considerably more CPU-based compute alongside GPUs, and the recent popularity of consumer-facing tools like Meta’s Muse AI agent has only added to the optimism.

In addition, ARM CEO Rene Haas recently expressed increased confidence surrounding the company’s new AGI CPU, indicating that demand remains robust and manufacturing supply is currently the bigger constraint.

Recent results have continued to show strong demand, with ARM generating record revenue of $1.3 billion in its latest release, up 22% YoY, while Data Center royalties more than doubled.

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ARM’s recent gain in attention reflects growing optimism surrounding its opportunity in AI-focused data center CPUs, with EPS revisions remaining on a bullish trajectory across the board. Impressively, the stock is up nearly 40% in September alone thanks to the positivity.

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AMD Sees Explosive Data Center Growth

Advanced Micro Devices shares have been similarly red-hot, recently pushing above the $1 trillion market-cap mark for the first time as positivity for AI infrastructure demand continues to grow.

The company has continued to post strong quarterly results, with AMD’s Data Center sales coming in at $6.7 billion in its latest period, reflecting a triple-digit 107% YoY growth rate. AMD expected Data Center sales to accelerate in the back half of 2026, underpinning a favorable growth outlook for both earnings and sales.

Overall sales growth has been stellar across recent periods, regularly showing accelerations.

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EPS expectations have trended higher across recent months, continuing to provide a solid near-term momentum backdrop for shares, which are up more than 30% in September alone. Surpassing the $1 trillion market-cap hurdle is a huge win for the company, joining an elite group overall.

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CoreWeave’s Steep Buildout Costs

CoreWeave similarly remains at the forefront of AI infrastructure names, though shares haven’t seen nearly as much positivity relative to the two mentioned above, up roughly 3% in September.

See also <!DOCTYPE html><html><head><title>Enhanced Security Measures Taken to Combat Rising Data Breaches</title></head><body><h2>Strategic Investments in Cybersecurity Services</h2><p>Amid a relentless surge in data breaches, U.S. enterprises are fortifying their defenses with cutting-edge tools and services, as detailed in the latest research report by Information Services Group (ISG).</p><h2>Escalation of Data Breaches</h2><p>The ISG Provider Lens™ Cybersecurity — Solutions and Services report for the U.S. highlights a notable escalation in data breaches from 2022 to 2023, with healthcare and financial services industries bearing the brunt of these cyber onslaughts. In response, the federal government and states have imposed regulations necessitating companies to bolster their security protocols, further complicating the landscape for enterprise security teams.</p><h2>Rethinking Strategies for Business Resilience</h2><p>Doug Saylors, the partner and co-leader of ISG Cybersecurity, points out that recent threats and sophisticated attack mechanisms have unearthed vulnerabilities in vital infrastructure within U.S. corporations. Consequently, Chief Information Security Officers (CISOs) are reassessing their strategies, prioritizing business resilience in the face of evolving cyber risks.</p><h2>Technological Advancements in Defense</h2><p>While the demand for cybersecurity solutions and services surges, organizations are streamlining their security technology arrays to drive down costs and maximize resource efficiency. Many are turning to AI technologies to aid in data analysis, enabling them to pinpoint vulnerabilities and fortify areas predicted to sustain the most detrimental impact from cyber breaches.</p><h2>Adopting Innovative Security Platforms</h2><p>The report identifies emerging technologies such as quantum computing and passwordless identity access management as rapidly gaining traction. Moreover, on a global scale, platforms like Extended Detection and Response (XDR) and Security Service Edge (SSE) are evolving as indispensable tools for enterprises in combating cyber threats.</p><h2>Transition to Zero Trust Architectures</h2><p>To reduce potential attack surfaces and mitigate the fallout from breaches, many large companies are transitioning from traditional perimeter-based security to Zero Trust Architectures (ZTAs). Implementing ZTAs necessitates a skilled workforce and substantial investments in access controls, identity management, and continual verification.</p><h2>Enhanced Focus on Third-Party Security Risk</h2><p>Enterprises with intricate supply chains are increasingly vulnerable to attacks on third-party vendors linked to their IT infrastructure. To address this risk, they are scrutinizing vendors' security postures and taking proactive measures to manage risks across their supply chains.</p><h2>Resilience Among Small and Medium-Sized Businesses</h2><p>Amidst constrained resources, many small and medium-sized businesses (SMBs) are emphasizing fundamental security practices such as automated patch management and user education. For advanced technologies and expertise beyond their internal IT capabilities, SMBs are turning to managed security services and cloud-based security solutions.</p><h2>Global Cybersecurity Leadership</h2><p>ISG's report recognizes various industry leaders across different cybersecurity quadrants. IBM emerges as a Leader in six quadrants, with Accenture, Deloitte, and TCS following closely as Leaders in four quadrants each. The report also identifies Rising Stars — companies with promising potential — including EY and Persistent Systems.</p><h2>Top Performer in Customer Experience</h2><p>Zensar Technologies secures the title of the global ISG CX Star Performer for 2024 among cybersecurity providers, based on outstanding customer satisfaction scores in ISG's Voice of the Customer survey.</p></body></html><!DOCTYPE html><html><head><title>Insight into the ISG Provider Lens™ Cybersecurity Report</title></head><body>The Illuminating ISG Provider Lens™ Cybersecurity Exploration

The company exited Q2 with a massive $104.2 billion revenue backlog, up 246% YoY, with quarterly revenue jumping 112% to roughly $2.6 billion.

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While demand is undoubtedly strong, the heavy capital needed to match it has weighed on sentiment, with the company recently announcing plans to raise billions of dollars by selling new stock and debt.

EPS revisions have been on a downward trajectory as a result of the capital-intensive buildout.

Image Source: Zacks Investment Research

Bottom Line

Arm Holdings ARM, Advanced Micro Devices AMD, and CoreWeave CRWV have all been seeing increased attention given their roles in the AI frenzy. All three are seeing strong growth overall, though financing costs have largely weighed down momentum surrounding CRWV.

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This article originally published on Zacks Investment Research (zacks.com).

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