Key Points Qualcomm is expanding from mobile chips into AI PCs and hyperscale data centers. Marvell benefits from long-term spending on AI networking and data center capacity. Supermicro is selling the hardware needed to turn massive AI investments into working systems. 10 stocks we like better than Qualcomm › The Federal Reserve just pulled off its first rate hike since 2023, nudging its benchmark rate up to a 3.75% to 4% target range at the Sept. 15–16 meeting. The next decision comes at the Oct. 27–28 gathering, and investors now have a few weeks to position for whatever tone Chair Kevin Warsh strikes on inflation and growth. If the Fed leans tougher again, durable growth stories tied to long-lived spending plans become more valuable.
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