The Boom Is Just Beginning for These Stocks

We’re witnessing one of the largest financial commitments in tech history unfold, and it could significantly reshape how the market values one of the fastest-growing sectors.

This move isn’t coming from a buzzy startup or a meme stock…

It’s a calculated play involving legacy tech, massive infrastructure, and the kind of long-term vision that separates hype from real growth.

Wall Street definitely took notice, and the reaction was explosive.

And speaking of explosive, have you seen the massive stock moves September has brought so far?

Some of the biggest ones are coming on Mondays, and users of my Monday Setup are taking advantage of the action.

Haven’t heard about it yet? You need to…

Every Monday, the market kicks back into gear after its weekend nap… And that reset creates a unique opportunity!

As the first session of the week gets started, there’s a specific pattern we look for, one that appears again and again with uncanny consistency.

And it has delivered some insane wins!

This Monday’s was incredible…

Eightco Holdings ran up 340%* (!) after dropping news that a big industry titan was joining its board of directors.

These are the kinds of morning spikes we hunt for every Monday!

Now I want to teach you how to spot them for yourself!

Watch the video below for the full trade breakdown and strategy tutorial for my Monday Setup.

So what’s really going on behind the scenes of this sector revolution? Why did a major stock just rocket 40%+ higher overnight?

And more importantly, what should you be watching next? 

AI is no longer the future… It’s the now. 

And when you see a $300 billion deal get inked between OpenAI and Oracle (NYSE: ORCL), you know the game has changed.

This is yesterday’s Wall Street Journal headline:

The $300 Billion Bet on the Future

OpenAI, the company behind ChatGPT, just signed a cloud computing deal with Oracle that could be worth $300 billion over five years. 

That’s one of the largest cloud contracts ever signed. 

What does this tell us?

• OpenAI is thinking long-term. You don’t sign a deal this big unless you know your models are scaling.
  
  
• Oracle’s infrastructure is in demand. Their unique setup, especially with NVIDIA GPU integration, makes them a go-to for AI players.
  
  
• The arms race in AI infrastructure is heating up. This is about power, scale, and owning the backbone of the AI revolution.

The deal will demand 4.5 gigawatts of power. That’s more electricity than four million homes. It’s a literal energy monster.

Oracle Stock Goes Vertical

Oracle’s stock jumped 42% in a single day after revealing it added $317 billion in future contract revenue last quarter, a large portion from three major contracts. OpenAI is likely one of them.

Here’s the Oracle chart from yesterday…

What does this stock run tell us?

It says that Wall Street is hungry for AI exposure. And when legacy tech players like Oracle demonstrate that they can deliver infrastructure, the market takes notice.

AI Stocks To Watch

Whether you’re trading fast movers or building a long-term position, here are a few of the names I’m watching. These should be on your list too!

SoundHound AI (NASDAQ: SOUN):

SOUN is a Voice AI company focused on speech recognition and natural language tech. It’s carving out space in automotive, restaurants, and IoT devices. 

As it’s too expensive for day trading, this ticker is a great swing trade candidate.

CXApp Inc. (NASDAQ: CXAI):

CXApp produces an AI-driven workplace experience platform used for employee engagement, smart offices, and hybrid work solutions. 

This stock is thinly traded and volatile, but a pure-play AI penny stock that can run on news. CXAI is for day trading only.

C3.ai (NYSE: AI):

Another swing trade idea, C3.ai is one of the few publicly traded pure-play AI companies. It provides enterprise AI software for defense, energy, and manufacturing. 

With the “AI” ticker, retail traders pile in whenever there’s an AI headline. C3 has also historically been a heavily shorted stock, which sets the stage for short squeezes when volume spikes.

Palantir Technologies (NASDAQ: PLTR):

Palantir specializes in data analytics and AI platforms for government and commercial clients. Known for U.S. defense contracts, it’s now pushing hard into healthcare and corporate sectors. 

PLTR recently hit profitability, which boosted long-term investor confidence.

I’ve liked this name for a while now. It was first alerted by our IRIS Analytics swing trade bot about a year ago and has been alerted several times since then. 

PLTR’s steep price puts it out of reach for many traders. If it’s too expensive for you, consider using options, which give you the same price action at a fraction of the cost.

Want to see all my trade ideas? Subscribe to my Daily Income Trader System. 

With DIT, you’ll also get our Oracle tool, four daily webinars, trade alerts, and much more.

Learn more about it during one of our FREE daily webinars.

My Final Thoughts…

This deal between OpenAI and Oracle isn’t just a headline…

 It’s a signal.

The real money in AI might not be just in chatbots or software. It could be in power, computing, and infrastructure. That’s where the deep-pocket players are placing their bets.

Here’s what you can do this week:

• Add these stocks to your watchlist.
• Be selective… Not every AI play is a winner.
• Focus on volume, catalysts, and trends, especially for penny plays.

If you want to stay ahead in this AI arms race, you’ve gotta trade smart, stay nimble, and know what matters.

For more on the AI revolution, check out my friend and veteran trader, Tim Sykes’s Free Bonus Report. He shares his game plan for trading this phenomenon.

 

Have a great day, everyone. See you back here tomorrow. 

 

Tim Bohen

Lead Trainer, StocksToTrade

 

P.S.

 

These are the setups and patterns you should look for every single day.

Dilution can destroy your trade. Here’s how to deal with it. 

Do you know these candlestick patterns?