Overview

The September 2026 article titled “+196% gains and counting: These AI‑picked chip stocks are crushing the S&P 500” reports that the proprietary AI‑driven Tech Titans strategy generated a 5.52 % month‑to‑date return, vastly outpacing the S&P 500’s modest 0.55 % gain. The strategy, offered to subscribers for less than $9 a month, had 13 of its 15 picks higher, delivering an 87 % hit rate across cloud, storage and chip infrastructure.

Key Stock Performance

Individual chip equities delivered strong September moves: Intel rose an additional 9 % on the day and is up 17.42 % for the month; AMD jumped 5.9 % on the day and posted a 10.04 % gain for September after management expanded its 2030 AI market TAM to $3 trillion; Hewlett Packard Enterprise added 7.8 % on the day and recorded a 10.14 % September increase after securing a multi‑year network and server build‑out for Oracle’s AI data centres; Oracle surged 15 % in September following a global AI infrastructure deal with HPE and pre‑earnings momentum; Arm climbed 11.37 % in September after launching its Neoverse CSS N4 platform and winning new AI server design contracts; KLA Corp rose 10.59 % in September, driven by memory‑capex growth and a revised 2026 Advanced Packaging inspection revenue target of $1.1 billion, a 70 % YoY increase.

Longer‑Term Winners

The article also highlights longer‑term AI‑selected winners: Delek US Energy has appreciated 101.75 % since its initial selection, Everforth 76.08 %, Consensus Cloud Solutions 70.08 %, Nucor 61.04 %, and HF Sinclair 53.91 %.

Intel Specifics

Intel’s recent surge is attributed to strong operational execution, foundry partnerships, pricing power, manufacturing progress and supportive macro policy. Northland Securities upgraded Intel to Outperform with a $120 price target, citing exposure to Elon Musk’s Terafab project. Intel is reportedly preparing a roughly 10 % CPU price increase to boost gross margins and has processed over one million wafers on ASML’s High‑NA EUV equipment. The AI model flagged Intel in June, noting a 487 % total‑year return, Q1 revenue of $13.6 billion (up 7 % YoY), earnings that beat forecasts, AI‑driven revenue growth of 40 % YoY, chip manufacturing deals with Apple, a $5 billion investment from Nvidia, and nearly $8 billion in U.S. government funding supporting its manufacturing comeback.

AI Model Track Record

Since its launch in November 2023, the AI‑powered stock‑picker has delivered a cumulative +195.56 % return, outpacing the S&P 500 by 115.40 %. The model evaluates thousands of global equities each month using more than 15 years of financial data across over 150 quantitative models, selecting up to 20 high‑conviction stocks per strategy. Selections are equally weighted and rebalanced monthly, with under‑performing stocks removed and new opportunities added.

Subscription and Access

Investors can access the full September pick list via the ProPicks AI subscription, with separate sign‑up links for app and web users. Existing members can jump directly to the list; non‑members are encouraged to subscribe to obtain the detailed rationale behind each ticker addition or removal.

Methodology Snapshot

The proprietary AI engine blends historical data, valuation signals and forward‑looking growth metrics, processing extensive datasets to identify medium‑term upside potential. Monthly rebalancing ensures the portfolio reflects evolving market conditions while maintaining transparent performance benchmarking.

Disclaimer

Subscription pricing mentioned is accurate at the time of publication and may vary by region. The article is for informational purposes and does not constitute investment advice.