Group 1: AI Investment Opportunities - Artificial intelligence (AI) continues to represent an attractive investment opportunity for investors, with major tech companies announcing significant deals for data centers, supercomputers, and advanced chips to power AI services across the economy [1] - Several leading AI companies in software and semiconductors are already valued at trillions, with two tech stocks currently valued lower that could soon join the elite ranks of $1 trillion companies [2] Group 2: Advanced Micro Devices (AMD) - AMD's stock has surged 118% this year, reaching a market cap of $428 billion, driven by improvements in the cost-performance ratio of its GPUs [3] - AMD has secured contracts to provide advanced computing solutions for two supercomputers for the U.S. Department of Energy, enhancing its revenue potential over the coming years [4] - AMD's data center revenue grew 14% year over year in Q2, with expectations for acceleration as the MI400 series of GPUs launches, already being adopted by OpenAI [5] - The stock trades at a forward price-to-earnings (P/E) multiple of 42, with analysts projecting earnings growth at nearly 40% annually, suggesting potential for the stock to double and reach a $1 trillion market cap [6] Group 3: Oracle - Oracle has a market value of about $785 billion and is seen as having the easiest path to potentially reaching $1 trillion, with aspirations to reach $2 trillion [9] - The stock has climbed 65% year to date, driven by accelerating growth in its cloud infrastructure business [9]