Geopolitics Alpha

These stocks are the ‘four horsemen of AI’ — and they’re not the ones you’d think

Published . Updated .

Looking beyond the artificial-intelligence stocks that have become almost household names for investors, there are other ways to play the boom in computing hardware.

Directly affected

  • No company is named in this report.

Indirectly affected

  • SUPX SUPERX AI TECHNOLOGY LTD

    GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • MEDS DATAMEDS AI, INC. COMMON STOCK

    GA selected MEDS as a RELATED security because its canonical security name directly matches this event's themes: stocks, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • ABAT AMERICAN BATTERY TECHNOLOGY

    GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • ACM AECOM TECHNOLOGY CORP

    GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS

    GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • BBAI BIGBEAR AI HLDGS INC

    GA selected BBAI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
SUPX———————
MEDS———————
ABAT———————
ACM———————
AOSL———————
BBAI———————

Looking beyond the artificial-intelligence stocks that have become almost household names for investors, there are other ways to play the boom in computing hardware.

Source: MarketWatch

The price since 23 Sep 2026: SuperX AI Technology (SUPX) versus the S&P 500

Since the first closing price after “These stocks are the ‘four horsemen of AI’ — and they’re not the ones you’d think,” SuperX AI Technology (SUPX) is -2.82%. The S&P 500 fund (SPY) is -0.09% over the same days, a -2.73% difference versus the market.

SUPX
SPY

Who reported a SuperX AI Technology (SUPX) trade near this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Taiwan Strait on the map for this story

Taiwan Strait has 48 linked stories in the last 7 days and 48 in the last 30 on the page that also carries “These stocks are the ‘four horsemen of AI’ — and they’re not the ones you’d think.” The recent pace is rising.

Who gains and who pays if Taiwan Strait stays in the story

Companies carried with this story

  • SUPX SuperX AI Technology

    For “These stocks are the ‘four horsemen of AI’ — and they’re not the ones you’d think,” SuperX AI Technology (SUPX) is linked, with no stored direction, medium confidence. Reason on file: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • MEDS DataMeds AI

    In “These stocks are the ‘four horsemen of AI’ — and they’re not the ones you’d think,” DataMeds AI (MEDS) is linked, with no stored direction, medium confidence. Reason on file: GA selected MEDS as a RELATED security because its canonical security name directly matches this event's themes: stocks, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ABAT American Battery Technology

    American Battery Technology (ABAT) is linked, with no stored direction, medium confidence in the 23 Sep 2026 story “These stocks are the ‘four horsemen of AI’ — and they’re not the ones you’d think.” Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ACM Aecom

    For “These stocks are the ‘four horsemen of AI’ — and they’re not the ones you’d think,” Aecom (ACM) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AOSL Alpha & Omega Semiconductor

    Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence in the 23 Sep 2026 story “These stocks are the ‘four horsemen of AI’ — and they’re not the ones you’d think.” Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BBAI BigBear.ai Holdings

    For “These stocks are the ‘four horsemen of AI’ — and they’re not the ones you’d think,” BigBear.ai Holdings (BBAI) is linked, with no stored direction, medium confidence. Reason on file: GA selected BBAI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How a Taiwan Strait shock reaches SuperX AI Technology (SUPX)

SuperX AI Technology (SUPX) is the company in “These stocks are the ‘four horsemen of AI’ — and they’re not the ones you’d think,” the 23 Sep 2026 Taiwan Strait story.

The link for SuperX AI Technology (SUPX) is this: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

A second company, DataMeds AI (MEDS), is listed for a different reason: GA selected MEDS as a RELATED security because its canonical security name directly matches this event's themes: stocks, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates and price levels for SuperX AI Technology (SUPX)

ABAT traded between 1.42 and 2.42 across 20 sessions. The latest close on file is 1.44. MEDS traded between 2.57 and 5.17 across 20 sessions. The latest close on file is 2.65. SUPX traded between 6.15 and 7.09 across 10 sessions. The latest close on file is 6.72.

How strong the case is around SuperX AI Technology (SUPX)

46 out of 100

“These stocks are the ‘four horsemen of AI’ — and they’re not the ones you’d think” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.