To: Johnny Canuck who wrote (66392 ) 10/3/2025 6:27:50 PM From: Johnny Canuck Read Replies (1) | Respond to × Investor's Business Daily Investor's Business DailyFREE - In Google PlayVIEW AI SHOPPING: What An 'Agentic Commerce' Future Looks Like Subscribe Sign InStore going AWOL last month, artificial intelligence giant Nvidia ( NVDA ) bounced back onto the latest list of new buys by the best mutual funds, alongside fellow Magnificent Seven member Alphabet ( GOOGL ). Riding the enduring AI wave, Palantir Technologies ( PLTR ), Broadcom ( AVGO ), AppLovin ( APP ) and Taiwan Semiconductor Manufacturing ( TSM ) also etched their names on the list.Banco Santander ( SAN ). These savvy money managers scooped up an eye-catching $14.76 billion worth of shares in the global financial juggernaut. Fellow money center stock JPMorgan Chase ( JPM ) also made the list, but did not join Santander , Nvidia and Alphabet among the eight companies that raked in at least $1 billion in the latest report.Click here to see all the stocks on the list.Note: The New Buys list includes only new buys of the mutual funds rated from A+ to B- based on 36-month performance before screening for other proprietary criteria. The Latest Sells list tallies the number of top funds that were net sellers of each stock with ratings ranging from A+ to B+ in the fund's latest reporting period. Because some funds bought the same stocks sold by others, we also looked at the total number of buyers of each stock.Nvidia Makes The Billion-Dollar Club; Palantir Falls ShortWhile Santander led the list, the large sums invested in Nvidia and Alphabet showed the AI wave continues apace. The best mutual funds poured $4.72 billion into Nvidia and scooped up $2.83 billion worth of Alphabet stock. AI chip stock Broadcom pulled in $1.72 billion.IBD Stock Analysis in August, AAR ( AIR ) continued to display strong institutional demand. The aerospace and defense stock took in an impressive $9.53 billion.Interactive Brokers ( IBKR ) — the Sept. 30 IBD Stock Of The Day — garnered $2.7 billion from the top funds.Montrose Environmental ( MEG ) and Nextracker ( NXT ) round out the eight companies that each say capital inflows of at least $1 billion.AppLovin ($700 million), Palantir stock ($538 million), Robinhood Markets ( HOOD ) ($527 million) and Shopify ( SHOP ) ($376 million) also displayed clear signs of demand.Banco Santander ( SAN ) $14.76 95 AAR Corp. ( AIR ) 9.53 95 Nvidia ( NVDA ) 4.72 99 Montrose Environmental ( MEG ) 3.38 91 Alphabet ( GOOGL ) 2.83 98 Interactive Brokers ( IBKR ) 2.7 97 Broadcom ( AVGO ) 1.72 98 Nextracker ( NXT ) 1.47 98
Are AI Stocks Driving A Stock Market Tech Bubble? Here's What The Data Says. Monolithic Power Systems ( MPWR ), Astera Labs ( ALAB ), Credo Tech ( CRDO ) and Rambus ( RMBS ) joined Nvidia and Broadcom from the fabless semiconductor group.ASML ( ASML ), Lam Research ( LRCX ) and KLA ( KLAC ).Vertiv ( VRT ) earned a spot on the latest of new buys top funds. In fact, the AI infrastructure firm and Nvidia partner has now made the list for five consecutive months. Vertiv blasted out to a record high to kick off October and closed the week just beyond the top of its buy zone.Follow Matthew Galgani on X (formerly Twitter) at @IBD_MGalgani .YOU MAY ALSO LIKE: AI Shopping: What An 'Agentic Commerce' Future Looks Like Nvidia-Aligned AI Infrastructure Stock Breaks Out. Top Funds Love It. Breakout Stocks Watch: What Looms For October? See Which Stock Just Came On – And Off – These Premier Stock Screens How To Read Stock Charts Stock Market Books Weekly Gains As Shutdown Continues; Fed Minutes, Bessent Due 10:51 AM ET The stock market, including the Dow Jones index, turned in...Terms of Use .
