Analog Devices, a large-cap US stock with a market cap of US$191.7b and revenue of about US$12.7b, is positively affected by recent news including SK Hynix’s US$26.5b Nasdaq listing, which lifted interest in AI and semiconductor stocks. Analog Devices designs integrated circuits for industrial, automotive, communications, consumer, and aerospace markets, and its earnings have grown faster than the wider market with strong margins and solid demand in AI-related data center, industrial, and automotive applications. However, a rich P/E multiple, heavy capital needs, and competition from lower cost chip suppliers leave little room for disappointment. Seagate Technology Holdings, with a market cap of US$201.4b and revenue of about US$11.0b, provides data storage hardware and infrastructure, supplying mass capacity drives to cloud and hyperscale customers for AI data center build outs.