AI Chatbots’ Stock Pick Showdown: Constellation, Applied Materials, Take-Two

Three AI chatbots were asked to name one stock to buy for the week of Nov. 9, and each landed on a different company.

Anthropic’s Claude picked Applied Materials Inc. (NASDAQ:AMAT). Grok chose Constellation Energy Corp. (NASDAQ:CEG), and OpenAI’s ChatGPT went with Take-Two Interactive Software Inc. (NASDAQ:TTWO).

The lists overlapped more than the top picks suggest, though. Cisco Systems Inc. (NASDAQ:CSCO) made all three, and Applied Materials also appeared on every list.

• AMAT stock is moving ahead of earnings. Get all the details here. 

Claude Bets on a Beaten-Down Chip Equipment Stock

Claude framed Applied Materials as a contrarian earnings play. The chip equipment maker reports fiscal fourth-quarter results after the close Thursday, with consensus calling for EPS of $4.06, according to Claude. Options imply a move of about 10% in either direction, according to Benzinga Pro data. 

Low expectations drive the case. Shares fell about 15% last week, trade roughly 25% below the 200-day moving average and carry a relative strength index near 31. 

Claude pointed to the prior quarter, when adjusted EPS grew 41% and DRAM revenue jumped 52%. A clean beat could spark a squeeze toward the 20-day average near $393, in Claude’s view.

The plan sets entry up to $338, a weekly target of $370 and a stop at $314. Claude warned the stop cannot guard against an after-hours gap, and its confidence was just 5 out of 10. 

Grok Rides Constellation’s Earnings Beat

Grok chose a stock with its catalyst already in hand. Constellation reported third-quarter results before the open Monday, posting EPS of $5.06 against estimates near $3.90 and revenue of $9.55 billion, per Grok. The nuclear power producer also raised full-year guidance to $12.50 to $12.80 per share.

Grok sees the quarter as proof of Constellation’s place in AI infrastructure. High nuclear capacity factors and hyperscaler power contracts drove the results. Ongoing data center power shortages should keep momentum going, the chatbot said.

Shares closed Friday at $249.95 and traded between $258 and $262 premarket. Grok’s plan calls for entry between $255 and $265, a target of $280 to $295 and a stop at $240. 

Its confidence score of 8 was the highest of the group. Regulatory pushback on data center loads or nuclear projects is the biggest risk, according to Grok.

ChatGPT Looks Ahead to GTA VI

ChatGPT picked Take-Two for two closely spaced catalysts. The video game publisher reports earnings after the close Monday and “Grand Theft Auto VI” is scheduled to launch Nov. 19.

Take-Two shares are down about 16% year to date but have bounced from an October low of $183.86. The stock traded at $217.20 premarket with an RSI of 67.7. ChatGPT expects management to use the earnings call to build up the GTA VI growth story.

Entry sits between $214 and $218, with a $230 target by Friday and a stop at $207. ChatGPT rated its confidence at 7. Any hint of a GTA VI delay or softer bookings would undercut the thesis.

Where the Bots Agree

Grok and ChatGPT both named Applied Materials and Cisco as runners-up, pointing to their earnings reports after the close Thursday as tests of AI infrastructure demand. 

Claude also flagged Cisco, along with CoreWeave Inc. (NASDAQ:CRWV), which reports Tuesday.

Thursday could settle more than one of these bets.

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