The article notes that AI hardware spending is absorbing cash at large firms such as Amazon and Intel, while smaller companies face tougher funding as borrowing costs stay high, and profiles three low-priced stocks. Grab Holdings (market cap US$11.24 billion) runs a Southeast Asian superapp with deliveries revenue of about US$1.99 billion, mobility revenue of US$1.31 billion and financial services revenue of US$430 million; the article cites an expectation that its financial services unit will break even in the second half of 2026, though its expanding lending carries credit risk. Aurora Innovation (market cap US$10.28 billion) develops the Aurora Driver for autonomous trucks and ride-hail vehicles, and is operating driverless trucks in daily commercial freight with more than 500,000 commercial miles. SoundHound AI (market cap US$2.0 billion, revenue of about US$203 million) provides voice and conversational AI tools to enterprises. The article highlights risks around funding costs, execution and competition for each company.
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