? This is an online version of Spencer's Markets A.M. newsletter. Back in January, for example, Nvidia Chief Executive Jensen Huang said “very useful quantum computers” were more than 15 years away. One reason is that investors are in something of an information vacuum with most U.S. economic data on hold during the government shutdown...

STORY: From Google's biggest ever India investment to a tool built to spot batteries in waste which cause fires, this is AI Weekly.:: AI WeeklyGoogle announced its biggest ever investment in India.The U.S. tech giant plans to spend $15 billion to set up an AI data centre in the south of the country.Google Cloud CEO Thomas Kurian spoke at an event attended by Indian tech and finance leaders."It's the largest AI hub that we are going to be investing in anywhere in the world outside of the U.S."China has clamped down harder on U.S. chips, including Nvidia's AI processors.That's according to Britain's Financial Times.It said Chinese customs officials were sent to key ports to conduct strict checks on semiconductor shipments.It comes with Beijing focused on promoting home-grown semiconductor production.A UK start-up has developed an AI system which could lead to fewer fires in landfills and mixed recycling, and recover rare earth materials.LionVision's tool seeks out loose lithium-ion batteries in the waste stream.The batteries can cause fires in landfills and mixed recycling when damaged in refuse trucks or on processing lines.The system is already in use at a recycling plant in the UK.And AI continues to boost earnings at chipmakers.TSMC reported third-quarter revenue beat forecasts and rose 30% on the year to $32 billion.The world's largest contract chipmaker saw orders for its products leap on surging interest in AI.While demand for AI-related chips and servers also had Samsung excited.The South Korean firm projected a 32% rise in Q3 operating profit from a year earlier to $8.5 billion.That's way ahead of analyst projections and would be the firm's strongest result in more than three years...

Celerant Technology, a leader in retail software and eCommerce solutions, has announced the launch of its Customer Engagement Suite, an all-new digital marketing platform that unifies email marketing, text message marketing, live chat, social media management, and online reputation tools into one connected system. The new Customer Engagement Suite enables retailers to extend their marketing initiatives beyond the storefront and grow their potential customer base from within a single system...

These three stocks have strong growth opportunities still ahead...