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Article Brief Key Takeaways 4 points24s read 01The print–Q1 2026 revenue $1.63B (+39% YoY total / +130% US Commercial); adjusted EPS $0.33 beat $0.24 Street; FY26 guide raised $360M to $7.64B. 02The disclosure gap–Palantir does…
Article Brief Key Takeaways 4 points24s read 01May 13 catalyst–Cisco reports Q3 FY26 after the close on Wednesday, May 13, 2026, with the stock entering the print near record highs. 02Guidance above Street–Q3 revenue guided…
Article Brief Key Takeaways 4 points24s read 01Search ranking–Micron is the #1 trending-by-page-views stock on May 11, 2026, ahead of Nvidia, Intel, AMD, and Sandisk. 02HBM4 catalyst–Micron’s 36GB 12-high HBM4 entered volume shipment in Q1…
Amazon just made the most important logistics announcement of the post-ChatGPT era. The company is opening its entire supply chain — freight, distribution, fulfillment, and parcel shipping — to every business, of every size, through…
Big Tech is spending so much money building AI infrastructure that it is, quite literally, carrying the entire U.S. economy on its back. The capital expenditure (“capex”) going into AI systems — data centers, GPU…
Article Brief Key Takeaways 4 points24s read 01The cash squeeze–Alphabet spent $35.7B on capex in Q1 2026 and generated $10.1B of free cash flow after capex. 02The valuation check–Using official TTM FCF, Alphabet is closer…
Article Brief Key Takeaways 5 points30s read 01The undercovered catalyst–OpenAI’s MRC protocol makes AI networking reliability a stock-analysis issue for NVDA, not just an infrastructure engineering story. 02Why it matters–If Spectrum-X and ConnectX keep giant…
Article Brief Key Takeaways 5 points30s read 01The test–AMD’s Q1 beat was strong, but investors now need proof that the company can turn AI demand into a broader infrastructure platform. 02The market move–AMD closed May…
Article Brief Key Takeaways 5 points30s read 01The move–ARM sold off after a strong Q4 because supply and silicon execution now matter as much as the earnings beat. 02The new test–Arm says agentic AI could…
Article Brief Key Takeaways 5 points30s read 01The angle–APP is now trading less like generic ad tech and more like an AI ad-pricing system. 02The print–Q1 revenue rose 59% to $1.842 billion, with adjusted EBITDA…
Article Brief Key Takeaways 4 points24s read 01The issue–CoreWeave’s Q1 proved AI cloud demand, but the stock reaction was about financing that demand. 02The backlog–Revenue backlog reached $99.4 billion at March 31, 2026, up sharply…
Article Brief Key Takeaways 5 points30s read 01The angle–Uber is better framed as an AI dispatch and loyalty platform than as another Q1 earnings recap. 02Uber One–Membership is the demand lock-in that can matter if…
Article Brief Key Takeaways 5 points30s read 01The setup–AI infrastructure demand is real, but the biggest stock gains now require near-perfect execution. 02The returns–SNDK, AAOI, MU and AMD rose roughly 3,555%, 967%, 661% and 302%…
Article Brief Key Takeaways 5 points30s read 01The angle–AI data centers are shifting the stock story from chips alone to power, cooling, grid equipment, and scarce capacity. 02Global count–Data Center Map lists 11,414 data centers…
Article Brief Key Takeaways 5 points30s read 01New frame–Sandisk’s sharper AI thesis is not generic SSD demand; it is the retained data trail created by AI agents, RAG systems and enterprise workflows. 02Live setup–SNDK traded…
Article Brief Key Takeaways 5 points30s read 01The real issue–Tesla’s 2026 debate is less about whether EV demand exists and more about whether the EV business can bankroll a much larger AI buildout. 02Capex reset–The…
Article Brief Key Takeaways 5 points30s read 01The real test–Amazon’s 2026 stock debate is now about cash conversion: can AWS, ads and external logistics fund the AI infrastructure bill? 02The capex pressure–Free cash flow fell…
Seeking Alpha’s May 7 downgrade of AMD is useful because it argues the stock has become expensive for the right reason: investors now believe AMD can be the credible second AI infrastructure platform next to…
Intel’s Apple spike is not really a nostalgia trade. It is not a simple bet that Apple is about to abandon TSMC. It is a market test of whether Intel Foundry is finally becoming investable…
$746.81▲ +100.34 (+15.52%) Day Range $676.37 – $747.21 Volume 64.1M Market status U.S. regular session closed; snapshot as of May 8, 2026, 4:00 p.m. ET. NVIDIA read-through NVDA $215.20, up 1.75% at Friday’s close. Semiconductor…
Article Brief Key Takeaways 5 points30s read 01Proof window–QBTS is entering a compressed May-to-June catalyst stretch: Q1 results on May 12, Investor Day on June 1, and Qubits Europe on June 18. 02Valuation test–At $22.57…
Snowflake and Databricks are no longer fighting over a narrow data-warehouse budget. They are fighting over the operating layer for enterprise AI. That distinction matters for SNOW stock. Wall Street still tends to frame Snowflake…
$215.20▲ +3.70 (+1.75%) Market Cap $5.27T Day Range $212.95 – $217.75 Volume 136.4M Market status U.S. regular session closed; snapshot as of Friday, May 8, 2026, 4:00 p.m. ET. Article lens GPU financing, customer balance…
$7,398.93▲ +61.82 (+0.80%) Market status U.S. regular session closed; latest close Friday, May 8, 2026. 28-session move +16.6% from March 30, 2026 close to May 8, 2026 close, based on TECHi calculation from Yahoo Finance…
$1,562.15▲ +222.78 (+16.63%) Day Range $1,393.20 – $1,563.73 Volume 325,101 Snapshot source Alpaca IEX, May 8, 2026 Core question Moat or 2027 demand pulled into 2026? Contract liabilities $511M in latest 10-Q Remaining obligations $41.6B,…
$260.31▲ +30.18 (+13.11%) Day Range $235.22 – $263.74 Volume 513,049 Snapshot source Alpaca IEX, May 8, 2026 TECHi stock doc No relatedStocks ID mapped for DELL AI backlog $43B entering FY27 Core question Backlog quality…
$428.35▲ +16.56 (+4.02%) Market Cap $1.52T Day Range $413.29 – $431.01 Volume 65.0M Indicator to watch Robotaxis per square mile Core question City count vs. fleet density As of May 8, 2026 close ↻ Refresh…
