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…
AMD stock: The AI test beyond Q1 earnings
May 11, 2026
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…
ARM Stock's New AI Test: Agentic AI CPUs
May 11, 2026
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…
AppLovin Stock's AI Ad-Pricing Reveal
May 11, 2026
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…
CoreWeave Stock: $99B Backlog Meets Debt Test
May 11, 2026
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…
Uber Stock: Is UBER Becoming an AI Dispatch Bet?
May 11, 2026
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…
Sandisk, Micron, AMD and AAOI Show AI Stock Risk
May 11, 2026
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…
Sandisk Stock and the AI Data Exhaust Trade
May 11, 2026
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…
Tesla AI Capex: The 2026 Cash Squeeze
May 11, 2026
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…
Amazon Stock's 2026 AI Capex Cash Test
May 11, 2026
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 Apple Chip Deal: Why INTC Surged 15%
May 11, 2026
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…
Micron Stock: NVIDIA’s AI Memory Toll Booth
May 11, 2026
$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…
QBTS Stock Faces a 20-Day Quantum Proof Test
May 11, 2026
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…
SNOW vs. Databricks: The AI Data War
May 11, 2026
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…
Nvidia Stock’s GPU Debt Risk Behind the AI Boom
May 11, 2026
$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…
S&P 500 Rally: 10 Stocks Drove 69% of Gains
May 11, 2026
$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…
Sandisk Stock’s $511M AI Storage Warning
May 11, 2026
$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,…
Dell Stock’s AI Server Credit Risk
May 11, 2026
$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…