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Nvidia and Tesla spent Monday trading like two different answers to the same question: how much should investors pay for artificial intelligence today? Nvidia shares were up 2.25% at $230.13 at 1:27 p.m. EDT, while…
Nvidia and Palantir are both sold as ways to own the artificial-intelligence buildout, but investors are buying very different machines. Nvidia sells the computing platform that makes modern AI possible. Palantir sells software that helps…
Article Brief Key Takeaways 4 Points24s Read 01Session split–META rose 1.01% while GOOGL fell 3.81% on September 23, a relative gap of about 4.8 percentage points. 02Meta edge–Connect and Muse give Meta the clearer immediate…
Article Brief Key Takeaways 4 Points24s Read 01The rally–PLTR gained about 4% as investors connected the FAA’s SMART rollout with a possible Palantir opportunity. 02The contract–The disclosed $875 million, 12-year SMART and FMDS prime contract…
We ranked 41 US-listed AI stocks by how they actually performed this quarter. Not one of the nine best is a chipmaker. That is not a stylistic observation. Across the eleven semiconductor names in our…
Three months before it lost two-thirds of its value, the fund that became the AI trade’s biggest casualty was positioned against the AI trade. Situational Awareness LP’s own filing for the first quarter shows its…
Article Brief Key Takeaways 3 Points18s Read 01Growth–Revenue grew 93% year over year in Q2 2026. 02Commercial–U.S. commercial revenue grew 149%. 03Risk–Valuation assumes sustained exceptional growth. $174.33▼ −8.29 (−4.54%) Market Cap 447800425020 As of Sep…
Palantir Technologies closed near $124.57 on Wednesday, July 22, down roughly 6% and briefly trading as low as $123.45 before the session ended. A single day rarely decides much, and this one landed on a…
AMD set its all-time record close, $580.91, on Tuesday, June 30, 2026. It got to keep the record for exactly one session. On July 1 the stock fell 6.9% to $540.88 — about $65 billion…
Two things about the price of artificial intelligence became true on Wednesday, July 1, 2026, and they point in opposite directions. At midnight, a roughly 20% increase in what AWS charges for reserved NVIDIA GPU…
Tesla reports second-quarter deliveries on Wednesday, July 2, 2026, and Wall Street has already written the headline: the company-compiled consensus is 406,024 vehicles. The stock walked into the print at $425.30, up 1.1% on July…
NVIDIA closed at $197.58 on Wednesday, July 1, 2026, down 1.25%. In a normal tape that is rounding error. On this tape it was the strangest print of the day — because everything around NVIDIA…
Palantir Technologies closed at $125.73 on Wednesday, July 1, 2026 — up 7.8% in a session that added roughly $21.7 billion to its market value on 57 million shares of volume. The proximate cause was…
Nebius Group closed at $229.18 on Wednesday, July 1, 2026 — down 17% in a single session, the worst one-day loss in the AI-infrastructure complex on a day full of bad ones. That is roughly…
CrowdStrike (CRWD) is about to get a lot cheaper per share without getting any cheaper as a company. The board approved a 4-for-1 forward stock split, and split-adjusted trading begins on July 2. But the…
$7.84▲ +1.03 (+15.10%) Market Cap ~$2.1B Day Range $6.85 – $7.84 Prior close (Jun 16) $6.81 Needham (new) Buy · $11 target Consensus target $9.62 · Hold (9 analysts) Next earnings Jul 28, 2026 As…
$192.50▲ +31.55 (+19.60%) Market Cap $2.11T Day Range $168.36 – $192.95 IPO price (Jun 12) $135.00 Capital raised $75B — largest IPO ever Day-1 close $160.95 (+19.2%) Gain since IPO +42.6% As of Jun 15,…
Article Brief Key Takeaways 3 Points18s Read 01Search signal–Tesla was the cleanest single-stock search/trending candidate on June 5, 2026, as TSLA dominated same-day attention despite a sharp selloff. 02Upgrade tension–JPMorgan moved Tesla from underweight to…
Friday’s tape delivered the useful kind of warning: AI demand can be excellent and the stocks can still be punished. Broadcom did not hand investors a weak quarter. In its SEC-filed Q2 fiscal 2026 release,…
The panic around Michael Saylor selling 32 bitcoin starts with a bad shorthand. It was not Saylor’s personal wallet hitting the bid. It was Strategy Inc., the company formerly known as MicroStrategy, disclosing in a…
Adobe’s next earnings story is no longer whether Firefly exists. The harder question is whether generative AI becomes a pricing engine for Creative Cloud or a cost center that gives users more output while weakening…
C3.ai reports full fiscal 2026 results on June 3, but the normal earnings-preview frame is almost useless here. The company has already given investors the headline numbers. The real report is whether Thomas Siebel, back…
Article Brief Key Takeaways 4 points24s read 01The setup–Credo reports Q4 FY26 results after the June 1 close, with the call scheduled for 2:00 p.m. Pacific time. 02The tape–TECHi shows CRDO at $225.10 after-hours, near…
Article Brief Key Takeaways 4 points24s read 01The shift–AI is moving from a model-demo race into a physical capacity race across chips, data centers, power, storage and cloud infrastructure. 02The signal–Nvidia’s latest quarter shows demand…
$421.92▲ +12.50 (+3.05%) Market Cap $3.14T Q3 FY26 revenue $82.9B AI ARR $37B Azure growth +40% CY26 capex guide ~$190B As of May 15, 2026 close ↻ Refresh live Quotes via Yahoo Finance. Live values…
Article Brief Key Takeaways 4 points24s read 01Range bump–Cerebras lifted its IPO price range to $150-$160 from $115-$125 — a ~28% offer-price increase with share count unchanged at 28 million. 02Valuation reset–Implied fully diluted valuation…
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…
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 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…
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