Meta's September-quarter filing, accepted October 21, changed the scale of the cash question facing AI stocks before Microsoft, Alphabet and…
Amazon approaches its October 29 earnings report with a measurable cash hurdle. Its second-quarter filing shows $71.419 billion of operating…
Oracle AI World is opening in Las Vegas with a question that matters more to investors than the size of…
Exascale Labs shares surged Friday after a filing disclosed a deal for 96 Nvidia GPUs. The contract is real, but…
Nebius shares slid further on Friday afternoon, turning a difficult week for companies building artificial-intelligence data centers into a direct…
CyberTAN unveiled a liquid-cooled AI networking design built around Marvell’s Teralynx T100 specifications on Tuesday, October 13, giving investors a…
AMD stock is back in the market’s spotlight as investors weigh a fresh earnings date against an AI trade that…
Nvidia and Tesla spent Monday trading like two different answers to the same question: how much should investors pay for…
Nvidia and Palantir are both sold as ways to own the artificial-intelligence buildout, but investors are buying very different machines.…
Article BriefKey Takeaways4 Points24s Read01Session split-META rose 1.01% while GOOGL fell 3.81% on September 23, a relative gap of about…
Article BriefKey Takeaways4 Points24s Read01The rally-PLTR gained about 4% as investors connected the FAA's SMART rollout with a possible Palantir…
We ranked 41 US-listed AI stocks by how they actually performed this quarter. Not one of the nine best is…
Three months before it lost two-thirds of its value, the fund that became the AI trade's biggest casualty was positioned…
Article BriefKey Takeaways3 Points18s Read01Growth-Revenue grew 93% year over year in Q2 2026.02Commercial-U.S. commercial revenue grew 149%.03Risk-Valuation assumes sustained exceptional…
Palantir Technologies closed near $124.57 on Wednesday, July 22, down roughly 6% and briefly trading as low as $123.45 before…
AMD set its all-time record close, $580.91, on Tuesday, June 30, 2026. It got to keep the record for exactly…
Two things about the price of artificial intelligence became true on Wednesday, July 1, 2026, and they point in opposite…
Tesla reports second-quarter deliveries on Wednesday, July 2, 2026, and Wall Street has already written the headline: the company-compiled consensus…
NVIDIA closed at $197.58 on Wednesday, July 1, 2026, down 1.25%. In a normal tape that is rounding error. On…
Palantir Technologies closed at $125.73 on Wednesday, July 1, 2026 — up 7.8% in a session that added roughly $21.7…
Nebius Group closed at $229.18 on Wednesday, July 1, 2026 — down 17% in a single session, the worst one-day…
CrowdStrike (CRWD) is about to get a lot cheaper per share without getting any cheaper as a company. The board…
$7.84▲ +1.03 (+15.10%)Market Cap~$2.1BDay Range$6.85 – $7.84Prior close (Jun 16)$6.81Needham (new)Buy · $11 targetConsensus target$9.62 · Hold (9 analysts)Next earningsJul…
$192.50▲ +31.55 (+19.60%)Market Cap$2.11TDay Range$168.36 – $192.95IPO price (Jun 12)$135.00Capital raised$75B — largest IPO everDay-1 close$160.95 (+19.2%)Gain since IPO+42.6%As of…
Article BriefKey Takeaways3 Points18s Read01Search signal-Tesla was the cleanest single-stock search/trending candidate on June 5, 2026, as TSLA dominated same-day…
Friday's tape delivered the useful kind of warning: AI demand can be excellent and the stocks can still be punished.Broadcom…
The panic around Michael Saylor selling 32 bitcoin starts with a bad shorthand. It was not Saylor's personal wallet hitting…
Adobe's next earnings story is no longer whether Firefly exists. The harder question is whether generative AI becomes a pricing…
C3.ai reports full fiscal 2026 results on June 3, but the normal earnings-preview frame is almost useless here. The company…
Article BriefKey Takeaways4 points24s read01The setup-Credo reports Q4 FY26 results after the June 1 close, with the call scheduled for…