#Artificial Intelligence

NVIDIA's AI GPUs need more HBM, DRAM and storage. Micron is feeding that demand, and its Q2 numbers show why MU has become an AI profit pool.

AI capex added 2.5% to 2026 U.S. GDP and was 75% of Q1 economic growth. Why the boom cannot be stopped, the "token factory" phase, and how dollars trickle down to the IA13 cohort.

Amazon opens its entire logistics network — freight, fulfillment, parcel — to every business. AMZN hits 52-week high. FedEx, UPS, GXO, Forward Air collapse on the news. Why AGI accelerates "Winners Take Most."

The Pentagon now lists eight companies for classified AI networks. Here is the May 6 read on AWS, Google, Microsoft, NVIDIA, OpenAI, Oracle, Reflection and SpaceX.

Palantir crushed Q1 earnings, but PLTR stock fell as valuation, U.S. commercial expectations, and AI software multiples reset after the report today.

Palantir Q1 2026: Revenue $1.63B (beat $1.54B est), Adj EPS $0.33 (beat $0.24), US Commercial +130% YoY, FY26 guide $7.64B. We explain the numbers — and why PLTR is only up 2%.

Tencent has introduced Hy3 preview, the first major model to emerge since the company rebuilt key parts of its pre-training and reinforcement-learning infrastructure earlier this year, making the release as much a sign of internal change as a routine model update. According to briefing materials, Hy3 preview reached pu

Google unveils TPU 8t and TPU 8i with 2.8x price-performance and OpenAI as a new customer. What it means for GOOGL at $332.29 and NVDA at $199.88.

Palantir wins a $300M BPA from USDA to build 'One Farmer, One File.' Here's the deal, the politics, and what it means for PLTR at $145.97.

Marvell Technology (MRVL) closed Monday at $147.84, up 5.8% on Google AI chip talks. 84% YTD rally, Nvidia $2B deal, seven analyst upgrades.

Tesla reports Wednesday 5:30 PM ET. $400 close, 358K deliveries, 50K inventory overhang, robotaxi in three cities. What actually moves the stock.

Iran reclosed Hormuz and the US seized Iran-flagged Touska. Oil near $88. Here is what it actually does to Apple, NVIDIA, Microsoft, and the AI tape.

GE Vernova and Vertiv both report Q1 earnings Wednesday — the cleanest same-day read on the AI capex cycle. Pair-trade logic, risks, and what to watch.

Apple closed Friday at $270.23, just shy of $4 trillion. The math, the bull case, the bear case, and what this week's tape could do to the setup.

Amazon (AMZN) stock analysis for 2026. Q4 revenue $213.4B, AWS $35.6B (+24%), $200B capex plan. Analyst target $281 with Strong Buy consensus. Full...

NVDA at $201.68, up 8.1% YTD. Oil crash + 10-year at 4.26% set up 9-13% multiple expansion into May 20 earnings.

PLTR at $128 (100x P/E) vs ORCL at $138 (21x P/E). Compare AI software vs cloud infrastructure, Golden Dome vs Stargate, and decide.

AMD at $245 vs Nvidia at $188. Compare market caps, margins, AI data center revenue, and growth trajectories to decide which chip stock wins.

Oklo stock at $50.25 with $8.7B market cap and zero revenue. Meta 1.2 GW deal, DOE and NRC approvals, 14 analysts say Strong Buy. Full OKLO analysis.

Meta unveiled a photorealistic AI of Mark Zuckerberg for 79,000 employees. META at $629.86 with 41% margins. Why this signals a $135B AI platform pivot.

Compare the 8 best AI crypto trading bot free tools for 24/7 automated Bitcoin trading in 2026. MoneyFlare, Pionex, Cryptohopper, 3Commas and more.

Tesla services revenue hit $12.53B in 2025 at +19% as automotive profit fell 46%. How FSD subscriptions, Supercharging, and Tesla Insurance became the...

Sandisk is up 30x from its April 2025 post-spin-off low of $27.89 to an $851.77 April 10 close. The NAND shortage, Q2 FY26 print, and HBF option fully...

Barclays upgraded Marvell to Overweight with a $150 target; MRVL prints all-time high $129.84 as AI optical thesis and Nvidia $2B anchor deal reshape the story.