Fatimah Misbah Hussain — Article archive

Alphabet posted record Q2 2026 net income and its first negative free cash flow together. Why $44.9B of AI capex — not the profit — is the real story.

Black Forest Labs' FLUX 3 puts image, video, audio and robot-action prediction in one model — and holds the open weights back. Here's the market read.

Fireworks AI raised $1.505B at a $17.5B valuation. The number that matters is 95%: nearly all its tokens come from customer-specialized models, not raw open weights.

Moonshot AI's Kimi K3, the largest open-weight model ever, opens July 27. It's cheap per token but needs ~1.4TB resident — here's who can really run it.

Google shipped Gemini 3.6 Flash, 3.5 Flash-Lite, and a restricted 3.5 Flash Cyber model. Why the gated cybersecurity variant is the real signal in the release.

Palantir stock fell about 6% on July 22 as NHS scrutiny, an open-source tool, and valuation nerves converged. Why the real test is the August 3 earnings print.

LangChain now standardizes reasoning effort across OpenAI, xAI and Fireworks, but identical labels still hide different cost, latency and model behavior.

Replit says AI agents lifted same-cohort code output 2.9x. Its architecture looks credible, but the productivity case still needs a controlled cost test.

Strategy sold 4.82 million MSTR shares for $466.7 million, bought no bitcoin and lifted its USD reserve to $3 billion. What common holders should watch.

TCS plans a forward-deployed AI engineering team of up to 8,900 people, testing whether client-embedded delivery can turn AI skills into durable revenue.

SK Hynix ADRs start trading July 10 under ticker SKHY after a 7x-oversubscribed record listing — priced days after memory stocks entered a bear market.

Palantir stock added about $22 billion on July 1 after an NVIDIA sovereign-AI pact and an Army data-layer win. The disclosed dollars tell a different story.

Chamath Palihapitiya is taking the CEO job at AI coding startup 8090 Labs on a $135M Series A led by Salesforce Ventures. Why the SPAC-era investor is going operator.

CrowdStrike's 4-for-1 split starts trading July 2. Here's what the split changes, the Q1 beat behind it, and why CRWD still fell about 10%.

Nvidia and SK hynix signed a multiyear HBM4 memory pact for Vera Rubin. Why memory is AI's real bottleneck — and what it means for NVDA and Micron (MU).

Seagate stock is rallying with AI storage demand, but TECHi quote data shows STX near highs, overbought technicals, and an analyst target below spot.

Strategy's 32 BTC sale is tiny, but it exposes Bitcoin's opportunity-cost problem as AI stocks like Marvell, Micron, and SanDisk command market attention.

Marvell stock jumped after Nvidia CEO Jensen Huang called MRVL a possible trillion-dollar company. Here is why the rally happened and what it means.