Fatimah Misbah Hussain — Article archive

Broadcom reports Q2 FY2026 on June 3. AVGO investors need more than a beat: AI ASIC revenue, networking, VMware cash flow, and Alphabet AI capex matter.

Oracle wants to own AI cloud capacity. Broadcom wants to tax custom silicon. Here is the ORCL vs AVGO setup before June earnings.

Dell stock surged on AI server orders and backlog. The harder question now is whether margins, cash flow and backlog conversion can justify the move.

Dell reports Q1 FY27 after the close. Here is the DELL stock setup, live TECHi quote data, AI server backlog risk, and tomorrow scenario map.

Micron stock surged into the $1 trillion club. Here is the real AI memory question: how long can scarcity, margins and momentum last?

AMD stock reopens after Memorial Day with a new test: whether Venice, Helios and AI racks can justify the post-earnings re-rating.

Broadcom stock faces a Tuesday open test after the holiday. AVGO must prove it still beats Nvidia, Marvell and other AI alternatives.

Broadcom stock faces a new 2026 test: whether AVGO's gigawatt AI deals deserve software-like valuation or a hardware-cycle discount.

Updated June 3, 2026: SpaceX S-1/A filing, reported $135 IPO price, $75B raise, SPCX ticker, Starlink economics, xAI losses, index-demand risk, and what investors must read first.

Tesla stock is pricing a China meeting premium as Trump and Xi meet with Elon Musk in Beijing. Here is what matters for TSLA price now.

AI capex is turning data centers into a power, storage and infrastructure trade. Here is how CLSK, MARA, RIOT, EOSE and TSLA fit.

AI data centers are turning power, cooling and cloud capacity into a stock story. Here are the demand math, country counts, winners and risks.

AppLovin's Q1 beat reframes APP stock as an AI ad-pricing story, with Axon self-serve access, 85% margins and policy risk now in focus.

Arm's Q4 beat matters, but the bigger ARM stock test is whether AGI CPU demand turns into real data-center silicon revenue without hurting royalties.

Alphabet is spending up to $190B on AI infrastructure in 2026. Here is the free-cash-flow bear case, the Cloud countercase, and what GOOG investors should watch.

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."

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%.