Jazib Zaman — Article archive

Nvidia reports Q1 FY2027 today. The real test is not only revenue, but AI demand, bottlenecks, financing and customer ROI.

Microsoft’s May 2026 setup is not just Azure capex. Agent usage billing in Copilot and GitHub may decide the next MSFT margin re-rate.

Intel's 18A ramp is now an economic test: Foundry revenue is rising, losses remain heavy, and external customers still need proof.

NVDA is no longer just an AI chip supplier. Nvidia is becoming the capital allocator, capacity broker, and infrastructure architect behind the AI buildout.

Palantir's $1.63B Q1 print is real. But at 87x forward earnings, the market is pricing an AIP revenue line the company does not separately disclose.

AI is not just replacing jobs. It is compressing the junior work that trained people into senior roles, reshaping labor markets worldwide.

Sandisk stock is being priced as an AI storage winner. The sharper question is whether agent memory turns NAND into contracted infrastructure.

AMD stock rallied after Q1 earnings. The next test is whether EPYC, Instinct, Pensando and ROCm can become a durable AI infrastructure stack.

Nvidia stock is rallying into earnings, but OpenAI's MRC networking protocol may be the overlooked clue in NVDA's AI factory and margin story.

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.

TECHi research report: the top 20 public AI economy companies moved from $28.09T at 2025 year-end to $30.24T, adding $2.15T in market value.

Anthropic's reported $200B Google commitment, Alphabet's $460B cloud backlog, and the market-cap gap with Nvidia explain the No. 1 call.

Apple names John Ternus next CEO, Sept 1, 2026. Tim Cook becomes Executive Chairman. What it means for AAPL and the hardware roadmap.

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.

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.