Omer Sheikh — Article archive

ARM stock jumped 17% to $322.90, above Wall Street's base target. TECHi maps the bull, base and bear cases after the agentic-AI CPU rally.

Meta stock surged 11.43% as Muse beat ChatGPT's early app launch. TECHi examines the download data, valuation risk and levels investors should watch.

Tesla stock jumped as Powerwall batteries delivered 517 MW to California’s grid. See the TSLA forecast, key levels and valuation impact.

Tesla reports paid Robotaxi miles, but productive vehicle-hours may reveal whether Cybercab economics can support TSLA’s $1.44 trillion valuation.

Official CPI-W data lock in 3.3% for the 2027 COLA with one month left. September gas prices, up 4.4% on August, now tilt the raise toward 3.6%, not 3.5%.

Intel, Micron and AMD fell about 6% premarket and Nvidia 2.7% as the AI slowdown call met a 3% oil spike; ServiceNow and Adobe rose. Nasdaq futures -1.6%, Fed odds 89%.

SK hynix fell 5.4% and Samsung 3.4% at Monday's open, dragging the KOSPI down 3.2%, as Asia reacted to Anthropic's AI slowdown call, oil and a Fed hike.

HPE stock rose 12.4% to a record close after Oracle kept its $90B–$95B capex plan. Its 10-Q shows $30.4B of supplier commitments, up from $5.7B in April.

SpaceX's Q2 filing shows $15.83B of AI capex against $1.17B on Space — 86% of all capital spending. Only Starlink earns. What SPCX investors are actually buying.

We ranked 41 US-listed AI stocks by Q3 performance. Enterprise software is up 33.5% at the median, semiconductors down 14.6%, and no chipmaker made the top nine.

NHTSA opened its Tesla Cybercab audit on September 4. The review examines self-certification for a vehicle without a steering wheel or pedals.

Reuters reports Nvidia is in talks to invest in Anthropic’s IPO, which could raise $100 billion at a $2 trillion valuation. The terms remain tentative.

Tesla's Cybercab is heading into robotaxi service this month on hardware no customer car has. The fleet that finally drives itself is the one Tesla kept.

Intel announced a $15 billion stock offering and INTC fell 3.5%. Why sell after a 175% rally — the dilution math, the foundry bet, and what happens next.

Grok 4.3 reaches Bedrock through Mantle, but runtime incompatibility, regional limits, retention, and retry behavior make enterprise portability conditional.

SPCX hit an all-time low of $145.20 a day after joining the Nasdaq-100, down a third from its peak. Inside the lockup wall and float math driving the fall.

Tesla's Q2 2026 delivery report lands July 2 against a 406,024 consensus. The production gap and the energy-storage line will decide how Tesla stock reads it.

Cerebras reports its first results as a public company on June 23. The per-share loss matters less than its $24.6B backlog and ~86% UAE revenue mix.