Umair Aslam

Apple’s iPhone 18 Pro opened strongly in China, but the launch-week comparison needs context. Here is what the new data can and cannot prove for AAPL.

Cerebras may release up to 171.1 million shares from lockup restrictions. Here is what the CBRS supply test means for investors.

Akamai’s Anthropic cloud deal promises $11.6B in revenue but needs $5.5B of capex and a warrant for up to 5%. Here is the shareholder math.

Nvidia and Palantir compared on growth, valuation, margins, targets and risk. See why NVDA currently offers the stronger risk-adjusted setup.

Meta beat Alphabet by 4.8 percentage points before Connect. TECHi compares META and GOOGL valuation, targets, AI catalysts and risk.

AMD crossed $1 trillion and reached Wall Street's central target. TECHi maps the bull, base and bear cases using Q2 growth and the Q3 outlook.

Intel stock jumped 11.6% to $121.21. See the INTC forecast, $110-$145 analyst targets, Q3 catalysts, risks and price levels after the rally.

Coinbase offers stronger crypto beta, while Robinhood has broader revenue and positive earnings. Here is the better stock as Bitcoin slips.

Compare Microsoft and Amazon stock through cash flow and AI spending. See which company funds its buildout more comfortably and what the figures leave out.

Compare AMD and Broadcom stock using reported cash flow, AI exposure, customer concentration and valuation discipline. See which investment thesis fits.

Coinbase fell 10% and Circle 11.5% after the Senate blocked the CLARITY Act 49-50. Their filings show stablecoin income runs on rates, and the Fed may hike Wednesday.

Anthropic is the customer in RUM Group's $13.7B GPU deal, The Information reports. The deal comes with a penny warrant for 50.8M RUM shares.

Anthropic told investors it expects a second straight quarter of adjusted operating profit, the FT reports. Its 80%+ gross margin excludes training costs.

Data center construction costs about $6M–$13M per MW across the USA, EU, UAE, India and Pakistan, and a 10 MW power bill runs $8.7M–$26.3M a year.

Microsoft revealed Azure's $101.9B revenue for the first time, and retired the segment whose margin fell from 64% to 57%. What Microsoft stock investors lose.

Nvidia now gives some customers up to a year to pay, guarantees $105B of an OpenAI campus's rent and holds $94B of stakes. Why a 106% grower trades at 24x.

SanDisk enters the S&P 100 on Sept. 21. The announcement pop is already gone, and July showed what price-insensitive flows do to a stock down 28% this quarter.