Umair Aslam — Article archive

Nvidia stock slipped 1.3% while Meta's cloud plan crushed AI renters and Palantir soared on NVIDIA's sovereign-AI pact. What the two signals mean for NVDA.

Nebius lost about $12 billion in market value on July 1 after Bloomberg reported Meta plans to sell AI compute. Inside the $27B contract that repriced.

M&A advisory explained - what advisors do across due diligence, valuation, negotiation and post-merger integration, and how AI is reshaping deals in 2026.

The best enterprise AI security platforms of 2026 - Check Point, Microsoft, Google Cloud, Palo Alto Networks and CrowdStrike - compared by approach and best fit.

Rocket Lab is acquiring Iridium for $8 billion - gaining L-band spectrum, 2.55M subscribers and a captive launch customer. Here's why RKLB jumped 16%.

US officials suspect a top ASML EUV machine reached China; ASML denies it. What the export-control overhang means for ASML stock and the semicap rally.

Apple's Tim Cook calls memory price hikes 'unavoidable' as AI demand spikes NAND and DRAM. Why Sandisk and Micron jumped — and the risk after a huge run.

Do data centers raise your electricity bill? The truth about the viral 267% figure, the state moratorium fight, and the utility stocks (CEG, VST, NRG) exposed.

Eos Energy (EOSE) jumped ~15% as its second battery line went live and it entered Europe, with Needham starting at Buy. The ramp is real — and so is the cash-burn test.

SpaceX just pulled off the largest IPO ever, and Anthropic ($965B) and OpenAI ($852B) have filed to follow. Inside the AI IPO supercycle — and how to play it.

Google reportedly ordered 3 million TPUs from Intel for 2028 and Nvidia is testing 18A. What the foundry wins mean for INTC stock — and the valuation gap.

Ciena stock shows how AI infrastructure is shifting from chips to bandwidth, with record revenue, a bigger backlog, HyperRail demand, and valuation risk.

Onto Innovation is an AI chip infrastructure stock tied to metrology, inspection, HBM packaging, and gate-all-around process control.

AppLovin stock ranks high in TECHi's AI model because quality and growth are exceptional, but APP valuation still needs discipline.

Oracle reports June 10. OCI backlog is huge, but the real ORCL earnings test is AI capex, cloud margin, debt and lease-funded capacity.

HPE reports June 1 with Juniper-led networking now central to the AI thesis, not just servers. Here is what investors should watch.

MongoDB reports Q1 FY27 after the close. Here is the MDB stock setup, live quote data, Atlas growth test, AI product angle, and tomorrow scenarios.

APP is surging above $600. TECHi maps AppLovin stock for Friday, May 29, and the next year using quote data, Q1 results, and forecast signals.