Markets and Equities

Nvidia added $150 billion to its buyback plan. TECHi calculates the share reduction, EPS benefit and limits of the $235 billion remaining authorization.

Bitcoin holds near $83,800 after Strategy and Strive bought $237.2 million of BTC. Their entry prices reveal the market’s next test.

Nvidia rises as Tesla slides. Compare valuation, margins, cash flow and fresh AI catalysts to see which stock offers the stronger risk-adjusted setup now.

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.

Microsoft rebuilt Copilot around Home, Code and Autopilot. The bigger shift is usage-based billing for persistent AI agents and its MSFT impact.

Apple stock forecast after Beats 360: assess AAPL valuation, Siri AI, iPhone 18 demand, Services growth and scenarios through September 2027.

Costco vs Walmart stock before Costco’s fiscal Q4 earnings: compare valuation, growth, margins, digital momentum and the better risk-adjusted setup.

IONQ stock opened 12.5% higher on Nvidia and error-correction news, then closed up 4.42%. TECHi tests the catalyst against IonQ's valuation.

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

Palantir rallied nearly 4% on FAA AI hopes, but ASI holds the $875 million contract. TECHi maps PLTR's $170, $195 and $225 forecast cases.

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.

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.

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.

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

Nvidia’s Einride deal extends Hyperion into autonomous trucks. Here’s what it means for NVDA stock, fleet scale and near-term revenue.

Bitcoin briefly crossed $84,000 as shorts were liquidated. Live price, ETF flows and the $82,300 support test show whether the breakout can hold.

The proposed U.S.-China AI incident channel arrives as Asian chip shares rally, but export controls remain the decisive issue for TSMC investors.

Jensen Huang rejects AI-extinction forecasts but backs safety engineering. Nvidia’s stake in faster deployment makes the policy argument more complicated.

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

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.