Markets and Equities

Micron reports fiscal Q3 on June 24. Why Wall Street doubled its price targets on a triple-digit DRAM surge — and what the print must deliver to justify it.

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.

Entegris and KLA jumped as the semiconductor-equipment complex ripped. Why the deepest layer of the AI trade is booming — and the catch after the run.

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.

Vertiv's AI data-center cooling business has a $15B backlog and rising guidance — but VRT trades near $128B and ~48x forward earnings. The bull and bear case.

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.

CrowdStrike's 4-for-1 split starts trading July 2. Here's what the split changes, the Q1 beat behind it, and why CRWD still fell about 10%.

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.

Robinhood cut ~10% of staff at record volumes. We run the operating-leverage math the wires skip — is the HOOD layoff bullish or bearish for the stock?

A fresh TECHi ranking of Nvidia, Alphabet, and Palantir for a $1,000 AI-stock basket, with AMD and Broadcom folded in as watchlist context.

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.

Nvidia and SK hynix signed a multiyear HBM4 memory pact for Vera Rubin. Why memory is AI's real bottleneck — and what it means for NVDA and Micron (MU).

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.

A deep editorial read on how Elon Musk moved from high-end billionaire status to the trillion-dollar valuation conversation, with a focus on cash-generating base, optionality discipline, and valuation proof points.

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.

Tesla drew the market's attention after JPMorgan upgraded TSLA, but the stock still fell as investors demanded proof on robotaxi, Optimus, and AI.

Broadcom's post-earnings drop shows AI demand is still real, but investors now want infrastructure bottlenecks, cash flow, and power access.

SanDisk stock is no longer just a NAND pricing trade. TECHi quote data and SanDisk filings show a $41.6B performance-obligation floor, AI data-center demand, and real valuation risk.

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

Broadcom reports Q2 FY2026 on June 3. AVGO investors need more than a beat: AI ASIC revenue, networking, VMware cash flow, and Alphabet AI capex matter.

Oracle wants to own AI cloud capacity. Broadcom wants to tax custom silicon. Here is the ORCL vs AVGO setup before June earnings.

Adobe reports June 11. Firefly must prove generative AI protects Creative Cloud pricing instead of becoming a margin leak.