Markets and Equities

Snowflake may be valued like a data warehouse while Databricks gets the AI infrastructure premium. Here is the valuation gap behind SNOW stock.

QBTS stock faces a May-to-June proof window as D-Wave reports earnings before its first Investor Day. Here is what investors should watch.

NVIDIA's AI GPUs need more HBM, DRAM and storage. Micron is feeding that demand, and its Q2 numbers show why MU has become an AI profit pool.

Intel's Apple chip rally is really a foundry credibility test. Here is what the reported deal means for INTC stock, Apple, TSMC and investors.

Amazon stock now hinges on whether AWS, ads and a new logistics services push can fund the company's AI infrastructure spending boom.

Tesla's 2026 problem is not only EV demand. AI capex for robotaxis, FSD and Optimus now tests how much cash the EV business can fund.

Sandisk stock is being priced as an AI storage winner. The sharper question is whether agent memory turns NAND into contracted infrastructure.

Musk v. Altman puts OpenAI's structure, valuation, Microsoft stake and Nvidia demand chain under a courtroom microscope. Here is what investors should watch.

AI data centers are turning power, cooling and cloud capacity into a stock story. Here are the demand math, country counts, winners and risks.

Sandisk, Micron, AMD and AAOI have surged with AI infrastructure demand. The risk now is valuation, expectations and supply-cycle pressure.

Uber stock is being valued on more than rides after Q1. The sharper question is whether Uber One and autonomous dispatch can widen its AI moat.

CoreWeave beat Q1 revenue, but CRWV fell as investors weighed $99.4B backlog against debt, capex, interest expense and Nvidia dependency.

AppLovin's Q1 beat reframes APP stock as an AI ad-pricing story, with Axon self-serve access, 85% margins and policy risk now in focus.

Arm's Q4 beat matters, but the bigger ARM stock test is whether AGI CPU demand turns into real data-center silicon revenue without hurting royalties.

AMD stock rallied after Q1 earnings. The next test is whether EPYC, Instinct, Pensando and ROCm can become a durable AI infrastructure stack.

Nvidia stock is rallying into earnings, but OpenAI's MRC networking protocol may be the overlooked clue in NVDA's AI factory and margin story.

Polygon POL price analysis using live CoinGecko data, Visa and Modern Treasury integrations, sPOL staking, market-cap scenarios and key token risks.

Alphabet is spending up to $190B on AI infrastructure in 2026. Here is the free-cash-flow bear case, the Cloud countercase, and what GOOG investors should watch.

AI capex added 2.5% to 2026 U.S. GDP and was 75% of Q1 economic growth. Why the boom cannot be stopped, the "token factory" phase, and how dollars trickle down to the IA13 cohort.

Amazon opens its entire logistics network — freight, fulfillment, parcel — to every business. AMZN hits 52-week high. FedEx, UPS, GXO, Forward Air collapse on the news. Why AGI accelerates "Winners Take Most."

Corning and NVIDIA announced a major optical connectivity partnership for AI data centers. Here is why GLW jumped almost 15% on May 6, 2026.

The Pentagon now lists eight companies for classified AI networks. Here is the May 6 read on AWS, Google, Microsoft, NVIDIA, OpenAI, Oracle, Reflection and SpaceX.

Palantir crushed Q1 earnings, but PLTR stock fell as valuation, U.S. commercial expectations, and AI software multiples reset after the report today.

TECHi research report: the top 20 public AI economy companies moved from $28.09T at 2025 year-end to $30.24T, adding $2.15T in market value.