Markets and Equities

Broadcom stock faces a Tuesday open test after the holiday. AVGO must prove it still beats Nvidia, Marvell and other AI alternatives.

A Tesla-SpaceX merger could lift book equity but dilute TSLA holders. The real issue is deal structure, governance and goodwill risk.

A ranked guide to neocloud stocks including CoreWeave, Nebius, IREN and Applied Digital, with contracts, catalysts, risks and AI cloud context.

Nvidia reported $81.6B revenue, $75.2B data center sales and a $91B Q2 guide. Here is the honest read on the AI factory boom.

Nvidia reports Q1 FY2027 today. The real test is not only revenue, but AI demand, bottlenecks, financing and customer ROI.

Tesla has the bigger revenue base, but SpaceX may own the scarcer bottleneck. Here is the valuation puzzle investors are really pricing.

Broadcom stock faces a new 2026 test: whether AVGO's gigawatt AI deals deserve software-like valuation or a hardware-cycle discount.

Sponsored guide to eight AI trading bot and free stock trading tools retail traders are using in 2026, including BulkQuant, Trade Ideas, and TradingView.

AMD’s ZT Systems and Sanmina moves create a sharper stock question: can Helios turn open AI racks into high-quality gross profit?

Nvidia’s next stock debate is not just Blackwell demand. STX, Dynamo and context memory may decide NVDA’s inference moat.

Microsoft’s May 2026 setup is not just Azure capex. Agent usage billing in Copilot and GitHub may decide the next MSFT margin re-rate.

Tesla Semi orders, California vouchers and fuel savings show how electric trucks could lift Tesla margins, but subsidies and ramp risk still matter.

Cerebras priced CBRS at $185, opened at $350, then cooled. Here is the real AI-chip bull case, the risks, and what investors should watch next.

Updated June 3, 2026: SpaceX S-1/A filing, reported $135 IPO price, $75B raise, SPCX ticker, Starlink economics, xAI losses, index-demand risk, and what investors must read first.

Tesla stock is pricing a China meeting premium as Trump and Xi meet with Elon Musk in Beijing. Here is what matters for TSLA price now.

Eos Energy's Q1 2026 revenue rose 445% to $56.963M, but EOSE investors still need proof that backlog can convert into margin and cash-flow progress.

Intel's 18A ramp is now an economic test: Foundry revenue is rising, losses remain heavy, and external customers still need proof.

NVDA is no longer just an AI chip supplier. Nvidia is becoming the capital allocator, capacity broker, and infrastructure architect behind the AI buildout.

AI capex is turning data centers into a power, storage and infrastructure trade. Here is how CLSK, MARA, RIOT, EOSE and TSLA fit.

Rigetti's 108-qubit Cepheus runs at 99.1% median fidelity, short of the 99.5% the roadmap demands. The chiplet-scaling thesis turns on closing that gap.

IonQ has issued $2.4B in stock for networking, photonics, and fab acquisitions while the market still prices it as a quantum-computer pure-play.

Tesla beat Q1 wholesale by 1%. Its Q1 retail in China crashed 16% YoY. China's weekly EV insurance registrations call the Q2 delivery number three weeks early.

Nvidia fell on 4 of its last 5 earnings beats. The May 20 Q1 FY27 print won't move the stock — only a Q2 guide above $86B will. Here's the math.

Cerebras lifted its IPO range to $150-160 a share — valuing the wafer-scale AI chipmaker up to $48.8B, with the book 20x oversubscribed ahead of pricing.