The latest on TECHi.

Alibaba's best day in 10 months came as four banks cut price targets, an AI-theft complaint hit the Senate and Beijing opened H200 access. What changed.

Apple will spend over $30 billion with Broadcom through 2031 on US-made RF chips — a year after replacing Broadcom's Wi-Fi chip with its own N1. Here's why.

SK Hynix ADRs start trading July 10 under ticker SKHY after a 7x-oversubscribed record listing — priced days after memory stocks entered a bear market.

Micron posted the biggest quarter any standalone memory maker has reported — and days later the stock closed below its pre-earnings price. What the disconnect means.

SanDisk gained 858% in H1 2026, the best in the S&P 500, then fell 23% in two sessions. The backlog, the bears, and what to watch into the August report.

Memory and chip-equipment stocks crashed on AI glut fears while the Dow hit a record. The new supply lands in the 2030s — here is the math the selloff skipped.

AI-generated writing is everywhere online. As machine-written text spreads, verification tools and transparency are becoming core digital literacy skills.

The platform you trade on shapes your returns more than most beginners realize. Here's what separates a serious crypto trading venue from a glorified casino.

AMD stock dropped 6.9% on July 1, erasing $65 billion, after Meta's cloud plan raised questions about the 6GW MI450 deal that powered AMD's 2026 breakout.

AWS raised reserved GPU prices about 20% effective July 1 — the day Meta's cloud plan leaked. What the hike says about Amazon stock, margins and AI scarcity.

Tesla's Q2 2026 delivery report lands July 2 against a 406,024 consensus. The production gap and the energy-storage line will decide how Tesla stock reads it.

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.

Palantir stock added about $22 billion on July 1 after an NVIDIA sovereign-AI pact and an Army data-layer win. The disclosed dollars tell a different story.

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.

Qualcomm is buying Chris Lattner's Modular for $3.9B to attack NVIDIA's CUDA moat with a hardware-agnostic AI layer. Why it's the right target, and so hard to crack.

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

Roblox isn't just a game - it's one of the largest virtual economies on earth, and its rarest Limiteds trade like real assets. Here's how the market works.

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

Chamath Palihapitiya is taking the CEO job at AI coding startup 8090 Labs on a $135M Series A led by Salesforce Ventures. Why the SPAC-era investor is going operator.

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%.

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.

A fresh read on the SpaceX IPO filing posture: public markets are pricing the company as an orbital infrastructure stack, with Starlink as the base, Starship as optionality, and reporting quality as the margin of safety.