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A research-based forecast of AI progress through 2036, covering agents, science, jobs, energy, regulation, and infrastructure.

Snowflake stock jumped after Q1 FY2027 earnings, a higher product revenue guide, and a $6B AWS commitment tied to enterprise AI workloads.

Amazon stock is near highs, but the AMZN story now depends on AWS margins, advertising leverage and whether AI capex can turn back into cash flow.

Sandisk's rally now hinges on pricing visibility, not just AI storage demand. Barclays, Melius and SEC filings show why SNDK's test is duration.

Micron stock surged into the $1 trillion club. Here is the real AI memory question: how long can scarcity, margins and momentum last?

xAI's Grok Build brings terminal coding agents, headless automation, plugins, MCP and enterprise controls into the race with Codex and Claude Code.

AMD stock reopens after Memorial Day with a new test: whether Venice, Helios and AI racks can justify the post-earnings re-rating.

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.

AI is moving from model demos to power, chips, storage, data centers and cloud capacity. The next winners may control the infrastructure.

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.