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Stories from the archive
The blistering growth of the share price and the growing e-commerce base of Shopify represents a huge potential in the long run, but the valuation already
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.
CoreWeave (CRWV) surges 13% on a multi-year Anthropic Claude AI deal — the second major AI infrastructure contract in 48 hours.
Lam Research closed July 9 at $353.17, up 6%, as four banks raised targets to $400–$475. Up 154% in H1, LRCX sells the tools every memory fab must buy.
PLTR at $128 (100x P/E) vs ORCL at $138 (21x P/E). Compare AI software vs cloud infrastructure, Golden Dome vs Stargate, and decide.
Samsung stock rises 6.8% as Tesla signs a $16.5B AI6 chip deal. The Texas-based fab win could revive Samsung’s foundry unit and boost AI chip ambitions.
SanDisk (WDC) shares hit $632 after crushing Q2 estimates with $3.03B in revenue. Discover how the AI data center boom and a 1,350% yearly rally are fueling massive profit forecasts.
On Wednesday, Nvidia shares saw an increase after news emerged that Chinese authorities approved the first batch of H200 artificial intelligence chips
Apollo sees little AI payoff beyond big tech. TECHi finds Nvidia’s EPS estimate held steady while NVDA’s forward multiple fell 6%, then maps conditional prices before earnings.
Anthropic's Claude Cowork plugins spark panic in Indian IT sector. Infosys drops 7.3%, TCS falls 5.8% as automation threatens labor-heavy business model.
The share prices at Salesforce have dropped over 30% in two quick slumps over the recent past wiping out billions of dollars in market capitalization and
ARM stock jumped 17% to $322.90, above Wall Street's base target. TECHi maps the bull, base and bear cases after the agentic-AI CPU rally.