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Stories from the archive
Lumentum jumped 12% to $794.30 on Meta's 14-gigawatt compute memo and is up ~115% in 2026. Inside the optics maker turning AI's bandwidth crunch into records.
The U.S.-UAE AI chip deal boosts Nvidia stock as the company secures a $10B export license, expanding its AI dominance and global geopolitical influence.
Marvell stock jumps 10% after Microsoft backs its Maia300 AI chip. Analysts see $12B revenue ahead, making Marvell a key AI hardware player.
Alibaba stock rose nearly 9% after the company announced a $53 billion boost to its artificial intelligence investment. Explore how this move positions Alibaba as a leader in global AI and tech infrastructure.
Meta unveiled a photorealistic AI of Mark Zuckerberg for 79,000 employees. META at $629.86 with 41% margins. Why this signals a $135B AI platform pivot.
Broadcom’s October AI showcase puts profit margins in focus. TECHi calculates the Q4 growth gap and what could strengthen or weaken the outlook for AVGO shares.
NetApp reports Q4 FY26 after the close. Here is the NTAP stock setup, live quote data, Q4 guidance, AI storage thesis, and tomorrow scenarios.
Sandisk stock is riding AI storage demand, but $511M in customer advances raises a sharper question: moat or pull-forward trap?
Oracle shares fell 4% after announcing a $45-50B AI infrastructure investment. Bondholders sue over disclosure failures as investors question AI spending returns.
On Tuesday, the big software companies enjoyed a revival when the new partnerships of Anthropic turned vague AI fears into concrete partnership
Nvidia stock is powered by AI demand, but GPU-backed debt, CoreWeave financing and Rubin upgrades create a sharper 2026 risk.
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.