#AI stocks

Marvell and Lumentum hit new midday lows after their AI optics merger. The 4.5-share ratio leaves an $86 gap and a moving stock forecast for 2028.

Tempus AI stock reached $80.62 after Q3 results. Our 2027 forecast tests data growth, reimbursement gains and the small change to 2026 guidance.

Ferrotec raised its 2026 net-profit forecast 33% as AI demand lifted margins. The Japan market holiday delays the first regular-session reaction until November 4.

Meta's contracts due in 2027 rose $39.76 billion between SEC filings. The cash-payback test now frames AI stocks before Big Tech earnings.

Amazon's first-half equipment spending exceeded operating cash by $27 billion. TECHi compares Microsoft and Alphabet and tests what earnings must show.

AMD offers higher AI growth leverage while Amazon offers stronger cash conversion. We compare both stocks after Oracle AI World with a 2027 forecast.

Exascale shares jumped 73% after an $8.2 million GPU deal. The filed contract reveals deposit, delivery and profit questions the rally cannot answer.

Nebius shares fell nearly 12% Friday. Its filings show why customer prepayments, cash flow and data-center spending matter more than the selloff alone.

CyberTAN unveiled a liquid-cooled design for Marvell’s T100 chip. The investor question is how a thermal prototype becomes profitable volume shipments.

AMD stock faces a key November earnings test as AI demand, data-center growth, margins and supply execution shape the next move.

Sept. 28 midday: Nvidia rose 2.25% and Tesla fell 3.38%. A dated comparison of cash flow, valuation and AI catalysts; our evergreen pillar covers the wider bet.

Nvidia and Palantir compared on growth, valuation, margins, targets and risk. See why NVDA currently offers the stronger risk-adjusted setup.

Meta beat Alphabet by 4.8 percentage points before Connect. TECHi compares META and GOOGL valuation, targets, AI catalysts and risk.

Palantir rallied nearly 4% on FAA AI hopes, but ASI holds the $875 million contract. TECHi maps PLTR's $170, $195 and $225 forecast cases.

We ranked 41 US-listed AI stocks by Q3 performance. Enterprise software is up 33.5% at the median, semiconductors down 14.6%, and no chipmaker made the top nine.

Situational Awareness’s filings show a shift in disclosed holdings and heavy SanDisk–Micron concentration. They do not reveal the fund’s full net exposure.

Palantir’s Q2 2026 results show explosive commercial growth and higher guidance, but investors must weigh AIP momentum against valuation risk.

Palantir stock fell about 6% on July 22 as NHS scrutiny, an open-source tool, and valuation nerves converged. Why the real test is the August 3 earnings print.

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.