#AI stocks

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.

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%.

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.

Tesla drew the market's attention after JPMorgan upgraded TSLA, but the stock still fell as investors demanded proof on robotaxi, Optimus, and AI.

Broadcom's post-earnings drop shows AI demand is still real, but investors now want infrastructure bottlenecks, cash flow, and power access.

Adobe reports June 11. Firefly must prove generative AI protects Creative Cloud pricing instead of becoming a margin leak.

C3.ai reports June 3 with Tom Siebel back as CEO, restructuring under way, cash burn still heavy and enterprise AI on trial.

Credo reports Q4 FY26 earnings on June 1 with CRDO near record highs, AI interconnect demand surging and valuation now the main risk.

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

Microsoft’s May 2026 setup is not just Azure capex. Agent usage billing in Copilot and GitHub may decide the next MSFT margin re-rate.

Cerebras lifted its IPO range to $150-160 a share — valuing the wafer-scale AI chipmaker up to $48.8B, with the book 20x oversubscribed ahead of pricing.

Palantir's $1.63B Q1 print is real. But at 87x forward earnings, the market is pricing an AIP revenue line the company does not separately disclose.

Sandisk stock is riding AI storage demand, but $511M in customer advances raises a sharper question: moat or pull-forward trap?

The S&P 500’s 28-session rally was powerful but narrow, with 10 AI-linked stocks driving nearly 70% of gains. Can it last?

Snowflake may be valued like a data warehouse while Databricks gets the AI infrastructure premium. Here is the valuation gap behind SNOW stock.

AI data centers are turning power, cooling and cloud capacity into a stock story. Here are the demand math, country counts, winners and risks.

Sandisk, Micron, AMD and AAOI have surged with AI infrastructure demand. The risk now is valuation, expectations and supply-cycle pressure.