#AI stocks

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.

Uber stock is being valued on more than rides after Q1. The sharper question is whether Uber One and autonomous dispatch can widen its AI moat.

AppLovin's Q1 beat reframes APP stock as an AI ad-pricing story, with Axon self-serve access, 85% margins and policy risk now in focus.

Arm's Q4 beat matters, but the bigger ARM stock test is whether AGI CPU demand turns into real data-center silicon revenue without hurting royalties.

AI capex added 2.5% to 2026 U.S. GDP and was 75% of Q1 economic growth. Why the boom cannot be stopped, the "token factory" phase, and how dollars trickle down to the IA13 cohort.

CoreWeave (CRWV) surges 13% on a multi-year Anthropic Claude AI deal — the second major AI infrastructure contract in 48 hours.

Nvidia paid $20B to license Groq LPU inference tech and hire its team. Full breakdown of the deal structure, Groq 3 chip specs, Senate antitrust…