Zuckerberg’s Insane AI Spending Could Become a Windfall, If Meta Copies SpaceX’s Playbook
Quick Read META trades below both moving averages as capex scales to $145B in 2026, yet 57 analysts…
Wait! Michael Burry Is Right About the Memory Boom Ending? This Analyst Says Yes
Quick Read Bloomberg Intelligence’s Shuli Ren argues the global memory shortage peaked in Q2 2026 and could tip…
Jeff Bezos Is Pouring Money Into a Startup That Could Drive ‘Civilizational Wealth’
Quick Read AWS (AMZN) grew 28% to $38 billion in Q1 2026, while J.P. Morgan projects KLA (KLAC)…
AMD vs Palantir: Which AI Giant Is a Better Buy?
Quick Read AMD stock surged 142% YTD while PLTR dropped 27%, despite Palantir growing revenue nearly twice as…
Forget Micron? This New AI Memory Stock Could Be the Best Buy of the Decade
Quick Read SK hynix launches on Nasdaq July 10 (SKHY) as the dominant HBM supplier with 58% global…
Veteran Investor: China’s Full Stack AI Is “Overlooked and Underpriced” As $2 Billion Kling Deal Signals Repricing
Quick Read Leung calls China’s full AI stack overlooked and underpriced, arguing that chips, cloud, and applications alike…
NVIDIA vs Micron: One Controls the AI Platform, Other Controls the Bottleneck. Only One Bet Will Pay Off in 2027.
Quick Read NVDA surged 85% YoY while MU exploded 346%, yet Micron’s 8x forward P/E signals deep skepticism…
Palantir vs. SanDisk: Two Paths to AI Riches, One Winner
Quick Read Both PLTR and SNDK posted blowout quarters, with Palantir’s U.S. commercial revenue surging 133% and SanDisk’s…
3 Top AI Stocks to Buy in July
Quick Read NVDA and MSFT each pulled back sharply in June but both sit somewhere between 35 and…
Wall Street Keeps Hiking Its Price Targets on This AI Powerhouse
Quick Read AMD’s Data Center segment surged 57% YoY to $5.8B in Q1, pushing total revenue to $10.3B…
Nebius, Coreweave, and IREN Tumble on Meta’s Cloud Ambitions. Is This the End of the Neocloud Boom?
Quick Read Meta’s plan to sell excess AI compute capacity under Meta Compute sent Nebius and CoreWeave shares…
Companies Are Spending $11.5 Million a Year on AI and Can’t Prove a Single Dollar Came Back
Quick Read Alphabet (GOOGL) raised $85 billion for AI infrastructure while the average enterprise spends $11.5 million annually…