Applied Materials Singapore Expansion Drives AMAT +4.7%
Can Applied Materials Singapore Expansion turn AMAT into the market’s next must-own AI infrastructure stock? Maik Kemper Editor in Chief Our chip business will grow more than 30%…
Oracle Earnings -10% After Hours: AI CapEx Warning Hits
Can Oracle’s AI-fueled cloud boom justify a $70 billion spending plan, or is Wall Street right to punish the stock? Maik Kemper Editor in Chief AI infrastructure makes…
Oracle Earnings -7.8% After Hours as AI CapEx Fears Rise
If Oracle Earnings beat expectations, why did the stock still tumble hard after hours? Maik Kemper Editor in Chief We expect FQ4 to show strength in IaaS capacity…
AMD TensorWave Funding: Stock Tanks 5% on AI Cloud Bet
Can AMD’s TensorWave gamble turn AI infrastructure ambition into durable demand, or is Wall Street right to punish the stock first? Maik Kemper Editor in Chief Anyone scarred…
Marvell S&P 500 Inclusion: -2.7% Warning as Funds Rebalance
Will Marvell S&P 500 Inclusion extend the AI trade, or is the stock already priced for perfection? Maik Kemper Editor in Chief Marvell is no longer a peripheral…
Dell AI Servers Fall 4.7% Despite Record AI Revenue
If Dell AI Servers are printing record revenue, why is the stock suddenly trading like the market has stopped believing? Maik Kemper Editor in Chief Dell AI Servers…
Broadcom AI Infrastructure Gets $35B Boost After Earnings
Can Broadcom AI Infrastructure turn a post-earnings selloff into a much bigger long-term AI platform win? Maik Kemper Editor in Chief “We are at a historic inflection point…
AMD AI Forecast: Stock Tanks -7.8% Despite Strong Q1
Why did AMD plunge nearly 8% even as revenue, margins, and AI demand all pointed in the opposite direction? Maik Kemper Editor in Chief AI infrastructure demand is…
SpaceX IPO $75B Boom Could Trigger Wall Street Shockwaves
Can a $75 billion SpaceX IPO justify a $1.77 trillion valuation before profits ever catch up? Maik Kemper Editor in Chief I can safely say SpaceX is the…
SanDisk Forecast +7.2% as AI NAND Demand Lifts Target
Can SanDisk’s new contract model and AI-driven NAND demand justify an even bigger move after this latest rally? Maik Kemper Editor in Chief Until now, SanDisk has already…