Dell vs. HPE: Which AI Server Stock Is the Better Buy?
Dell Technologies Inc. (NYSE:DELL) and Hewlett Packard Enterprise Company (NYSE:HPE) sell the physical systems behind the AI boom.
Articles by Habib Ur Rehman
Alphabet vs. Meta: Which AI Advertising Giant Is the Better Stock to Buy?
Alphabet Inc. (NASDAQ:GOOGL) and Meta Platforms, Inc.
HPE vs. Super Micro: Which AI Server Stock Offers the Better Risk-Reward?
Hewlett Packard Enterprise Company (NYSE:HPE) and Super Micro Computer, Inc.
Broadcom vs. Marvell: Which Custom AI Chip Stock Has the Better Risk-Reward?
Broadcom Inc. (NASDAQ:AVGO) and Marvell Technology, Inc.
Arista vs. Cisco: Is Faster AI Growth Worth Twice the Earnings Multiple?
Arista Networks, Inc. (NYSE:ANET) and Cisco Systems, Inc. (NASDAQ:CSCO) are both benefiting as AI clusters turn networking into a larger part of the data-center bill.
Constellation vs. Vistra: Which AI Power Stock Is the Better Buy?
Constellation Energy Corporation (NASDAQ:CEG) and Vistra Corp. (NYSE:VST) are two of the clearest public-market bets on AI electricity demand.
ASML vs. Applied Materials: Which AI Chip-Equipment Stock Is the Better Buy?
ASML Holding N.V. (NASDAQ:ASML) and Applied Materials, Inc.
Digital Realty vs. Equinix: Which AI Data-Center REIT Is the Better Buy?
Digital Realty Trust, Inc. (NYSE:DLR) and Equinix, Inc. (NASDAQ:EQIX) own two of the hardest assets to replicate in the AI boom: powered, connected data-center capacity.
AMD vs. Nvidia: Which AI Stock Is the Better Buy?
Advanced Micro Devices, Inc. (NASDAQ:AMD) crossed $1 trillion in market value on September 21 after closing roughly 187% higher for 2026.
CrowdStrike vs. Palo Alto: Which AI Cybersecurity Stock Better Justifies Its Valuation?
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and Palo Alto Networks, Inc.
Microsoft vs. Amazon: Which AI Cloud Stock Converts Capex Into Profits Better?
Microsoft Corporation (NASDAQ:MSFT) and Amazon.com, Inc. (NASDAQ:AMZN) are spending at extraordinary scale to own the AI cloud.
CoreWeave and Nebius Just Got Sell Ratings. Can Their AI Economics Hold Up?
The neocloud trade finally has a fresh bear case that attacks the business model rather than simply calling the stocks expensive.
Nvidia Is Backing This AI IPO Candidate. It Lost $1 Billion in Just 6 Months
Nscale filed for a U.S.
SoftBank Is Raising $11 Billion for OpenAI. Its Arm Stake Backs a $25 Billion Loan Facility
Masayoshi Son is turning SoftBank's public-market assets into fuel for his OpenAI bet.
AMD Just Hit $1 Trillion. Can Oracle’s 50,000-GPU Deployment Help Justify It?
Advanced Micro Devices crossed a $1 trillion market value for the first time on September 21 after the shares jumped roughly 10%, a milestone that forces investors to ask what...
Google Is Helping Upgrade Southern’s Nuclear Plants. Can 96 MW Ease Its AI Power Bottleneck?
Google is moving from buying clean electricity to helping create more of it at existing nuclear plants.
Nvidia Backed This AI Drug Startup. AbbVie Just Became a Partner Before Its IPO
AI drug discovery is about to get a public-market test with unusually recognizable backers. Iambic Therapeutics filed for a U.S.
Morgan Stanley Sees a 33-GW AI Power Shortfall. These 2 Stocks Could Help Fill It
Morgan Stanley has put a number on one of the AI boom's most awkward constraints: the United States could face a roughly 33-gigawatt power shortfall through 2028 even after accounting...
Tesla Is Supplying the Trucks. Nvidia Is Supplying the Compute. This $4 Stock Sits in the Middle
Einride has managed to wedge itself between two of the market's most recognizable technology companies.
IREN Has Microsoft and $14 Billion of Funding. Execution Is the Real Test
IREN's AI pivot has reached the point where the balance sheet looks almost as dramatic as the growth plan.
Morgan Stanley Just Put a $54 Target on This AI-Pivoting Bitcoin Miner. Amazon Is Already a Customer
Cipher Digital's transformation from Bitcoin miner to AI-infrastructure landlord is becoming easier to value because the company now has a real hyperscaler customer.
Nvidia Just Qualified Tesla and Vertiv Products for Its New AI-Factory Standard
Nvidia is extending its influence beyond GPUs into the electrical and cooling equipment that determines whether an AI data center can actually run.
Elon Musk Is Teasing a Tesla-SpaceX Merger Again. Terafab Shows Why AI Could Be the Logic
Elon Musk has reopened a question investors have kicked around for years: why keep Tesla and SpaceX separate if more of their technology is beginning to converge? During the September...
Meta’s Muse Hit No. 1. Google Suddenly Has an AI-Agent Distribution Problem
Meta launched Muse just over two weeks ago. It is already forcing the AI-agent market to answer a much bigger question than whose model scores highest on a benchmark.
This AI Memory Stock Is Up More Than 650% in 2026. Micron Investors Should Pay Attention
One of 2026’s wildest AI trades is not Nvidia. It is SanDisk. SanDisk Corporation (NASDAQ:SNDK) was up more than 650% for the year after an 11% surge on September 18.
SK Hynix Is Eyeing Intel’s (INTC) Ohio Site. Why Micron (MU) Should Pay Attention
SK Hynix is exploring something it has never done before: manufacturing memory chips in the United States.
This Little-Known AI Chip Stock Doubled. Its New Chips Now Double Optical Speed
MACOM Technology Solutions is suddenly giving investors two numbers to think about: its stock has more than doubled over the past year, and its newest optical components push ...
Pat Gelsinger Just Backed a $100 Million Challenge to Nvidia’s AI Networking Moat. AMD Could Benefit
Former Intel CEO Pat Gelsinger is backing a startup that thinks AI’s next bottleneck is not the accelerator. It is everything waiting for data to arrive.
Lumentum Jumped Nearly 10% While Corning Barely Moved. Is the AI Optics Trade Splitting Apart?
When AI stocks rebounded last week, optical networking companies did not rebound equally. Lumentum Holdings Inc.
Intel (INTC) Could Get a Fresh Valuation for Altera. AMD (AMD) Is the Rival to Watch
Intel sold control of Altera last year. Now the programmable-chip company is heading back toward the public market just as AI gives investors a new reason to care about FPGAs.
Why Bernstein Still Sees 46% Upside in Zscaler (ZS) but Downgraded Palo Alto (PANW)
Wall Street has spent much of 2026 rewarding cybersecurity stocks for the risks created by AI.
Nvidia Backed SB Energy’s $50 Billion Valuation Push. Wall Street Just Hit the Brakes
SB Energy's planned public listing is turning into a stress test for the financing side of the AI buildout.
Alibaba Just Unveiled an AI Chip 3x Faster Than Its Predecessor. Nvidia Has a China Problem to Watch
Alibaba used its September 22 developer conference to show how quickly China's AI stack is filling the holes left by restricted access to U.S. chips.
Google Is Taking Its AI Chips Outside the Cloud. Nvidia Just Got a New Sovereign-AI Rival
Google is testing whether its custom AI chips can become national infrastructure instead of remaining mostly a cloud advantage.
Apple May Return to Servers With Its Own AI Chips. Nvidia Could Still Get Paid
Apple may be preparing to sell AI servers again, but the more surprising part of the reported plan is whose technology could help connect them.
Warren Buffett Just Stepped Down. These 2 AI Stocks Still Define Berkshire’s Portfolio
Warren Buffett formally stepped down as Berkshire Hathaway’s chairman on September 18, ending more than five decades in the job and handing the nonexecutive chairmanship to ...
Anthropic Just Put Claude Inside Schwab and BlackRock. The AI Agent War Has Reached Wealth Management
Anthropic pushed Claude directly into wealth-management workflows on September 14, launching Claude for Financial Advisors with connections to Charles Schwab, BlackRock and other...
Palantir and Nvidia Are Restricting Anthropic’s AI. Microsoft Could Win the Enterprise Trust War
Palantir and Nvidia have reportedly tightened restrictions around Anthropic’s advanced AI models over data-retention concerns.
TSMC’s 2nm Era Is Accelerating With MediaTek. Nvidia and Alphabet Already Have Money on the Table
MediaTek launched its Dimensity 9600 Pro on September 15 using Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) 2-nanometer technology, putting TSMC’s newest node...
China’s State Media Calls AI Slowdown a “Cold War” Tactic. Z.AI Is Raising $5 Billion to Do the Opposite
An opinion piece in China’s state-backed Global Times on September 14 called Anthropic CEO Dario Amodei’s proposal to pace frontier AI a “Cold War playbook” aimed at China...
The Fed May Hike Again. Here’s Why CoreWeave and IREN Face Different Rate Risks
AI infrastructure investors now have two simultaneous reasons to think about the cost of money.
AI Stocks Fell, but Workday and Adobe Jumped. A Favorite AI Disruption Trade Just Flinched
Software moved against the chip tape on September 14. Workday, Inc. (NASDAQ:WDAY) and Adobe Inc.
Texas and Cape Town Are Tightening the Data-Center Gate. Digital Realty and Equinix Could Still Benefit
The AI data-center boom is running into the same two scarce resources in very different places: power and political permission.
Anthropic Expects a Second Straight Quarter of Adjusted Operating Profit. Amazon and Alphabet Investors Should Read the Fine Print
Anthropic is trying to prove that frontier AI can become a real business before it becomes a public company.
Amazon Could Buy Up to $60 Billion From Qualcomm Just as Apple Brings Modems In-House. Is the AI Pivot Real?
QUALCOMM Incorporated (NASDAQ:QCOM) is trying to replace part of a fading smartphone dependency with AI infrastructure, and Amazon.com, Inc.
Donald Trump Rejects Calls For AI Slowdown. That Changes the Game for Nvidia and AMD
President Donald Trump has rejected calls to slow frontier AI development on September 13, arguing that the US must preserve its lead over China.
Big Tech Issued About $220 Billion of Bonds. Alphabet and Meta Show How AI Is Warping the Credit Market
AI spending is now large enough to distort the bond market around it.
Amazon and Microsoft Can Buy GPUs. But U.S. Construction Is Short 439,000 Workers
The AI buildout has an increasingly low-tech bottleneck: people. Reuters Breakingviews reported on September 14 that the U.S.
CrowdStrike and Palo Alto Rallied While AI Stocks Sank. Wall Street Is Pricing a Different AI Trade
The September 14 AI selloff produced an odd winner: cybersecurity. As chip stocks fell after frontier AI leaders called for slower development, CrowdStrike Holdings, Inc.