Stock Analysis

Oracle Is Putting HPE Juniper Gear Into Its AI Data Centers. Is HPE Finally Getting Paid for the GPU Networking Bottleneck?

Hewlett Packard Enterprise said on September 2 that Oracle may deploy its Juniper networking equipment across Oracle Cloud Infrastructure data centers under a multi-year collaboration...

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September 5 - News, Stock Analysis

AMD and Intel Soared as Nvidia Lagged: Has the AI Trade Changed?

AMD gained 4.7% and Intel rose 4.5% on September 4, while Nvidia added only 0.8%.

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September 7 - News, Stock Analysis

The Pentagon Doubled Down on Its Anthropic Blacklist. Why Amazon and Alphabet Investors Should Care

A senior Pentagon official said on September 3 that the Pentagon still considers Anthropic a supply-chain risk, despite comments that had suggested the dispute might ease.

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September 6 - News, Stock Analysis

Nvidia’s $99 Billion Portfolio Is Turning Intel and CoreWeave Into an AI Stress Test

Nvidia disclosed roughly $99 billion of public and private equity investments as of July 26, plus about $25 billion of additional commitments.

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September 6 - News, Stock Analysis

Docusign Is Opening Its AI Tools to Every Agent. What It Means for Salesforce

Docusign said on September 4 that its Model Context Protocol server will become generally available worldwide on September 30.

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September 6 - News, Stock Analysis

Snowflake and C3.ai Reported the Same Night. Only One AI Story Won

Snowflake and C3.ai both reported after the September 2 close, but Snowflake jumped 16.6% the next day while C3.ai gained only about 3.6%.

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September 6 - News, Stock Analysis

Dell and HPE Just Posted Record AI Numbers. Why Did Their Stocks Split?

Dell reported on September 1 and jumped nearly 10% in extended trading; HPE reported a day later, finished September 3 up 5%, then gave back 4.5% on September 4.

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September 6 - News, Stock Analysis

These 3 AI Stocks Are Way Off Their Highs. Is the Pullback a Buying Opportunity?

Vertiv, Applied Optoelectronics, and Innodata entered September well below their 2026 highs despite strong operating growth.

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September 5 - News, Stock Analysis

AI Hardware Rallied While Adobe and Palantir Sank. Which Side Is Right?

September 4 delivered a stark rotation. Memory, connectivity, chip-equipment, and power stocks rallied while Adobe fell 6.7% and Palantir dropped 4.5%.

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September 5 - News, Stock Analysis

The S&P 500 Fell, but These 2 AI Memory Stocks Exploded Higher

Wall Street delivered a sharp split on September 4.

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September 5 - News, Stock Analysis

These 2 AI Storage Stocks Soared as the S&P 500 Fell

Seagate gained 6.3% and Western Digital rose 5.9% on September 4 even as the S&P 500 fell 0.4%.

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September 5 - News, Stock Analysis

Nvidia Barely Moved. These 2 AI Connectivity Stocks Jumped More Than 7%

Nvidia rose only 0.8% on September 4, while Astera Labs jumped 9.8% and Marvell gained 7.1%.

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September 5 - News, Stock Analysis

Two Chip-Equipment Stocks Just Crushed Nvidia. Is the AI Rally Broadening?

KLA gained 7.3% and Lam Research rose 5.1% on September 4, comfortably ahead of Nvidia's 0.8% move. The stocks do not sell accelerators.

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September 5 - News, Stock Analysis

Palantir Jumped 7.7% on an Expanded PwC Alliance as Globant Launched a Salesforce AI Pod. Which Services Model Scales Better?

Palantir shares gained 7.7% on September 3, the same day PwC US expanded an alliance built around enterprise AI, M&A, and ERP modernization.

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September 5 - News, Stock Analysis

OpenAI’s $1 Billion Cyber Push Backs Cloudflare and SentinelOne. Which Has the Better AI Security Model?

OpenAI launched Daybreak for Frontline Defenders on September 3, committing $1 billion in subsidized Daybreak access, training, technical support and partnerships.

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September 5 - News, Stock Analysis

SoundHound AI Closed Its LivePerson Deal. Does the Acquisition Fix SOUN’s Scale Problem or Import LPSN’s Weaknesses?

LivePerson shareholders approved SoundHound AI's acquisition on September 2, and the companies completed the transaction on September 4.

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September 5 - News, Stock Analysis

AST SpaceMobile Director Bought $619,000 as Short Interest Reached 57.5 Million Shares. Is the Risk-Reward Turning?

AST SpaceMobile director Adriana Cisneros bought 10,822 shares through three related accounts on August 31.

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September 5 - News, Stock Analysis

Monolithic Power Revenue Jumped 48%. Can AI Power Chips Keep the Momentum Going?

On July 30, Monolithic Power Systems reported second-quarter revenue of $980.6 million, up 47.6% from a year earlier and 21.9% sequentially.

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September 5 - News, Stock Analysis

WhiteFiber’s Cloud and Colocation Revenue Grew With 6 Million Shares Sold Short. Is This AI Data-Center Bet a Squeeze or a Trap?

WhiteFiber's August 12 filing showed that second-quarter colocation and cloud-services revenue both increased, while 6.04 million shares were sold short at the August 14 settlement...

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September 5 - News, Stock Analysis

RingCentral Says Paid-AI Customers Now Represent 13% of ARR as Revenue Grew 6%. Has the Market Already Priced It In?

On July 23, RingCentral said customers using at least one paid native AI product represented about 13% of annual recurring revenue, and that measure had doubled year over year...

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September 5 - News, Stock Analysis

Robo.ai Says Three Months of Revenue Topped $180 Million. Why Does the Balance Sheet Still Look Fragile?

Robo.ai said preliminary revenue exceeded $180 million from June through August, primarily from QC Capital, which it acquired on June 15.

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September 5 - News, Stock Analysis

A Judge Spared Alphabet From an Ad-Tech Breakup but Ordered Changes. Does That Protect Its AI War Chest?

A federal judge on September 2 declined to force Google to sell major pieces of its advertising technology business, choosing conduct remedies instead.

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September 5 - News, Stock Analysis

Lam Research Legal Chief Sold $1.5 Million as AI Chip Demand Booms. Is the Signal Bearish?

Lam Research chief legal officer Ava Harter sold 5,000 shares at $302.46 on August 31, generating about $1.51 million and leaving her with 42,462 shares.

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September 5 - News, Stock Analysis

bioAffinity’s AI Lung-Cancer Stock Jumped Nearly 48% After a Reverse Split. What Would Have to Go Right?

bioAffinity Technologies jumped 47.95% on September 2, one day after announcing that it was advancing the potential use of CyPath Lung for post-treatment surveillance of lung-...

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September 5 - News, Stock Analysis

Sprinklr’s Revenue Grew Just 1% and the Stock Fell 9%. Can AI Innovation Break the Slump?

Sprinklr shares fell 8.55% on September 2 after the company reported fiscal second-quarter 2027 results.

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September 5 - News, Stock Analysis

Pagaya Posted a Record $45 Million Profit. Is AI Lending Finally Working?

On July 30, Pagaya Technologies reported a record $45 million of GAAP net income attributable to shareholders in the second quarter, giving investors a concrete profitability ...

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September 5 - News, Stock Analysis

Fluence Has a $6.4 Billion Backlog but Pushed $400 Million of Deliveries Out. Is the AI-Power Story Breaking?

In its August 5 results, Fluence Energy ended the fiscal third quarter with a $6.4 billion backlog, yet about $400 million of project deliveries moved into fiscal 2027.

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September 5 - News, Stock Analysis

Retail Investors Are Chasing Anthropic Before an IPO. Does Destiny Tech100 Offer Exposure or a Premium Trap?

A September 2 WallStreetBets thread asked how retail investors could gain Anthropic exposure before an initial public offering and listed Destiny Tech100 among several proxy routes...

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September 5 - News, Stock Analysis

Palantir Won a $127 Million Army Production Order and Still Fell 6%. Is the Valuation Finally Catching Up?

The U.S. Army moved its Tactical Intelligence Targeting Access Node, or TITAN, into production on September 1.

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September 5 - News, Stock Analysis

Western Digital Director Sold $2.5 Million After a Fourfold-Plus Run. Is AI Storage Momentum Peaking?

Western Digital director Stephanie Streeter's family trust sold 5,600 shares across August 31 and September 1 for $2,519,280.

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September 5 - News, Stock Analysis

Satya Nadella Sold $43 Million of Microsoft Under a Trading Plan. Is the Insider Signal Really Bearish?

Microsoft CEO Satya Nadella sold 86,525 shares on September 1 for approximately $43.39 million.

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September 5 - News, Stock Analysis

Vistra’s CEO Bought $1.17 Million of Stock After the Selloff. Is AI Power Demand Mispriced?

Vistra President and CEO James Burke bought 8,665 shares in three open-market purchases on August 24, August 31, and September 1, spending $1.17 million.

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September 5 - News, Stock Analysis

ChronoScale Says It Plans a 50 MW Microsoft AI Deployment. Can CHRN Fund the Build Without Diluting Shareholders?

ChronoScale said on August 27 that it plans with Microsoft to deploy 50 megawatts of AI infrastructure in North America using NVIDIA GB300 NVL72 systems and liquid cooling.

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September 4 - News, Stock Analysis

AWS Plans 2 Million More NVIDIA GPUs. Is This Better News for AMZN’s Cloud Growth or NVDA’s Backlog?

AWS and NVIDIA said on August 26 that Amazon's cloud plans to deploy two million additional Blackwell Ultra, Rubin, and Rubin Ultra GPUs during 2027 and 2028.

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September 4 - News, Stock Analysis

Entergy Says Google’s Arkansas Solar Payments Could Total $2.1 Billion. Is Power Becoming Alphabet’s New Bottleneck?

Newly reported records put dollar figures on power infrastructure for Google's West Memphis data center, but Entergy says the first $716 million headline understated the full ...

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September 4 - News, Stock Analysis

Marvell Raised Its Outlook but Fell as Google Chip Revenue Stayed Distant. Has the AI Payoff Been Priced In? (Ready for review)

Marvell raised its annual forecasts on August 27, yet its shares fell as investors focused on the timing of revenue from a custom AI-chip relationship with Google.

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September 4 - News, Stock Analysis

Coatue Opened Positions in Intel and Cerebras. Is the AI Chip Trade Broadening Beyond NVIDIA?

Coatue Management's Q2 filing disclosed a new position in Intel and, for the first time, a reportable position in newly public Cerebras.

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September 4 - News, Stock Analysis

CrowdStrike and Palo Alto Made the SaaSmageddon Survivor List. Can AI Expand Their Moats Faster Than It Compresses Software Prices?

An August 25 analysis of so-called SaaSmageddon survivors included CrowdStrike and Palo Alto Networks, arguing that security platforms may resist AI-driven software disruption...

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September 4 - News, Stock Analysis

TiVo OS Added Generative AI Discovery. Can Xperi Take Share From Roku Without Owning the TV Screen?

Xperi used the IFA trade show on September 3 to unveil major TiVo OS updates, including a forthcoming Agent TiVo feature for natural-language discovery.

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September 4 - News, Stock Analysis

NetApp Raised Guidance as Ciena’s Revenue Jumped 37%. Are AI Networks and Storage Finally Converting Into Earnings?

NetApp and Ciena delivered unusually strong results within a day of each other.

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September 4 - News, Stock Analysis

Nasdaq Bought an AI Due-Diligence Platform as ICE Built Private-Credit Intelligence. Which Data Moat Is Deeper?

Nasdaq completed its acquisition of Dasseti on September 2, adding an AI-assisted due-diligence and monitoring platform to Nasdaq eVestment.

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September 4 - News, Stock Analysis

Ambarella Beat Estimates but Fell as NXP Buyout Talk Lingered. Is the Edge-AI Upside Already Priced In?

Ambarella reported fiscal Q2 revenue of $108.1 million, up 13.2% year over year, and adjusted earnings of $0.18 per share versus $0.17 expected.

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September 4 - News, Stock Analysis

PlusAI Picked a SPAC to Fund Its 2027 Autonomous-Truck Launch. Is Aurora Already Too Far Ahead?

PlusAI and Texas Ventures Acquisition III announced a SPAC transaction on September 3 designed to fund PlusAI's planned 2027 commercial autonomous-truck launch.

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September 4 - News, Stock Analysis

Billionaire Daniel Loeb Is Betting on These 2 Non-AI Stocks

Billionaire Daniel Loeb’s Third Point opened about 16 new positions during the second quarter.

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September 4 - News, Stock Analysis

OpenAI Declares “AGI Era” With Astra Launch. Anthropic’s Fable 5.1 More Than Doubled Its Predecessor’s Science Score. MSFT and AMZN Both Win, but One Has A Slight Edge

OpenAI President Greg Brockman ended a September 3 briefing on GPT-6 Astra with “Welcome to the AGI era,” after saying he personally believed OpenAI had reached AGI.

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September 4 - News, Stock Analysis

Nvidia’s $5 Billion Intel Bet Was Worth $30 Billion by June. Is the Partnership Still Mispriced?

Nvidia's $5 billion Intel investment has produced an extraordinary paper gain, but the timeline matters.

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September 3 - News, Stock Analysis

Palladyne AI’s Revenue Jumped 470%, but Its Operating Loss Widened. Is the Backlog Enough?

Palladyne AI reported headline growth that looks dramatic: second-quarter revenue rose 470% year over year and 63% sequentially to $5.783 million. Palladyne AI Corp.

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September 3 - News, Stock Analysis