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Supermicro logo displayed over a data center aisle lined with server racks and networking equipment.
July 11, 2026 5:55 AM ET

Pushing the Edge: Super Micro Computer Reboots the AI Landscape

NASDAQ:SMCINYSE:DELLNYSE:HPE
Read Pushing the Edge: Super Micro Computer Reboots the AI Landscape
A candlestick stock price chart overlaid on a blurred urban skyline at dusk.
July 11, 2026 5:00 AM ET

MarketBeat Week in Review – 07/06 - 07/10

NASDAQ:SPCXNASDAQ:PLTRNASDAQ:MSFT
Read MarketBeat Week in Review – 07/06 - 07/10
Micron logo glows over a neon-lit data center corridor, highlighting the company’s role in high-bandwidth memory.
July 10, 2026 9:10 AM ET

Micron's $250 Billion Bet Could Reshape the AI Memory Race

NASDAQ:MUNASDAQ:GFS
Read Micron's $250 Billion Bet Could Reshape the AI Memory Race
Amazon logo at the center of a glowing digital sphere with data streams in a server room.
July 10, 2026 8:00 AM ET

Amazon’s New Debt Deal Puts Its AI Spending Story on Trial

NASDAQ:AMZNNASDAQ:MSFTNYSE:TSM
Read Amazon’s New Debt Deal Puts Its AI Spending Story on Trial
Illustration of a server unit displaying the Broadcom logo with cables connected, set in a data center.
July 10, 2026 7:25 AM ET

Broadcom's $30 Billion Apple Deal: This Chip Giant Is About More than Just AI

NASDAQ:AVGONASDAQ:AAPL
Read Broadcom's $30 Billion Apple Deal: This Chip Giant Is About More than Just AI
Illustration of a quantum computing chandelier with the IQM logo, surrounded by cryogenic quantum computer units in a lab.
July 10, 2026 6:50 AM ET

IQM's Nasdaq Debut Could Change the Quantum Race for D-Wave

NYSE:QBTSNASDAQ:IQMXNASDAQ:RGTI
Read IQM's Nasdaq Debut Could Change the Quantum Race for D-Wave
SpaceX logo overlaid on a Falcon 9 rocket standing on the launch pad at sunset.
July 9, 2026 8:25 AM ET

Grounded: SpaceX Stumbles as Grok Fails to Ignite

NASDAQ:SPCX
Read Grounded: SpaceX Stumbles as Grok Fails to Ignite
DigitalOcean logo illuminated on a metal server panel inside a data center with rows of servers.
July 9, 2026 7:15 AM ET

Catching the AI Wave: DigitalOcean Reels in AI Whales

NYSE:DOCNNASDAQ:AMZNNASDAQ:MSFT
Read Catching the AI Wave: DigitalOcean Reels in AI Whales
Cloudflare logo displayed in a data center with server racks and glowing digital network lines.
July 9, 2026 5:30 AM ET

Scotiabank Sees a New Growth Story for Cloudflare

NYSE:NET
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ASML logo over semiconductor equipment, representing AI chip demand surge and EUV lithography dominance.
July 8, 2026 12:00 PM ET

A Market Panic Just Discounted the AI Highway's Tollbooth

NASDAQ:ASMLOTCMKTS:CAJPYOTCMKTS:NINOY
Read A Market Panic Just Discounted the AI Highway's Tollbooth
3D rendering of the Meta infinity logo and wordmark displayed in a modern glass-walled exhibition space.
July 8, 2026 10:00 AM ET

Meta Platforms’ Cloud Push: Growth Opportunity Versus AI Concerns

NASDAQ:META
Read Meta Platforms’ Cloud Push: Growth Opportunity Versus AI Concerns
Penguin Solutions logo overlaid on a data center hallway lined with server racks.
July 8, 2026 9:25 AM ET

Why Penguin Solutions May Be the Smartest AI Infrastructure Stock

NASDAQ:PENG
Read Why Penguin Solutions May Be the Smartest AI Infrastructure Stock
Illustrated data center corridor with server racks and cables leading to a glowing door labeled Anthropic.
July 8, 2026 8:50 AM ET

Want Anthropic Exposure Before the IPO? These 2 AI Giants Are Already There

NASDAQ:AMZNNASDAQ:GOOGL
Read Want Anthropic Exposure Before the IPO? These 2 AI Giants Are Already There
Semiconductor lithography equipment processes a silicon wafer with a chip pattern under a purple light source.
July 7, 2026 1:40 PM ET

Apple and Broadcom Forge a Decade-Long Silicon Fortress

NASDAQ:AAPLNASDAQ:AVGO
Read Apple and Broadcom Forge a Decade-Long Silicon Fortress
A semiconductor wafer with the SK hynix logo displayed inside a manufacturing fabrication facility.
July 7, 2026 12:10 PM ET

SK Hynix’s Nasdaq Listing Could Reset the AI Memory Trade

NASDAQ:MU
Read SK Hynix’s Nasdaq Listing Could Reset the AI Memory Trade
Semiconductor wafers and chips on a lab table beside server racks, with a declining stock price candlestick chart overlay.
July 7, 2026 11:35 AM ET

The AI Chip Sell-Off Looks Scary, But the Real Story May Be Liquidity

NASDAQ:NVDANASDAQ:ASMLOTCMKTS:SSNLF
Read The AI Chip Sell-Off Looks Scary, But the Real Story May Be Liquidity
Palantir logo over global stock charts and candlesticks, illustrating PLTR valuation concerns and growth outlook.
July 7, 2026 11:00 AM ET

Palantir's CEO Just Called Out OpenAI and Anthropic

NASDAQ:PLTR
Read Palantir's CEO Just Called Out OpenAI and Anthropic
Illustration of a data center aisle with servers, overlaid by digital stock price and candlestick charts on a screen.
July 7, 2026 9:50 AM ET

AI Insider Activity: Are Sales Across 3 Key Stocks Noteworthy or Just Noise?

NYSE:BABANASDAQ:CBRSNASDAQ:CRWV
Read AI Insider Activity: Are Sales Across 3 Key Stocks Noteworthy or Just Noise?
Illustration of a server data center with a network switch board connected to fiber optic cables and equipment racks.
July 7, 2026 9:15 AM ET

3 Quiet AI Revenue Accelerators With Sales Growth Outpacing Peers

NYSE:FNNASDAQ:MTSINASDAQ:CRDO
Read 3 Quiet AI Revenue Accelerators With Sales Growth Outpacing Peers
Amazon logo overlaid on rising stock charts and Prime icons, symbolizing AI-driven growth and investor momentum.
July 7, 2026 8:40 AM ET

Silicon Starvation: Amazon Feasts on Legacy GPUs

NASDAQ:AMZNNYSE:TSM
Read Silicon Starvation: Amazon Feasts on Legacy GPUs
SpaceX logo overlaid on a composite image of Earth's curvature with a metallic spacecraft heat shield above.
July 7, 2026 8:05 AM ET

Orbiting Capital: Lawmakers Buy SpaceX Ahead of Index Inclusion

NASDAQ:SPCX
Read Orbiting Capital: Lawmakers Buy SpaceX Ahead of Index Inclusion
GE Vernova logo on a wind turbine hub, with wind turbines and power lines across farmland in the background.
July 7, 2026 8:05 AM ET

GE Vernova’s Power Surge Turns the Grid Into an AI Trade

NYSE:GEV
Read GE Vernova’s Power Surge Turns the Grid Into an AI Trade
TeraWulf and Anthropic logos displayed on a wall between server racks in a data center.
July 7, 2026 6:20 AM ET

How TeraWulf’s Anthropic Deal Booted Up a $19B AI Empire

NASDAQ:WULFNASDAQ:CORZNASDAQ:IREN
Read How TeraWulf’s Anthropic Deal Booted Up a $19B AI Empire
A server rack with an open chassis revealing a stacked computer chip module inside a data center.
July 6, 2026 2:50 PM ET

Flash Crash or Cash? The AI Hardware Reset Investors Can’t Ignore

NASDAQ:MUNASDAQ:STXNASDAQ:WDC
Read Flash Crash or Cash? The AI Hardware Reset Investors Can’t Ignore
A red downward-pointing zigzag arrow emerges from a tablet screen displaying a falling stock chart, symbolizing market declines and negative financial momentum.
July 6, 2026 11:00 AM ET

Contrarian Alert: 5 Downgraded Stocks That May Reward Long-Term Investors

NASDAQ:DPZNYSE:NOWNYSE:LOW
Read Contrarian Alert: 5 Downgraded Stocks That May Reward Long-Term Investors
Business professionals gather around trading monitors in a high-rise office, with a large soap bubble floating overhead.
July 6, 2026 10:10 AM ET

Doug Casey Calls AI a Super Bubble, Bets on Energy, Gold Miners and Grains

NYSE:ECNASDAQ:SPCXNYSEARCA:CORN
Read Doug Casey Calls AI a Super Bubble, Bets on Energy, Gold Miners and Grains
Ambarella logo displayed on a device mounted on a pole near a vehicle with digital sensor overlay graphics.
July 6, 2026 9:35 AM ET

This Edge AI Stock Just Got a Huge Vote of Confidence From Wall Street

NASDAQ:AMBA
Read This Edge AI Stock Just Got a Huge Vote of Confidence From Wall Street
Robotic arms and automated equipment operate on a semiconductor wafer inside a modern chip fabrication facility.
July 6, 2026 6:05 AM ET

Analysts Just Raised Price Targets On These 3 Semiconductor Equipment Stocks

NASDAQ:AEISNASDAQ:KLACNASDAQ:LRCX
Read Analysts Just Raised Price Targets On These 3 Semiconductor Equipment Stocks
Regal Rexnord logo displayed alongside industrial motors, gears, bearings, and drive components.
July 5, 2026 8:55 AM ET

This Under-the-Radar Industrial Is Quietly Powering AI

NYSE:RRX
Read This Under-the-Radar Industrial Is Quietly Powering AI
Microsoft headquarters sign outside modern office campus, reflecting stock pullback and valuation concerns in tech sector.
July 5, 2026 8:05 AM ET

Why Microsoft Looks Like the Best Big Tech Trade for H2 2026

NASDAQ:MSFT
Read Why Microsoft Looks Like the Best Big Tech Trade for H2 2026

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