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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
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
Read Scotiabank Sees a New Growth Story for Cloudflare
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
Intel logo displayed on a metallic wall with circuit-pattern designs in a corporate lobby setting.
July 8, 2026 6:30 AM ET

Stacking Chips: The Hidden Supply Shock Fueling Intel

NASDAQ:INTC
Read Stacking Chips: The Hidden Supply Shock Fueling Intel
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
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
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
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
Meta logo and wordmark displayed at the center of a futuristic metallic tunnel with glowing digital data lines.
July 6, 2026 8:25 AM ET

AI Is Selling Off, But These 5 Stocks Could Benefit Next

NASDAQ:METANASDAQ:MSFTNASDAQ:MELI
Read AI Is Selling Off, But These 5 Stocks Could Benefit Next
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
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
A digital illustration of a glowing AI brain connected to circuit pathways against a city skyline backdrop.
July 5, 2026 6:20 AM ET

2 AI Stocks That Could Benefit as AI Moves Beyond the Data Center

NASDAQ:NVDANASDAQ:SOUN
Read 2 AI Stocks That Could Benefit as AI Moves Beyond the Data Center
Broadcom logo dramatically highlighted in front of a data center background.
July 4, 2026 6:05 AM ET

Broadcom and OpenAI Unveil Jalapeño: An Early Step to Massive AI Growth Potential

NASDAQ:AVGO
Read Broadcom and OpenAI Unveil Jalapeño: An Early Step to Massive AI Growth Potential
Bronze bull and bear statues face off in an urban financial district at sunset.
July 4, 2026 5:00 AM ET

MarketBeat Week in Review – 06/29 - 07/03

NASDAQ:AIRJNASDAQ:SNDKNASDAQ:TSLA
Read MarketBeat Week in Review – 06/29 - 07/03
SanDisk logo displayed on a crystal object inside a stylized data center setting.
July 2, 2026 9:40 AM ET

SanDisk’s Volatility May Be Telling Bulls What They Want to Hear

NASDAQ:SNDK
Read SanDisk’s Volatility May Be Telling Bulls What They Want to Hear
Meta logo centered in a large data center surrounded by digital network visualization overlays.
July 2, 2026 9:05 AM ET

Meta’s AI Compute Push Could Turn Its Massive CapEx Bill Into a Competitive Weapon

NASDAQ:METANASDAQ:SPCXNASDAQ:CRWV
Read Meta’s AI Compute Push Could Turn Its Massive CapEx Bill Into a Competitive Weapon
Tesla electric vehicle with red Tesla logo and branding, reflecting valuation pullback narrative
July 2, 2026 6:10 AM ET

Tesla Stock Surges 15% as FSD Update Backs Its Autonomy Thesis

NASDAQ:TSLA
Read Tesla Stock Surges 15% as FSD Update Backs Its Autonomy Thesis
A cracked semiconductor wafer shatters over a circuit board with glowing red fractures and scattered chips.
July 2, 2026 5:35 AM ET

Is the Memory Rally Still Alive After the Semiconductor Sell-Off?

BATS:DRAMNASDAQ:MUNASDAQ:GOOG
Read Is the Memory Rally Still Alive After the Semiconductor Sell-Off?
Ouster logo centered on a stylized globe graphic with colorful lidar point-cloud imagery.
July 1, 2026 8:30 AM ET

Ouster Is Breaking Out as a Physical AI Leader: Here's What's Driving the Move

NASDAQ:OUST
Read Ouster Is Breaking Out as a Physical AI Leader: Here's What's Driving the Move
A smartphone displaying the WhatsApp app interface floats beneath a glowing Meta infinity logo.
July 1, 2026 8:30 AM ET

Meta’s WhatsApp Shakeup Could Put India at the Center of Its Next Growth Push

NASDAQ:META
Read Meta’s WhatsApp Shakeup Could Put India at the Center of Its Next Growth Push
Apple Inc. logo displayed against a curved white LED wall backdrop.
July 1, 2026 6:45 AM ET

Could Apple's China Play Be the Answer to Its Memory Pressure Problem?

NASDAQ:AAPL
Read Could Apple's China Play Be the Answer to Its Memory Pressure Problem?
Amazon logo centered between data center server racks and branded cardboard shipping boxes.
June 30, 2026 12:50 PM ET

Amazon Could Be About to Reap the Rewards of a Software Spending Boom

NASDAQ:AMZN
Read Amazon Could Be About to Reap the Rewards of a Software Spending Boom
Nebius Group logo displayed on a futuristic digital server infrastructure with neon lighting.
June 30, 2026 11:20 AM ET

AI Fears Hit Nebius Stock, But Has the Growth Thesis Changed?

NASDAQ:NBIS
Read AI Fears Hit Nebius Stock, But Has the Growth Thesis Changed?
A glowing translucent
June 30, 2026 10:10 AM ET

The Quantum Bubble Is Real Enough to Take Seriously

NYSE:QBTSNASDAQ:RGTINYSE:IONQ
Read The Quantum Bubble Is Real Enough to Take Seriously

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