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Zscaler's Agentic SOC Answers the AI Safety Panic With Agents That Hunt Agents
An AI-safety scare out of Anthropic knocked chip stocks lower and sent cybersecurity names the other way, and Zscaler led the group with a double-digit intraday...
Take-or-Pay Contracts Rewrite Who Owns AI Demand Risk
Take-or-pay contracts require a buyer to pay for reserved compute whether or not it uses it. That structure lets AI infrastructure sellers borrow against contra...
Google Is Paying to Extend a Nuclear Plant Because AI Runs on Watts
Alphabet will spend at least β¬13 billion in Finland across 2027 and 2028, its largest single investment in Europe, spanning data centres, grid upgrades, wind an...
Nebius Becomes the Compute Layer Inside Palantir's Perimeter
Nebius Group is the AI cloud company Palantir picked as its preferred sovereign AI infrastructure partner, a deal that moves Nebius compute and inference endpoi...
Fortinet's Real Moat Is the Silicon Under the Firewall
Fortinet's moat is not the firewall software but the silicon underneath: FortiASIC processors (NP7, CP9, SP5) and a single FortiOS operating system spanning fir...
The AI Boom's Next Bottleneck Is the Grid. Quanta Services Builds It.
The AI buildout has run into a physical wall: the electric grid. Quanta Services, North America's largest electrical-infrastructure contractor, does the transmi...
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Key Metrics (TTM)
| Metric | GEV | META | CEG | MU | NFLX | VST | NVDA | AVAV |
|---|---|---|---|---|---|---|---|---|
| Revenue (TTM) | $41.4B | $214.96B | $31.3B | $90.3B | $46.89B | $19.2B | $130.5B | $734M |
| Rev Growth (YoY) | +9.0% | +22.2% | +23.0% | +345.7% | +15.9% | -5.5% | +114.3% | +40.3% |
| Net Income | $9.53B | $70.59B | $3.46B | $50.47B | $13.37B | $2.03B | $72.88B | $75.2M |
| P/E Ratio | 27.3x | 23.0x | 26.4x | 19.8x | 27.7x | 23.6x | 38.5x | 42.1x |
| Price/Sales | 5.9x | 7.5x | 3.06x | 10.98x | 7.7x | 2.47x | 21.5x | 8.9x |
| Target Upside | +37.1% | +30.4% | +29.7% | +71.2% | +33.7% | +58.0% | +31.2% | +24.7% |
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Microsoft Turned Away AI Customers. Its Answer Is 38 Gigawatts.
Microsoft plans to more than triple its global data-center capacity from roughly 12 gigawatts to more than 38 gigawatts by 2032, according to a Bloomberg Big Ta...
Cloudflare Is Writing the Traffic Laws of the Agentic Internet
Cloudflare is flipping its bot defaults on September 15 so ad-bearing pages block mixed-use AI crawlers, letting content owners separate search, training and ag...
IonQ Bets Vertical Integration Can Turn Quantum Hype Into Revenue
IonQ unveiled Superion 256, its sixth-generation quantum platform and the first built on chips fabricated at its own SkyWater foundry. Electronic Qubit Control ...
SpaceX Is Becoming the AI Industry's Compute Landlord
SpaceX disclosed a fresh AI-compute hosting contract worth $1.11 billion a month starting December 1, lifting its disclosed hosting book past $3.4 billion a mon...
Lam Research: Etch and Deposition Intensity Is the AI Memory Trade
Lam Research sells the etch and deposition machines that shape every wafer TSMC, Samsung, SK hynix and Micron run. As HBM stacks climb, 3D NAND pushes past 300 ...
Lockheed's AIR6500 Award Gives Australia a Brain Without Ammunition
Lockheed Martin Australia won a A$1.32 billion contract from the Australian Government for Tranche 2B of Project AIR6500, the Joint Air Battle Management System...
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Oracle's $638 Billion Backlog Meets Its First Real Conversion Test
Oracle reports fiscal first-quarter results after the close on Sept. 10, and the number that matters is not revenue or earnings. It is RPO, the $638 billion bac...
Rocket Lab's Iridium Deal Caps a Full-Stack Space Bet That Hinges on Neutron
Rocket Lab's $8 billion move on Iridium is the capstone of a full-stack space bet: rockets, satellites, and soon a constellation it owns outright. The company j...
Verizon's 80-Million-Mile Order Makes Corning the Toll Road of AI
Verizon committed to more than 80 million miles of Corning's high-density optical fiber β a six-year, multi-billion-dollar bet spanning consumer broadband and A...
Qualcomm's Amazon Deal Brings the Phone-Chip King Into AI's Data Centers
Qualcomm signed a landmark multi-generational pact with Amazon to build custom AI inference chips and optical connectivity for AWS β the phone-chip king's bigge...
Kratos and GE Now Second-Source the JASSM's Engine. Small Jets Are the Bottleneck
Kratos (KTOS) and GE Aerospace won the Air Force EMD award making the F143-ZZ-100 the second-source engine for the JASSM cruise missile; its J85 engines are als...
Apple Answers the Stalled Upgrade Cycle With a $2,000 Foldable
Apple's Sept. 9 event is expected to debut its first foldable iPhone β the 'iPhone Ultra,' reportedly priced above $2,000 β in John Ternus's first major keynote...
Hyperscalers Want Their Own AI CPUs. Arm Is the Blueprint.
Arm's Neoverse CSS N4, codenamed Ranger, packs up to 128 cores per die and, by Arm's reckoning, roughly doubles the performance of its CSS N3 predecessor β a se...
Robinhood Built the Everything-App. Now It's the Bank for AI Agents.
Robinhood is compounding its everything-app into the financial operating layer of the agent economy β roughly 100,000 customers handed real accounts to AI agent...
Every AI Chip Pays a Toll. TSMC Keeps Raising It.
TSMC, the foundry behind nearly every advanced AI chip on earth, raised its 2026 capex target to $60-64 billion after a record second quarter. Wall Street is al...
Washington Drew a Line on AI Chips. Alibaba's Demand Stepped Over It.
The New York Times reports that Aivres, the American arm of blacklisted Chinese server giant Inspur, exported more than $3 billion of servers built on Nvidia's ...
Hyperscalers Are Spending 750 Billion Dollars on AI. The Bill Comes Later.
Capex is cash out the door today; depreciation spreads the pain over years. That gap is the real story of the AI buildout: 750 billion dollars planned for 2026,...
Bloom Energy's S&P 500 Entry: The AI Trade Has Moved to Electricity
Bloom Energy is heading into the S&P 500. S&P Dow Jones Indices announced the move Friday after the close: Bloom replaces Molson Coors, effective before the ope...
The Network, Explained: AI's Third Bottleneck Hides Between the Chips
The AI buildout's first two bottlenecks β memory and power β get all the headlines. The third is the network between the chips, and it decides how much of that ...
Palo Alto Had Its Best Quarter Ever. Investors Sold Anyway.
Palo Alto's first-ever platform-level revenue disclosure shows the firewall has become the slow part: Network & AI Security grew 17% while Cortex, machine-ident...
Ciena's Record Quarter Got Punished β and That Could Be the Setup
Ciena blew past estimates in fiscal Q3 2026 β record revenue of $1.67 billion, adjusted earnings up 215% to $2.11 a share, an all-time-high 22.5% operating marg...
Zscaler's Selloff Was About Next Year, Not This One
Zscaler closed its best year ever β revenue up 25% to $3.4 billion, a record 24.3% operating margin, AI-security bookings past $100 million and up 50% quarter o...
Axon Won the Streets With TASERs. Now It's Selling AI Agents and Aiming at the Sky
Axon β the TASER and body-cam company that owns distribution into American public safety β just stacked its 10th straight quarter of 30%-plus growth, and the en...
The AI Memory Crunch Escaped the Data Center β Micron Is Pricing the Whole Economy Now
NAND contract prices jumped 55% in one quarter, auto DRAM is up roughly 70% since December β the memory crunch left the data center and hit the whole economy. M...
NVIDIA's Biggest Acquisition Ever: Hugging Face and the Fight for Open-Source AI
NVIDIA agreed to acquire Hugging Face, the open-source hub where 18 million developers share and download AI models, in the chipmaker's largest outright acquisi...
Microsoft Just Ripped Up Its 30-Year Playbook β and Admitted Where Its AI Moat Really Lives
Microsoft scrapped its three-segment structure on September 2, folding the company into Agents and Infra and Devices and Consumer β a reorganization that reads ...
HPE's Record Quarter Is a Signal: AI Demand Is Broadening Beyond Training Runs
The AI story's most overlooked giant just turned in the best quarter of its life. Hewlett Packard Enterprise reported record revenue of $12.2 billion, up 34%, w...
The Flywheel Is Back at Snowflake β CoWork and CoCo Are Why
Snowflake just delivered its third straight quarter of accelerating product growth β 37% year over year to $1.49 billion in Q2 FY27 β and management credits AI ...
The Grid Is AI's New Bottleneck β Vertiv Just Bet Up to $2.6 Billion on the Fix
Grid interconnection, not chip supply, is now the gating factor in AI data center development β and this morning Vertiv announced a deal to attack it head-on, a...
AI's Next Bottleneck Isn't Training β It's Where Models Run. Equinix Just Built the Exchange for That.
Equinix today launched Equinix Inference Exchange at its inaugural Equinix Horizon customer event β a distributed program that runs open-source AI models inside...
Dell Booked $60.9 Billion in AI Server Orders Last Quarter β Nearly 4x What It Could Ship
Dell booked a record $60.9 billion in AI-server orders in a single quarter β nearly four times the $16.4 billion of AI servers it could actually ship β pushing ...
SoFi Built a Bank. Now It's Training the AI to Run It.
SoFi is building the first true AI-native bank: a charter-funded lending machine wrapped around an everything-app and an agentic-AI stack β Coach, Composer, Osc...
RTX Builds the Shields Catching Iranian Missiles Out of the Sky
Projectiles hit two oil tankers in the Strait of Hormuz, and defense stocks popped on renewed U.S.-Iran hostilities. RTX β the Patriot, AMRAAM, and AIM-9X maker...