Amazon (NASDAQ:AMZN) and Shopify (NYSE:SHOP) are not just fighting each other. The bigger story may be how both companies are widening the gap between AI-powered commerce platforms and traditional retailers still trying to catch up. Stock prices used were the market prices of July 2, 2026. The video was published on July 13, 2026. On … Read more
Marvell Technology (NASDAQ:MRVL) could benefit as AI data centers shift from raw compute toward networking, optical connectivity, and custom silicon. The upside story is compelling, but the valuation means investors need to weigh growth potential against execution risk. Stock prices used were the market prices of July 3, 2026. The video was published on July … Read more
Amazon (NASDAQ:AMZN) already has AWS, major AI customer commitments, and a growing custom silicon business. If external chip sales gain traction, investors may need to rethink how much Amazon’s AI infrastructure strategy is worth. The opportunity is exciting, but the risks are real. Stock prices used were the market prices of July 1, 2026. The … Read more
IBM (NYSE:IBM) may still look like an old dividend stock, but its quantum story is starting to look more practical than speculative. With government support, enterprise partners, Qiskit adoption, and a profitable business underneath it, investors may need to rethink what kind of technology stock IBM has become. Stock prices used were the market prices … Read more
Amphenol (NYSE:APH) may not have the spotlight of NVIDIA or Microsoft, but its connectors, cables, and interconnect systems are essential to the physical layer that AI data centers need to function. As AI clusters grow larger, faster, and denser, signal integrity and reliable connectivity could become a bigger part of the investment story. Stock prices … Read more
CrowdStrike (NASDAQ:CRWD) and SentinelOne (NYSE:S) both sit inside one of the most urgent technology trends in the market. Cybersecurity is no longer optional software. It is becoming essential infrastructure for companies trying to survive the AI threat boom. Stock prices used were the market prices of July 3, 2026. The video was published on July … Read more
SpaceX (NASDAQ:SPCX) is now part of the AI infrastructure conversation. Reflection AI could become a key customer for its compute business, giving SpaceX a stronger path beyond aerospace. But with heavy AI losses and a premium valuation, the debate is getting more intense. Stock prices used were the market prices of July 2, 2026. The … Read more
Helus Pharma (NASDAQ:HELP) is approaching a crucial Q4 readout that could reshape the investment story. The company says its earlier depression data showed durable remission after only two doses, but Phase 3 is the real test. If the trial confirms the promise, investors may start looking at Helus very differently. Interview date: July 1, 2026. … Read more
AMD (NASDAQ:AMD) may offer the stronger risk-adjusted AI story, while Qualcomm (NASDAQ:QCOM) may offer more upside if Windows on Arm gains traction. If AI PCs become a real multi-year refresh cycle, both companies could benefit, but the investment case looks very different for each stock. Stock prices used were the market prices of June 29, … Read more
Vertiv (NYSE:VRT) is becoming one of the clearest ways to play the AI infrastructure boom, while Tesla (NASDAQ:TSLA) remains the broader and more complicated vision. The tension is simple: Tesla has energy storage, autonomy, robotics, and AI ambition, but Vertiv is already selling into the power and cooling problem that data centers face today. Stock … Read more
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