Broadcom (NASDAQ) and Marvell (NASDAQ) are not simply betting against NVIDIA. They are helping hyperscalers build a more fragmented AI ecosystem where custom processors operate alongside general-purpose GPUs, potentially shifting billions of dollars toward the companies designing and connecting specialized silicon. Stock prices used were the market prices of July 29, 2026. The video was … Read more
Redwire (NYSE:RDW) is building a business with two very different timelines. Military drones are generating revenue and repeat orders today, while the company’s larger space opportunity may take years to mature. That combination creates an intriguing growth story, but investors must decide whether rising defense momentum can overcome persistent cash burn and dilution. Stock prices … Read more
BlackSky (NYSE) is trying to become more than a satellite imagery provider. By combining rapid tasking, high-resolution imagery, artificial intelligence, and Space Domain Awareness, it could become embedded in the systems governments use to interpret activity in orbit. That shift could change how investors value the company, but only if BlackSky can execute before larger … Read more
IREN (NASDAQ:IREN) is targeting more than $4 billion in annualized AI cloud revenue by the end of 2026, with roughly 85% already under contract. Its latest $2.8 billion in agreements provide fresh evidence that demand is arriving before much of its capacity has even been commissioned. The opportunity looks enormous, but the stock’s valuation demands … Read more
Palantir (NASDAQ) delivered its strongest quarter yet, with revenue growth accelerating, margins expanding, and U.S. commercial demand surging. Yet the stock remains under pressure. That contradiction has turned the next earnings report into a decisive test of whether execution can outrun valuation compression, or whether the bears are finally gaining control. Stock prices used were … Read more
Salesforce (NYSE:CRM) has become cheaper while skepticism surrounding its AI growth strategy intensifies. ServiceNow’s (NYSE:NOW) latest quarter showed that customers are still paying for AI workflow tools, shifting the fundamental evidence toward the more expensive competitor. The Salesforce thesis now rests on one critical test: whether billings reaccelerate in September. Stock prices used were the … Read more
Rocket Lab and Intuitive Machines give investors two very different ways to invest in the commercial space boom. One offers diversification and financial strength. The other is a higher-risk bet on the Moon. SpaceX has changed what investors expect from the commercial space industry. But there’s one major obstacle for everyday investors who want exposure … Read more
The real opportunity may be controlling the memory infrastructure that determines how quickly the AI economy can grow. The AI race is usually measured by computing power. Who has the most GPUs? Who can build the biggest data centers? Who can train the largest models? But computing power is only useful when data can reach … Read more
The Magnificent Seven dominated the stock market by controlling the most important technologies of the last decade. Now, a new group of companies may be positioning itself to lead the next one. That group is called MANGOS. It includes Meta, Anthropic, NVIDIA, Google, OpenAI, and SpaceX. Together, these companies span nearly every major layer of … Read more
Artificial intelligence is already producing billions in revenue. Space could offer even greater upside, but investors may have to wait much longer for the economics to catch up. That leaves investors facing one of the most important sector debates in the market today: AI vs. space stocks. Palantir, Micron, and Nebius are already turning the … Read more
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