TickerTain
$SPCX····$NVDA····$MSFT····$GOOGL····$ANTHROPIC·$TSLA····$CRWV····$NBIS····$HIMS····$TSM····$ASML····$FIGURE·$LYFT····$UBER····$SNOW····$META····$ELEVENLABS·$CURSOR·$COGNITION·$OPENAI·$AAPL····$RKLB····$XAI·$AMZN····$AMD····$000660.KS····$INTC····
← newsroom
$TSLA · Tigris COO calls Tesla selloff a buying opportunity on physical AI thesis
now playing · $TSLA
$TSLA···bullish· high· posivan
Tigris COO calls Tesla selloff a buying opportunity on physical AI thesis
Tesla is a technology and physical AI company, not a car company; the current selloff on capex fears is a buying opportunity as autonomous, robotaxi, and Optimus robot drivers are…
$MBLY···bullish· high· posamnon shashua
Mobileye CEO steps down to focus on robotaxi and humanoid robotics, sees huge growth
Mobileye's EyeQ business is a $2B revenue/$400M profit cash cow with single-digit growth; the inflection point is robotaxi commercialization by year-end (VW partnership in Orlando…
$IBM···bullish· high· posarvind krishna
IBM CEO says mainframe weakness is temporary repricing, quantum to be $1T market by 2030s
Mainframe demand repricing is a capex reprioritization, not structural decline—Z-17 at 130% capacity growth, 85% of buyers increasing capacity, and mainframe 5-15x cheaper per uni…
$GOOGL···bullish· medium· poseric sheridan
Goldman Sachs reiterates Buy on Alphabet, sees capex as closing compute supply gap
Alphabet is making the right long-term decisions by raising capex to close the compute demand-supply gap; Cloud re-acceleration and YouTube momentum are long-term signals, while n…
$KHOSLA-VENTURESbullish· mediumunknown
Khosla Ventures raising $5.5B across funds, replicating early OpenAI/Anthropic success
Khosla is raising its largest fund ever ($5.5B split across early-stage and a $2.5B opportunity fund) at a faster cadence, sticking to early-stage hard tech/biotech focus while ex…
$INTC···neutral· mediumian king
Bloomberg's Ian King says Intel must prove foundry turnaround and margin recovery to vindicate AI story
Intel shows double-digit growth but lags peers; the stock needs proof that its foundry business (third-party contract manufacturing) is winning external customers and that gross m…