Nvidia is providing credit support for OpenAI to lease computing from SoftBank's data center plant, part of a broader $350B chip purchase commitment that exemplifies the circular…

SK Hynix secures a massive multi-year memory supply agreement with Nvidia covering HBM3, HBM4 and beyond, positioning it as the primary memory partner for AI infrastructure buildo…

Huang argues the semiconductor industry must grow 10x over the next decade as computers shift from serving billions of humans to hundreds of billions of AI agents and robots, requ…

Nvidia's strategic investment in Safe Superintelligence provides a tenfold compute increase over the next year, extending Nvidia's ecosystem moat into the next frontier of AI safe…

Porter argues Nvidia's free cash flow ($97B, $206B next year) enables it to underwrite AI infrastructure growth where credit markets cannot, and the key metric is ecosystem growth…

Nvidia remains a top holding because developing the software/platform ecosystem enhances not just earnings but the valuation multiple, as the market has not yet bought into sustai…

Amazon must show AWS margin progression and ability to orchestrate AI infrastructure costs, following Alphabet's margin enhancement, as market demands revenue growth exceed capex…

Chinese state-backed production of deep ultraviolet lithography tools threatens ASML's monopoly on critical chipmaking equipment, triggering the stock's biggest drop since July 20…

CXMT's blockbuster listing reflects China's strategic push for domestic memory supply chain independence amid US sanctions, making it the largest onshore-listed chip company.

Singh argues AI models are becoming more compute, power, and memory intensive with parameter counts rising to 2.8 trillion, requiring hyperscalers to raise capex beyond $1 trillio…

Palantir's close ties to the Trump administration and Pentagon/Israel work create political baggage driving European sovereign replacement — France already swapped its intelligenc…

Deterrent's tiny nuclear reactors for military base power secured DOE program backing and VC co-lead investment, aiming for first deployments by 2028.

The Exploration Company is finalizing funding to build Europe's first reusable space capsule for ISS cargo missions, representing sovereign European space capability.

Hitzig identifies Principled Minerals as addressing critical unmanned system supply chain bottlenecks in printed circuit boards and actuators, part of creating secondary suppliers…

Hitzig argues critical supply chain bottlenecks (heat shielding, actuators, uranium mining) are mispriced because geopolitical risk isn't factored in, and new government financing…

Hitzig points out SpaceX's valuation doesn't fully reflect how reliant communication companies and the military are on Starshield, creating hidden upside from geopolitical depende…

Hitzig notes Armada brought in J.P. Morgan growth capital earlier to fund capex spend, demonstrating follow-on capital availability for defense tech.

Microsoft reports alongside Meta and Amazon this week, with the market focused on whether capex plans can be justified by tangible AI revenue acceleration and efficiency gains.

Despite best-positioned AI portfolio (search, Waymo, custom chips), Alphabet's aggressive capex turned cash flow negative for the first time as a public company, triggering market…

Meta reports this week with spending plans as the primary focus — must articulate why continued massive capex translates to improved growth, prospects and efficiencies amid market…

Apple's smart glasses arrive a year late at WWDC 2027 with privacy as key differentiator; rising memory prices from AI infrastructure demand may force iPhone price hikes or margin…