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000660.KS Chips 1681000.00 -2.4% 005930.KS Chips 262000.00 -2.4% 0100.HK AI Labs HK$213.00 +2.8% ■ 0100.HK A Shanghai model lab beat OpenAI and Anthropic to a public listing, then showed Hong Kong traders what an... 0981.HK Chips HK$57.65 +1.5% ALAB Chips 347.05 -9.2% AMD Chips 620.68 -3.9% ■ AMD TEXXR's record has run AMD as tech's permanent second source since at least 2015 — but 2026's coverage... AMZN Big Tech 254.06 -2.2% APLD Neocloud 23.85 +0.2% ASML Chips 1769.79 -1.9% ■ AMZN Amazon closed its AGI lab and was caught overspending on Anthropic's Claude internally, then within eight... BABA AI Labs 105.70 -1.2% BE Infra 272.82 -6.3% CBRS Chips 167.92 -4.1% ■ ASML One company builds the machine that prints every leading-edge chip — which puts it inside more... CEG Infra 285.07 -4.8% CRM SaaS 227.80 +1.4% CRWV Neocloud 81.58 -7.8% ■ CEG Constellation didn't build a reactor for the AI boom — it restarted one that already had a federal... GLW Infra 152.83 -6.4% GOOGL Big Tech 348.29 -0.6% INTC Chips 107.08 -5.3% ■ CRWV CoreWeave supplies compute to OpenAI, Meta and Anthropic while Nvidia owns a stake, sells it chips, and... IREN Neocloud 35.71 -7.7% META Big Tech 720.89 -0.1% MRVL Chips 274.66 -3.5% ■ GOOGL Alphabet owns ~14% of Anthropic — the lab it competes with, rents a gigawatt of compute to, and just lost... MSFT Big Tech 522.61 -1.4% MU Chips 1035.84 -4.8% NBIS Neocloud 219.71 -7.3% ■ META Meta raised its 2026 spending forecast twice in four months — first past the Street's estimate, then past... NVDA Chips 230.48 -2.9% ORCL Big Tech 135.69 -5.5% PLTR SaaS 198.78 +2.4% ■ MSFT Microsoft called OpenAI a competitor in a 2024 filing. The coverage graph didn't register the shift until... SNDK Chips 1609.46 -4.9% SPCX Neocloud 160.57 -4.2% TSM Chips 457.99 -3.0% ■ MU The only US-listed pure-play on the memory wall — where AI's hunger for HBM flipped a boom-bust commodity... WULF Neocloud 13.65 -5.2% ■ NVDA TEXXR's own coverage volume for Nvidia peaked a full quarter before the stock's all-time high did, then... ■ ORCL Oracle's debt balance reached $156 billion and its capex hit $55.7 billion in fiscal 2026, the year its... ■ SPCX A rocket company, a satellite network and an AI lab traded as three stories for a decade — then became one... ■ TSM Apple's TSMC bill ran from $2B to $24B in a decade — a quarter of TSMC's revenue, and the plainest number... 000660.KS Chips 1681000.00 -2.4% 005930.KS Chips 262000.00 -2.4% 0100.HK AI Labs HK$213.00 +2.8% ■ 0100.HK A Shanghai model lab beat OpenAI and Anthropic to a public listing, then showed Hong Kong traders what an... 0981.HK Chips HK$57.65 +1.5% ALAB Chips 347.05 -9.2% AMD Chips 620.68 -3.9% ■ AMD TEXXR's record has run AMD as tech's permanent second source since at least 2015 — but 2026's coverage... AMZN Big Tech 254.06 -2.2% APLD Neocloud 23.85 +0.2% ASML Chips 1769.79 -1.9% ■ AMZN Amazon closed its AGI lab and was caught overspending on Anthropic's Claude internally, then within eight... BABA AI Labs 105.70 -1.2% BE Infra 272.82 -6.3% CBRS Chips 167.92 -4.1% ■ ASML One company builds the machine that prints every leading-edge chip — which puts it inside more... CEG Infra 285.07 -4.8% CRM SaaS 227.80 +1.4% CRWV Neocloud 81.58 -7.8% ■ CEG Constellation didn't build a reactor for the AI boom — it restarted one that already had a federal... GLW Infra 152.83 -6.4% GOOGL Big Tech 348.29 -0.6% INTC Chips 107.08 -5.3% ■ CRWV CoreWeave supplies compute to OpenAI, Meta and Anthropic while Nvidia owns a stake, sells it chips, and... IREN Neocloud 35.71 -7.7% META Big Tech 720.89 -0.1% MRVL Chips 274.66 -3.5% ■ GOOGL Alphabet owns ~14% of Anthropic — the lab it competes with, rents a gigawatt of compute to, and just lost... MSFT Big Tech 522.61 -1.4% MU Chips 1035.84 -4.8% NBIS Neocloud 219.71 -7.3% ■ META Meta raised its 2026 spending forecast twice in four months — first past the Street's estimate, then past... NVDA Chips 230.48 -2.9% ORCL Big Tech 135.69 -5.5% PLTR SaaS 198.78 +2.4% ■ MSFT Microsoft called OpenAI a competitor in a 2024 filing. The coverage graph didn't register the shift until... SNDK Chips 1609.46 -4.9% SPCX Neocloud 160.57 -4.2% TSM Chips 457.99 -3.0% ■ MU The only US-listed pure-play on the memory wall — where AI's hunger for HBM flipped a boom-bust commodity... WULF Neocloud 13.65 -5.2% ■ NVDA TEXXR's own coverage volume for Nvidia peaked a full quarter before the stock's all-time high did, then... ■ ORCL Oracle's debt balance reached $156 billion and its capex hit $55.7 billion in fiscal 2026, the year its... ■ SPCX A rocket company, a satellite network and an AI lab traded as three stories for a decade — then became one... ■ TSM Apple's TSMC bill ran from $2B to $24B in a decade — a quarter of TSMC's revenue, and the plainest number...