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0100.HK AI Labs HK$230.60 +13.2% ALAB Chips 299.69 +20.0% APLD Neocloud 27.97 +20.5% ■ 0100.HK A Shanghai model lab beat OpenAI and Anthropic to a public listing, then showed Hong Kong traders what an... ASML Chips 1651.44 +6.5% BE Infra 207.12 +26.5% CBRS Chips 203.07 +19.9% ■ GOOGL Alphabet owns ~14% of Anthropic — the lab it competes with, rents a gigawatt of compute to, and just lost... CRM SaaS 180.71 -4.1% CRWV Neocloud 73.90 +21.5% GOOGL Big Tech 333.66 -0.9% ■ META Meta raised its 2026 spending forecast twice in four months — first past the Street's estimate, then past... IREN Neocloud 38.26 +30.5% META Big Tech 539.03 -8.0% MU Chips 874.66 +18.4% ■ MU The only US-listed pure-play on the memory wall — where AI's hunger for HBM flipped a boom-bust commodity... NBIS Neocloud 188.43 +27.1% NVDA Chips 195.04 +2.6% PLTR SaaS 122.26 -0.6% ■ NVDA TEXXR's own coverage volume for Nvidia peaked a full quarter before the stock's all-time high did, then... SPCX Neocloud 112.20 -0.3% TSM Chips 403.31 +7.6% WULF Neocloud 17.82 +18.1% ■ 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... 0100.HK AI Labs HK$230.60 +13.2% ALAB Chips 299.69 +20.0% APLD Neocloud 27.97 +20.5% ■ 0100.HK A Shanghai model lab beat OpenAI and Anthropic to a public listing, then showed Hong Kong traders what an... ASML Chips 1651.44 +6.5% BE Infra 207.12 +26.5% CBRS Chips 203.07 +19.9% ■ GOOGL Alphabet owns ~14% of Anthropic — the lab it competes with, rents a gigawatt of compute to, and just lost... CRM SaaS 180.71 -4.1% CRWV Neocloud 73.90 +21.5% GOOGL Big Tech 333.66 -0.9% ■ META Meta raised its 2026 spending forecast twice in four months — first past the Street's estimate, then past... IREN Neocloud 38.26 +30.5% META Big Tech 539.03 -8.0% MU Chips 874.66 +18.4% ■ MU The only US-listed pure-play on the memory wall — where AI's hunger for HBM flipped a boom-bust commodity... NBIS Neocloud 188.43 +27.1% NVDA Chips 195.04 +2.6% PLTR SaaS 122.26 -0.6% ■ NVDA TEXXR's own coverage volume for Nvidia peaked a full quarter before the stock's all-time high did, then... SPCX Neocloud 112.20 -0.3% TSM Chips 403.31 +7.6% WULF Neocloud 17.82 +18.1% ■ 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...