Companies are spending hundreds of billions of dollars a year on AI chips, data centers and the power to run them. Our analyses follow the money: who is spending, who is earning from it, and how much of the payoff today's stock prices already assume.
Every Trefis analysis on AI, newest first
AMZNPart of our midterms guide. Start here: what the vote really changes for your money. Image from Pixabay What Does Everyone Already Know? Democrats won both chambers on Tuesday, and Democrat Gina Hinojosa won the Texas governor’s race after promising a moratorium on new data-center approvals.
MUPart of our midterms guide. Start here: what the vote really changes for your money. Image from Pixabay What Does Everyone Already Know? AI data-center stocks fell on the result.
AMDPart of our AI selloff guide. Start here: what the Nasdaq correction means for your money. Follow the whole story: every piece in this series is on our AI storyline page. Image from Pixabay What Does Everyone Already Know? AMD walked into its report as one of the hardest-hit AI chip stocks.
NVDAFollow the whole story: every piece in this series is on our AI storyline page. Image from Pixabay What Does Everyone Already Know? The Nasdaq 100 closed Monday more than 10% below its Oct 6 record, and was still about 9% below it at Wednesday’s close.
GOOGFollow the whole story: every piece in this series is on our AI storyline page. Image from Pixabay What Does Everyone Already Know? Alphabet’s third quarter was big: revenue of $127.6 billion, up 25%, with Google Cloud more than doubling to $30.7 billion.
DELLPart of our AI selloff guide. Start here: what the Nasdaq correction means for your money. Follow the whole story: every piece in this series is on our AI storyline page. Image from Pixabay What Does Everyone Already Know? Dell has become the AI server stock.
MSFTFollow the whole story: every piece in this series is on our AI storyline page. Image from Pixabay What Does Everyone Already Know? The Nasdaq 100 closed Monday more than 10% below its Oct 6 record, and was still about 9% below it at Wednesday’s close.
NVDAFollow the whole story: every piece in this series is on our AI storyline page. Image from Pixabay What Does Everyone Already Know? The Nasdaq 100 closed Monday more than 10% below its Oct 6 record.
GOOGFollow the whole story: every piece in this series is on our AI storyline page. Image from Pixabay What Does Everyone Already Know? The Nasdaq 100 closed Monday more than 10% below its Oct 6 peak, on fears that AI spending has run ahead of AI profits. It was still about 9% below that peak…
PLTRPart of our AI selloff guide. Start here: what the Nasdaq correction means for your money. Follow the whole story: every piece in this series is on our AI storyline page. On Monday, Palantir reported third-quarter revenue of $2.31 billion, up 96% from a year ago.
NVDAPart of our AI selloff guide. Start here: what the Nasdaq correction means for your money. Follow the whole story: every piece in this series is on our AI storyline page. The Nasdaq 100 closed Monday more than 10% below its Oct 6 peak, which is the textbook definition of a correction. The worst day…
NVDAPart of our AI selloff guide. Start here: what the Nasdaq correction means for your money. Follow the whole story: every piece in this series is on our AI storyline page. The Nasdaq 100 closed Monday more than 10% below its Oct 6 peak, its third correction of 2026, before bouncing to about 9% below…
NVDAFollow the whole story: every piece in this series is on our AI storyline page. The Nasdaq 100 fell about 1.4% on Monday and closed more than 10% below its Oct 6 peak, the line that marks a correction. It’s the index’s third correction this year, after March and July. By Wednesday’s close it had…
VRTPart of our midterms guide. Start here: what the vote really changes for your money. Image from Pixabay What Does Everyone Already Know? Democrats won the House and the Senate, and the Dow jumped about 3% on Wednesday, its best day since April 2025.
GOOGIn 2004, there were several search engines. Within a few years, there was one. Google still handles about 9 of every 10 searches. That’s why it’s worth $3.4 trillion. Image from Pixabay The AI Scoreboard Will AI work the same way? Here’s the scoreboard today.
GOOGAlphabet closed at $279.84 on October 30. The day before, it fell nearly 13%, its worst day ever. So let’s ask the bold question. Can it get to $1,000? Start with what $1,000 means. Alphabet has about 12.3 billion shares. At $1,000, it’s worth about…
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