AI's quiet winners: ASML, AMD and Vertiv VRT lead at the June 30, 2026 open
On the last trading day of the first half, the AI suppliers led again. ASML, Arm (ARM) and Vertiv (VRT) each rose about 4%, while Micron (MU) is up roughly 300% in 2026.
The market's closed, but the weekend stock tape is flashing green
The US market is closed, but stocks trade 24/7 on Hyperliquid. As of Sunday night the weekend tape is green, led by the chip names that fell hardest Friday. Our read before Monday's open.
The government is betting billions on quantum computing, but the payoff is years away
Washington is now a quantum-computing investor, having committed about $2 billion to nine companies and taken equity stakes back in May. But the technology will not pay off for years, and the pure-play stocks are already priced for a future that has not arrived. Here is the realistic picture.
Which robot stocks can you actually buy? Tesla (TSLA) and Nvidia (NVDA) are on the list. Figure, Apptronik and Unitree are not.
Physical AI is the next leg of the AI trade, but the famous humanoid makers are mostly still private. Here is what is actually listed, what each company builds, and where the risk sits, updated with Goldman's revised 2035 forecast and prices as of September 1, 2026.
What history says about tech stocks in July of a midterm year
July is normally one of tech's best months, but 2026 is a midterm election year, and those play by different rules. Here is what history shows about the Nasdaq, the late-summer swoon, and the rally after the vote.
Samsung, SK Hynix and Micron (MU) are all trillion-dollar stocks now. Here is how they stack up against the Mag 7.
The AI memory boom turned Samsung, SK Hynix and Micron (MU) into trillion-dollar companies. Here is how the memory giants stack up against each other and the Mag 7, and the DRAM ETF that packages them in one ticker.
Green in a sea of red: why Microsoft is bucking the tech selloff today
Tech is bleeding on a memory-chip rout, but Microsoft is green. A deep dive into the rotation lifting MSFT and asset-light software while chips and Oracle get sold.
The AI stock map: every layer of the trade, from sand to software
A top-to-bottom deep dive on the AI supply chain, from the machines that make the chips down to the hyperscalers writing the checks, and how every layer pushes and pulls on the others.