The CapEx shock in one screenshot
Across the last few mega-cap prints, 2026 CapEx plans moved from "already huge" to "did someone spill a trillion dollars on the keyboard."
– $Meta Platforms (META.US)$ guided $115–135B vs $110B consensus, with the stock up ~10% on the day, but that pop has not fully held, which is a subtle signal that investors want proof, not poetry about "superintelligence."
– $Microsoft (MSFT.US)$ guided $140–150B vs $109B consensus, and t...

In a week defined by stark market bifurcation, Wall Street is witnessing the emergence of a new, ruthless paradigm in Artificial Intelligence investing.
On Tuesday, $Walmart (WMT.US)$ defied broad market trends, surging to a historic milestone: a market capitalization exceeding $1 trillion. It is the first traditional retailer to join the elite "Trillion Dollar Club," a territory previously reserved for tech behemoths.
Conversely, t...

$Palantir (PLTR.US)$ has once again announced earnings that exceeded market expectations. Its overall quarterly revenue growth has been consistently accelerating since Q3 2023. The continuously increasing Total Contract Value (TCV) provides order assurance for maintaining high growth in the future. The company disclosed that TCV increased by 138% to $4.262 billion.
Core Financial Indicators
Revenue: $1.41 billion, exceeding e...

$NVIDIA (NVDA.US)$ has risen some 40% in 2025 as the tech giant positions itself for the coming artificial-intelligence era, announcing a deal Christmas Eve to pay $20 billion cash for most assets of high-performance AI chip designer Groq. What does NVDA's chart and fundamental analysis say as the year draws to a close?
Let's check it out:
Nvidia's Fundamental Analysis
The news broke last week that Nvidia had entered into a non-exclus...