AI Bubble
Public companies, private players, and infrastructure. Updates when there's news.
Today in AI
• Michael Dell's Net Worth Jumps $72 Billion on Dell Rally, and Analysts Predict Further Gainsbenzinga• This Week In Tesla: US EV Sales Hit Record, Top Analyst Predicts TSLA Sell-Off And Morebenzinga• Michael Dell's Net Worth Jumps $72 Billion on Dell Rally, and Analysts Predict Further Gainsbenzinga• Microsoft CEO Satya Nadella Warns Against A Future Where 'A Few Models Eat Everything They See'benzinga• Microsoft CEO Satya Nadella Warns Against A Future Where 'A Few Models Eat Everything They See'benzinga• After Buzzy IPO, Figma Stock Just Had a $50 Billion Wipeoutbenzinga
Public AI Companies
NVDANVIDIA
$205.10+0.12%
3M +2%6M -9.6%
GPU monopoly. Every model runs on their chips.
Michael Dell's Net Worth Jumps $72 Billion on Dell Rally, and Analysts Predict Further Gains
Will White House UFC Event Boost Embattled TKO Stock?
Sandisk Stock Leading Nasdaq 100 and S&P 500 Gains This Year: More Upside?
MSFTMicrosoft
$390.42+0.04%
3M +12.6%6M +8.9%
OpenAI partner, Copilot, Azure AI.
Elon Musk Gets Shout Out From Strategy's Michael Saylor For 'Historic' SpaceX IPO: '25% Of The Mag8 Now Holds Bitcoin'
Michael Dell's Net Worth Jumps $72 Billion on Dell Rally, and Analysts Predict Further Gains
Microsoft CEO Satya Nadella Warns Against A Future Where 'A Few Models Eat Everything They See'
GOOGLAlphabet
$359.65+0.50%
3M -4.7%6M -4.1%
Gemini, DeepMind, TPU chips.
Elon Musk Gets Shout Out From Strategy's Michael Saylor For 'Historic' SpaceX IPO: '25% Of The Mag8 Now Holds Bitcoin'
Microsoft CEO Satya Nadella Warns Against A Future Where 'A Few Models Eat Everything They See'
After Buzzy IPO, Figma Stock Just Had a $50 Billion Wipeout
METAMeta
$566.93-0.26%
3M -4.7%6M +13.5%
Llama models, open-source leader.
Sandisk Stock Leading Nasdaq 100 and S&P 500 Gains This Year: More Upside?
Consumer Tech News (Jun 8-12): SpaceX Debuts On Nasdaq, Big Tech Faces Political Scrutiny & More
SpaceX Stock Jumped After IPO: Here's Why It May Reverse Soon
AMZNAmazon
$238.56-1.18%
3M -4.5%6M -0.8%
AWS Bedrock, Anthropic investor.
Microsoft CEO Satya Nadella Warns Against A Future Where 'A Few Models Eat Everything They See'
Satya Nadella's 'Don't Come Whining' Was Dubbed The Most Precise Leadership Lesson — And It Only Takes Seconds To Understand
Consumer Tech News (Jun 8-12): SpaceX Debuts On Nasdaq, Big Tech Faces Political Scrutiny & More
AAPLApple
$291.09-1.49%
3M -18.5%6M -11.8%
Apple Intelligence, on-device AI.
Elon Musk Gets Shout Out From Strategy's Michael Saylor For 'Historic' SpaceX IPO: '25% Of The Mag8 Now Holds Bitcoin'
Satya Nadella's 'Don't Come Whining' Was Dubbed The Most Precise Leadership Lesson — And It Only Takes Seconds To Understand
Consumer Tech News (Jun 8-12): SpaceX Debuts On Nasdaq, Big Tech Faces Political Scrutiny & More
AMDAMD
$511.74+4.78%
3M +2.4%6M -20.6%
MI300X — only real NVDA alternative.
Micron Stock Has Become Volatile, But Key Metric Hints at Further Gains
Benzinga Bulls And Bears: Oracle, Apple, Super Micro — And SpaceX IPO Boosts Market
SpaceX, Super Micro Computer, Micron And More: 5 Stocks Investors Couldn't Stop Buzzing About This Week
AVGOBroadcom
$382.31-0.70%
3M +10.8%6M +39.4%
Custom AI chips, networking.
Here's How Much You Would Have Made Owning Broadcom Stock In The Last 5 Years
10 Information Technology Stocks With Whale Alerts In Today's Session
Adobe's CFO Jumps Ship To Marvell For 'Once-In-A-Generation' AI Expansion
TSMTSMC
$423.76+0.64%
3M +2.5%6M +3.5%
Manufactures every AI chip.
Consumer Tech News (Jun 8-12): SpaceX Debuts On Nasdaq, Big Tech Faces Political Scrutiny & More
Taiwan Semiconductor's Hottest Chips Remain Scarce, Price Hike Looms
Why Is Intel Stock Sliding On Wednesday?
CRMSalesforce
$166.02-0.28%
3M -8.1%6M -12.4%
Einstein AI, agent platform.
Michael Burry Buys the Dip in Four Tech Stocks He Sees as Bargains
Chips Lead Nasdaq 100 Rebound, Oracle Sinks 11%: Stock Market Today
Jensen Huang's 'Saaspocalypse' Prediction Coming True? Oracle Says Customers Have 'Quickly Moved On' From SaaS Apocalypse Narrative
PLTRPalantir
$127.98-2.34%
3M +34.5%6M +93.9%
AIP platform, defense AI.
Dan Loeb Calls Selling Palantir In The $20s A 'Huge Mistake:' 'I Missed A 10X'
SpaceX IPO Sends Nasdaq Futures Up 135 Points As Elon Musk's $1.77 Trillion Rocket Company Faces Scrutiny Over Starship, xAI Losses
Anthropic CEO Warns Advanced AI Could Become Too Powerful For Governments Or Corporations To Control— 'Should Be Blocked Or Reversed As...'
MRVLMarvell
$281.11+0.11%
3M -36.9%6M -30.8%
Custom AI silicon, networking.
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
Micron Stock Has Become Volatile, But Key Metric Hints at Further Gains
Benzinga Bulls And Bears: Oracle, Apple, Super Micro — And SpaceX IPO Boosts Market
Private AI Companies
OpenAI
ChatGPT, GPT-5, Sora. $300B+. For-profit conversion in progress.
Anthropic
Claude models. $120B+. Amazon + Google backed.
DeepSeek
V4 Pro, open-weight. China-based. Dramatically lower costs. $10B+.
No recent news
xAI
Grok, Colossus cluster. $50B+. Aggressive scaling.
Perplexity
AI search taking on Google. $18B+.
No recent news
Mistral
European open-source leader. $6B+.
No recent news
Picks & Shovels
VRTVertiv
$302.77+1.61%
3M +14.5%6M -26.1%
Data center cooling + power.
If You Invested $1000 In Vertiv Holdings Stock 5 Years Ago, You Would Have This Much Today
10 Industrials Stocks With Whale Alerts In Today's Session
CEGConstellation Energy
$253.73+2.86%
3M +8.9%6M +24.3%
Nuclear power for AI data centers.
$700 Billion and Most Investors Are Watching The Wrong Companies
Dan Loeb Dumps Microsoft, Slashes Nvidia And Rail Stocks In Sweeping Q1 Portfolio Overhaul
VSTVistra
$148.06+1.21%
3M +8.3%6M -0.1%
Power generation — AI demand driver.
Here's How Much $100 Invested In Vistra 5 Years Ago Would Be Worth Today
As Trump Predicts Gas Prices Will 'Drop Like A Rock,' Moody's Chief Economist Estimates $100 Billion Iran War Cost To Americans
SMHSemiconductor ETF
$619.96+1.75%
3M -1.1%6M -1.4%
Broad semi: NVDA, TSM, ASML.
If You Invested $100 In VanEck Semiconductor ETF Stock 15 Years Ago, You Would Have This Much Today
Chips Lead Nasdaq 100 Rebound, Oracle Sinks 11%: Stock Market Today
ANETArista Networks
$163.25+4.39%
3M -0.2%6M -75.5%
AI data center switching.
$1000 Invested In Arista Networks 10 Years Ago Would Be Worth This Much Today
Arista Networks Stock Up Nearly 6% After Key Trading Signal
DELLDell
$395.91+1.05%
3M -1.9%6M -17.6%
AI server manufacturing.
Michael Dell's Net Worth Jumps $72 Billion on Dell Rally, and Analysts Predict Further Gains
Dell Technologies Stock Is Tumbling Today: What's Driving The Move?
SMCISuper Micro
$30.45-4.72%
3M -19.9%6M +46.2%
Liquid-cooled AI servers.
Michael Dell's Net Worth Jumps $72 Billion on Dell Rally, and Analysts Predict Further Gains
Consumer Tech News (Jun 8-12): SpaceX Debuts On Nasdaq, Big Tech Faces Political Scrutiny & More
ASMLASML
$1,863-1.88%
3M +0.6%6M +11.9%
Lithography — can't make chips without them.
Here's How Much You Would Have Made Owning ASML Holding Stock In The Last 15 Years
Billionaire Investor Doubles Down On AI Trade, Adds Chip-Equipment Names
ARMARM Holdings
$380.21+10.96%
3M -8%6M -2.9%
CPU arch in every AI edge device.
12 Information Technology Stocks Moving In Friday's Intraday Session
Rezolve AI, Bakkt, Seagate And Other Big Stocks Moving Higher On Friday
MUMicron
$983.88-1.22%
3M -0.6%6M -2.9%
HBM memory — critical for AI GPUs.
Micron Stock Has Become Volatile, But Key Metric Hints at Further Gains
Co-Founders of a Company You've Probably Never Heard Of Just Added $100 Billion to Their Net Worth