AI Bubble
Public companies, private players, and infrastructure. Updates when there's news.
Today in AI
• SpaceX IPO Sets the Stage, These Five Tech Companies Could Followbenzinga• Micron Stock Has Become Volatile, But Key Metric Hints at Further Gainsbenzinga• Amazon Takes On $17.5 Billion In AI Debt: Are Traders Betting On A Capex Bubble?benzinga• Jim Cramer Says SpaceX's Mega Debut Could Unleash A Wave Of AI Deals In The Week Aheadbenzinga• SpaceX Stock Closes Up 19% In Record-Shattering IPO Debut (CORRECTED)benzinga• NVIDIA Obliterates The Boring PC Erabenzinga
Public AI Companies
NVDANVIDIA
$205.10+0.12%
3M -1.9%6M -5.9%
GPU monopoly. Every model runs on their chips.
SpaceX IPO Sets the Stage, These Five Tech Companies Could Follow
Micron Stock Has Become Volatile, But Key Metric Hints at Further Gains
Arthur Hayes: Bitcoin Got 'Thrown Out With The AI Bathwater,' But Three Factors Could Pop The Bubble
MSFTMicrosoft
$390.42+0.04%
3M +10.8%6M +8.8%
OpenAI partner, Copilot, Azure AI.
Jim Cramer Says SpaceX's Mega Debut Could Unleash A Wave Of AI Deals In The Week Ahead
SpaceX Stock Closes Up 19% In Record-Shattering IPO Debut (CORRECTED)
Why Is AMD Stock Gaining Friday?
GOOGLAlphabet
$359.65+0.50%
3M -6.2%6M -3.9%
Gemini, DeepMind, TPU chips.
Jim Cramer Says SpaceX's Mega Debut Could Unleash A Wave Of AI Deals In The Week Ahead
OpenAI Reportedly Faces Legal And Regulatory Storm As States Probe AI Safety and Consumer Protections Ahead Of IPO
SpaceX Stock Closes Up 19% In Record-Shattering IPO Debut (CORRECTED)
METAMeta
$566.93-0.26%
3M -7%6M +14.6%
Llama models, open-source leader.
SpaceX Stock Jumped After IPO: Here's Why It May Reverse Soon
SpaceX Stock Jumped After IPO: Here's Why It May Reverse Soon
Mark Zuckerberg's Net Worth Crashes $31 Billion This Year, But Analysts Still Bullish on Meta
AMZNAmazon
$238.56-1.18%
3M -7.2%6M -0.3%
AWS Bedrock, Anthropic investor.
Amazon CEO Andy Jassy Triggered Ban On Anthropic's Mythos AI Models: Report (UPDATED)
Mark Cuban Was Once Richer Than Elon Musk And Jeff Bezos Combined— But The Reason He 'Didn't Care' Will Surprise You: 'I Was Trying To Win With...'
Michael Burry Buys the Dip in Four Tech Stocks He Sees as Bargains
AAPLApple
$291.09-1.49%
3M -17.7%6M -11.4%
Apple Intelligence, on-device AI.
Without Steve Jobs, 'Toy Story' Might Not Exist. Its New Villain? The Kind Of Screen He Made Famous
Apple's iPhone Could Hold A Clue To America's Declining Birth Rate
Benzinga Bulls And Bears: Oracle, Apple, Super Micro — And SpaceX IPO Boosts Market
AMDAMD
$511.74+4.78%
3M +1.1%6M -19.3%
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 +5.1%6M +38.7%
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 -3.3%6M +2.2%
Manufactures every AI chip.
Taiwan Semiconductor's Hottest Chips Remain Scarce, Price Hike Looms
Why Is Intel Stock Sliding On Wednesday?
'Chip War' Author Chris Miller Says China Has Been 'Underspending' On AI For Four Years: Beijing 'Just Doesn't Believe' It Matters
CRMSalesforce
$166.02-0.28%
3M -8.9%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 +18.9%6M +96.8%
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 -42.1%6M -32.2%
Custom AI silicon, networking.
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
10 Information Technology Stocks With Whale Alerts In Today's Session
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 +7.9%6M -15.8%
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 +1%6M +24.7%
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 +1.1%6M +3.7%
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 -3.4%6M +0%
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 -6%6M -75%
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 -4.9%6M -17.8%
AI server manufacturing.
Dell Technologies Stock Is Tumbling Today: What's Driving The Move?
Micron And The Memory Trade Look Bulletproof: This Analyst Says A 5% Yield Cracks Them
SMCISuper Micro
$30.45-4.72%
3M -25.7%6M +93.2%
Liquid-cooled AI servers.
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
ASMLASML
$1,863-1.88%
3M +0.1%6M +10.9%
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 -9.9%6M +1.4%
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 -3%6M -1.8%
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