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The AI technology stocks
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Every Monday, get the latest on AI technology stocks — from semiconductor leaders to cloud infrastructure to the software platforms transforming industries.

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What you get every Monday

Everything an AI investor needs — nothing you don't.

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Top Movers

The biggest AI stock moves of the week with context on why they moved and what it means for your portfolio.

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Analyst Picks

Upgrades, downgrades, and price target changes from Wall Street's top AI analysts — distilled into what matters.

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Insider Trades

When AI company executives are buying or selling their own stock, you should know. We track every SEC filing.

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Earnings Radar

Upcoming AI company earnings with expectations, key metrics to watch, and how to position beforehand.

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Deep Dives

One company per week gets the full breakdown — business model, competitive moat, valuation, and our take.

Under the Radar

Small and mid-cap AI companies most investors haven't found yet. Early signals before they hit mainstream.

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Here's what an issue looks like

Monday, Feb 3, 2026 Issue #12
BULLISH

NVIDIA's Data Center Revenue Hits New Record — And They're Not Slowing Down

Q4 data center revenue came in at $40.2B, up 93% YoY. The Blackwell architecture is driving a new upgrade cycle that analysts say could sustain growth through 2027...

WATCH

SoundHound AI Lands Its Biggest Enterprise Deal Yet

SOUN surged 12% on news of a multi-year contract with a major automotive OEM. The voice AI company now has $840M in remaining performance obligations...

EARNINGS

This Week's AI Earnings: PLTR, ARM, and the Sleeper Pick Nobody's Watching

Palantir reports Wednesday after close. Expectations are sky-high after the stock's 280% run. Here's what to watch in the numbers...

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AI Technology Stocks: The Infrastructure of Tomorrow

AI technology stocks sit at the intersection of two powerful forces: the relentless growth of artificial intelligence capabilities and the massive capital expenditure cycle funding the AI infrastructure buildout. Companies building the chips, data centers, networking equipment, and software platforms that make AI possible are capturing trillions in market value.

Our weekly newsletter tracks the AI technology stock landscape comprehensively. We cover NVIDIA's GPU dominance and the emerging challengers, the cloud hyperscalers racing to build AI capacity, the semiconductor equipment makers enabling next-generation chips, and the power companies fueling the data center boom. Every Monday, you get the moves, the analysis, and the context you need.

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