Day: January 20, 2026

$AMAT rolled out two chipmaking systems for 3D structure production as the industry pushes density gains.

Applied Materials positioned the tools to solve manufacturing constraints tied to stacked transistor designs.

Starship is what gives $SPCX a credible path into the ~$26.5T AI infrastructure TAM.

If AI compute moves to orbit then SpaceX is the only vertically integrated player across the full stack, launch, manufacturing, power and now compute.

$AMD has acquired MEXT, whose flash-to-DRAM optimization software targets the memory constraints facing large-scale AI workloads.

The deal gives AMD a direct play in memory efficiency as data center operators face rising costs and physical space limits.

@danielnewmanUV on the networking names he's tracking at the moment.

$NVDA, $AVGO, $MRVL, and one dark horse name he and @StockSavvyShay have butted heads on in recent months.

$GOOGL is committing $1.5B through 2027 to scale its Jackson County, Alabama data center campus for AI infrastructure.

Google says the expansion supports growing demand for computing resources as enterprise AI adoption accelerates.

"Doesn't matter how much money you can throw into space, space is hard." -@StockSavvyShay

$SPCX has roughly 90% of launch share and a moat Blue Origin still can't crack, on a business @danielnewmanUV notes is still loss-making at 8% growth.

$NVDA is raising at least $20B through a high-grade bond sale.

Nvidia's move signals confidence in its balance sheet as it funds ongoing capex and strategic investments amid surging AI demand.

$ROKU agreed to be acquired by $FOX in an all-cash and stock transaction valued at $160 per share.

The deal merges Roku's ad-tech infrastructure with Fox's content and distribution footprint across linear and streaming.

Select Date

Netflix At A Credibility Checkpoint

Podcast

sentiment

powered by

DAILY RIP

powered by

INSIGHTS

powered by

Rate your experience