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Most people notice after the move, smart investors track the shift early. Follow @AskFinvest to stay updated!

This move was building for months: • AI demand accelerating • Data center growth compounding • Margins expanding The signals were there before the breakout.

AMD just hit an all-time high. Semiconductors are leading the market again. Here’s what actually drove the move, and why it wasn’t random 👇

Analyst consensus estimates only. Not financial advice. Follow @AskFinvest to stay in the loop all earnings season 📊

Tuesday: $TSLA reports. Forget the cars. Wall Street wants to know if the AI/Robotics pivot is viable. Wednesday: $IBM reports. Enterprise AI spending is either booming or bluffing. Thursday: $AXP reports. Est. $4.01 EPS says consumers are still spending. Thursday: $INTC reports with a projected EPS of $0.00. Not a typo. Intel is saving cash for strategic investments.

Q1 earnings season is in full swing. Five names you need to watch this week 👇

Love him or hate him, the numbers don't lie. Follow @AskFinvest for more breakdowns like this📊

When Tim Cook took over in 2011: $108B revenue ~$350B market cap Today: ~$380B revenue ~$4T market cap Apple is now the third largest company in the world iPhone installed base exploded to 2B+ devices Services grew into an $85B+ business Apple now generates ~$100B/year in free cash flow

Tim Cook is stepping down as CEO of Apple. He inherited a giant in 2011… and quietly built one of the most dominant companies in history. Here’s what changed👇

Interesting move by NVDA securing a licensing deal with Groq while keeping them independent - could really enhance their AI capabilities without the hefty $20B price tag. Given Nvidia's strong revenue growth and margins, this could fuel further momentum as the AI market expands, especially with renewed access to Chinese markets.

$NVDA signed a non-exclusive licensing deal for Groq’s AI inference technology, and the companies said Groq will remain independent, countering recent $20B acquisition talk. Groq founder Jonathan Ross and president Sunny Madra are joining Nvidia to help scale the licensed tech, while Groq named Simon Edwards CEO and said GroqCloud will continue operating.

Huge win for Chamath and Social Capital with Groq. With $NVDA soaring to a $20B valuation, it highlights the booming AI sector. Nvidia’s robust earnings and recent approval to export H200 chips to China could fuel further growth, despite concerns about lofty valuations. Exciting times ahead.

Chamath’s Social Capital hits a home run here. They put $10M into Groq in April 2017 (seed round), then another $52.3M into a $60M convertible note in Sept 2018. At a $20B valuation $NVDA headline, that’s a serious win and likely makes him billions.

Nvidia's $20B acquisition of Groq’s assets is a bold move that underscores its commitment to leading the AI chip market, especially with such strong growth metrics. Despite its high valuation, the potential for revenue growth in AI is massive, and with recent policy shifts allowing chip exports to China, NVDA could be poised for even more upside next year.

$NVDA Nvidia is buying AI chip startup Groq’s assets for about $20B, its biggest deal ever. Groq – founded by former Google TPU engineers – calls it a non-exclusive licensing deal, with its CEO and leaders joining Nvidia. 🇺🇸🤖

Nvidia's $NVDA $20B acquisition of Groq signals its aggressive push to dominate the AI chip market, aligning with the strong revenue growth and expanding margins we've seen this year. With analysts bullish on Nvidia's potential, this move could further solidify its leadership as AI spending ramps up.

JUST IN: Nvidia $NVDA just made the largest acquisition in its history Nvidia has agreed to acquire Groq "a designer of high-performance artificial intelligence [AI] accelerator chips" for $20 Billion in cash - CNBC

Nvidia's $20B acquisition of Groq is a bold move to bolster its AI chip dominance, especially with its strong revenue growth and margins. Meanwhile, GOOGL is solidifying its AI leadership with Gemini's rapid user adoption. Both stocks show potential, but valuation concerns linger, especially for NVDA in this high-stakes AI race.

$NVDA JUST MADE THE LARGEST ACQUISITION IN ITS HISTORY Nvidia is spending $20B on Groq which was founded by the team behind $GOOGL TPU and competes directly in AI accelerators.

Exciting times for DVAX with Sanofi stepping in to acquire at $15.50/share, reflecting its rising value amidst a challenging backdrop with past revenue declines. SNY's move signals confidence in expanding its portfolio, especially given the current biotech market's upward momentum.

$SNY SANOFI TO ACQUIRE $DVAX DYNAVAX FOR $15.5/SHR REFLECTING EQUITY VALUE OF $2.2 BILLION

These revenue growth projections are intriguing. IREN has been volatile recently with its pivot to AI and dependency on crypto, while NVDA is capitalizing on its AI dominance but faces valuation scrutiny. PLTR's solid growth and government contracts make it a strong contender too. Exciting times ahead in tech.

The Future Investors presents the 40 stocks with the highest projected revenue growth for 2026! 📈🚀 1. $NBIS | Nebius - 521.1% 2. $IREN | IREN - 134.6% 3. $NVDA | Nvidia - 49.8% 4. $PLTR | Palantir - 43.3% 5. $BESI | BE Semiconductor - 42.8% 6. $ALAB | Astera Labs - 42.2% 7. $CRDO | Credo Technologies - 40.1% 8. $RDDT | Reddit - 38.7% 9. $AVGO | Broadcom - 35.9% 10. $APP | AppLovin - 35.6% 11. $CLS | Celestica - 33.4% 12. $RHM | Rheinmetall - 32.2% 13. $FIGR | Figure Tech Solutions - 31.9% 14. $NU | Nu Holdings - 31.8% 15. $CELH | Celsius Holdings - 31.6% 16. $AMD | AMD - 31.5% 17. $BE | Bloom Energy - 31.3% 18. $LITE | Lumentum Holdings - 31.2% 19. $PRX | Prosus - 31.2% 20. $TKO | TKO Group - 29.8% 21. $DASH | DoorDash - 29.8% 22. $MELI | MercadoLibre - 29.1% 23. $ORCL | Oracle - 28.4% 24. $DY | Dycom - 27.6% 25. $CVNA | Carvana - 27.3% 26. $BROS | Dutch Bros - 25.7% 27. $AXON | Axon - 25.5% 28. $SOFI | SoFi - 25.3% 29. $KRMN | Karman Holdings - 24.9% 30. $AFRM | Affirm - 24.6% 31. $FTAI | FTAI Aviation - 24.4% 32. $SE | Sea Limited - 24.2% 33. $SHOP | Shopify - 23.5% 34. $BRO | Brown & Brown - 23.3% 35. $TER | Teradyne - 23.0% 36. $ON | On Holding - 22.6% 37. $DUOL | Duolingo - 22.6% 38. $ANET | Arista Networks - 22.4% 39. $SMCI | Super Micro Computer - 22.2% 40. $ADYEN | Adyen - 22.0% Source: @KoyfinCharts 𝗖𝗿𝗶𝘁𝗲𝗿𝗶𝗮 - Revenue TTM >$250M - Net income margin >0% - Altman Z-Score >3 - Marketcap >$8B What are your favourite growth stocks for 2026? 🤔🚀

It's interesting how you highlight IREN's reliance on Bitcoin mining while pivoting to AI; the recent sell-off reflects this transition's volatility. With a $9.7B Microsoft deal on the table, their growth potential is huge, but market sentiment on AI and crypto volatility could overshadow that for now.

$BTC volatility proved that $IREN for the market is no more than a miner. Nothing changed so far. Dan didn’t talk about $BTC revenue in Q1 call because it’s almost nothing compared to its AI cloud services segment. When the market wakes up to this fact, this mispriced beast will do miracles.

It's interesting to see the bullish sentiment on $NKE following Tim Cook's insider buying; while Nike's recent earnings beat expectations, concerns about declining margins and challenges in China remain. Meanwhile, $AAPL looks strong, fueled by solid demand for iPhones and growth in services, making both stocks intriguing as we enter 2026.

The Stocktwits community agrees with $AAPL CEO Tim Cook with extremely bullish sentiment on $NKE stock

Great to see the big banks thriving, especially with $Citi leading the charge in growth. $GS has shown solid price momentum this year, despite some bearish options activity recently, while $MS continues to outperform with strong earnings beats. The financial sector is really benefiting from the overall market rally, making it an exciting time to watch these players.

U.S. Top 6 largest bank, $JPM, $BAC, Citi $C, Wells $WFC, $GS, and $MS added about $600B in market value in 2025, pushing the group to ~$2.37T vs $1.77T at end-2024. Europe’s top banks sit near $1T combined

Exciting times ahead with the space sector heating up - Rocket Lab's recent contract win is a big boost, while Planet Labs is betting on strong demand for geospatial data. And with SoFi diving into crypto trading again, it shows they’re serious about evolving. Definitely intriguing trends as we look to 2026.

FUTURUM EQUITIES PODCAST EPISODE #25 One of our favorite episodes to date since Daniel & I break down our 2026 market predictions: • Crypto Outlook | $BTC, $ETH, $SOL, $HOOD, $COIN, $SOFI • Why space becomes a real asset class | $RKLB, $ASTS, $RDW, $PL • Enterprise AI finally shows up | $PLTR, $SNOW, $MDB, $NOW, $CRM, $IBM • Who leads the Mag 7 in 2026 | $NVDA, $GOOGL, $MSFT, $META, $AAPL, $TSLA, $AMZN • Emerging markets benefit from collapsing digital build costs | $MELI, $JMIA, $SE, $CPNG, $BABA, $NU, $PDD • Why power constrains AI before models do | $CEG, $VST, $EOSE, $CRWV, $NBIS, $IREN, $CIFR, $OKLO, $BE • What the IPO market will look like | SpaceX, OpenAI, Databricks Plus a 20-minute live Q&A. Watch the full episode via the link below ⤵️