Tag: Artificial Intelligence
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Alphabet Joins the Dow: What the Verizon Swap Really Signals
Khan Capitals | July 2026 Key Takeaways A 130-Year-Old Index Bows to Big Tech When Alphabet joins the Dow, it is tempting to treat the event as ceremonial, a line in a benchmark that few funds track directly. That reading understates it. The Dow Jones Industrial Average is the oldest and most widely quoted equity…
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The AI Memory Price Shock: Apple and Microsoft Pass the Cost On
Khan Capitals | July 2026 Key Takeaways Part of: The AI Infrastructure Supercycle – Khan Capital’s hub on the AI infrastructure build-out. The First Consumer Bill for the AI Build-Out For most of the artificial intelligence boom, the costs have been abstract to the ordinary buyer. They appeared in the capital expenditure lines of hyperscalers,…
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Micron’s Record Quarter and the AI Memory Supercycle
Khan Capitals | June 2026 Key Takeaways Part of: The AI Infrastructure Supercycle – Khan Capital’s hub on the AI infrastructure build-out. A Quarter Without Precedent in Memory Memory has always been the least loved corner of the semiconductor industry. It is the part of the business that booms and busts on a roughly two-year…
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NVIDIA’s SK hynix HBM Deal: Locking Up the AI Supercycle’s Scarcest Input
Khan Capitals | June 2026 Key Takeaways Part of: The AI Infrastructure Supercycle – Khan Capital’s hub on the AI infrastructure build-out. The NVIDIA SK hynix Memory Deal: A Partnership Built Around Scarcity The NVIDIA SK hynix memory deal announced on 7 June 2026 reads, at first glance, like a routine deepening of a supplier…
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Oracle’s $638 Billion Cloud Backlog: What the RPO Surge Really Means
Khan Capitals | June 2026 Key Takeaways Part of: The AI Infrastructure Supercycle – Khan Capital’s hub on the AI infrastructure build-out. A Record Quarter the Market Sold Oracle closed its fiscal 2026 on 10 June with a set of results that, on the surface, read like an unambiguous triumph. Total quarterly revenue rose 21…
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The Apple Siri Gemini Deal: Renting the Model, Defending the Platform
Khan Capitals | June 2026 Key Takeaways Part of: The AI Infrastructure Supercycle – Khan Capital’s hub on the AI infrastructure build-out. A Record High, Then a Verdict For most of the past two years, every Apple set-piece event has functioned less as a product launch and more as a referendum on a valuation. The…
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The $1 Trillion AI Semiconductor Selloff: When Good News Became Bad News
Khan Capitals | June 2026 Key Takeaways Part of: The AI Infrastructure Supercycle – Khan Capital’s hub on the AI infrastructure build-out. A Record Week That Broke on Friday The AI semiconductor selloff of 5 June 2026 will be remembered for its violence, but the more instructive detail is what preceded it. On Monday 1…
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Dell’s $51.3 Billion AI Server Backlog: The Build-Out Moves Down the Stack
Khan Capitals | June 2026 Key Takeaways Part of: The AI Infrastructure Supercycle – Khan Capital’s hub on the AI infrastructure build-out. A Beat Without Precedent in Enterprise Hardware Enterprise hardware is not supposed to produce results like this. The sector’s economics, long production cycles, thin margins and procurement-driven demand, have historically made it the…
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Apple After Cook: Ternus, $100bn in Buybacks, and the AI Question
Khan Capitals | May 2026 Key Takeaways Part of: The AI Infrastructure Supercycle – Khan Capital’s hub on the AI infrastructure build-out. An Earnings Beat, a Succession, and a $100 Billion Buyback Apple closed mega-cap earnings week with a result that, in any other quarter, would have dominated coverage. Revenue of $111.2 billion grew 17…
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AI Capex Hits $725bn: Wall Street Splits on the Hyperscaler Trade
Khan Capitals | May 2026 Key Takeaways Part of: The AI Infrastructure Supercycle – Khan Capital’s hub on the AI infrastructure build-out. A Capex Cycle Without Modern Precedent The last week of April delivered the clearest read yet on what the AI build-out actually costs at scale. Microsoft, Alphabet, Meta and Amazon all reported within…