2027 capex >$1T forecast
CapexLong
2027 hyperscaler capex >$1T forecast
Source: CNBC
AMD MI300X MI325X data center
SemisLong
AMD MI300X / MI325X data center GPU
Source: encyclopedia
ASML lithography monopoly EUV
SemisLong
ASML EUV lithography monopoly Dutch
Source: Fool
AWS Q1 $37.6B +28% strongest 15Q
CapexLong
AWS Q1 2026 $37.6B +28% strongest growth 15Q
Source: Fortune
AWS Trainium 2
SemisLong
AWS Trainium 2 + Inferentia chips
Source: encyclopedia
Adobe ADBE creative
SoftwareLong
Adobe ADBE Creative Cloud + Firefly AI
Source: encyclopedia
Alphabet $180-190B 2026
CapexLong
Alphabet 2026 capex guide $180-190B raised
Source: Fortune
Alphabet GOOG GOOGL $3.89T
MegaCapLong
Alphabet Google GOOG/GOOGL $3.89T
Source: AlphaSense
Amazon AMZN $2.58T
MegaCapLong
Amazon AMZN $2.58T market cap
Source: AlphaSense
Analog Devices ADI analog
SemisLong
Analog Devices ADI analog Maxim acq
Source: encyclopedia
Anthropic Claude
AI EraLong
Anthropic Claude AI models AMZN backed
Source: encyclopedia
Apple AAPL $3.81T
MegaCapLong
Apple AAPL $3.81T market cap
Source: AlphaSense
Apple Intelligence cloud
AI EraLong
Apple Intelligence private cloud + on-device
Source: TradingKey
Applied Materials AMAT
SemisLong
Applied Materials AMAT semicap leader
Source: encyclopedia
Arm Holdings ARM CPU IP
SemisLong
Arm Holdings ARM CPU IP designs SoftBank IPO
Source: CNBC
Astera Labs ALAB connectivity
SemisLong
Astera Labs ALAB cloud connectivity 2024 IPO
Source: CNBC
Atlassian TEAM JIRA Confluence
SoftwareMulti
Atlassian TEAM JIRA + Confluence + Trello
Source: encyclopedia
Big 4 capex $475B 2026
CapexLong
Big 4 capex $475B 2026 vs $230B 2024
Source: Bloomberg
Big 4 capex $800-900B 2026 est
CapexLong
Big 4 capex $800-900B 2026 incl Apple
Source: CNBC
Broadcom AVGO $1.9T
MegaCapLong
Broadcom AVGO $1.9T custom chips + VMware
Source: TradingKey
Burry warns AI dot-com 2000
AI EraShort
Burry warns AI fervor like dot-com bubble
Source: TradingKey
CIBR First Trust Cyber
CybersecLong
CIBR First Trust Cybersecurity ETF
Source: encyclopedia
Cloudflare NET CDN
SoftwareLong
Cloudflare NET CDN + edge + Workers
Source: encyclopedia
Cloudstrike Microsoft Defender
CybersecMulti
CrowdStrike vs Microsoft Defender competition
Source: encyclopedia
CrowdStrike CRWD endpoint
CybersecLong
CrowdStrike CRWD endpoint Falcon platform
Source: Marketshost
Custom ASIC TPU Trainium Maia
SemisLong
Custom ASIC: TPU Trainium Maia MTIA
Source: CNBC
Databricks lakehouse private
SoftwareMulti
Databricks lakehouse private $62B
Source: encyclopedia
Datadog DDOG observability
SoftwareLong
Datadog DDOG observability monitoring
Source: Marketshost
Disney DIS streaming + parks
CommunicationMulti
Disney DIS streaming + parks legacy
Source: encyclopedia
Fortinet FTNT firewall
CybersecMulti
Fortinet FTNT firewall + secure SD-WAN
Source: encyclopedia
GOOG +7% post-Q1 cloud growth
CapexLong
Alphabet +7% post Q1 2026 cloud strong
Source: Fortune
GOOG Cloud $20B +63% YoY Q1 2026
CapexLong
Google Cloud $20B Q1 2026 +63% YoY
Source: Fortune
GOOG Cloud backlog $462B
CapexLong
Google Cloud enterprise backlog $462B doubled
Source: Fortune
GOOG TPU Trillium v6
SemisLong
Google TPU Trillium v6 custom AI accelerator
Source: encyclopedia
Gemini 3 Google model
AI EraLong
Gemini 3 Google AI flagship model
Source: Fortune
GlobalFoundries GFS foundry
SemisMulti
GlobalFoundries GFS specialty foundry
Source: encyclopedia
HACK ETFMG Cybersecurity
CybersecLong
HACK ETFMG Prime Cyber Security ETF
Source: encyclopedia
HubSpot HUBS marketing
SoftwareMulti
HubSpot HUBS inbound marketing CRM
Source: encyclopedia
Intel Arrow Lake Lunar Lake
SemisMulti
Intel Arrow Lake + Lunar Lake CPU 2024+
Source: encyclopedia
Intel CPU strong Q1 2026
SemisLong
Intel Q1 2026 CPU earnings strong AI buildout
Source: CNBC
Intel INTC foundry+CPU
SemisMulti
Intel INTC foundry + CPU x86 + Gaudi AI
Source: encyclopedia
Intuit INTU TurboTax QuickBooks
SoftwareLong
Intuit INTU TurboTax + QuickBooks + Mailchimp
Source: encyclopedia
KLA Corp KLAC inspection
SemisLong
KLA Corp KLAC inspection metrology
Source: encyclopedia
Lam Research LRCX etch
SemisLong
Lam Research LRCX etch + dep semicap
Source: encyclopedia
Lattice Semi LSCC FPGA
SemisMulti
Lattice Semi LSCC FPGA edge AI
Source: CNBC
MSFT $40B+ Q1 capex
CapexLong
Microsoft Q1 capex $40B+ rising
Source: Fortune
MSFT Maia AI accelerator
SemisLong
Microsoft Maia 100 AI accelerator
Source: encyclopedia
MSFT capacity constrained 2026
CapexLong
Microsoft capacity constrained through 2026
Source: Fortune
Magnificent 7 + others 8 of 10 top
MegaCapLong
Mag 7 + 8 of 10 largest companies tech
Source: Fool
Marvell Technology MRVL custom
SemisLong
Marvell Technology MRVL custom silicon DPU
Source: CNBC
Meta $125-145B 2026 capex
CapexLong
Meta 2026 capex $125-145B doubling 2025 $72B
Source: CNBC
Meta -8% post-Q1 capex
CapexShort
Meta -8% post Q1 2026 capex ROI concerns
Source: CNBC
Meta Llama open source
AI EraLong
Meta Llama open source AI models
Source: encyclopedia
Meta META $1.7T
MegaCapLong
Meta Platforms META $1.7T
Source: TradingKey
Meta MTIA in-house
SemisLong
Meta MTIA AI training inference accelerator
Source: encyclopedia
Microchip MCHP MCU
SemisMulti
Microchip Tech MCHP microcontroller
Source: encyclopedia
Micron MU HBM challenger
SemisLong
Micron MU HBM3E HBM4 ramp NVDA validation
Source: CNBC
Microsoft 365 Copilot
AI EraLong
Microsoft 365 Copilot AI productivity
Source: Fortune
Microsoft Cloud Q1 $54.5B
CapexLong
Microsoft Cloud Q1 2026 $54.5B includes Azure
Source: Fortune
Microsoft MSFT $2.85T
MegaCapLong
Microsoft MSFT $2.85T market cap
Source: AlphaSense
MongoDB MDB document DB
SoftwareMulti
MongoDB MDB document database NoSQL
Source: encyclopedia
NVDA $5.2T largest May 2026
MegaCapLong
NVIDIA NVDA $5.2T market cap May 2026 largest
Source: TradingKey
NVDA Blackwell platform
SemisLong
NVDA Blackwell platform 2024-26 GPU gen
Source: encyclopedia
NVDA H100/H200/B100/B200
SemisLong
NVDA H100 H200 B100 B200 GPU AI chips
Source: encyclopedia
NVDA P/E 24x anticipated profits
MegaCapMulti
NVDA priced at 24x anticipated profits
Source: Bloomberg
NVDA Rubin next-gen
SemisLong
NVDA Rubin next-gen GPU 2026-27
Source: encyclopedia
NVDA up 1184% since end 2022
MegaCapLong
NVDA shares +1184% since end 2022
Source: Bloomberg
NXP Semiconductors NXPI auto
SemisMulti
NXP NXPI auto + IoT semis
Source: encyclopedia
Netflix NFLX streaming leader
CommunicationLong
Netflix NFLX streaming leader
Source: encyclopedia
Okta OKTA identity
CybersecMulti
Okta OKTA identity cloud
Source: encyclopedia
Onsemi ON power+image
SemisMulti
Onsemi ON power semis + image sensors
Source: encyclopedia
OpenAI MSFT investment
AI EraLong
OpenAI Microsoft major investor stake
Source: TradingKey
Oracle ORCL cloud + database
SoftwareLong
Oracle ORCL cloud + database OCI
Source: encyclopedia
Palantir PLTR govt + commercial
SoftwareLong
Palantir PLTR govt + commercial AI ontology
Source: BingX
Palo Alto Networks PANW
CybersecLong
Palo Alto Networks PANW firewall + cloud security
Source: Marketshost
Qualcomm QCOM mobile
SemisLong
Qualcomm QCOM mobile + auto Snapdragon
Source: encyclopedia
SAP SAP enterprise ERP
SoftwareLong
SAP SAP German enterprise ERP cloud
Source: encyclopedia
SK Hynix HBM memory
SemisLong
SK Hynix HBM3E HBM4 NVDA primary supplier
Source: encyclopedia
SMH VanEck Semis
SemisLong
SMH VanEck Semiconductor ETF
Source: encyclopedia
SOX +11% 5 sessions May 2026
SemisLong
Philadelphia SOX +11% 5 sessions May 2026
Source: TradingKey
SOXL Direxion 3x Semis
SemisMulti
SOXL Direxion Daily Semiconductor 3x
Source: encyclopedia
SOXX iShares Semis ETF
SemisLong
SOXX iShares Semiconductor ETF
Source: encyclopedia
Salesforce CRM SaaS pioneer
SoftwareLong
Salesforce CRM SaaS pioneer Slack acq
Source: encyclopedia
Samsung Foundry 2nm
SemisMulti
Samsung Foundry 2nm GAA + HBM memory
Source: Fool
Samsung HBM3 lagging
SemisMulti
Samsung HBM3 lagging NVDA validation issues
Source: encyclopedia
SentinelOne S autonomous
CybersecMulti
SentinelOne S autonomous endpoint AI
Source: encyclopedia
ServiceNow NOW workflow
SoftwareLong
ServiceNow NOW IT service mgmt + workflow
Source: encyclopedia
Shopify SHOP e-commerce
SoftwareLong
Shopify SHOP e-commerce platform Canadian
Source: encyclopedia
Snowflake SNOW data warehouse
SoftwareMulti
Snowflake SNOW data warehouse cloud
Source: encyclopedia
TSMC $165B US fabs
SemisLong
TSMC $165B US fabs Arizona advanced packaging
Source: Fool
TSMC $2.0T
MegaCapLong
TSMC Taiwan Semiconductor $2.0T market cap
Source: TradingKey
Tenable TENB vuln mgmt
CybersecMulti
Tenable TENB vulnerability management
Source: encyclopedia
Tesla TSLA $1.4T
MegaCapLong
Tesla TSLA $1.4T market cap
Source: TradingKey
Texas Instruments TXN analog
SemisLong
Texas Instruments TXN analog auto + industrial
Source: encyclopedia
Tokyo Electron TOELY
SemisMulti
Tokyo Electron TOELY semicap Japanese
Source: encyclopedia
Workday WDAY HR finance
SoftwareMulti
Workday WDAY HR + finance cloud
Source: encyclopedia
X Grok xAI Musk
AI EraMulti
Grok xAI Musk X Twitter integration
Source: encyclopedia
XLC Communication Services SPDR
CommunicationLong
XLC Communication Services Select Sector
Source: encyclopedia
Zoom ZM video
SoftwareMulti
Zoom Communications ZM video conferencing
Source: encyclopedia
Zscaler ZS zero trust
CybersecLong
Zscaler ZS zero trust SASE
Source: encyclopedia
An encyclopedia of publicly documented strategies for education. YCAI does not recommend, endorse, or trade any of these. Not investment advice.