RachJournals

Simplifying investing
Stocks • Macro • Business |
Post are not financial advice

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Arista Networks (ANET) shares are up about 58.3% over the past year as surging AI data center investments boosted demand for its high-speed networking equipment

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TSMC (TSM) climbed from $338 to $415 over the past three months, gaining 22.51% as AI chip demand remained strong

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Ondas Holdings (ONDS) shares have surged more than 500% over the past year as revenue jumped over 1,000% and the company raised its 2026 outlook

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Oracle (ORCL) shares are up about 38% over the past year as strong demand for AI infrastructure and cloud services continues to drive growth

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Palo Alto Networks (PANW) climbed from $197.12 to $297.18 over the past year, gaining 50.76%, as strong demand for AI-powered cybersecurity and cloud security solutions continued to drive growth

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CrowdStrike (CRWD) climbed from $371.99 to $731.00 over the past 12 months as demand for AI-powered cybersecurity continued accelerating

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Bloom Energy (BE) climbed from $18.12 to $290.01 over the past 12 months as demand for AI data-center power accelerated

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AAPL shares climbed from $193.46 to $310.85 over the past year, rising about 61%

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IBM plans to invest $10 billion in quantum computing over the next five years as it targets large-scale fault-tolerant quantum systems by 2029

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NBIS jumped 9% after former OpenAI researcher Leopold Aschenbrenner disclosed a 5.6% stake in Nebius

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Avex Inc. reported record annual revenue and returned to profitability as growth in music and anime continued accelerating globally

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Leidos Holdings shares are up over the past year as demand for defense technology and government IT services continues growing

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AST SpaceMobile (ASTS) shares climbed from $22.47 to $129.60 over the past 12 months as investors continued betting on its direct-to-cell satellite network rollout

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Oil companies stayed in focus today as investors continued watching crude prices and developments around the Strait of Hormuz

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Costco (COST) shares moved higher as investors continued betting on strong membership growth and resilient consumer spending

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TSMC’s rally helped lift Taiwan past India to become the world’s fifth-largest stock market, showing how central the chip giant has become to the global AI boom

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Rigetti Computing (RGTI) surged after the company signed a letter of intent for up to $100 million in U.S. government funding to accelerate quantum computing R&D

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Johnson & Johnson (JNJ) shares are up about 57% over the past year

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Intel (INTC) shares are up about 44% over the past month on growing optimism around its AI and foundry turnaround

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ASML Holding (ASML) remains at the center of the AI chip boom as demand for advanced lithography machines continues rising across the semiconductor industry