Single-stock coverage, company reference pages and dividend research. Validated market fields are displayed where available; unsupported price, valuation, analyst or earnings fields are shown as Unavailable rather than estimated. Market snapshots may be delayed and the source/fetch status is disclosed on data pages.
Big Tech infrastructure spending has moved into a new scale. This tracker separates disclosed company plans from the much larger ecosystem estimates often quoted around the AI boom.
Qualcomm's Amazon AI deal ties up to $60bn of purchases to warrants for 25m QCOM shares. We examine the economics, inference strategy and competitive read-through.
Analog Devices is buying Alif Semiconductor for $1.35 billion. We examine what the acquisition says about edge AI, industrial chips and ADI's strategy.
A maintained research index connecting AI models with public companies across semiconductors, cloud, networking, data centres and software disruption.
If frontier-model training slows while deployed AI keeps growing, spending can shift from giant training clusters toward inference chips, networking, power and software that serves live users.
Hyperscalers are issuing debt at unusual scale to finance data-centre expansion, pushing AI investment beyond equities and into credit spreads, duration and refinancing risk.
AI compute demand is colliding with generation, transmission and grid-connection limits, making electricity availability a gating factor for data-centre growth rather than a background utility input.
Independent GPU-cloud providers can grow faster than traditional cloud platforms, but heavy hardware spending, supplier concentration and rapid depreciation make utilisation the decisive metric.
The Federal Reserve meets on 15-16 September with markets heavily pricing a rate increase as stronger inflation and oil above $100 complicate the policy outlook.
AI-linked shares fell after leading lab executives backed slowing frontier development, while oil-driven rate expectations simultaneously raised the discount rate applied to growth stocks.
Many AI equities derive a large share of their valuation from profits expected years into the future, making changes in discount rates unusually important even when current revenue is still growing.
AI capital spending moves through a chain from cloud-company budgets to accelerator orders, memory, networking, data-centre construction and power equipment. Each layer turns at a different time.
OpenAI is private, but GPT-6 Astra affects public stocks through Azure, AWS, AI infrastructure and software competition. We map the clearest listed-company exposures.
What Dividend Aristocrats are, how the S&P 500 Dividend Aristocrats index qualifies companies and why a long dividend-growth record is not a guarantee of future income.
A guide to comparing FTSE 100 dividend stocks using yield, payout coverage, sterling cash flow, sector concentration and special dividends.
How to compare European dividend stocks across countries, currencies, withholding taxes, payout schedules and sector structures.
Why some stocks pay dividends monthly, which business structures commonly do it and why payment frequency should not replace analysis of yield and payout sustainability.
How dividend yield differs by sector and why comparing a utility, bank, energy producer and technology company on yield alone can be misleading.
How ex-dividend, record and payment dates work, why a stock price can adjust on the ex-date and why buying immediately before a dividend is not free money.
Learn the difference between forward and trailing P/E ratios, why they diverge and when each valuation measure is most useful.
Understand market capitalisation and enterprise value, why debt and cash change the comparison and which measure is useful for stock analysis.
Why share price alone does not tell you whether a company is cheap or small, and how market cap and per-share valuation work together.
A practical framework for comparing P/E, EV-to-sales, margins, growth and balance sheets among companies in the same sector.
Compare forward and trailing dividend yield, how each is calculated and when the two measures can diverge after dividend increases, cuts or special payments.
How to calculate the free cash flow payout ratio, compare it with the earnings payout ratio and use cash-flow coverage when assessing dividend sustainability.
Understand the difference between dividend yield and total return, including how price changes and reinvested dividends affect an investor's overall result.
What special dividends are, why companies pay them, how they affect dividend yield and what investors should know about ex-dividend treatment and sustainability.
Learn how dividend reinvestment plans work, how DRIP compounding changes share count and income, and what assumptions investors should consider.
A guide to 20 of the world's largest public companies by market capitalisation, including Nvidia, Microsoft, Apple, Alphabet, Amazon and Saudi Aramco.
Nvidia’s 70% revenue-growth forecast lifted chip and software stocks, while memory supply and component costs emerged as the next constraint.
How to calculate dividend growth rate, use CAGR for multi-year dividend growth and compare dividend growth with yield and payout sustainability.
Learn how the dividend payout ratio is calculated, what a high or low payout ratio means and why cash flow matters when judging dividend sustainability.
Compare Dividend Aristocrats and Dividend Kings, including eligibility, dividend-growth records, index rules and the limitations of each label.
A practical guide to dividend declaration, ex-dividend, record and payment dates, including how eligibility works and why share prices can adjust around the ex-date.
A guide to 20 of the world's largest technology companies, from Nvidia and Microsoft to Apple, Alphabet, Amazon, TSMC, Broadcom and Oracle.
Moderna shares surged as much as 177% after a landmark melanoma vaccine trial with Merck. What the data showed and what Wall Street thinks it's worth.
Workday shares jumped as much as 25% on reports Silver Lake is in talks for one of the largest software buyouts ever. Here's what's driving it.
Palantir revenue surged 93% in Q2 2026 as US commercial and government sales accelerated. Investors now face a different question: concentration.
Apple's Services business is still breaking records, but new EU App Store rules are changing the economics of one of its most valuable platforms.
Learn how dividend yield is calculated, what a good dividend yield means, why yields change and when a high yield can be a warning sign.
A guide to 20 of the world's largest listed banks, including JPMorgan, Bank of America, ICBC, China Construction Bank, HSBC, Morgan Stanley and UBS.
A guide to 15 of the world's largest pharmaceutical companies, including Eli Lilly, Novo Nordisk, Johnson & Johnson, AbbVie, Merck, Roche and AstraZeneca.
Nvidia reports Q2 earnings August 26. Analysts expect $93–95B in revenue. Here's what could move NVDA stock and the broader AI trade.
Learn why very high dividend yields can signal financial stress, how falling share prices inflate yield and what to check before relying on dividend income.
A guide to 15 of the world's largest oil and gas companies, including Saudi Aramco, Exxon Mobil, Chevron, Shell, TotalEnergies, BP and PetroChina.
Understand semiconductor designers, foundries, memory producers, equipment suppliers and IP licensors, with company examples and the risks behind each business model.
Understand monthly, quarterly, semi-annual and annual dividend schedules and how payment frequency affects income planning.
A guide to 15 major listed companies exposed to artificial intelligence, including Nvidia, Microsoft, Alphabet, Amazon, Meta, Broadcom, TSMC and Palantir.
A guide to the world's largest asset managers, including BlackRock, Vanguard, Fidelity, State Street, J.P. Morgan Asset Management, Capital Group and Amundi.
Learn the common reasons companies cut dividends, how markets react and which financial signals can indicate dividend pressure before a reduction.
A guide to 15 major payment companies, including Visa, Mastercard, PayPal, Block, Adyen, Fiserv, Global Payments, Stripe and Mercado Pago.
A guide to 15 of the world's largest automakers, including Toyota, Volkswagen, BYD, Tesla, Stellantis, General Motors, Ford, Hyundai and Mercedes-Benz.
A guide to 15 major defence companies, including Lockheed Martin, RTX, Northrop Grumman, General Dynamics, Boeing, BAE Systems, Rheinmetall and Leonardo.
Learn how stock splits affect dividend per share, share count, dividend income and yield, with a simple worked example.
TSMC’s record Q2 profit expectations and advanced-node demand show why AI semiconductor growth remains constrained by manufacturing capacity.
Tesla delivered a record 480,126 vehicles in Q2 2026, beating expectations as European demand recovered, but shares still fell.
A guide to S&P 500 Dividend Aristocrats, the 25-year dividend-growth rule and 20 established companies with long records of increasing shareholder payouts.
A guide to 20 high-dividend S&P 500 stocks, how dividend yield works and what investors should check before relying on a high payout.
Dividend yield versus dividend growth explained, including how inflation, interest rates, payout ratios and reinvestment affect long-term shareholder income.
The 20 largest listed semiconductor and equipment companies in a 31 August 2026 data snapshot, with USD market values, tickers, sources and ranking methodology.
Amazon, Meta and Microsoft are spending heavily on AI infrastructure. Here is why capital intensity, depreciation and utilisation are becoming central to mega-cap tech valuation.
A guide to the largest listed energy stocks by market capitalisation, including Saudi Aramco, Exxon Mobil, Chevron, Shell, TotalEnergies and major global producers.
A guide to 20 major AI infrastructure stocks across semiconductors, cloud computing, networking, memory, data centres and power equipment.