Filtered library · Theme
Mega-cap AI platforms theme · 5 dossiers
Dossiers in the Mega-cap AI platforms theme — 5 stocks moving on the same story.
DormantLast worked 11 September 2026, 30 days ago; the research counts a theme as current for 14 days.
All 5 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers GOOGL Alphabet Inc. Medium Alphabet's Google Cloud, growing 82% with a $514 billion backlog and wide enterprise Gemini adoption, carries the case for the shares against 2026 capex of up to $205 billion. The 28 October 2026 third-quarter report shows whether cloud… META Meta Platforms, Inc. Medium Meta Platforms' Muse AI agent drew 5.6 million downloads in under four weeks, and the third-quarter report expected 28 October 2026 shows whether that uptake becomes disclosed revenue or paid users. A New Mexico privacy-penalty ruling,… MSFT Microsoft Corporation Medium Microsoft's AI-platform case turns on Azure meeting its 44–45% constant-currency growth outlook in the fiscal Q1 FY27 report Microsoft confirmed for 28 October 2026. After a 33.9% three-month rise and an 8 October drop on OpenAI revenue… AAPL Apple Inc. Low Apple's shares sit 0.2% below their 52-week high with much of the premium iPhone and foldable cycle priced in, and analysts say memory costs offset the revenue gains. The 16 October 2026 iPhone Duo preorders and the 2 November 2026 fiscal… AMZN Amazon.com, Inc. Low Amazon.com's case rests on Amazon Web Services growing fast enough to pay for about $220 billion of 2026 infrastructure spending. The third-quarter report, estimated for 29 October 2026, shows whether cloud growth holds near the June…