Robert Cantwell calls Alphabet's (GOOGL) latest earnings "really important" with investors putting their foot down on the Mag 7 company's $180 billion projected CapEx spending. He's wary on AI infrastructure moving forward, but he believes the company can use AI to strengthen its advertising revenue stream. Angelo Zino calls the results "phenomenal" and sees opportunity in Alphabet's gargantuan CapEx. As long as the company accelerates its use cases for AI beyond Gemini, Angelo sees the $180 billion investment paying off.

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Marvell is emerging as a critical player in the A.I. infrastructure buildout, with roughly 75% of its business now tied to data centers, cloud, and custom silicon. In this Tech Corner, George Tsilis breaks down how Marvell is capitalizing on surging A.I. demand through partnerships with Nvidia and major hyperscalers, and what its latest earnings reveal about growth across networking, interconnects, and ASICs. George also examines key risks — including valuation, customer concentration, and competition from Broadcom and AMD— plus a technical analysis outlook as the stock tests new highs.

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Daniel McGahn, CEO of American Superconductor (AMSC), discusses their latest earnings, a new acquisition, and international expansion. The company is “hitting on all cylinders” and going after larger projects, he notes. He thinks they can continue to deliver “consistent profit” and have “turned the corner fully.” All sectors are growing at around the same rate because they are all linked to manufacturing, Daniel explains, breaking down some of the work AMSC does.

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