AI Giants: What's the Next Stage?
Hello everyone! Today i want to share some trading ideas with you!
1
$Broadcom(AVGO)$ signed a long-term deal with $Alphabet(GOOGL)$ to develop future TPUs and supply networking and other components for Google’s next-gen AI racks through 2031.
Broadcom also said Anthropic will gain access to about 3.5 GW of TPU compute starting in 2027.
2
Peter Beck’s annual letter makes it clear that $Rocket Lab USA, Inc.(RKLB)$ is evolving into a broader space infrastructure platform with growing backlog, deeper defense exposure & multiple growth engines.
Rocket Lab is entering 2026 with real momentum behind Neutron, deeper national security relevance & a stronger vertically integrated stack after the Mynaric deal.
3
$UnitedHealth(UNH)$ is up 10% after CMS finalized its 2027 Medicare Advantage & Part D payment policies including a 2.5% average rate increase worth more than $13B in added MA payments.
CMS also kept 2024 MA risk model while tightening how chart-review diagnoses count toward 2027 risk scores.
4
$Amazon.com(AMZN)$ says it reached a new deal with the U.S. Postal Service covering more than 1 billion package deliveries a year.
That represents roughly 80% of Amazon’s existing USPS volume.
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