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When the biggest players in the tech market stop talking about vision and start reserving physical computing capacity years in advance, the nature of the entire industry changes. Nvidia will supply Amazon’s cloud division with up to 1 million GPU chips by the end of 2027, with deliveries set to begin as early as this year. At first glance, this is just another major corporate deal in AI. In reality, however, this news reveals something more significant.

While the broader technology market declined in March 2026 under the pressure of uncertainty, Palantir experienced its best week since August of last year. The company’s shares rose by approximately 15%* and closed at $157.16, clearly defending their position in the portfolios of investors seeking protection from geopolitical chaos. However, this sharp rise was not accidental – the market’s attention turned to companies whose software solutions form the very backbone of modern defense.

Just a few years ago, Dell was primarily seen as a reliable supplier of office equipment and personal computers. However, in 2026, this technological veteran has definitively transformed into a key player in artificial intelligence infrastructure, as confirmed by its latest financial results. Following the release of the report for the fourth fiscal quarter, Dell's shares responded with a rocket-like increase of 22%,* sending a clear signal that the market has enormous confidence in its new strategy.

Palo Alto Networks is among the biggest players in cybersecurity and, in recent years, has been built around a simple goal: to be a platform that covers as many security needs at once as possible. In practice, this means rapid expansion of the portfolio, a strong emphasis on automation, and increasingly also security for AI applications and AI agents. However, this strategy comes at a clear cost. Acquisitions accelerate growth and expand the addressable market, but they also bring integration costs, higher spending on development and sales, and short-term pressure on margins. That is exactly what has become the main theme around PANW shares in recent weeks.

In the investment world, it is generally true that even a historical maximum in platform popularity may not be enough if unfavorable macroeconomics come into play. Pinterest is currently at exactly this paradoxical point. Although its ecosystem has never been more extensive, Q4 financial results and an uncertain outlook for early 2026 triggered a wave of sell-offs.