Companies

The companies in the argument.

The companies The Buildout follows, each with the figures the stories reported about it, where it appears, and the dated tests that touch it.

49 companies · drawn from 17 stories

GOOGL · $4.1T

Alphabet

Alphabet is named in 15 Parts of The Buildout, most recently Part 17: The Guarantee Has No Date.

In 15 parts

MSFT · $4.0T

Microsoft

Microsoft is named in 13 Parts of The Buildout, most recently Part 17: The Guarantee Has No Date.

In 13 parts

Private

OpenAI

OpenAI is named in 13 Parts of The Buildout, most recently Part 17: The Guarantee Has No Date.

In 13 parts

Private

Anthropic

Anthropic is named in 12 Parts of The Buildout, most recently Part 17: The Guarantee Has No Date.

In 12 parts

AMZN · $2.8T

Amazon

Amazon is named in 11 Parts of The Buildout, most recently Part 17: The Guarantee Has No Date.

In 11 parts

NVDA · $5.3T

Nvidia

Nvidia is named in 11 Parts of The Buildout, most recently Part 17: The Guarantee Has No Date.

In 11 parts

META · $1.8T

Meta

Meta is named in 10 Parts of The Buildout, most recently Part 17: The Guarantee Has No Date.

In 10 parts

ORCL · $390.4B

Oracle

Oracle is named in 9 Parts of The Buildout, most recently Part 17: The Guarantee Has No Date.

In 9 parts

CRWV · $34.1B

CoreWeave

CoreWeave is named in 6 Parts of The Buildout, most recently Part 16: The Seller Holds the Paper.

In 6 parts

CMCSA · $78.1B

Comcast

Comcast is named in 4 Parts of The Buildout, most recently Part 16: The Seller Holds the Paper.

In 4 parts

CSCO · $422.9B

Cisco

Cisco is named in 3 Parts of The Buildout, most recently Part 11: The Backlog Is Not the Quarter.

In 3 parts

MS · $295.1B

Morgan Stanley

Morgan Stanley is named in 3 Parts of The Buildout, most recently Part 9: Habit Was the Moat. Agents Are Draining It..

In 3 parts

NBIS · $41.2B

Nebius

Nebius is named in 3 Parts of The Buildout, most recently Part 6: Power Doesn’t Depreciate. Its Premium Moves..

In 3 parts

AAPL · $5.0T

Apple

Apple is named in 2 Parts of The Buildout, most recently Part 9: Habit Was the Moat. Agents Are Draining It..

In 2 parts

OBDC · $4.9B

Blue Owl Capital

Blue Owl Capital is named in 2 Parts of The Buildout, most recently Part 17: The Guarantee Has No Date.

In 2 parts

AVGO · $1.6T

Broadcom

Broadcom is named in 2 Parts of The Buildout, most recently Part 16: The Seller Holds the Paper.

In 2 parts

CLSK · $2.2B

CleanSpark

CleanSpark is named in 2 Parts of The Buildout, most recently Part 8: AI Lenders Are Financing the End of Scarcity.

In 2 parts

Private

DeepSeek

DeepSeek is named in 2 Parts of The Buildout, most recently Part 5: OpenAI and Anthropic Are Not the Same Business.

In 2 parts

NFLX · $270.8B

Netflix

Netflix is named in 2 Parts of The Buildout, most recently Part 9: Habit Was the Moat. Agents Are Draining It..

In 2 parts

VRT · $81.7B

Vertiv

Vertiv is named in 2 Parts of The Buildout, most recently Part 11: The Backlog Is Not the Quarter.

In 2 parts

BABA · $259.7B

Alibaba

Alibaba is named in 1 Part of The Buildout, most recently Part 5: OpenAI and Anthropic Are Not the Same Business.

In 1 part

AMD · $902.3B

AMD

AMD is named in 1 Part of The Buildout, most recently Part 9: Habit Was the Moat. Agents Are Draining It..

In 1 part

BAC · $355.1B

Bank of America

Bank of America is named in 1 Part of The Buildout, most recently Part 9: Habit Was the Moat. Agents Are Draining It..

In 1 part

BRK-A · $1.2T

Berkshire Hathaway

Berkshire Hathaway is named in 1 Part of The Buildout, most recently Part 13: The Ratepayer Pays First.

In 1 part

BX · $126.1B

Blackstone

Blackstone is named in 1 Part of The Buildout, most recently Part 1: Nvidia’s Demand Is Real. Its Financing Is Fragile..

In 1 part

CIEN · $51.2B

Ciena

Ciena is named in 1 Part of The Buildout, most recently Part 11: The Backlog Is Not the Quarter.

In 1 part

COHR · $46.8B

Coherent

Coherent is named in 1 Part of The Buildout, most recently Part 11: The Backlog Is Not the Quarter.

In 1 part

DELL · $309.0B

Dell

Dell is named in 1 Part of The Buildout, most recently Part 10: The Bubble Is in the Denominator.

In 1 part

DASH · $79.9B

DoorDash

DoorDash is named in 1 Part of The Buildout, most recently Part 9: Habit Was the Moat. Agents Are Draining It..

In 1 part

EXC · $44.4B

Exelon

Exelon is named in 1 Part of The Buildout, most recently Part 13: The Ratepayer Pays First.

In 1 part

FN · $12.8B

Fabrinet

Fabrinet is named in 1 Part of The Buildout, most recently Part 11: The Backlog Is Not the Quarter.

In 1 part

FICO · $17.2B

Fair Isaac

Fair Isaac is named in 1 Part of The Buildout, most recently Part 9: Habit Was the Moat. Agents Are Draining It..

In 1 part

GFS · $26.2B

GLOBALFOUNDRIES

GLOBALFOUNDRIES is named in 1 Part of The Buildout, most recently Part 11: The Backlog Is Not the Quarter.

In 1 part

GS · $263.4B

Goldman Sachs

Goldman Sachs is named in 1 Part of The Buildout, most recently Part 10: The Bubble Is in the Denominator.

In 1 part

INTU · $89.7B

Intuit

Intuit is named in 1 Part of The Buildout, most recently Part 9: Habit Was the Moat. Agents Are Draining It..

In 1 part

LITE · $77.1B

Lumentum

Lumentum is named in 1 Part of The Buildout, most recently Part 11: The Backlog Is Not the Quarter.

In 1 part

MU · $1.0T

Micron Technology

Micron Technology is named in 1 Part of The Buildout, most recently Part 4: AI Spending Has Met Its First Real Bill.

In 1 part

MDB · $31.4B

MongoDB

MongoDB is named in 1 Part of The Buildout, most recently Part 9: Habit Was the Moat. Agents Are Draining It..

In 1 part

NKE · $55.7B

Nike

Nike is named in 1 Part of The Buildout, most recently Part 9: Habit Was the Moat. Agents Are Draining It..

In 1 part

NRG · $21.0B

NRG Energy

NRG Energy is named in 1 Part of The Buildout, most recently Part 13: The Ratepayer Pays First.

In 1 part

PLTR · $464.1B

Palantir

Palantir is named in 1 Part of The Buildout, most recently Part 5: OpenAI and Anthropic Are Not the Same Business.

In 1 part

SPGI · $130.6B

S&P Global

S&P Global is named in 1 Part of The Buildout, most recently Part 17: The Guarantee Has No Date.

In 1 part

CRM · $199.0B

Salesforce

Salesforce is named in 1 Part of The Buildout, most recently Part 9: Habit Was the Moat. Agents Are Draining It..

In 1 part

NOW · $158.3B

ServiceNow

ServiceNow is named in 1 Part of The Buildout, most recently Part 9: Habit Was the Moat. Agents Are Draining It..

In 1 part

SHOP · $226.2B

Shopify

Shopify is named in 1 Part of The Buildout, most recently Part 9: Habit Was the Moat. Agents Are Draining It..

In 1 part

Private

SpaceX

SpaceX is named in 1 Part of The Buildout, most recently Part 2: SpaceX Is Funding an AI Bet Before the Proof.

In 1 part

NYT · $11.1B

The New York Times

The New York Times is named in 1 Part of The Buildout, most recently Part 6: Power Doesn’t Depreciate. Its Premium Moves..

In 1 part

TSM · $2.2T

TSMC

TSMC is named in 1 Part of The Buildout, most recently Part 11: The Backlog Is Not the Quarter.

In 1 part

Analysis and opinion, not investment advice. Entries are assembled from the stories; nothing here is a rating. Market caps are delayed figures from Financial Modeling Prep, as of Oct 21, 2026, 5:42 p.m. ET.