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Article Brief Key Takeaways 3 Points18s Read 01Growth–Revenue grew 93% year over year in Q2 2026. 02Commercial–U.S. commercial revenue grew 149%. 03Risk–Valuation assumes sustained exceptional growth. $174.33▼ −8.29 (−4.54%) Market Cap 447800425020 As of Sep…
Article Brief Key Takeaways 4 Points24s Read 01The Split–AMD fell 3.71 percent and Intel 4.02 percent on 19 August while Nvidia fell 0.99 percent. Same industry, same AI capital cycle, same session, very different treatment….
Article Brief Key Takeaways 4 Points24s Read 01The Launch–Tesla has confirmed a Cybercab launch event with a rider contest running to August 23, and the purpose-built robotaxi could enter service before the end of the…
Article Brief Key Takeaways 4 Points24s Read 01The Move–Samsung raised advanced contract chipmaking prices by 5 to 15 percent from July, according to Reuters. The 4nm SF4 process rose 10 to 15 percent for buyers…
Ether finally stopped falling in June, and hardly anyone noticed. The slide that had run for most of the year ended with a $1,505 print on June 6, the weakest the ether price had been…
Article Brief Key Takeaways 4 Points24s Read 01Intel announced a $15 billion underwritten stock offering Monday, with a $2.25 billion overallotment option — proceeds aimed at capex and working capital. 02INTC fell about 3.5% to…
Article Brief Key Takeaways 5 Points30s Read 01The move–Tesla closed at $319.69 on July 23, 2026, down 14.5% to an 11-month low after its Q2 report. 02The split–Post-earnings price targets ran from $130 (Wells Fargo)…
Palantir Technologies closed near $124.57 on Wednesday, July 22, down roughly 6% and briefly trading as low as $123.45 before the session ended. A single day rarely decides much, and this one landed on a…
CoreWeave says the first measured result from a live NVIDIA Vera Rubin NVL72 rack delivered up to 10 times the DeepSeek-R1 token throughput per megawatt of a GB200 NVL72 at the same interactivity target. That…
TSMC has moved 2-nanometer manufacturing from a roadmap slide to a revenue line, and the economics are arriving in the less comfortable order. The process contributed just 3% of second-quarter wafer revenue, yet management expects…
NRG Energy has put a number on its enlarged PJM footprint: 6,839 megawatts cleared for the grid operator’s 2028–2029 delivery year at an average $325 per megawatt-day. The rate was the regulator-set cap. The amount…
Aehr Test Systems has moved from an order-scarcity story to an execution-heavy one. Fiscal 2026 revenue fell 15.2%, yet management entered fiscal 2027 with $100.6 million of effective backlog and a revenue guide of $130…
Eos Energy Enterprises put up two records in its preliminary second-quarter release: $68 million to $69 million of revenue and roughly $807 million of backlog. The uncomfortable number sits between them. Applying the company’s 69%…
CleanSpark stock has the kind of catalyst that invites shortcut arithmetic. A $6.6 billion lease, $330 million of expected annual net operating income and a 20-year term look like instant proof that a Bitcoin miner…
SLB has spent a century learning how to move complicated industrial systems from drawings to working sites. That old capability is quietly becoming an AI-infrastructure business. Its new agreement with Liberty Energy is not about…
Article Brief Key Takeaways 5 Points30s Read 01The setup–Four companies — ASML, Applied Materials, Lam Research and KLA — sell nearly all the machines that turn memory capex into memory capacity. 02The logic–Toolmakers get paid…
ASML stock has plenty of reasons to draw an AI-demand slogan. The useful fresh evidence sits one layer below it: Taiwan Semiconductor Manufacturing’s June sales report. On July 13, TSMC reported NT$442.68 billion in June…
Strategy raised $466.7 million by selling 4,818,781 shares of MSTR stock last week and reported buying no bitcoin. Its bitcoin count finished the period unchanged at 843,775 BTC, while its U.S. dollar reserve rose to…
Market Brief Key Takeaways 5 Points30s Read 01The fall–SPCX is down about a third from its $225.64 first-week peak, hitting an all-time low of $145.20 on July 8 before Thursday’s 2.6% bounce to $152.16. 02The…
Market Brief Key Takeaways 5 Points30s Read 01The move–Lumentum closed July 9 at $794.30, up 12.33% — about eight times the Nasdaq’s gain — and is up roughly 115% in 2026. 02The business–Lasers, 1.6T optical…
Article Brief Key Takeaways 5 Points30s Read 01The move–Lam Research closed July 9 at $353.17, up 6%, after TD Cowen, Mizuho, Morgan Stanley and Susquehanna raised targets to $400–$475 within a week. 02The standoff–The 35-analyst…
Article Brief Key Takeaways 5 Points30s Read 01The move–Alibaba’s US shares rose about 11% on July 8 to $108.98 — the best day in ten months — with Hong Kong up 12.2%, the strongest session…
Article Brief Key Takeaways 5 Points30s Read 01The deal–Apple will spend more than $30 billion with Broadcom through 2031 on US-made RF components including FBAR filters — its largest American Manufacturing Program commitment, with a…
Market Brief Key Takeaways 5 Points30s Read 01The debut–SK Hynix ADRs begin trading Friday, July 10 on the Nasdaq under ticker SKHY — 177.9 million ADRs, 10 per common share, the largest first-time US share…
On June 24, one minute after the closing bell, Micron reported the largest quarter any standalone memory company has ever posted: $41.46 billion in revenue, up 346% in a year, at an 84.9% gross margin….
SanDisk ended the first half of 2026 as the best-performing stock in the S&P 500, up 858% — from a $237.38 close on December 31 to $2,273.73 on June 30. Two sessions later, $529 of…
Thursday’s selloff priced in an AI memory glut that, on every published construction timeline, does not exist yet. SanDisk closed down 14.1% at $1,745. Teradyne lost 13.6%, KLA 11.5%, Seagate 10.4%, Lam Research 10.2%. The…
Most people choosing where to trade crypto get the order of operations backwards. They obsess over which coin to buy, then sign up for the first venue with a slick app and a welcome bonus….
AMD set its all-time record close, $580.91, on Tuesday, June 30, 2026. It got to keep the record for exactly one session. On July 1 the stock fell 6.9% to $540.88 — about $65 billion…
Two things about the price of artificial intelligence became true on Wednesday, July 1, 2026, and they point in opposite directions. At midnight, a roughly 20% increase in what AWS charges for reserved NVIDIA GPU…
