The AI chip chain is being sold before the bell and the software that sits on top of it is being bought. At 9:17 a.m. ET, Intel was down 6.8%, Micron 6.2%, AMD 5.8%, Arm…
Firmus kicks off a A$7 billion IPO: OpenAI anchors Australia's biggest float since Telstra
September 14, 2026
Firmus Technologies began pitching investors on Monday for an initial public offering that could raise as much as A$7 billion, about US$5 billion, on the Australian Securities Exchange, with a listing targeted for the end…
South Korea's ICT exports hit a record. Without them, it ran a $6.6 billion trade deficit
September 13, 2026
South Korea exported a record $59.98 billion of information and communications technology products in August, up 162.6% from a year earlier, the Ministry of Science and ICT said on Monday. For the first time, ICT…
Anthropic is the $13.7 billion GPU customer in Trump-linked RUM Group's deal: report
September 13, 2026
Anthropic is the previously unnamed customer that agreed last month to buy about $13.7 billion of AI computing services from RUM Group, The Information reported on Sunday evening. RUM Group, which owns the video platform…
SoftBank shares sink nearly 12% as AI slowdown talk hits its $64.6 billion OpenAI bet
September 13, 2026
SoftBank Group shares fell nearly 12% in Tokyo on Monday, the steepest drop among the major Asian AI stocks TECHi tracked, as investors got their first chance to trade the weekend’s calls from AI industry…
SK hynix falls 5%, KOSPI drops 3% as Asia's chip stocks slide after AI slowdown call
September 13, 2026
Shares of SK hynix fell 5.4% and Samsung Electronics 3.4% in the first 20 minutes of trading in Seoul on Monday, pulling South Korea’s KOSPI index down 3.2%. It was Asian markets’ first chance to…
Anthropic has told its shareholders it expects positive adjusted operating income for a second consecutive quarter, the Financial Times reported on Sunday, citing multiple people with knowledge of the matter. The FT said the maker…
U.S. stock futures opened lower on Sunday evening, and the selling was heaviest in the index most tied to artificial intelligence. Nasdaq 100 futures fell about 1.2% within 20 minutes of trading resuming at 6…
Why HPE Stock Jumped 12%: Oracle Capex, $30B Supplier Bill
September 13, 2026
Hewlett Packard Enterprise shares rose 12.4% on Friday, September 11, to $62.09, the company’s highest close since it began trading in 2015. Oracle had said the evening before that it still plans $90 billion to…
Microsoft Stock: Azure's revenue is finally public. Its margin isn't
September 12, 2026
For the first time, Microsoft has put a dollar figure on Azure, its cloud computing business: $101.9 billion in revenue for the fiscal year that ended in June 2026. That makes Azure bigger than Microsoft…
What ETH futures say about Ethereum's future: a Treasury-bill rate
September 12, 2026
An Ethereum futures contract on Deribit lets a trader lock in a price now for ether delivered when the contract expires on June 25, 2027: about $2,604. Ether itself trades near $2,525. That gap —…
Nvidia Stock: Nvidia has become its customers' credit line
September 12, 2026
Nvidia’s revenue doubled last quarter. Its shares are up 9% since the end of June. Somewhere between those two numbers is the question the market is actually pricing, and it is not about demand. It…
SpaceX spent 13 times more on AI than on rockets last quarter
September 12, 2026
SpaceX spent $1.17 billion on its rocket business last quarter. It spent $15.83 billion on AI compute. That ratio — 13.5 to one — is in the company’s own quarterly filing, and it is the…
On September 21, index funds tracking the S&P 100 will be obliged to buy SanDisk. They will not be consulted about the price. S&P Dow Jones Indices confirmed the change on September 4. SanDisk joins…
Amazon Stock: most of last quarter's profit was a markup, not a sale
September 12, 2026
Amazon reported $62.6 billion of net income for the June quarter, up 245% from a year earlier. Most of it was not a sale. Inside the same filing, Amazon discloses that “upward adjustments relating to…
The 9 best-performing AI stocks of Q3 — and not one is a chipmaker
September 12, 2026
We ranked 41 US-listed AI stocks by how they actually performed this quarter. Not one of the nine best is a chipmaker. That is not a stylistic observation. Across the eleven semiconductor names in our…
Oracle opened Friday at $164.43, traded as high as $166.00, and closed at $150.28. Nothing happened in between except that investors had time to read the release. The headline was extraordinary. Oracle’s remaining performance obligations…
Tesla certified the Cybercab itself. Now NHTSA is auditing that call
September 12, 2026
Tesla began charging passengers for driverless Cybercab rides in Austin, and within about a day the federal regulator opened a file on whether the vehicle was ever entitled to be on the road. The National…
Nvidia may anchor Anthropic's $2 trillion IPO. It is also the supplier
September 11, 2026
Anthropic is in talks to bring Nvidia in as an anchor investor in what would be the largest initial public offering ever attempted, Reuters reported on Friday evening, citing two people familiar with the matter….
The AI trade's biggest casualty was short the AI trade in March
September 11, 2026
Three months before it lost two-thirds of its value, the fund that became the AI trade’s biggest casualty was positioned against the AI trade. Situational Awareness LP’s own filing for the first quarter shows its…
Palantir AI Growth: Q2 Results, AIP and PLTR Risks
September 6, 2026
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…
Reading the ether price after a brutal first half of 2026
August 19, 2026
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 2nm revenue starts a 3–4 point margin test
July 17, 2026
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…