Article BriefKey Takeaways4 Points24s Read01Intel announced a $15 billion underwritten stock offering Monday, with a $2.25 billion overallotment option —…
Article BriefKey Takeaways5 Points30s Read01Availability-Ironwood reached general availability on April 22, 2026, but Google publishes no on-demand price for it,…
Article BriefKey Takeaways4 Points24s Read01Three models-Google shipped Gemini 3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber on July 21 —…
Article BriefKey Takeaways4 Points24s Read01The number-Amazon's custom silicon business runs at a $20B+ annual pace, up nearly 40% in Q1…
CoreWeave says the first measured result from a live NVIDIA Vera Rubin NVL72 rack delivered up to 10 times the…
NVIDIA has introduced two smaller Jetson Thor computers with a claim that deserves more scrutiny than the raw specifications: the…
Intel has placed High NA EUV inside a shipping-product manufacturing flow, but the narrowness of that achievement matters as much…
Article BriefKey Takeaways5 Points30s Read01The setup-Four companies — ASML, Applied Materials, Lam Research and KLA — sell nearly all the…
Market BriefKey Takeaways5 Points30s Read01The move-Lumentum closed July 9 at $794.30, up 12.33% — about eight times the Nasdaq's gain…
Article BriefKey Takeaways5 Points30s Read01The move-Lam Research closed July 9 at $353.17, up 6%, after TD Cowen, Mizuho, Morgan Stanley…
Article BriefKey Takeaways5 Points30s Read01The deal-Qualcomm is buying AI-software startup Modular for about $3.9 billion in all stock, closing in…
Micron walks into its fiscal third-quarter report on June 24 carrying something unusual for an earnings night: a stock that…
The most-owned trade in the market is the AI chip — Nvidia, the accelerators, the names every investor can recite.…
When Cerebras Systems posts its first quarterly report as a public company after the closing bell on June 23, the…
$205.42· 0.00 (0.00%)Market Cap$4.97TDay Range$203.44 – $207.0752-week range$141.84 – $236.26Consensus target$298.93 · Buy (61 analysts)Forward P/E≈23×Next earningsAug 25, 2026As of…
$124.57▲ +7.61 (+6.51%)Market Cap$626.1BDay Range$115.33 – $127.6052-week range$18.96 – $132.75Consensus target$93.12 · Hold (48 analysts)Forward P/E≈147×Next earningsJul 22, 2026As of…
Article BriefKey Takeaways3 Points18s Read01Infrastructure angle-Onto Innovation is an AI-chip infrastructure name because HBM, 2.5D packaging, gate-all-around logic, and chiplet…
Oracle and Broadcom are now chasing the same AI infrastructure budget, but they are not selling the same thing. Oracle…
Article BriefKey Takeaways4 points24s read01Market clock-U.S. equities are closed Monday, May 25, 2026, for Memorial Day; AMD's next regular session…
Broadcom stock does not have a normal Monday open to react to. At 12:12 a.m. in Pakistan on Monday, May…
Article BriefKey Takeaways5 points30s read01The frame-NVIDIA’s May 20 report should be read as an AI factory audit: demand, bottlenecks, financing,…
Article BriefKey Takeaways5 points30s read01The setup-Broadcom has already won the custom-AI-silicon narrative; the harder question is whether gigawatt commitments deserve…
This article is market commentary, not financial advice. Newly public stocks can be unusually volatile, and Cerebras has only a…
Intel has spent years trying to convince investors that 18A works. That argument is now too small. The 2026 question…
$219.44▲ +4.24 (+1.97%)Day Range$213.89 – $222.30Volume16070000030-day range$175.75 to $222.30Avg daily volume (30d)148M sharesNext earningsMay 20, 2026 AMCAs of May 11,…
Article BriefKey Takeaways4 points24s read01Search ranking-Micron is the #1 trending-by-page-views stock on May 11, 2026, ahead of Nvidia, Intel, AMD,…
Intel's Apple spike is not really a nostalgia trade. It is not a simple bet that Apple is about to…
$746.81▲ +100.34 (+15.52%)Day Range$676.37 – $747.21Volume64.1MMarket statusU.S. regular session closed; snapshot as of May 8, 2026, 4:00 p.m. ET.NVIDIA read-throughNVDA…