Topics · 19 pieces
Semiconductors
Everything we've published tagged semiconductors.
Arm Holdings Just Dropped 10% — and the Shockwave Hasn't Finished Yet
The company that designs the brains inside nearly every smartphone on Earth just admitted it might not be able to keep up with demand. Here's who gets hit next.
AMD Just Had Its Best Day in Years. Here's What It Means for Everything Else.
A single earnings report just validated the entire AI spending cycle — and the dominoes are still falling.
Meta Just Printed Money — and the Stock Got Crushed. Here's the Map.
A record-smashing quarter, a $145 billion spending promise, and five dominoes that ripple far beyond Menlo Park.
The Company That Sells Pickaxes to Every AI Gold Miner on Earth
Nvidia just posted $216 billion in revenue — and the ripple effects are only starting to hit the rest of the market.
The Pets.com Problem: What a Dead Sock Puppet Tells Us About AI Stocks
The dot-com bubble's most famous flameout is back in the conversation — and the parallels to today's AI mania are getting harder to ignore.
Arm Holdings Just Lost $20 Billion in a Day. The Dominoes Are Still Falling.
A chip-sector rotation, a nosebleed valuation, and a CEO with two jobs — here's the map of what happens next.
Intel Lost $3.7 Billion — and the Stock Jumped 24%
Why the market cheered Intel's worst-looking quarter in years, and what it means for chips, AI, and the turnaround trade.
Intel Just Had Its Best Day in Decades. The Stock Is Up 87% in a Month. Now What?
A massive earnings beat, a $14.2 billion factory buyback, and a stock that's gone from left-for-dead to market darling — here's the domino chain most people aren't seeing.
Intel Just Broke a 26-Year Curse. Here's What Falls Next.
Nvidia reclaimed $5 trillion, Intel topped its dot-com peak, and the S&P 500 hit a record — but the real story is what's happening underneath the headlines.
Intel Just Had Its Best Day in Decades — Here's What Falls Next
A 23.6% single-day surge looks like a turnaround story, but the dominoes it sets off across chips, equipment makers, and Intel's own balance sheet tell a more complicated story.
Arm Holdings Just Became SoftBank's Crown Jewel — and That Changes Everything
A 12% single-day surge, a CEO promotion, and a pivot from licensing to building chips: here's the domino chain smart generalists should be watching.
AMD Just Hit a 52-Week High. The Real Story Is a Deal Most Investors Haven't Read.
A penny-stock warrant, a $600 price target baked into executive pay, and the quiet signal that AI chip spending is still accelerating.
AMD Just Broke Through Its Ceiling — and It Didn't Do It Alone
A synchronized breakout across the chip sector tells a bigger story about where institutional money is flowing right now.
ARM: The Most Powerful Tollbooth in Tech
Every smartphone chip on earth pays ARM a fee — now it wants the same deal from every AI data center.
The Oxygen Supply for AI Is Running Low — and One Company Controls the Tank
Samsung's memory chip supercycle is repricing the entire semiconductor food chain, and most investors are still looking at the wrong stocks.
SoftBank's Trillion-Dollar Do-Over
Masayoshi Son lost billions on startups — now he wants to build America's AI backbone, and the ripple effects reach far beyond tech.
The $580 Billion Bottleneck: Why Every AI Chip on Earth Runs Through One Dutch Company
ASML's monopoly on the machines that print advanced chips is the most important chokepoint in tech — and earnings on Tuesday could move the entire sector.
The Most Important Company You Don't Think About Enough
TSMC just printed another monster quarter — and a naval blockade 5,000 miles away is reminding everyone why its stock still trades at a discount.
Nvidia's Real Moat Isn't a Chip — It's the Software Nobody Talks About
CUDA locks in developers the way iOS locks in iPhone users, and that invisible layer explains why Nvidia keeps printing money while competitors struggle to gain ground.