Markets and Equities

AMD fell 3.7% and Intel 4% while Nvidia held near flat. The market is separating chipmakers that can pass on rising input costs from those that cannot.

Tesla's Cybercab is heading into robotaxi service this month on hardware no customer car has. The fleet that finally drives itself is the one Tesla kept.

Samsung's foundry share fell to 7.3% from 11.5% in a year, yet it raised advanced chip prices up to 15%, sooner and steeper than TSMC. What that signals.

Ether bottomed at $1,505 in June and trades near $1,911 on August 19, 2026 — a 27% recovery that still has not closed above $2,000, on half the volume.

Intel announced a $15 billion stock offering and INTC fell 3.5%. Why sell after a 175% rally — the dilution math, the foundry bet, and what happens next.

Tesla fell 14.5% to an 11-month low after Q2 margins hit 1.4%. Post-earnings analyst price targets now split from $130 to $600 — here's what it means for TSLA.

Palantir stock fell about 6% on July 22 as NHS scrutiny, an open-source tool, and valuation nerves converged. Why the real test is the August 3 earnings print.

CoreWeave measured 10× more DeepSeek-R1 tokens per megawatt on Vera Rubin NVL72, but missing methodology limits what NVDA investors can conclude today.

TSMC’s 2nm node reached 3% of wafer revenue as HPC hit 66%. The Q3 test is whether demand and utilization can offset a 3–4 point ramp drag.

NRG cleared 6,839 MW in PJM’s 2028–2029 auction. TECHi tests the $811 million gross value bridge, LS Power exposure, and what investors still lack.

AEHR stock surged after record bookings and a $100.6 million effective backlog. The next test is converting demand into current-year revenue and margin.

Eos Energy expects record Q2 revenue and an $807 million backlog, but its preliminary margin math suggests dollar gross losses may still be widening.

CleanSpark’s signed 175 MW AI data-center lease is real. The harder question is how it funds up to $2.1 billion of construction before rent begins.

SLB and Liberty Energy are pairing modular data centers with on-site power, but the alliance discloses no customer, contract value, revenue split, or backlog.

A field guide to the four companies selling the machines behind AI memory — ASML, Applied Materials, Lam Research and KLA — and how the capex cycle pays them.

TSMC’s June sales support an ASML demand read-through, but ASML’s H2 delivery bridge, mix and margins still determine the setup.

Strategy sold 4.82 million MSTR shares for $466.7 million, bought no bitcoin and lifted its USD reserve to $3 billion. What common holders should watch.

SPCX hit an all-time low of $145.20 a day after joining the Nasdaq-100, down a third from its peak. Inside the lockup wall and float math driving the fall.

Lumentum jumped 12% to $794.30 on Meta's 14-gigawatt compute memo and is up ~115% in 2026. Inside the optics maker turning AI's bandwidth crunch into records.

Lam Research closed July 9 at $353.17, up 6%, as four banks raised targets to $400–$475. Up 154% in H1, LRCX sells the tools every memory fab must buy.

Alibaba's best day in 10 months came as four banks cut price targets, an AI-theft complaint hit the Senate and Beijing opened H200 access. What changed.

Apple will spend over $30 billion with Broadcom through 2031 on US-made RF chips — a year after replacing Broadcom's Wi-Fi chip with its own N1. Here's why.

SK Hynix ADRs start trading July 10 under ticker SKHY after a 7x-oversubscribed record listing — priced days after memory stocks entered a bear market.

Micron posted the biggest quarter any standalone memory maker has reported — and days later the stock closed below its pre-earnings price. What the disconnect means.