Semiconductors
Antitrust Gridlock Hits Ams Osram: Shares Slide 6.4% as Infineon Deal Stalls — Debt Refinancing Progress Softens the Blow
The rally that lifted Ams Osram’s stock more than 130% since January hit a pothole on Thursday as the company’s...
Nvidia’s Vera Rubin Launch Arrives as Sovereign AI Revenue Triples to $30 Billion
For a company that built its dominance on hyperscaler demand, Nvidia’s next chapter is looking decidedly more geopolitical. Sovereign artificial...
When Governments Become Nvidia’s Biggest Buyers
The narrative around Nvidia has shifted from hyperscaler dominance to a quieter but potentially more durable source of demand: the...
Intel’s Advanced Packaging Pivot: Why 10-15% of a Bottleneck Market May Be the Real Story
Intel’s extraordinary rally gathered pace on Monday as the chipmaker punched through to new highs, propelled by a deepening conviction...
STMicroelectronics: Rally Runs Into Dividends, Dilution, and Deteriorating Cash Flow
A 189% surge since January has turned STMicroelectronics into one of the hottest names in the semiconductor space. But beneath...
Cerebras Faces Its First Earnings Test: A $24.6 Billion Backlog Meets a 95x Price Tag
The chipmaker Cerebras Systems steps into the earnings spotlight on Tuesday with its first quarterly report since going public —...
Cerebras Showcases Its 50-Times-Larger Chip in Singapore as First Earnings Test Approaches
On a conference stage in Singapore, Cerebras Systems chief strategist Andy Hock held up the company’s Wafer Scale Engine —...
Micron’s Rally Has Already Priced In a Memory Squeeze — Now Earnings Must Prove It’s Real
The narrative around Micron has shifted from cyclical memory maker to essential AI infrastructure supplier, and the stock’s near-tripling this...
Cerebras Races Into First Earnings Report After Back-to-Back Double-Digit Gains
Cerebras Systems is heading into its maiden quarterly report as a public company with a burst of momentum that has...
Applied Materials’ SENZ Platform Pushes Stock to Record as Smart Glasses Race Heats Up
The market for smart glasses is suddenly one of the hottest corners of the semiconductor world, and Applied Materials is...
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