Semiconductors
Sivers Semiconductors Navigates a Web of Opportunity and Uncertainty Ahead of Pivotal AGM
When a company lands an $8.2 million production order from a military satellite supplier and sees its equity value triple...
Nvidia’s Balancing Act: Apple Cloud Win, Vera CPU Ambition, and a Market on Edge
The stock that has defined the AI boom is once again caught between blistering operational momentum and a punishing macro...
SanDisk’s Revenue Nearly Triples on AI Memory Demand, But Stock Pulls Back from Record Highs
The disconnect between SanDisk’s explosive fundamentals and its stock price has rarely been starker. While the memory specialist posted a...
Micron’s 16% Pullback Puts the Spotlight on a Structural Shift That Hasn’t Yet Peaked
The Micron share has been on a tear, yet the past week has brought a sharp reversal. Trading at €784.70,...
Marvell’s New Switch Chip Puts the AI Networking Thesis to the Test — Amid Extreme Volatility
Marvell Technology has unveiled the Teralynx T100, a switch chip engineered specifically for the artificial-intelligence era that promises to unclog...
AMD’s 12-Gigawatt AI Contract Haul Masks a 16% Pullback as Execution Hurdles Mount
AMD investors are confronting a stark divide. The stock has skidded 16% from its all-time high of €471.00 set in...
Jensen Huang’s Senate No-Show and the Quiet March of Nvidia’s AI Empire
Nvidia is living two lives at once. In Washington, the chipmaker is sparring with Senator Elizabeth Warren over a subpoenaed...
T-Mobile US Balances Price Hikes with Subscriber Growth as Defensive Appeal Draws Investor Interest
T-Mobile US has raised prices on its 5G home internet plans while capping speeds on the entry-level tier, a move...
Micron’s Rally Is Built on Scarcity, But the Market Is Now Asking How Long That Premium Will Hold
Micron has effectively walked away from the consumer memory market. By announcing the exit of its Crucial retail business, the...
Marvell’s AI Makeover Gets a Passive Boost: S&P 500 Entry Meets a 38,000% Gap Between High and Low
Marvell Technology’s shares exploded 11.97% on Monday to close at €258.15, extending a rally that has already minted a 79.90%...
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