Semiconductors
Ams Osram’s €570m Infineon Payout Cuts Debt, but Fitch and Losses Cloud the Photonics Horizon
Ams Osram’s stock has rocketed 155% since the start of 2026, fueled by a €570m cash infusion from the sale...
Nvidia Hires Microsoft’s Parker to Steer Global Operations as AI Infrastructure Pivots to Power and Finance
Nvidia has poached Nicholas Parker from Microsoft to run its worldwide operations, handing him a guaranteed compensation package north of...
The GM Deal and the Dividend Are Real, but Burry’s Short Casts the Longest Shadow on Micron
On the surface, Micron Technology has rarely looked healthier. The chipmaker signed its 16th long-term supply agreement on July 1...
Intel’s 473% Rally Meets Its Fiscal Reckoning on July 23
Investors in Intel have just lived through one of the most extreme re-ratings in large-cap history — and the next...
KLA’s Phantom Plunge: Why a 6% Friday Rally Matters More Than an 88% Monthly Drop
The numbers on the tape tell one story — but the reality tells another. KLA Corporation’s stock appears to have...
Sivers Semiconductors Wipes Out $12M Debt via Share Swap as Oversubscribed Raise Fuels AI and Defense Expansion
Sivers Semiconductors has executed a rapid-fire financial restructuring, erasing a $12 million loan from its balance sheet while simultaneously pocketing...
With a Memory Advantage and Revenue Milestones, AMD Heads into July’s AI Event Under the Microscope
The chip maker's stock has staged a remarkable rally, gaining more than 140% over the past twelve months, yet it...
Ams Osram Sells Sensors to Infineon for €570m, but the Debt Disconnect Remains Stark
The completion of the non-optical sensor unit sale to Infineon on July 1, 2026 sent Ams Osram shares surging 7.96%...
Micron Faces a Twin Assault: A Short Seller’s Warning and a Cartel Lawsuit Test the AI Rally
The euphoria over memory chips has drawn two distinctly unwelcome guests to the party. Michael Burry, the investor famous for...
Nvidia Tightens Its Grip on AI Infrastructure With a $500 Billion Backlog and a New Financing Model
Nvidia is no longer content with simply selling chips. The company is rewriting its revenue playbook, moving from upfront hardware...
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