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Why Intel Stock Jumped on SK Hynix Memory Talks

Sep 16, 2026

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4 min read

Why Intel Stock Jumped on SK Hynix Memory Talks

A possible U.S. memory partnership could improve Intel’s Ohio fab economics and foundry credibility, but no deal has been finalized.

Why Nvidia Stock Fell on AI Slowdown Fears

Sep 15, 2026

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4 min read

Why Nvidia Stock Fell on AI Slowdown Fears

Calls to pace frontier AI hit chip stocks, but Nvidia’s order book shows why investors should separate a policy shock from an actual demand reversal.

Broadcom’s AI Revenue Soared 221%—So Why Did the Stock Fall?

Sep 3, 2026

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1 min read

Broadcom’s AI Revenue Soared 221%—So Why Did the Stock Fall?

The quarter was exceptional, but a slightly softer-than-hoped outlook exposed how demanding expectations have become.

Credo’s Revenue Doubled—and the Stock Still Fell. Here’s Why.

Sep 2, 2026

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2 min read

Credo’s Revenue Doubled—and the Stock Still Fell. Here’s Why.

AI connectivity demand remains exceptional, but margin pressure and an acquisition-heavy balance sheet complicate one of the market’s fastest growth stories.

Broadcom’s Earnings Test Goes Beyond AI Chips—VMware Has to Deliver Too

Sep 1, 2026

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3 min read

Broadcom’s Earnings Test Goes Beyond AI Chips—VMware Has to Deliver Too

Wall Street expects extraordinary growth tomorrow. The quality of the quarter will depend on both custom AI silicon and the recurring software business built around VMware.

NVIDIA's $3.5 Billion MediaTek Bet Is Really About Owning the AI Toll Road

Sep 1, 2026

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4 min read

NVIDIA's $3.5 Billion MediaTek Bet Is Really About Owning the AI Toll Road

The investment shows how NVIDIA may protect its position even as hyperscalers and AI developers design more custom chips.

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