Anthropic was built by people who left OpenAI, and now it has quietly flipped a metric that makes OpenAI's massive spending look less like a moat and more like a gamble with…
Google just handed Marvell a $12.2 billion equity-linked custom-chip deal, and Broadcom shareholders are left wondering how much of their AI revenue story walked out the door with it.
TSMC's latest quarter shattered expectations and a fresh $100 billion U.S. commitment signals the chipmaker is betting everything on one unstoppable trend. Whether that bet ends at $437 or $620 hinges on…
OpenAI, Anthropic, Meta, and AWS are all competing for the same scarce silicon, and one chipmaker sits at the center of every deal. Whether that position justifies the current price depends on…
Chip stocks are selling off hard even as bond yields fall and the broader market turns green, yet one name in the sector is holding completely flat while its peers bleed out.
Marvell just walked into Broadcom's most important customer relationship, and the fallout is shaking loose bigger questions about whether Broadcom's stock has been quietly losing its grip on the AI chip race…
A massive warrant disclosure just reshuffled who builds Google's AI chips, sending one semiconductor giant surging while punishing the longtime incumbent with a 3% drop before markets had time to blink.
GPUs and hyperscaler spending dominate the headlines, but the real compounding is happening one layer below in the switches, optics, and custom silicon stitching AI clusters together. Three networking stocks have separated…
GPUs get the headlines, but the switches, optics, and custom silicon stitching AI clusters together are compounding at rates that rival the accelerator vendors everyone is watching. Three networking stocks just posted…
Arm's CEO just doubled a key pipeline figure in a single quarter, and the stock is already priced like the bet pays off. Here is what the numbers say about whether bulls…
Micron burned shareholders for decades through boom-bust cycles that seemed as inevitable as the seasons, but one structural shift in how AI consumes memory has the author convinced those cycles are gone…
A bullish UBS note on Marvell's AI business landed Tuesday morning, and the stock still cratered 6%. The reason has nothing to do with silicon and everything to do with what happened…
A Sunday research note on a single chip ramp sent the entire AI networking layer surging Monday morning, and institutional positioning already hiding in plain sight suggests the move may have had…
Ray Dalio just placed a $900 million bet on a chipmaker that has already surged over 20% this year, and Wall Street is watching closely to see if the smartest money in…
Broadcom has quietly slipped while the rest of the AI chip complex surged, leaving it as the only major name trading at a steep discount to analyst consensus. The question now is…
