TSMC just posted a record quarter that sent shares sliding despite blowing past estimates, and the most important part of the story has barely shown up in the numbers yet.
Rich Duprey NVIDIA prints 75% margins while TSMC bets tens of billions on new fabs, and both companies insist they are winning the AI race. Only one business model can claim the better long-term…
Nvidia dominates the headlines, but the real battleground of the AI chip revolution is hiding inside a 50-year-old technology that most investors have never thought twice about. The companies quietly reinventing it…
TSMC just posted its biggest profit surge in years while the stock quietly slipped from its highs, and that gap between operating momentum and share price tells a complicated story about what…
Taiwan Semi just posted a blowout quarter, yet chip stocks are getting hammered anyway. The reason traces back to a capex number that is rattling investors and raising questions about who actually…
Jensen Huang just staked his credibility on a single word to silence delay concerns about Vera Rubin, and Wall Street is already reworking its price assumptions in response.
Every serious AI chip on earth runs through one foundry, yet most investors are still sleeping on the infrastructure play hiding in plain sight. Here is why a recent macro selloff turned…
Alex Sirois One number buried in NVIDIA's latest earnings filing cuts through all the noise about whether the AI infrastructure boom is real or hype, and it points to something far bigger than most…
Every record-breaking chip sale and soaring data center budget is quietly starving another corner of the tech economy, and corporate earnings are starting to expose which companies are caught on the wrong…
Wedbush's Dan Ives is calling one corner of the semiconductor market the single most important asset in the AI buildout, and he says the supply crunch powering it will not let up…
TSMC posted a blowout quarter while memory stocks cratered, and the split signals something important about where AI hardware demand is actually holding up and where it is starting to crack.
When Taiwan Semiconductor reports earnings on July 16, its commentary on CoWoS packaging and advanced-node capacity will ripple through five chip giants with billions of dollars riding on what the world's largest…
Meta just broke its open-source religion to charge developers for AI, and Zuckerberg is betting a $145 billion infrastructure gamble on a pricing strategy that undercuts every major rival. Whether that math…
The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the VanEck Semiconductor ETF (NASDAQ:SMH) both offer exposure to semiconductors, yet they are two very different bets. XSD spreads chips money almost evenly across roughly…
Meta Platforms is quietly repositioning itself to compete with Amazon Web Services and CoreWeave on AI compute, and Wall Street is starting to believe the economics actually work. But a billion-dollar regulatory…
