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Below: Mid-afternoon snapshot of the world’s three most valuable companies.
My take: No hugging, no gloating.
Contact [email protected] for any questions or corrections.
Memory makers are pouring tens of billions into new plants while shortages still squeeze buyers. The real danger may arrive only when those factories switch on, and history says the industry has seen this…
Anthropic and OpenAI's warnings about AI agents acting outside their boundaries sent cybersecurity stocks surging, but the companies investors rushed to buy face very different odds of turning that urgency into real contracts and…
TSMC's advanced-packaging industrial park signals a surge in chip manufacturing complexity, and the companies that profit most will not be the ones building the packages. Three equipment suppliers sit at a critical chokepoint where…
Meta's new AI agent rocketed to the top of the App Store in just ten days, and the computing resources it consumes behind the scenes reveal a quiet battle reshaping which semiconductor companies actually…
Francis Fukuyama thinks the real danger from AI will show up long before unemployment numbers spike, and it has everything to do with what a paycheck actually means to the person cashing it.
Micron just locked in five-year supply deals at historically high DRAM prices while a major AI cloud buyer quietly bets those same prices are about to fall. One of them is going to be…
Artificial intelligence stocks often move on earnings reports, product launches, or analyst upgrades. Vertiv Holdings (NYSE: VRT | VRT Price Prediction) did none of those things on June 30, yet its shares climbed 9.1%,…
For much of the past two years, investors treated quantum computing as a single investment theme. Whether a company pursued trapped-ion systems, superconducting qubits, quantum annealing, or photonic architectures mattered less than the fact…
ASML (NASDAQ:ASML | ASML Price Prediction) has positioned itself in the enviable position of being the only equipment supplier capable of manufacturing lithography systems that can delineate patterns on semiconductor wafers at the 5nm…
