Nasdaq
Applied Materials Hit by ‘Sell the News’ as Insiders Cash Out $169 Million
The narrative for Applied Materials has turned decidedly mixed. The chip-equipment giant is expanding into a new South Korean hub...
CrowdStrike’s AI Surge Fuels a $725 vs $169 Valuation Battle
The cybersecurity giant CrowdStrike is delivering explosive AI-driven growth, yet the stock is locked in a tug-of-war between Wall Street’s...
Broadcom Faces Twin Headwinds: Analyst Downgrades on Rich Valuations as DeepSeek Eyes In-House Chip Development
Broadcom's AI-fueled rally is running into a pair of obstacles that are giving investors pause. The chipmaker’s stock slipped nearly...
Power Grid, Not Chip Delays, Emerges as Nvidia’s Newest Bottleneck
Nvidia’s stock has been bouncing between two very different narratives this week — one rooted in physical infrastructure limits, the...
SK Hynix Readies $29 Billion Nasdaq Debut as Production Shift and Valuation Fears Rattle Seoul Investors
The demand for SK Hynix’s American Depositary Receipts is staggering. With books reportedly multiple times oversubscribed and anchor investors including...
Navitas Semiconductor Loses Half Its Value as Dilution Fears Overwhelm GaN Growth Story
The world’s largest cloud providers are expected to spend nearly $800 billion on AI infrastructure this year, yet one key...
Amazon Surpasses Walmart in Annual Sales as AWS Seals $1 Billion Intelligence Cloud Initiative
Amazon has crossed a watershed moment in retail history, but its future may be written in the cloud. The company’s...
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...
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...
Starbase Static Fire Clears Path for Next Starship Test as SpaceX Stock Hovers at a Crossroads
The latest hurdle for SpaceX’s Starship program was cleared on July 2 in Texas, where the upper stage known as...
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