Semiconductors
TSMC Wins AA- Upgrade and Shifts to Dollar Dividends as AI Chip Demand Tightens Its Grip
S&P Global has raised TSMC's credit rating to AA-, a move that underscores the chipmaker's formidable cash generation and its...
ServiceNow’s Transformation: From SaaSpocalypse Victim to AI Agent Infrastructure Contender
Not long ago, ServiceNow looked like a textbook casualty of the artificial intelligence revolution. The logic was straightforward: if AI...
Take-or-Pay and the Fab Gap: Why Micron’s Demand Surge Can’t Stop the Stock Slide
The memory chip industry has run headlong into a problem that no amount of long-term contracts can solve overnight: factories...
Between a Sector Rout and a 6-Gigawatt Deal: AMD’s AI Narrative Hangs in the Balance
The semiconductor sector is caught in a peculiar storm: stellar earnings are being punished instead of rewarded, and the market's...
Lam Research’s Dividend Day Fails to Calm Nerves After a Brutal Week for the Stock
Lam Research rewarded its shareholders with its regular quarterly payout this week, but the gesture did little to stem the...
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...
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...
Micron’s Record Results Collide With Cycle Fears in a 20%+ Weekly Rout
The disconnect between corporate performance and market reception rarely looks starker than it does at Micron Technology this week. The...
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