Semiconductors
Marvell’s October 6 Pivot: A Stock at the Crossroads of Technicals and Custom-Silicon Promises
Marvell Technology shares closed Friday up 7.2 percent at €192.48, a sharp bounce that had less to do with any...
Aixtron’s Disclosure Flurry Puts Institutional Positioning Back in the Spotlight
A wave of voting-right notifications has washed over Aixtron in quick succession, with three major financial players revealing their stakes...
Sivers Semiconductors: A Growth Story Caught Between Short Sellers and a Shrinking Analyst Fan Club
The optics are compelling — literally. Sivers Semiconductors has identified a $4 billion market for optical amplifiers feeding into AI...
Broadcom’s New Role as AI’s Safety Net: When Chipmakers Start Guaranteeing Their Customers’ Futures
The most telling detail in Broadcom's latest earnings report wasn't the revenue figure, the AI growth rate, or even the...
Nvidia’s Two-Pronged Offensive: A $3.5 Billion Stake in MediaTek and a Cloud Alliance That Reshapes the AI Map
The arithmetic of artificial intelligence is no longer just about who builds the fastest chip. It is increasingly about who...
Micron’s September 30 Reckoning: A Bullish Wall Street Call Meets a Leadership Transition and a Taiwan Flashpoint
The clock is ticking toward September 30, when Micron Technology delivers its fourth-quarter scorecard — and the stakes have rarely...
IonQ’s Vertical-Integration Bet Faces Its Moment of Proof
There is a peculiar gap between what IonQ's corporate filings suggest and what its stock chart shows. The company has...
AMD’s Numbers Tell a Growth Story the Chart Refuses to Endorse
The arithmetic is hard to argue with. Revenue up 50 percent year over year to $11.5 billion, a data center...
Applied Materials’ Insider Sell-Off Puts a Two-Sided Question to Investors
The arithmetic is straightforward, yet the message is anything but. Over the past 90 days, insiders at Applied Materials have...
Ubtech’s Humanoid Pivot Gains Momentum, Yet the Share Price Tells a Colder Story
The arithmetic of Ubtech Robotics' transformation is becoming harder to ignore. Sales of full-size humanoid robots surged more than fourteen-fold...
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