Tech & Software
Nvidia’s $35 Billion Shadow: How the Chip Giant Became AI’s Silent Power Broker
Wall Street's bull case for Nvidia has never been more straightforward: Rosenblatt Securities reaffirmed its "Buy" rating on Sunday with...
SpaceX Faces a Supply Test: 370 Million Shares Poised to Hit the Market as Dragon Mission Slips
SpaceX investors are bracing for a potential supply shock just as the company navigates an operational pause in its crewed...
D-Wave Quantum: When Lab Breakthroughs and Balance-Sheet Realities Pull in Opposite Directions
There is a peculiar irony at the heart of D-Wave Quantum's current predicament. The same week the company's stock touched...
Take-Two’s GTA VI Hype Machine Hits a Wall of Macro Headwinds and Legal Fallout
The arithmetic of anticipation has rarely looked so lopsided. Rockstar's gameplay reveal for Grand Theft Auto VI pulled in 31.1...
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...
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...
Inside Amphenol’s Great Shareholder Divide: Who’s Cashing Out of the AI Connector King
The quarterly filings landed quietly, but they tell a story that revenue figures alone simply cannot capture. For Amphenol, 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...
Nebius Doubles Down on 5-Gigawatt Target as Investors Weigh the Cost of AI’s Land Grab
The arithmetic behind Nebius' growth story is getting harder to ignore — and harder to finance. On Friday, shares in...
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...
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