Investors just punished Apple, the winner of the smartphone war, with a 4% drop. But why?
TechStocks
+3
Why would a $30 billion revenue milestone be buried in the fine print of a Broadcom SEC filing?
Microsoft's shares are 14% below their 100-day moving average. Why would they spend $10 billion in Japan on engineers?
Goldman just told Nvidia to hit $250. That's 51% upside right now.
Samsung's 2nm yield just hit 60%. Meanwhile, TSMC is booked solid through 2028. What happens when the bottleneck hits?
+4
Microsoft's Copilot Paradox: 15 Million Seats, 450 Million Empty Chairs
+5
Taiwan, US and Japan Just Formed an AI Memory Alliance. Samsung, SK Hynix, and Micron Are the Target
Semiconductors
+9
All capacity sold out through 2026
AI
+11
Tesla's 3 Structural Advantages Stack Up
Optimus
+10
