Tech
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CXMT IPO: Is China taking over the memory market?
The Chinese DRAM memory manufacturer ChangXin Memory, abbreviated as CXMT, debuted on the Shanghai stock exchange and immediately dominated it.…
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China Is Building Its Own Chip-Making Machines. ASML Under Pressure as the Technology War Enters a New Phase
China is once again sending markets a signal that it intends to accelerate the construction of its own technological ecosystem.…
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Stock of the Week – ASML – The Machines Driving the Future of Semiconductors
During earnings season, there are companies whose reports are followed mainly by their shareholders. However, there are also companies that…
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Chart of the day: Nasdaq futures dip 0.6% despite TSMC earnings beat! AI sanity check?
Despite blockbuster Q2 earnings and upgraded full-year guidance from TSMC, Nasdaq futures are trading lower. A classic “sell the news”…
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Micron vs. Nvidia: Wall Street’s New AI Darling Has Soared 18-Fold Since ChatGPT
Key takeaways Micron shares have surged more than 1,800% since ChatGPT’s launch in November 2022, outperforming Nvidia over the same…
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TSMC Shows That Companies Are Still Investing Billions in AI
TSMC is once again providing investors with evidence that the artificial intelligence boom still has strong foundations. The Taiwanese semiconductor…
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Louis Roche: The Entrepreneur Building Octalas One Company at a Time
In a startup landscape often defined by billion-dollar funding rounds, rapid hiring and headline valuations, Louis Roche has taken a…
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Meta Flex Its Own AI Chips Muscles. Is the Era of Full Dependence on NVIDIA Slowly Coming to an End?
Meta is once again attracting market attention, this time not because of another artificial intelligence model, but because of a…
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Apollo Global warns on AI – Has the market become too optimistic?
Key takeaways Apollo argues that the market may be overly optimistic about the pace of AI monetization, with consensus expecting…
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Chart of The Day – Will SpaceX inclusion in the Nasdaq 100 bring a new wave of growth?
SpaceX joins the Nasdaq 100, one of the most closely watched global stock indices, today. What might this mean for…
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