Nvidia says without this radical device AI can’t scale
A note from our friends at Brownstone Research(ad) Hi, Take a look at this… It’s...
Newsletters
SanDisk Is Up 655% and Friday Was Only the Start
September 19, 2026 Micron reports September 30. What it says about NAND pricing decides whether...
Vicor Turned a Full Factory Into a Royalty Machine
September 18, 2026 A new licensing deal may be the growth engine Wall Street has...
The Chip Suppliers Outrunning the Headlines
September 17, 2026 When Rubin clusters went live, Lumentum and Coherent outran the cloud provider...
Grab Just Bought a $1.49 Billion Loan Book
September 16, 2026 Grab is buying into consumer credit, and the Atome deal explains why....
Marvell Is Up 180% in 2026. BofA Sees a $300B Market.
Most of the semiconductor complex opened Monday in the red, dragged down by Anthropic CEO...
Exelixis Gets a Three-Month Wait on Its Next Big Drug
Exelixis shares fell roughly 3.5% in pre-market trading on Friday, September 11, after the company...
J&J’s Surgical Robot Is in Operating Rooms. Its Device Business May Never Be the Same.
Wall Street has spent the better part of two years focused on one problem at...
SoundHound Bought Its Fifth Company. Can This One Deliver Profit?
September 12, 2026 The LivePerson close and a new CFO landed the same day SoundHound...
The Pentagon’s $5B Bet on U.S. Power Gear
September 11, 2026 Washington just made power-grid gear a security priority. Vertiv is building into...