semiconductors
53 articles tagged semiconductors, newest first. Every price call in these articles was recorded when published and later checked against market data — see the track record.
AMD's $27.74 Day: US Chip Capital Rotates In as China's AI Complex Sheds $480 Billion
AMD closed at $559.02 with 72% of the gain earned after the open. Two names supplied 83% of a ten-stock basket's move while Meta logged a fourth straight declin...
Anthropic Just Told the Market Its Biggest Risk Is Uninsurable. That Reprices Enterprise AI
The S-1 discloses $16.3 billion of half-year revenue against an $80.7 billion net loss — roughly $4.95 of reported loss per revenue dollar. The contract terms u...
The Only Hard Number in Tech This Week Is a $416 Target on Lam Research
DBS maintained a Buy on Lam Research with a $416.00 target on Oct. 23. Equipment orders lead accelerator shipments by quarters, which makes the tool layer the f...
MaxLinear Wants 30% of a Market Credo Owns 99% Of. That Bends the AI Cost Curve
A near-monopoly in AI rack interconnect just drew a credible challenger. The repricing lands on component suppliers first — and on the cost of every rack the hy...
AI Credit Stress Hit Seoul. The Chips Closed Green and the Session's Worst Name Was Alphabet
Seoul equities fell sharply on AI value-chain concerns and a neocloud borrower's spreads widened again, yet AMD gapped to $544.56 and NVIDIA rose 1.62% to $219....
Oil and a 30% Korean IPO Flop Hit the AI Financing Layer. The Buyers of Compute Closed Green.
Data center names slid again as a Korean listing broke 30%, yet Amazon closed +4.67% and AMD +4.30%. The stress is in who funds the buildout, not who pays for i...
Smartphone Shipments Fell 22% While AI Capex Boomed. Memory Is the Transmission Wire
IDC puts Q3 global smartphone shipments at 255.3 million units, down 22%, with memory costs cited. The AI buildout is now billing the rest of the technology sta...
Huang Says the AI Story Is Intact. AMD Just Gave Back 46% of a $156 Run in Five Sessions
Nvidia's CEO dismissed the semiconductor selloff as noise. AMD fell $21.02 to $541.21 and still carries $84.90 of 30-session gain that NVIDIA no longer has.
Jio Files a ₹30,213 Crore IPO While Nvidia Posts a Seventh Straight Red Close
India's largest-ever issue drew a 20% grey market premium the same week the AI complex broke. AMD gapped down 5.47% and still closed $1.44 off its high.
The Chip Rout Went Global — KOSPI Fell 6% and AMD Closed on Its Low
Asia is now importing the US semiconductor selloff. AMD shut at $586.85, a hair off the session low, while six of ten megacaps still closed green.
OpenAI Needs 40% More Run-Rate in One Quarter. That Question Lands on Packaging, Not Prompts.
A $50 billion annualized run-rate against a $70 billion 2026 exit target is a utilization question. Deployed accelerators depreciate on a fixed schedule whether...
OpenAI's $50 Billion Revenue Report Hits the Chips — AMD and NVDA Sell Every Gap
The FT number knocked semis off their October highs. Six of ten megacaps still closed green. The split is inside the AI trade itself.
Yields Bite the Chips, Not the Cash Flows — NVDA and AMD Sell Their Gap-Ups
Reuters flagged four warnings on bond-market stress. The megacap board split cleanly: payments and software bid at the highs, AI hardware sold all day.
$550M in Crypto Liquidations Is the Cleanest Test Yet of the AI Trade's Independence
Bitcoin broke below $84,000 on a leveraged unwind hours after megacap equities closed at highs. AMD finished at $657.93, within pennies of a 52-week peak, on a...
Jabil Just Guided to an $8.5 Billion Revenue Step-Up. The AI Money Has Moved Down the Stack.
Jabil targets $44.5 billion in fiscal 2027 against $35.954 billion in fiscal 2026. Corning closed at $164.16 and Teradyne jumped 7.75% on memory test — the appl...
Hyve Billings Up 117% — The AI Buildout Just Showed Up in a Distributor's Ledger
TD SYNNEX posted $31.8 billion in gross billings and 117% growth at its hyperscale build unit. That number says more about AI capex durability than the week's r...
CarMax's Q2 Is a Pricing-Algorithm Test, and $0.72 Is the Grade
Used-car retail runs on appraisal and inventory software now. CarMax reports with consensus at $6.97 billion and $0.72 — and gross profit per vehicle is the onl...
The Fed Just Repriced the AI Buildout's Cheapest Input: Capital
A rate hike lands hardest on the most capital-intensive layer of the AI stack. Rothschild Redburn initiated Digital Realty at $227 and Equinix at $1,261 anyway...
CXMT Hits Mass Production — and a $23.2M Synopsys Stake Looks Like the Tell
China's CXMT says its fifth-generation memory platform is in mass production. The spending consequence lands on design tools and export-compliance software firs...
The Fed Hiked and Semis Led Anyway: AMD's $12.87 Gap Did Three-Quarters of the Work
The Fed raised rates and the long end of the curve stayed quiet. Semiconductors took the cue — AMD closed at $521.58, within $3.42 of its 90-day high, while bot...