AI & Tech
Apple's Foldable iPhone Lands at $2,299 — ASP Era Begins
Apple's iPhone 18 Pro and first-ever foldable launch today with A20 Pro 2nm chip. Here's what the $2,299 price point means for AAPL, TSMC, and semis.
Sep 9, 2026
Archive
242 articles
AI & Tech
NVDA's $108B Guide Meets Its First Real Speed Test
NVIDIA guided Q3 to $108 billion. Now Mercury 2.5 runs 1,107 tok/s on standard NVDA GPUs — and Lutnick's tariff threat is the risk traders can't ignore.
Sep 9, 2026
AI & Tech
NVIDIA's $13B Hugging Face Bet Rewrites the AI Stack
NVIDIA's $12.93B Hugging Face acquisition positions the chipmaker deep in the AI software layer — here's what traders need to know before the close.
Sep 8, 2026
AI & Tech
Google Wins Search Antitrust, AdTech Breakup Still Live
Judge Mehta blocked Chrome divestiture in the Google Search antitrust case — but the AdX exchange breakup ruling is still pending and could reshape digital advertising.
Sep 8, 2026
AI & Tech
NVDA's $108B Guide Is the Only Number That Matters
NVIDIA guided Q3 to $108 billion — the largest data center revenue forecast in semiconductor history. Here's what it means for hyperscaler capex and your portfolio.
Sep 7, 2026
AI & Tech
Apple's Tuesday Event: Foldable iPhone, New CEO, High Stakes
Apple's September 9 product event is CEO Ternus's first public test. A foldable iPhone and AI hardware slate face memory inflation and China risk.
Sep 7, 2026
AI & Tech
Broadcom's $115B AI Bet Is the Real Story Behind the Dip
Broadcom Q3 AI chip revenue tripled to $16.7B, up 221% YoY. Here's why the guidance "miss" is noise against a $115B FY2027 target.
Sep 4, 2026
AI & Tech
TSMC Gets Two Catalysts While Tariff Risk Looms Over Chips
TSMC raised chipmaking tool estimates and scored a Stifel Buy at $515 as semiconductor tariffs loom. What traders need to know about TSM right now.
Sep 4, 2026
AI & Tech
Nvidia's $12.9B Hugging Face Bet: Stock Up 4%
Nvidia is in advanced talks to acquire Hugging Face for $12.9B. NVDA stock is up 4% to $225.96 — but the deal isn't done yet.
Sep 3, 2026
AI & Tech
Google Wins Ad Exchange Case, Launches Third Flash Model
A federal judge rejected DOJ's forced divestiture of Google's ad exchange. GOOG also launched Gemini 3.8 Flash — its third model in six weeks.
Sep 3, 2026
AI & Tech
C3.ai Earnings Tonight: Beat or Bust With 32% Short Float
C3.ai reports Q1 FY2027 earnings after the bell today. With 32% short interest and a revenue guide of $50M–$54M, the squeeze risk is real.
Sep 2, 2026
AI & Tech
Claudeforce Launches as Chip Stocks Bleed Pre-Market
Salesforce and Anthropic launch Claudeforce, embedding Claude across Agentforce and Slack, as NVDA, AMD, and INTC slide in pre-market trading September 2.
Sep 2, 2026
AI & Tech
Dell AI Server Guidance Is Tonight's $165B Moment
Dell reports FQ2 2027 after the bell. AI server guidance — not EPS — is the only number that matters for a stock up 264% YTD.
Sep 1, 2026
AI & Tech
Semis Split: Equipment Names Hold as NVDA Waits
Chip stocks are de-risking ahead of Nvidia earnings. Intel down 5%, AMD down 4% — but equipment makers AMAT and LRCX are holding relative strength.
Sep 1, 2026
AI & Tech
Nvidia's $96.2B Quarter Sets Up $108B Guide
Nvidia reports $96.2B in Q2 revenue, up 106% YoY, with data center at $89B and a $108B Q3 guide. Here's what traders need to watch now.
Aug 28, 2026
AI & Tech
Workday Files 10-Q: AI Monetization Heats Up
Workday's latest 10-Q reveals accelerating AI product adoption and contract structure shifts. Here's what the filing means for WDAY traders right now.
Aug 28, 2026
AI & Tech
NVDA Beats Big: $2.22 EPS, +7% Pop, $12.9B Deal
Nvidia crushes Q2 FY2027 with $2.22 EPS vs. $2.09 estimate, projects 70% sales growth by 2028, and acquires Hugging Face for $12.9B.
Aug 27, 2026
AI & Tech
Anthropic Eyes $75B+ IPO as AI Valuation War Heats Up
Anthropic targets a public IPO above $75 billion as OpenAI launches GPT-Live voice AI. Here's what the AI valuation race means for traders now.
Aug 27, 2026
AI & Tech
NVDA Q2 FY2027 Earnings: The $92B Bar and What Moves Markets
NVIDIA reports Q2 FY2027 earnings tonight. Revenue consensus sits at $92.2B. Here's the real number traders need to watch.
Aug 26, 2026
AI & Tech
TSMC's 44.7% Revenue Surge Masks One Critical Risk
TSMC's July revenue jumped 44.7% YoY to NT$467.58B, but the stock slid 3% ahead of NVIDIA earnings. Here's what the divergence tells traders.
Aug 26, 2026
AI & Tech
NVDA Earnings Wednesday: Chip Sector Bleeds Into Print
NVIDIA reports fiscal Q2 2027 after close Wednesday. Intel fell 5%, AMD dropped 4%, TSM slid 3% as traders cut chip exposure ahead of the most consequential earnings print of the year.
Aug 25, 2026
AI & Tech
MRVL's 175% Rally Meets Its Earnings Test Thursday
Marvell Technology reports Thursday after a 175% YTD surge. At 58x forward earnings and a $12B Alphabet deal in hand, the risk is sentiment NVDA sets first.
Aug 25, 2026
AI & Tech
NVDA's $92B Moment: What to Watch Wednesday
Nvidia reports Q2 earnings Wednesday after the close. Here's the $92B revenue consensus, the data center breakdown, and what a miss means for AMD and MRVL.
Aug 24, 2026
AI & Tech
TSMC's 45% July Surge Confirms AI Chip Demand Is Real
TSMC's July revenue jumped 45% year-over-year and AMD just committed $10B to Taiwan. Here's what the foundry data tells traders before Wednesday's NVDA print.
Aug 24, 2026