AI & Tech
TSMC's $40.2B Quarter Can't Stop the Chip Selloff
TSMC posted 77% profit growth and raised full-year guidance to 40%+, yet semiconductors shed $3.3 trillion in market cap since June 22.
Jul 20, 2026
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242 articles
AI & Tech
AI Model Price War: What $4 Tokens Mean for Margins
GPT-5.6, Grok 4.5, and Claude Sonnet 5 launched within 24 hours, crashing output token prices 80%. Here's who wins and who bleeds.
Jul 20, 2026
AI & Tech
TSMC's $100B Arizona Bet Can't Stop the Selloff
TSMC posted record Q2 net income up 77.4% and dropped a $265B Arizona bombshell — then fell 4%. Here's what traders need to know.
Jul 17, 2026
AI & Tech
FTC AI Probe: The Risk Big Tech Isn't Pricing In
The FTC's AI accuracy policy statement closes July 31 — and its enforcement teeth under Section 5 directly threaten how Microsoft and Google sell AI.
Jul 17, 2026
AI & Tech
TSMC Beats Big: $40.2B Revenue, 40%+ Guide
TSMC posts $40.2B Q2 revenue, beats EPS by $0.37, and raises full-year growth guide to 40%+. Here's what it means for NVDA, AMD, and AVGO.
Jul 16, 2026
AI & Tech
FTC, DOJ, and States Circle Big Tech in 2026
Microsoft, Amazon, Apple, and Meta face simultaneous antitrust probes in 2026. Here's what's live, what's moving markets, and what traders must watch.
Jul 16, 2026
AI & Tech
IBM Crashes 25% — What the 8-K Actually Says
IBM stock plunges 25% in a single session. Here's what the SEC filing reveals and what traders need to know before the close.
Jul 15, 2026
AI & Tech
TSMC Q2 Report Tomorrow: $40B Test for AI Trade
TSMC reports Q2 earnings July 16 with $40B revenue consensus. AI chip demand, wafer price hikes, and sector valuation all hinge on this print.
Jul 15, 2026
AI & Tech
TSMC Q2 Revenue Hits $39.6B Record Before Thursday Call
TSMC reported $39.62B in Q2 revenue, up 36% YoY, as AI wafer demand drives a fifth straight record quarter. Full earnings Thursday.
Jul 14, 2026
AI & Tech
Intel Drops 6%, JPMorgan Short: What the 18A Bet Now Costs
Intel fell 6%+ today as JPMorgan named it a top short. With Q2 earnings July 23, the foundry revenue number is all that matters now.
Jul 14, 2026
AI & Tech
SK Hynix IPO Hangover: SKHY Drops 8% in Seoul
SK Hynix fell 8.2% in Seoul Monday after its blockbuster $26.5B Nasdaq IPO. Here's what the selloff means for HBM stocks MU and SKHY.
Jul 13, 2026
AI & Tech
Supreme Court Kills FTC Independence: AI Stocks Win Now
The Supreme Court's Trump v. Slaughter ruling strips FTC independence, creating a deregulatory tailwind for AI giants — but long-term governance risk grows.
Jul 13, 2026
AI & Tech
Micron Trades 22% Off Peak: Buy the Dip or Falling Knife?
Micron stock sits 22% below post-earnings highs despite a 346% revenue surge and $50B Q4 guidance. Is the SK Hynix IPO the real threat?
Jul 10, 2026
AI & Tech
TSMC's 10% Price Hike Signals AI Chip Demand Has No Ceiling
TSMC is raising advanced node prices up to 10% despite no hike planned a month ago. Q2 results drop July 16. Here's what traders must know.
Jul 10, 2026
AI & Tech
Grok 4.5 Launches Today: What xAI's Biggest Bet Means
Grok 4.5 goes live July 9 on xAI's V9 foundation model with 1.5T parameters. Here's what traders need to know about pricing, competition, and SpaceX.
Jul 9, 2026
AI & Tech
Semis Shed $1T: TSMC July 16, INTC July 23 Are Now Binary
Semiconductor stocks have lost over $1 trillion in market value. TSMC reports July 16, Intel July 23. Here's what traders need to know before both prints.
Jul 9, 2026
AI & Tech
Cloudflare Surges 8% on $300 Target: Buy the Momentum?
Scotiabank's $300 Cloudflare price target sent NET up 8.1% Tuesday. Here's what the traffic data, insider selling, and July 30 earnings mean for traders.
Jul 8, 2026
AI & Tech
NVDA Up Just 3% While AMD Soars 171%: What Gives?
NVIDIA's revenue rose 85% yet its stock is up only 3.2% YTD while AMD surged 171%. Here's the divergence trade dominating semiconductor desks in July 2026.
Jul 8, 2026
AI & Tech
Chip Stocks Bleed: Samsung Miss Triggers Sector Rout
Intel drops 10%, AMD falls 8%, AMAT slides 10% as Samsung's record quarter disappoints and DeepSeek's chip ambitions spook the semiconductor complex.
Jul 7, 2026
AI & Tech
GPT-5.6 Access Gating and the $725B AI Capex Bet
OpenAI's GPT-5.6 stays locked to 20 partners while hyperscalers commit $725B to AI infrastructure. White House standards could unlock broad access this week.
Jul 7, 2026
AI & Tech
NVDA's $91B Quarter: Can Nvidia Deliver Again?
Nvidia guides $91B revenue for Q2 FY27 after an $81.6B beat. Here's what traders need to watch before the August 26 report.
Jul 6, 2026
AI & Tech
GPT-5.6 Locked Down: What the Rollout Means for Traders
GPT-5.6 is live for 20 vetted partners only. A White House framework due July 7 will set the terms for broader release — and reshape AI stock positioning.
Jul 6, 2026
AI & Tech
NVDA's $975B Chip Market Faces BofA Bubble Warning
Bank of America's bubble indicator hits 0.91 on semiconductors as NVDA trades at 32x forward earnings. Here's what the data says about risk vs. reward.
Jul 3, 2026
AI & Tech
GPT-5.6 Broad Release Hinges on July 7 White House Call
OpenAI's GPT-5.6 is live for 20 government partners. A White House AI framework expected July 7 is the trigger for broad commercial access and IPO pricing.
Jul 3, 2026