AI & Tech
Chip Stocks Bleed Into H2 as Bubble Risk Hits 0.91
Semiconductor ETFs drop 5% on H2's first trading day after a 76–108% H1 surge. BofA's bubble indicator hits 0.91. Here's what traders need to watch.
Jul 2, 2026
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242 articles
AI & Tech
Anthropic Export Ban Lifted; Claude Sonnet 5 Prices Revealed
U.S. lifts Claude export controls July 1. Anthropic launches Claude Sonnet 5 at $2/M tokens, lands California state contract, eyes Microsoft Maia 200 chips.
Jul 2, 2026
AI & Tech
Micron's $2,000 Price Target Is the Q2 Earnings Story
Micron's 300% YTD surge and a Cantor Fitzgerald $2,000 price target make MU the defining name of Q2 2026 earnings season — with Goldman projecting MU and NVDA drive 40% of S&P 500 earnings growth.
Jul 1, 2026
AI & Tech
Nvidia's $20B Bond Deal Signals the Real AI Cost
Nvidia launched a $20 billion multi-tranche bond sale as NVDA stock falls 13% in 30 days. The debt deal reveals what the AI buildout actually costs — and who is paying.
Jul 1, 2026
AI & Tech
GOOG's $270B Collapse: July 1 Verdict Is Now Everything
Alphabet lost $270B in market cap on talent exits and capex fears. A July 1 antitrust ruling makes tomorrow a binary event for GOOG traders.
Jun 30, 2026
AI & Tech
Chip Sector's $1.3T Wipeout: Who Survives the Carnage
The PHLX chip index lost 10% on June 5. NVDA sits 26% off highs, MU just printed a record quarter. Here's where the semiconductor trade stands now.
Jun 30, 2026
AI and Tech
Micron Posts $41B Quarter, Guides $50B With 86% Margins
Micron blows past estimates with $41.46B in Q3 revenue and guides Q4 to $50B at 86% gross margin — the most profitable memory quarter in history.
Jun 29, 2026
AI and Tech
Chip Sector Loses $923B in a Day as Broadcom Misses AI Guide
Broadcom's below-consensus AI chip guide triggers a $923B single-session sector wipeout — Nvidia, Intel, AMD, and SK Hynix all suffer double-digit losses.
Jun 29, 2026
AI and Tech
Micron Surges 11.5% After Blowout Q3 Print
Micron stock hits $1,168.50 after a +15.78% post-earnings surge. Here's what the memory supercycle means for MU and the broader chip sector.
Jun 26, 2026
AI and Tech
Intel's 453% Rally Meets a 904x P/E Problem
Intel stock is up 168% YTD and trades at 904x trailing earnings. Here's why the valuation math is becoming impossible to defend at current levels.
Jun 26, 2026
AI and Tech
Micron Obliterates Q3 Estimates, Guides $50B Q4
Micron's Q3 revenue hit $41.46B — up 346% YoY — crushing estimates. Q4 guidance of $49–$51B sent MU surging 17% pre-market Thursday.
Jun 25, 2026
AI and Tech
Qualcomm Eyes $10B Tenstorrent Bid to Challenge Nvidia
Qualcomm is in early talks to acquire AI chip designer Tenstorrent for $8–10B, targeting Nvidia's inference dominance using RISC-V architecture.
Jun 25, 2026
AI & Tech
Google Pays SpaceX $920M/Month for GPUs It Can't Build Itself
Google's $920M monthly GPU lease from SpaceX exposes Big Tech's compute desperation — and who really controls AI infrastructure in 2026.
Jun 24, 2026
AI & Tech
Micron Earnings Today: HBM Demand Is the Only Number That Matters
Micron reports after close June 24. HBM supply redirection and data center demand signals will set the tone for the entire memory sector.
Jun 24, 2026
AI & Tech
NVDA at $207 With $145B on the Line
Nvidia consolidates at $207–$214 as $145B in supply commitments loom. Here's what today's price action and the chip sector setup mean for traders.
Jun 23, 2026
AI & Tech
Oracle's AI Bet: What the 10-K Reveals
Oracle filed its fiscal 2026 10-K on June 22. Here's what the numbers say about its AI infrastructure pivot and what traders need to watch.
Jun 23, 2026
AI & Tech
Nvidia at $210: Four Red Weeks, $25B Debt, and a Senate Letter
Nvidia has closed red four straight weeks, sits 11% off its May ATH, and now faces a Senate export compliance deadline. Here's what traders need to know before August 26.
Jun 22, 2026
AI & Tech
CoreWeave Joins Nasdaq-100 Today: What Traders Must Know
CoreWeave enters the Nasdaq-100 on June 22, triggering forced passive buying at the open. Here's what the index inclusion means for CRWV traders today.
Jun 22, 2026
AI & Tech
Nvidia's $280B Wipeout and the Blackwell Export Risk
Nvidia lost $280 billion in market cap on June 5. Now a Tencent-Blackwell export circumvention report adds a new live wire before Friday's open.
Jun 19, 2026
AI & Tech
HPE, Snowflake Earnings Signal Real AI Demand
HPE surged 16% and Snowflake exploded 30% post-earnings. Here's what the numbers say about AI infrastructure demand heading into Friday's open.
Jun 19, 2026
AI & Tech
Credo Technology Crushes Nvidia With 74% YTD Gain
Credo Technology stock surges 74% in 2026 on soaring AI networking demand, DustPhotonics acquisition, and 206% revenue growth. Here's the setup.
Jun 18, 2026
AI & Tech
Intel Starts 18A-P Production, Apple Deal Inches Closer
Intel begins risk production of its 18A-P chip node, moving closer to a landmark manufacturing deal with Apple that could reshape the foundry race.
Jun 18, 2026
AI & Tech
HPE Stock Surges 40% After Record AI Server Quarter
Hewlett Packard Enterprise posts record $10.7B revenue as AI server orders hit $2.1B, raises full-year guidance above prior 2028 targets.
Jun 17, 2026
AI & Tech
Nvidia's RTX Spark Enters the PC War Against Intel and AMD
Nvidia's RTX Spark superchip targets the $400B PC processor market, threatening Intel's and AMD's core business with Arm-based AI computing.
Jun 17, 2026