From Problem Child to Comeback King: Google’s 3-Million-Chip Order Catapults Intel — And the Reason Is a Bottleneck at TSMC
Exactly one week ago, Intel was the big loser. When Nvidia declared war on the PC market at Computex, Intel’s […]
Market analysis and commentary on current events.
Exactly one week ago, Intel was the big loser. When Nvidia declared war on the PC market at Computex, Intel’s […]
Saylor Sold — and Broke His Own Cardinal Rule For years it was the most repeated promise in all of
When Tim Cook walks onto the stage in Cupertino on Monday at 10 a.m. Pacific time, the stakes will be
There are days when Wall Street receives good news and panics anyway. Last Friday was one of them. At 8:30
There is a moment in the life of almost every growth stock when the narrative breaks — not because a
There are days when a company does almost everything right and still gets punished. Last night was one of them.
There are two numbers, and at first glance they have nothing to do with each other. The first: 7,609. That
For a week, this market celebrated the winners of the AI wave. Dell jumped a third, Anthropic was valued at
This morning, on stage at Computex in Taipei, Jensen Huang announced perhaps the most aggressive move in Nvidia’s history. The
“Sell in May and go away” — the oldest adage on Wall Street. Anyone who followed it in May 2026
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