Texas Instruments TXN Revenue Jumps 28 Percent as Data Center Sales Nearly Double and Free Cash Flow Hits $8.4 Billion
TI’s third quarter revenue rose 28 percent to $6.06 billion, industrial hit a new peak, data center nearly doubled, and fourth quarter guidance came in above Wall Street estimates.
Lam Research LRCX Books a Record $8.22 Billion Quarter as China Supplies Three Quarters of the Jump
Lam Research beat estimates with record revenue and a first 40 percent operating margin, but China drove most of the gain and is guided sharply lower for December.
Cohere Equity, a $106 Million GPU Loan and a $94.4 Million Fireworks Contract Show How AI Compute Gets Financed Now
Cohere’s state-backed Series E, NexGen Cloud’s GPU-secured loan and Forum Edge AI’s Fireworks contract show three ways AI hardware gets funded, and who takes the hit if GPU values fall.
Kalshi Gets SPGI Index License to Settle Event Contracts on Official Benchmarks, Moving Past Election Betting
Kalshi’s new deal with S&P Dow Jones Indices lets it settle event contracts on official index values, a move that makes it look more like an exchange than a sportsbook.
Kalshi and Polymarket Show Up in Half of Google Midterm Forecast Searches, Including in States That Ban Election Betting
Ask Google who will win the Senate on Tuesday and there’s a good chance the answer comes with a price attached. CasinoReviews.net, a gambling review…
Sandisk SNDK Fiscal Q1 2027: Receivables Rose $1.9 Billion on a $2.1 Billion Revenue Gain
Sandisk reported fiscal first quarter 2027 revenue of $11.03 billion on Thursday, up 23% from the June quarter and 378% from a year ago, against…
The Bull Case for Marvell Buying Lumentum Is Owning the AI Laser Bottleneck
Marvell fell more than 8% after hours on reports that it is in advanced talks to buy Lumentum, while Lumentum jumped about 10%. That is…
SK Hynix Posts a 79.7 Percent Margin and Pays Out 100 Trillion Won as It Calls the Memory Shortage Through 2030
Nine days ago the question on this site was whether the KOSPI’s October collapse was a buying opportunity or the start of a longer rethink…
Leveraged Semiconductor ETFs Lose Money in Sideways Markets, Here Is the Math
Between the close on August 19 and the close on October 14, 2026, the iShares Semiconductor ETF (SOXX) went from $519.67 to $519.42. Thirty-nine trading…
Sandisk SNDK Q1 Preview Hinges on a December Guide Above $12 Billion
Sandisk reports fiscal first quarter 2027 results on Thursday, October 29, after the close, and the September quarter is already spoken for. Management guided in…
Applied Materials Raises Besi Stake to 20 Percent as Chip Filings Point to the Packaging Layer
Applied Materials filed an 8-K on Monday that says less than it does. The company signed an accelerated share purchase agreement for shares of BE…
Smartphone Shipments Fall 20% on Memory Costs as October 22 Surveys Show AI Adoption Outrunning Measurement
Fourteen surveys and research reports hit the wire on October 22. Most were marketing with a sample size attached. A few carry real numbers. Read…
Fear and Greed at 21 as Oil and AI Doubts Hit Stocks
A Fear & Greed Index reading of 21 captures a market with little patience left for disappointment. Investors are becoming more defensive, expensive growth stocks…
Where Is the KOSPI Heading? South Korea’s Stock Market Faces a Critical Test After Its October Collapse
South Korea’s stock market has entered one of its most turbulent periods in years. The question is no longer whether the KOSPI has suffered a…
Semiconductor Selloff Exposes the Financial Fragility Behind the AI Boom
Semiconductor stocks are falling because investors are beginning to question several assumptions that supported their extraordinary rise: that artificial intelligence spending will keep expanding, that…
Semiconductor Stocks Slide as AI Financing Worries and Rising Oil Weigh on Investors
Semiconductor stocks fell broadly on October 12, extending a retreat that has begun to test investors’ confidence in the AI trade. During morning trading, the…
Foreign Investors Are Selling South Korea, and SK Hynix Is at the Center of the KOSPI Decline
South Korea’s stock market is facing a particularly uncomfortable combination: foreign investors are withdrawing capital while SK Hynix, one of the country’s most important semiconductor…
Memory Stocks Are Pricing a Peak While 2027 HBM Prices Are Set to More Than Double
The S&P 500 closed above 7,800 for the first time on Tuesday. Memory went the other way. SK Hynix lost 3.7% in Seoul and Samsung…
Five Small Infrastructure Projects and the Markets Behind Them: Edge Databases, Agent Security, Usage Metering, Agent Environments, Reverse Proxies
Five early-stage infrastructure projects, each aimed at a different corner of the market: AltSql, VPN Works, Precomputing, Preconfiguration and BareProxy. All five are Alphas or…
Akamai’s 17% Jump on Anthropic’s $11.6B Deal Skips the 5% Warrant Anthropic Gets in Return
Akamai rose more than 17% after hours on an Anthropic commitment to spend $11.6B over seven years on its cloud services. Spread evenly, that is…
Adobe Closes $340 Million Topaz Labs Deal With ADBE Trading at 10x Earnings
Adobe closed its purchase of Topaz Labs on September 23. The June announcement left out the price; the fiscal third-quarter 10-Q filled it in at…
Omdia’s Record $425 Billion Chip Quarter: Memory Took Roughly 80% of the New Revenue
Omdia puts global semiconductor revenue above $425 billion for the second quarter of 2026, up 31.4% on the first quarter. That beats the sequential record…
SanDisk (SNDK): The 2027 NAND Supply Wave Arrives in 2029
The bear case reduces to one decomposition and one forecast. Fiscal 2026 revenue grew 175% while bit shipments grew in the mid teens. Roughly two…
Schwab’s August STAX Falls to 57.50 as Retail Sells Software and Buys Chips Off the July Low
The Schwab Trading Activity Index came in at 57.50 for August, down from 59.80 in July. That is the first monthly decline since April, and…