Briefing

Intel’s decision to back off from its aggressive 18A process node and instead prioritize the more mature and realistic 14A process could mark a critical turning point—not as a bold leap forward, but as a measured recalibration of its technology roadmap. This move signals a shift from aspirational engineering targets to executable manufacturing strategy, and the industry is … [Read more...] about Intel’s 14A Strategy Marks a Pivotal Step Toward Recovery

Unity Software Inc. (NYSE: U) has had a turbulent journey since its public debut in 2020, rising swiftly on the back of pandemic-driven digital demand before crashing under the weight of unfulfilled monetization ambitions, overvaluation, and a changing macroeconomic landscape. Yet despite these stumbles, Unity remains a foundational player in the real-time 3D content … [Read more...] about Unity’s Next Act: Game Engine Powerhouse or Platform Evolution?

Supermicro's fiscal 2024 performance was nothing short of extraordinary. The company recorded a staggering 110% year-over-year jump in revenue, reaching $14.94 billion — a figure that shattered expectations and far exceeded the trajectory set in previous years. Just two years ago, in fiscal 2022, Supermicro posted $5.2 billion in revenue. In 2023, that grew to $7.1 billion, a … [Read more...] about Supermicro’s Revenue Explosion: One-Off Windfall or Dawn of a New AI-Driven Era?

As the logistics sector trails the broader market rally in 2025, the case for investing in FedEx and UPS hinges on a delicate balance between macroeconomic recovery, political trade policy, sector realignment, and company-specific strategy. Both stocks have endured a difficult year, even as the S&P 500 notched record highs above 6,200 by the end of June, up 5.5% year-to-date. … [Read more...] about FedEx vs UPS: Is Now the Right Time to Invest in Logistics Stocks Amid Tariff Volatility and Market Recovery?

Advanced Micro Devices (AMD) closed at $137.91 in the latest session, just shy of the $140 mark that has become a near-term resistance level. While the stock has pulled back modestly, this should be seen less as a loss of momentum and more as a moment of consolidation following a powerful spring rally. From April through late June, AMD’s share price climbed more than 60%, … [Read more...] about AMD: A Healthy Pause in the AI Race, With Room Left to Run