August 14, 2026 The $100B Refund Most Investors Ignore Washington is refunding more in tariffs than it...
SpaceX and Tesla committed $16.8 billion to phase one of a 100-million-square-foot chip megafactory in Grimes County,...
August 13, 2026 TeraFab Wants Hundreds of EUV Machines. ASML Ships 65. Everyone is debating the building....
DeepSeek just went public with its plan to unseat Claude Code. The real fight is not about...
August 13, 2026 Google’s AI Reshuffle Is a TPU War Featured: Google’s AI Reshuffle Is a TPU War...
The headline is cooling. The real-wage deficit is where the consumer trade lives.
Production beat guidance. Costs hit cash flow. The IPO catalyst is just getting started.
August 12, 2026 Lumentum Just Doubled Its Revenue. It Still Can’t Ship Fast Enough. Featured: Lumentum Just Doubled...
August 12, 2026 The Options Market Called SMCI First Before Tuesday’s results, a near-record IV rank, a...
A revenue miss still sent SMCI up about 10%. Gross margin rising to about 17% is rewriting...