Will the World’s Most Successful Stock List U.S. Shares?
This Japanese chipmaker, which has produced world-leading stock performance since its debut in late 2024, would be following the example of Hynix in seeking a U.S. listing.
Asia’s Response to ‘Nvidia Effect’ May Surprise You
It has been a scary summer of moves in either direction for Asia’s chip sector and the reaction to Nvidia’s guidance may come as a shock.
No Time to Let Your Guard Down
As tensions with Iran escalate, major domestic equity market indexes trade close to all-time highs, and oil rises, you best be ready.
4 Issues Are Colliding to Test a Vulnerable Market
Global yields are surging as chip strength reverses and negative seasonality beckons.
CoreWeave Might Have Saved the AI Trade but Is It an Investment?
The future looks bright and it might not be allowed to fail.
Korean Flash Crash Shows Perils of Out-of-Hours Trading
A single sale of 11 shares caused a maximum 30% selldown in Korean heavyweight SK Hynix. Here’s why volatility is so severe during the Asian trading day.
Here’s My AMD Plan After Wall Street’s ‘Misguided’ Selloff
What exactly are AMD bears hanging their hats on? Oh, and I have allies…
Chart of the Day: Time to Add to Applied Materials?
The massive equipment company has been hit hard by semiconductor selling but now the tide could be turning.
Latest Earnings Move the AI Goalposts From U.S. to Asia
The market’s response to the Microsoft-Meta earnings pair and Hynix-Samsung numbers gives a clear indication.
How to Navigate a ‘Chip-Wreck’; Watching the War Grow, Fed Day!
Fighting spreads after surprise attack, Fed Day lands, and let’s look at the rotation and what to make of the semiconductor crash.