SONY stock is bullish for several reasons. Given the news yesterday that SONY is developing a $6.4B AI chip JV with TSMC, here is why SONY is a classic value play with an AI chip call option still underappreciated by …
Anyone that knows anything about datacenters is fully aware of how ridiculous the thought of putting a data center in space is. It's an astronomically expensive fever dream that ignores the laws of basic physics, cooling limits, and maintenance realities. …
The Rubin Ultra reporting this week is that NVIDIA's testing configs with as little as 192GB of HBM, down from a planned 1TB, and even stepping back from HBM4E to HBM4. Not for performance, purely because the memory shortage is …
So you can easily put any stoploss below $ 1150-ish and ride the recovery pullback to at least $ 1900 or higher for a good 6:1 Reward to Risk ratio going long here. Just hope Citadel is soon ready with …
Summary: South Korea is launching a five trillion won semiconductor fund aimed at chip materials, parts, equipment, and fabless companies, alongside an additional five trillion won in trade finance for suppliers to accelerate new manufacturing hubs. Announced by Presidential Chief …
Between 10 year Treasury yields pushing past 4.7%, hawkish Fed signals, and Middle East headlines keeping crude elevated, market sentiment feels like a tug of war right now. S&P 500 Q2 earnings growth has been strong on paper, but Wall …
Taiwan Semiconductor Manufacturing Co. on Monday reported a big sales jump for July, as demand for its artificial intelligence-related chips continued to strengthen. TSMC, the world’s biggest chip manufacturer, reported revenue for July of 467.58 billion New Taiwan dollars ($14.5 …
Netflix said Monday it has closed its upfront sales process, hitting its target of nearly doubling its ad commitments. In reporting quarterly earnings last month, Netflix execs reaffirmed their expectation that ad revenue will hit $3 billion in 2026, twice …
President Lee Jae Myung ordered the Defense Ministry on Monday to move Gwangju Air Base's operations to another military airfield by mid-2028 so that work can start early on a semiconductor complex planned for the site. Lee gave the instruction …
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