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Intel Terafab Plans: 14A Progress Meets Valuation Risk

Technology & AI Ishan Majumdar -
Intel (NASDAQ:INTC) has found itself at the center of another interesting semiconductor story. Elon Musk's recent comments have drawn fresh attention to Intel Terafab...

China Memory Stocks: CXMT’s Year-End Test

Technology & AI Ishan Majumdar -
China's memory-chip ambitions have become a growing concern for global semiconductor investors. CXMT Corporation (SSE:688825) recently disclosed progress on a new DRAM architecture that...
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CoreWeave Debt Crisis: 15% Bond Yields & AI Expansion Risks

Technology & AI Ishan Majumdar -
CoreWeave (NASDAQ:CRWV) is facing a difficult question. Can one of the fastest-growing AI infrastructure companies keep expanding when investors...

TSMC AI Demand Faces A Critical Test After Korea Chip Selloff

Technology & AI Ishan Majumdar -
The global semiconductor market is facing a sudden wave of selling just as Taiwan Semiconductor Manufacturing Company (NYSE) prepares...

Qualcomm Ambarella Acquisition: AI Opportunity & Takeover Risks

Technology & AI Ishan Majumdar -
Shares of Ambarella (NASDAQ:AMBA) rebounded 7.22% on October 9, 2026, closing at $67.43 as speculation emerged that Qualcomm (NASDAQ:QCOM)...

Apple’s October 13 Smart-Home Launch: The AI Ecosystem Test

Technology & AI Ishan Majumdar -
Apple Inc. (NASDAQ:AAPL) is reportedly preparing for a major smart-home push on October 13, and the implications could extend...

Applied Digital Earnings Preview: The $36 Billion Test?

Technology & AI Ishan Majumdar -
Applied Digital reports fiscal first-quarter 2027 results on October 7, covering the three months ended August 31, 2026. This...

Micron Earnings Preview: Why Forward Gross Margin Matters Most

Technology & AI Ishan Majumdar -
Micron Technology reports fiscal fourth-quarter results after the close on September 30, and almost nobody is heading into the...
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Intel Terafab Plans: 14A Progress Meets Valuation Risk

Technology & AI Ishan Majumdar -
Intel (NASDAQ:INTC) has found itself at the center of another interesting semiconductor story. Elon Musk's recent comments have drawn...

China Memory Stocks: CXMT’s Year-End Test

Technology & AI Ishan Majumdar -
China's memory-chip ambitions have become a growing concern for global semiconductor investors. CXMT Corporation (SSE:688825) recently disclosed progress on...

CoreWeave Debt Crisis: 15% Bond Yields & AI Expansion Risks

Technology & AI Ishan Majumdar -
CoreWeave (NASDAQ:CRWV) is facing a difficult question. Can one of the fastest-growing AI infrastructure companies keep expanding when investors...

TSMC AI Demand Faces A Critical Test After Korea Chip Selloff

Technology & AI Ishan Majumdar -
The global semiconductor market is facing a sudden wave of selling just as Taiwan Semiconductor Manufacturing Company (NYSE) prepares...

Qualcomm Ambarella Acquisition: AI Opportunity & Takeover Risks

Technology & AI Ishan Majumdar -
Shares of Ambarella (NASDAQ:AMBA) rebounded 7.22% on October 9, 2026, closing at $67.43 as speculation emerged that Qualcomm (NASDAQ:QCOM)...

Apple’s October 13 Smart-Home Launch: The AI Ecosystem Test

Technology & AI Ishan Majumdar -
Apple Inc. (NASDAQ:AAPL) is reportedly preparing for a major smart-home push on October 13, and the implications could extend...

Applied Digital Earnings Preview: The $36 Billion Test?

Technology & AI Ishan Majumdar -
Applied Digital reports fiscal first-quarter 2027 results on October 7, covering the three months ended August 31, 2026. This...

Micron Earnings Preview: Why Forward Gross Margin Matters Most

Technology & AI Ishan Majumdar -
Micron Technology reports fiscal fourth-quarter results after the close on September 30, and almost nobody is heading into the...

Nvidia China Access: What The Trump–Xi Dinner Could Mean

Technology & AI Ishan Majumdar -
Jensen Huang’s presence at Thursday’s Trump–Xi state dinner puts Nvidia’s China problem back at the center of the AI...

Meta Platforms: $145B AI Bet Faces A Test

Technology & AI Ishan Majumdar -
Meta Platforms (NASDAQ:META) is heading into one of its most important product events of the year. Meta Connect takes...

Intel SK Hynix Memory Deal: What The Ohio Talks Could Mean

Technology & AI Ishan Majumdar -
Intel (NASDAQ:INTC) shares jumped 4% after Reuters reported something that, for now, remains only a possibility. SK Hynix (NASDAQ:SKHY)...

SpaceX Starlink Wireless Network Takes On U.S. Carriers

Technology & AI Ishan Majumdar -
SpaceX (NASDAQ:SPCX) is starting to look like something the U.S. wireless industry has not faced in years: a potential...
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