Intel: Upsizes Its Share Sale to $20B at $95
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI trade's financing layer took center stage overnight: Intel raised $20B in the open market,...
TSMC: July Revenue Jumps 44.7% to a Record NT$467.58B
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube TSMC's July sales print lands as the cleanest possible answer to two weeks of AI-bubble anxiety —...
Memory: SanDisk and Western Digital Beat
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The memory supercycle takes its first real guidance-driven hit while Atlassian's 30% blowout...
SpaceX: Musk Commits Exclusively to Nvidia
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube Two disclosures reframed the week — Musk handed Nvidia an exclusivity pledge that stretches into...
AMD: Record $11.5B Quarter, Data Center Doubles to $6.7B
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI trade printed a record close and then blew up overnight — AMD beat every line and fell 8%,...
Palantir: Revenue Up 93% and U.S. Commercial Up 149%
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI trade broadened violently overnight: Palantir's 93% revenue growth and Amazon's $3...
Alibaba: Qwen3.8-Max Lands at 2.4 Trillion Parameters Claiming…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube China reclaims the frontier narrative on the first Monday of August: Alibaba's 2.4-trillion-...
Amazon: AWS Grows 37%
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI-capex trade got its verdict overnight: Amazon proved cloud demand is accelerating and...
Microsoft & Meta: The Capex Verdict Lands
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI trade split in two overnight: Microsoft added ≈$260B on cheaper capex and a 45% Azure...
SK Hynix: Profit Up 557% to a Record ₩60.5T
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube Record AI-memory profits were not enough: SK Hynix missed a bar nobody thought it could miss,...
South Korea: Kospi Crashes 10.8% and Trips a Circuit Breaker as…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube China detonated the memory trade: a 466% chip IPO, homegrown lithography tools, and a circuit-...
NVIDIA × OpenAI: Nvidia Weighs a ~$250B Backstop for OpenAI's…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube Risk-on Monday: futures surge as the U.S.–Iran fighting pauses and oil dives, but the tape's real...
Alphabet: Beats on $119.8B Revenue and 82% Cloud Growth
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube Big Tech's "prove-the-capex" week hits its verdict: Alphabet and Tesla both cleared the revenue...
AMD: Launches "Helios" 72-GPU Rack, Wins Microsoft as Flagship…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube AMD crashes Nvidia's rack party as Microsoft signs on for Helios, Google ships a cheaper Gemini...
Markets: Chip Comeback Fizzles, Oil Hits $90 on Iran
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube A jittery holding pattern: chips staged an intraday comeback but faded, oil punched to $90 on...
Big Tech Earnings: Alphabet and Tesla Headline the…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube Wall Street opens the year's most important tech-earnings week — Alphabet and Tesla headline a...
Google: Gemini 3.5 Pro's Long-Promised July 17 Launch Arrives
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube Launch day for Gemini 3.5 Pro arrives with Google reportedly behind schedule, deepening a multi-...
TSMC: Record Q2 Profit +77%, Pledges Another $100B for Arizona
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube TSMC delivers a record quarter and a fresh $100B U.S. pledge, but the chip trade sells the news...
ASML: Blows Past Q2 and Hikes Its 2026 Outlook a Second Time on…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI-capex trade rips higher as ASML's second forecast hike of the year — plus a wave of...
Markets: CPI + Big-Bank Earnings Land Together as Hawkish Waller…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube A high-stakes macro Tuesday: June CPI and the big banks kick off earnings season with the AI...