Technology & MarketsSemiconductors Hit Records Globally as AI Dismantles the Enterprise Software Business ModelSalvado•Jun 25, 2026
Markets & TechnologyGlobal Chip Rally Leaves Software Behind as Investors Bet on AI HardwareSalvado•Jun 25, 2026
TechnologyMicron's Entire 2026 HBM Supply Is Sold Out, Bottlenecking AI Infrastructure GloballySalvado•Jun 19, 2026
Technology & InnovationSemiconductor ETFs Surge 79% as US-China Chip Race Splits Global AI InfrastructureSalvado•Jun 17, 2026
Technology & MarketsSOXX Surges 79% YTD as Global Semiconductor Supercycle Expands Beyond U.S. Data CentersSalvado•Jun 13, 2026
Technology & MarketsGlobal Semiconductor ETF Surged 79% Then Fell 10% in One Day — ASIC Costs Explain WhySalvado•Jun 11, 2026
Technology & InnovationNetlist Funds Operations Through Patent Lawsuits, Not Memory Sales — AI Development Timelines Pay the PriceSalvado•May 25, 2026
Technology & IndustryAnalog Devices Projects $3.9B Q3 Revenue as Semiconductor Reshoring Reshapes Global Supply ChainsSalvado•May 24, 2026
Technology & InnovationAmbiq Micro's $38M Loss and 20x Sales Multiple Threaten Global Edge AI Supply ChainSalvado•May 24, 2026
TechnologyNvidia Surges 20% and Launches Vera Rubin GPU as Global AI Infrastructure Race DeepensSalvado•May 21, 2026
Technology & AION Semiconductor to Double AI Data Center Revenue in 2026 as Global Chip Race IntensifiesSalvado•May 20, 2026
Technology & AIFour US Hyperscalers Commit $650B to AI Infrastructure as Custom Chip Race Goes GlobalSalvado•May 19, 2026
Technology & MarketsAnalog Devices Posts 30% Revenue Surge as Global AI Infrastructure Race Drives Semiconductor DemandSalvado•May 17, 2026
Markets & TechnologyIntel +240%, AMD +112%: Global AI Inference Shift Leaves Nvidia Behind in 2026 RallySalvado•May 12, 2026
Technology & AIDRAM Prices Set to Double in 2026, Squeezing AI Infrastructure Costs WorldwideSalvado•May 12, 2026
TechnologyUS Joins Korea and Taiwan in Owning Its Chipmaker: Government Takes 10% Intel Stake in $5B Triple DealSalvado•May 1, 2026
Technology & AI$660B US Tech AI Spend Fuels Global Chip Rally as PHLX Hits 18-Day RecordSalvado•Apr 28, 2026
GeopoliticsUS Government Takes Equity Stakes in Chip Fabs, Joining China's State-Led Semiconductor StrategySalvado•Apr 20, 2026
TechnologyU.S. Bans Chinese Rare Earths in Defense Chips by 2027, Reshaping Global Semiconductor SupplySalvado•Apr 20, 2026
