Samsung Foundry Price Hike Exposes a Recovery Built on Borrowed Time
The Samsung foundry price hike of up to 15% on new orders is the most concrete evidence yet...
Why the Next Big Industrial Merger Will Happen in the Automation and Robotics Space — and Who the Likely Buyers Are
A certain silence permeates the floor of an automation trade show. Not exactly silence—somewhere a conveyor is humming,...
PL Stock Just Jumped 10% on a Greek Satellite Deal — and Wall Street Hasn’t Caught Up Yet
One of Planet Labs’ tiny satellites is currently passing by somewhere above the clouds, most likely directly above...
Navitas Stock Is Up 88% This Year — And Wall Street Still Can’t Agree on What It’s Worth
The way Navitas Semiconductor has been trading lately has an almost theatrical quality. After spending the majority of...
The Fintech Company That Is Processing More Transactions Than PayPal and Still Has a $4 Billion Market Cap
Walking through downtown Oakland and discovering that the modest building next to Broadway is owned by a business...
IREN Stock Analysis: Why Nvidia Just Bet $2.1 Billion on This Australian Data Center Company
IREN was a company that most people in the tech industry couldn’t put on a map until recently....
Anthropic Stock Going Public: The $900 Billion AI Company That Could Reshape Wall Street Forever
Anthropic is getting ready for what could be one of the biggest stock market debuts in history somewhere...
Sony Just Chose TSMC as Its AI Sensor Partner — Here’s What That Means for TSM Stock
Machines are etching circuits onto silicon wafers that will eventually be found inside an Nvidia GPU, an Apple...
Micron Stock Price Just Crossed $746 — And Wall Street Can’t Stop Talking About It
A memory-chip fabrication plant has a certain stillness that you only truly notice when you’re standing close to...
The SpaceX IPO Investor Windfall That’s About to Reshape American Wealth
For the majority of the last twenty years, SpaceX has been one of those businesses that almost no...
MRAM Stock Hits 52-Week High — And the Pentagon Is the Reason
For the majority of its existence as a publicly traded company, Everspin Technologies has been the kind of...