MU Is Down 22% and SKHY Just Listed. The HBM Trade Just Got Complicated.
Micron posted the biggest quarter in semiconductor history. Then SK Hynix showed up.
Business
SpaceX Is Already Below Its IPO Peak. The Real Test Hasn’t Started Yet.
SPCX hit $225 weeks after debut. Now it's back near $150. August 6 changes everything.
Opendoor Is Up 11% While the Bears Are Still Publishing
A short seller fired. The market shrugged. July 30 is where this gets resolved.
Oracle Just Got Downgraded to One Notch Above Junk. The Stock Is Up 3%.
The gap between what equity investors and credit markets believe about ORCL is the most important question in enterprise tech…
Broadcom Is Down About 25% From Its 52-Week High. The AI Custom Chip Race Just Got Bigger.
AI semiconductor revenue grew 143% last quarter. Apple says its expanded Broadcom commitment is expected to exceed $30B through 2031.
Gilead Is Up 3.5% Today. Regeneron Is Down 40% From Its High.
Same biopharma category. One is quietly building something the market is missing.
AMD Is Up 27% Since Earnings. August 4 Is What Matters Now.
A $11.2B revenue guide, a July AI event, and a data center business that just crossed a structural line.
TSLA Delivered 480K Vehicles. The Stock Fell 6% Anyway.
July 22 is the only date that matters now.
The Yen Just Hit a 40-Year Low. The Real Trade Is Not What You Think.
Tokyo spent $72 billion trying to stop this. It didn't work.
Micron Just Posted One of the Biggest Quarters in Memory History
Revenue up 346% year-over-year. And the stock jumped in after-hours.