MAGS is Back MAGS broke $70 on 9/3 and is on the verge of new 52-week highs as it closes its...

Most conversations about semiconductors focus on the chips themselves, such as the GPUs training AI...

A multilayer ceramic capacitor, or MLCC, is among the smallest and least expensive parts inside a...

In our view, the Situational Awareness blow up was the exclamation point to a significant leverage...

What is a neocloud company? A neocloud is a cloud provider built for one job: renting out...

With another quarter of price action in the books, the first half of 2026 is now behind us. The S&P...

For two years, the AI hardware trade has been about raw power. Faster chips. More memory to keep...

How much AI do you own in 2026? Modern portfolio construction is under newfound scrutiny as AI has...

The three biggest memory producers in the world, Samsung Electronics (005930 KS), SK hynix (000660...