Economy

With China’s SAMR in its final review phase and Korea still reviewing, Skyworks just logged its best week since 2009. The closing catalyst is still ahead.

With 14% revenue growth, 20% EPS growth, and a $5.5B buyback, INTU’s AI-disruption discount has become an argument for owning it.

A Q3 earnings beat, a $230 billion AI revenue roadmap by 2028, and a forward multiple that collapses quickly make AVGO’s selloff look like a pricing error.

With TSMC, Samsung and Intel Foundry publicly tied to High-NA EUV timelines into the early 2030s, ASML’s position looks stronger than ever.

Five people are dead, the NTSB is on site, and investigators are scrutinizing responsibility for Flight 7598.

Wednesday’s earnings report is the first chance to reconcile war-driven demand with FY27 GAAP net income guidance of just $8 million to $24 million.

Jane Street’s Crusoe and CoreWeave deals show who is fighting for GPUs, and what it means for NVDA, CRWV, and neoclouds.

When gross margin slides from 78% to 73% as revenue triples, professional investors stop asking how fast AI is growing and start asking how profitable it can be.

August auto forecasts show an affordability squeeze far beyond the showroom floor.

Google’s price attack on Anthropic and Microsoft shows who can cut and who bleeds.