Articles by tag: semiconductors
ON Semiconductor shares crash 24% after Synaptics acquisition
ON Semiconductor shares fell 24% after announcing the $7 billion acquisition of Synaptics. We analyze the deal risks, market reaction, and ON stock forecast. Read details.
Nasdaq crash: massive sell-off in the chip sector on June 26, 2026
Semiconductor stocks dragged Nasdaq down 0.24%. The PHLX index fell 5.3% amid doubts about the AI boom. Analysis of causes, affected companies, and forecast for 30-90 days. Read details.
Biden $2.5 billion on US chips: CHIPS Act and China
Analysis of the new $2.5 billion CHIPS Act package: factories in Ohio and Texas, hidden support for Nvidia, political context, and quantum lend-lease against China. Read the details.
Correction of AI stocks: fall of Nvidia and Broadcom — reasons and forecasts
Analysis of the correction in the AI market: why Nvidia and Broadcom fell, what awaits sector stocks, analyst opinions and investor strategies. Read details.
Purchase of Intel Citadel: Ken Griffin's bet on 12 million shares
Ken Griffin's Citadel bought 12 million Intel (INTC) shares and reduced its stake in AMD. Analysis of the 13F report, hidden factors, and forecasts. Read more.
Morgan Stanley doubles down on European AI: hardware vs software
Analysis: why Morgan Stanley bets on European hardware (Aixtron, Siemens) and mining, not software. Insights, details, and beneficiaries. Read.
ARM shares surged 15%: partnership with OpenAI and AI processor
Analysis of reasons for ARM shares rising 15%: partnership with OpenAI, announcement of RTX Spark from NVIDIA, and transition to ARM in PCs. Who won and who lost. Read details.
Nvidia stock drop of 8%: causes and analysis
Nvidia shares fell 8% after the report. Analysis of real reasons, impact on the AI market, forecasts and hidden factors. Read details.
Nvidia shares hit all-time high: AI chips Rubin Ultra
Nvidia shares rose 5% to $3.1 trillion after announcement of Rubin Ultra chips and Vera CPU. Analysis of drivers, risks, and forecast. Read more.
G20 trade growth of 5.3%: hidden fragility of the global economy
We analyze OECD data: why G20 export growth is an illusion caused by panic and inventory effect. Forecasts and risks for business. Read more.
Nokia and Infineon leaders of growth in Europe: +9.6% and 8% in a day
Shares of Nokia and Infineon rose 10% due to capital outflow from China. Find out why ASML remained on the sidelines and what will happen to prices in 30-90 days. Analytics.
NVIDIA record revenue $81.6 billion: AI boom analysis and risks
NVIDIA reported record revenue of $81.6 billion (+85%). We analyze the reasons for growth, hidden risks of customer concentration, margin decline, and stock forecast. Read details.
Intel and Qualcomm stocks: growth on chips and contracts
Analysis of the reasons for the rally of Intel and Qualcomm stocks in May 2026: Apple agreement, AI contracts and a new CPU supercycle. Find out who wins and how to profit from it.
Rise of KOSPI and Nikkei: AI and Memory vs. Geopolitics
Why KOSPI and Nikkei are rising despite the crisis in Hormuz. Analysis of the AI supercycle, memory revaluation, and the death of the 'Korean discount'. Find out who wins and who loses.
Emerging market stocks: growth of 16% in 2026
Emerging market stocks outperform S&P 500 for fifth consecutive quarter. Learn the drivers of the rally and ways to invest in growth. Read analysis.
Emerging Markets: Records and AI Boom in 2026
Emerging markets hit new records in 2026. MSCI EM rose 14% thanks to the AI boom and expensive oil. Find out who became the growth leader and what forecasts experts give.