Semiconductor StocksPhiladelphia Semiconductor Index Hits Record High as AI Splits Tech in TwoSalvado•Jun 25, 2026
Tech Stocks & SemiconductorsNVIDIA Names Dell and Penguin Solutions as Vera Rubin NVL4 Partners, Triggering AI Infrastructure Procurement CycleSalvado•Jun 25, 2026
Tech Sector Valuations70% Grid Failure Rate Threatens $5.2T AI Infrastructure Buildout — and Hyperscaler ValuationsSalvado•Jun 23, 2026
Tech Sector PerformanceNVIDIA and Hyperscalers Hit All-Time Highs as Markets Price AI Compute ScarcitySalvado•Jun 23, 2026
Tech Sector StrategyNvidia Builds Quantum Hedge Into AI Dominance With CUDA-Q and NVQLinkSalvado•Jun 12, 2026
Technology Stocks & Market ImpactSupermicro's Vera Rubin NVL72 Blueprints Target Hyperscaler AI Factory Orders, Lifting SMCI OutlookSalvado•Jun 5, 2026
Derivatives & Futures MarketsICE Launches GPU Compute Futures, Opening Derivatives Market for AI InfrastructureSalvado•May 29, 2026
Bond MarketsU.S. 10-Year Treasury Yield Hits 5.0%, Forcing Global Bond Market RepricingSalvado•May 25, 2026
Tech Sector EarningsAnalog Devices Communications Revenue Surges 79% as AI Supercycle Lifts Semiconductor EarningsSalvado•May 24, 2026
Earnings Risk$500B-$700B AI Capex Cycle Exposes Hyperscalers to Write-Down Risk if Monetization LagsSalvado•May 21, 2026
Earnings & GuidanceON Semiconductor Guides AI Data Center Revenue to Double in 2026, Sparking 60% Stock SurgeSalvado•May 20, 2026
Earnings CatalystBitdeer Converts Norway Mine to AI Data Center, Advances Ohio and Texas Buildouts in Single Earnings CycleSalvado•May 19, 2026
Technology Sector StocksADI Stock Up 57% YTD as AI Data Center Spending Lifts Semiconductor NamesSalvado•May 17, 2026
Market Signals & ArbitragePershing Square Takes Microsoft Stake as Oracle Borrows to Build Data Centers — Retail Investors Still Catching UpSalvado•May 17, 2026
Tech EarningsNebius Group Jumps 15.72% as AI Infrastructure Earnings Prove Revenue ModelSalvado•May 16, 2026
Tech Sector PerformanceCorning Shares Up 137.4% YTD as NVIDIA Partnership Signals AI Infrastructure BoomSalvado•May 14, 2026
Semiconductor CommoditiesDRAM Prices Forecast to Jump 125% in 2026, Flagging AI Hardware Cost Crunch AheadSalvado•May 12, 2026
Tech & Software StocksGoogle's $40B Anthropic Investment Sets New Benchmark in AI Infrastructure RaceSalvado•Apr 28, 2026
Corporate StrategyASML Surges 116.8% as Hyperscaler AI Capex Commitments Signal Durable EUV DemandSalvado•Apr 27, 2026
Utilities & EnergyDuke Energy's $103B Capex Plan Puts AI Power Demand at Center of Utility Investment ThesisSalvado•Apr 27, 2026
