The brokerage just reported quarterly results.

Whether OpenAI learned from the mistakes that punished all of its competitors in late 2025 — and if those missteps were actually advantages — will…

The UAE plan: “gradually and thoughtfully increasing production, in line with demand and market conditions” going forward.

Doesn’t look too fundamental, even if you squint.

Last week, POET’s CFO gave an interview indicating that the company was a supplier to Marvell, something everyone was assuming anyway.

Another potential off-ramp.

Amazon announced plans to deepen its investment in the Claude developer earlier this week.

🎶 Nothing can stop me, I’m all the way up. 🎶

Qualcomm is the worst-performing member of the Philadelphia Semiconductor Index year to date.

Data centers mean more demand for everything, including CPUs.