🎶 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.

One thing’s for sure: the moves will be bigly.

If there’s margin pressure, details don’t matter.

BlueFin Research said the loss of this contract “is believed to be related” to the charges brought against Super Micro’s cofounder.

“More than 50% of total contracted revenue is now backed by investment-grade customers,” per the press release.

It’s kind of the thing you’re supposed to do.

ASML’s new cutting edge tech is “very, very expensive.”

You may have known this already, since December, but hey.