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Matt Phillips
Posts
Sandisk, Micron dive as Google Research unveils AI algorithm to reduce memory demands
Will this blog post mark the end of the memory stock boom?
After taking a dip when the war started, fiber-optic stocks are running at light speed again
One of the banner names in the space, Lumentum, just hit an all-time high, up 44% off the post-war low that happened just 19 days…
Chip stocks lifted by Arm’s barn-burner revenue projection hike, Meta deal
The AI build-out is going to take a lot more chips.
EchoStar jumps on report SpaceX plans IPO filing as early as this week
Shares are up more than 300% over the last 12 months.
Amid Mideast conflict, investors cling to faith in the AI buildout
Investors are betting the great AI buildout continues, headlines be damned.
Palantir pops as its Maven AI targeting system made “official program” for DOD
This bureaucratic designation signals a long-term budgetary commitment to the technology.
Exxon and Chevron surge as oil rises; gold keeps getting clobbered
Energy is the sole bright spot for the S&P 500 since the start of the war.
Chip-smuggling charges against Super Micro cofounder boost rival server maker Dell
Other AI “system makers” are getting a lift from Super Micro’s legal snarl.
Planet Lab soars after earnings beat and positive analyst commentary
Analysts offered mostly glowing reviews of the company’s Q4 report, as the stock soared.
Gold tumbles as market sees Fed shifting toward inflation fighting
Gold and gold miners tumbled Thursday, as the rolling Iran war energy crisis revived worries about inflation and pushed the market to take additional rate…