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The AI Wiring Play That Just Got Cut in Half

The AI Wiring Play That Just Got Cut in Half

The AI selloff just knocked a key GPU-connectivity supplier down more than half from its highs.

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An Ad Tech Beat, a Network Testing Boom, and an AI Services Pop

An Ad Tech Beat, a Network Testing Boom, and an AI Services Pop

Ad tech finally beat, network testing keeps booming, and AI services just earned a 20% vote of confidence.

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The Factory-Parts Marketplace That Just Crossed $1 Billion and Turned a Profit

The Factory-Parts Marketplace That Just Crossed $1 Billion and Turned a Profit

A marketplace for custom factory parts just posted its first GAAP profit and crossed a $1 billion revenue run rate.

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Grab Rallied Through the Rout While Datadog Learned the Cost of One Big AI Customer

Grab Rallied Through the Rout While Datadog Learned the Cost of One Big AI Customer

Grab rallied through the chip rout, Datadog lost its biggest AI customer's spend, and Lattice ran.

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The AI Chip IPO Trading Like Its Backlog Doesn't Exist

The AI Chip IPO Trading Like Its Backlog Doesn't Exist

Revenue doubled and the backlog tops $25 billion. The stock fell below its IPO price anyway.

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A Founder's $10 Million Bet and Two Tech Names Worth a Second Look

A Founder's $10 Million Bet and Two Tech Names Worth a Second Look

A founder buys big, a software name raises its outlook, and a chip name hits a 12-month low.

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The Beaten-Down Fiber Play Hyperscalers Won't Stop Buying From

The Beaten-Down Fiber Play Hyperscalers Won't Stop Buying From

A beaten-down telecom near its 52-week low is turning into AI plumbing.

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Optical Chips, a Record Foundry Quarter, and a Health AI Swing

Optical Chips, a Record Foundry Quarter, and a Health AI Swing

An AI optics ramp, a record foundry quarter, a steady software compounder, and one speculative health AI swing.

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The SaaS Underdog Heading Into a Make-or-Break Print

The SaaS Underdog Heading Into a Make-or-Break Print

Left for dead last year, now up 100%+ with a catalyst dropping in 72 hours.

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Anthropic's IPO Filing Just Gave One AI Cloud a New Benchmark

Anthropic's IPO Filing Just Gave One AI Cloud a New Benchmark

An AI cloud lifted by Anthropic's IPO filing, a solar reset, and a fuel cell whipsaw.

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The Delivery Giant Whose Customers Came Back Before Its Stock Did

The Delivery Giant Whose Customers Came Back Before Its Stock Did

Customers came back after a record data breach fine. The stock didn't. Earnings land November 3.

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An Early November Earnings Print Could Reset The Smartphone Chip Trade

An Early November Earnings Print Could Reset The Smartphone Chip Trade

One guide in early November tells you if the handset cycle is actually turning.

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