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#Semiconductors

Every published note connected to Semiconductors.

16 articles

Tech and AI Stock Market Report for August 5, 2026: AMD’s Beat Meets a Sell-the-News Test After a 6.6% Chip Rally
Investing·5 August 2026

Tech and AI Stock Market Report for August 5, 2026: AMD’s Beat Meets a Sell-the-News Test After a 6.6% Chip Rally

AMD beat estimates and raised its outlook, but the initial after-hours selloff showed how high expectations have become after a 6.6% semiconductor rally.

13 min readRead article →
Tech & AI Trading Brief: Amazon and Microsoft Lead as Apple Breaks Down — August 3, 2026
Investing·3 August 2026

Tech & AI Trading Brief: Amazon and Microsoft Lead as Apple Breaks Down — August 3, 2026

A short-term trading report for major technology and AI stocks after divergent megacap earnings, a hawkish Fed hold, and renewed semiconductor volatility.

14 min readRead article →
Tech & AI Stock Trading Brief: Chip Rout, Fed Decision and Microsoft–Meta Earnings — July 29, 2026
Investing·29 July 2026

Tech & AI Stock Trading Brief: Chip Rout, Fed Decision and Microsoft–Meta Earnings — July 29, 2026

A practical July 29, 2026 technology and AI stock briefing covering the global chip rout, the Fed decision, Big Tech earnings risk and the strongest pullback setups.

14 min readRead article →
Tech & AI Trading Brief: Oil Relief Rally Meets Big Tech Earnings — July 27, 2026
Investing·27 July 2026

Tech & AI Trading Brief: Oil Relief Rally Meets Big Tech Earnings — July 27, 2026

A July 27, 2026 short-term trading brief for major technology and AI stocks as oil falls on U.S.-Iran de-escalation, Nasdaq futures rebound, and Microsoft, Meta, Amazon and Apple approach earnings.

14 min readRead article →
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