TL;DR — Samsung’s DDR5 memory contract prices jumped from $149 to $239 in a single quarter, driven by AI chipmakers buying up HBM and DDR5 capacity. Samsung and SK Hynix are reallocating fab lines toward higher-margin AI memory, tightening supply for everyone...
TL;DR — Alphabet’s Waymo was valued at $126 billion in a February funding round. Three months later, the segment that houses it posted a $1.8 billion quarterly loss. In February, outside investors valued Waymo at $126 billion in a funding round that raised $16...
TL;DR — Meta’s capital spending guidance nearly doubled to $130 billion to $145 billion for the year, on top of an already-record base. Advertising revenue is still the only line item paying for it. Meta spent $72.22 billion on capital expenditures in 2025. This...
TL;DR — A third of every dollar in the S&P 500 now sits in just six companies. An index fund marketed as diversified carries the concentration risk of a handful of mega-cap tech bets. Buy the most boring, most diversified investment product retail investors have...
TL;DR — Nvidia controls roughly 60% of TSMC’s advanced chip packaging capacity, the process that turns GPU dies into finished AI accelerators. That number predicts Nvidia’s 2026 output better than anything said on an earnings call. Every quarter, half a...
