Articles by AIStockWire Editorial
What is a chip foundry? Why almost every AI chip is made by one company, TSMC (TSM)
Nvidia, Apple and AMD design chips but do not make them. A plain-English guide to what a semiconductor foundry is, the fabless model, why TSMC (TSM) makes around 70 percent of the world's chips, and the packaging bottleneck holding back AI.
Heads up for the July 4th week: the market is closed Friday, and options move to Thursday
July 4 lands on a Saturday in 2026, so the stock market is closed Friday, July 3. Thursday July 2 is a full session (not a half day), weekly options shift to Thursday, bonds close early, and crypto stays open. Here is the clean rundown.
Solar stocks for the AI power boom: First Solar, T1 Energy, Canadian Solar and more
Solar plus batteries is the fastest power getting built for AI, and the stocks are heating up. The case for First Solar, Canadian Solar, Tesla and Fluence, plus T1 Energy, the US solar maker Leopold Aschenbrenner just took a big stake in.
Our take: the AI sell-off looks overdone, and we think Micron gaps up tonight
The AI trade is in full panic and Micron has slid from over $1,200 toward $1,000 ahead of tonight's earnings. Here is why we think the sell-off is overdone and Micron could gap up.
AI's power issue could be nuclear's big break
AI data centers need enormous, around-the-clock electricity, and the grid wasn't built for it. That's reviving nuclear power and pulling energy stocks into the AI trade. Here's the demand, the Big Tech deals, the stocks, and the risks worth respecting.
The AI selloff isn't done, and now it's all about Micron
Asia rebounded overnight and Samsung jumped more than 9%, but the bounce didn't hold. AI and chip stocks are selling off again, most of the Magnificent Seven are red, and Micron erased its premarket gains. The market is still down on fear, and Micron's earnings tonight are the one thing that can break it.
Trump spotlights Nokia's $30M Pennsylvania chip expansion: a small check, a notable signal
President Trump touted Nokia's new $30 million Pennsylvania semiconductor expansion at a Mack Trucks plant. The sum is small, but the spotlight, stacked on Nvidia's stake and Nokia's AI-networking push, is a notable sentiment signal for NOK.
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