Articles by Dennis Singleton
Page 7 of 9
Broadcom (AVGO) and Apple (AAPL) extend their chip deal through 2031, and AI is part of it now
Broadcom filed two sentences with the SEC about extending its Apple chip deal to 2031. The 3.7% pop came from reporting about an unconfirmed AI chip, not from anything Broadcom actually said. Here's what's confirmed and what isn't.
Ondas (ONDS) buys DZYNE for $875 million: bigger platform, more dilution
Ondas (ONDS) is buying DZYNE Technologies for $875.8 million, mostly in stock, and raised its 2026 revenue guidance to at least $525 million. It's also the biggest dilution event yet in a year of stock-funded acquisitions. Here's what the deal means and what to watch next.
SemiAnalysis says Nvidia's Kyber AI rack is delayed to 2028: what it means for NVDA, AMD, and the photonics trade
SemiAnalysis says Nvidia's Kyber NVL144 rack is delayed more than a year to 2028, its backup design was scrapped, and Rubin Ultra was quietly cut in half. NVDA barely moved and AMD jumped instead. Here's what it means for the wider photonics trade, from Coherent and Lumentum to POET Technologies.
TeraWulf (WULF) stock jumps 18% on a 20-year, $19 billion Anthropic data center lease
TeraWulf signed a 20-year lease with Anthropic worth about $19 billion in contracted revenue at its Kentucky data center campus, and sold its Abernathy, Texas stake to a Fluidstack-led group for about $530 million the same day. WULF stock jumped as much as 17%, reversing a hard slide, right after Anthropic's reported $15 billion Australia data center plan.
Oracle (ORCL) stock crashed 59%: is it near the bottom?
Oracle keeps beating earnings and keeps falling anyway, down from $345.72 to around $140. Here is why, the debt and cash burn behind it, the $638 billion bull case, and whether the stock is bottoming.
Hyperliquid's Sunday tape shows chip and memory stocks bouncing hard
Western Digital, SanDisk and Micron are all up more than 6% from Thursday's close on Hyperliquid's 24/7 stock perpetuals. Here is the Sunday snapshot, and why it is not the same as Sunday night's real reopen.
Uber's $20 million Lime (LIME) buy is now official, and its stake tops 23%
A July 2 SEC filing confirms Uber Technologies bought $20 million of Lime stock at its $25 IPO price, following through on a pre-IPO commitment. The same filing shows old convertible notes converting into equity too, taking Uber's total Lime stake to about 23 percent of the company.
How to buy SK Hynix stock (SKHY), the leveraged tickers, and two symbols that no longer work
SK Hynix trades on the Nasdaq under SKHY, and any US brokerage account can buy it. Here is how to place the order, which stocks actually give you this trade, the six leveraged tickers, and why the leveraged ones lost more than double.
Anthropic's $15 billion Australia data center plan, and why Leopold Aschenbrenner's real bet might be SharonAI (SHAZ), not IREN
Anthropic is reportedly weighing a $15 billion, 1.4 gigawatt data center buildout in Australia. Leopold Aschenbrenner's fund owns both IREN and SharonAI (SHAZ), but his SharonAI stake, nearly 20 percent of the company, dwarfs his roughly 3 percent stake in IREN, and he's engaged to Anthropic CEO Dario Amodei's chief of staff.
Made in America stocks: how to build a reshoring portfolio
A plain-English guide to the reshoring trade: the steel, machinery, power, automation, and chip stocks behind the Made in America push, and the catch the headlines skip.
Micron (MU), Nebius (NBIS) and chip stocks jump on Hyperliquid's weekend tape
Real markets are closed for July 4th, but tech and chip stocks are trading green right now on Hyperliquid's 24/7 stock perpetuals. Micron, Marvell and Nebius lead the bounce, and the S&P 500 and Nasdaq perpetuals are up too. Here is the full read, and why Monday could look nothing like this.
AI's water problem: real towns, real complaints, and the stocks built to fix it
Residents near data centers in Georgia and Oregon have raised real water complaints, one reaching Congress, but Meta and Amazon both dispute that their data centers are the cause. Here is each side, the numbers, and the stocks positioned to profit from fixing the bottleneck.
Bullish Watch, week of July 6: four oversold names, and one that already bounced
This week's Bullish Watch: CleanSpark (CLSK), Nokia (NOK), Teradyne (TER), and Ondas (ONDS) are oversold; AeroVironment (AVAV) already bounced on a beat-and-raise plus a fresh Army contract.
Nokia and BlackBerry got AI multiples. Ericsson (ERIC) still hasn't, and earnings are July 14
Nokia and BlackBerry made real AI bets and the market paid up for them. Ericsson chose custom silicon over Nvidia and has barely budged in 2026. Here is the gap in the numbers and what to expect from Ericsson's July 14 earnings.
Samsung and SK hynix lead a 5.8% Kospi rebound after Thursday's chip rout (July 3, 2026)
Kospi crashed toward 7,300 early Friday before ripping to a 5.76% gain as Samsung and SK hynix reversed a brutal chip rout, a strong finish to a week that was still down about 3.65% overall.
Did Ondas (ONDS) just win a NASA contract? What the new filing actually says
A NASA filing on July 2 named Ondas's (ONDS) World View unit alongside SpaceX and Blue Origin. Here is what it actually is, and why it is not the NASA contract win some are calling it.
Microsoft (MSFT) is finally moving: the news behind it and what could push it higher
Microsoft has bounced about 12% off its June low even as chip stocks keep falling. Here is the news moving MSFT, from the software rotation and the Haleon AI deal to the catalysts that could push it higher into July 28 earnings.
Meta selling spare compute doesn't mean the AI crunch is over (META, CRWV, NBIS)
Chip stocks sold off on Meta's plan to rent out spare compute. But Meta itself just got rationed by Google and is locked into take-or-pay deals with CoreWeave and Nebius. Why the overcapacity story is shaky, plus what to watch next week.
Micron cracks $1,000 as the chip scare returns from Korea (MU, AVAV)
Stocks opened firm, then chips rolled over after 10 a.m. Micron (MU) cracked $1,000 as the Korea selloff spread. The Dow held, and healthcare and AVAV rallied.
Ondas (ONDS) CEO reportedly touts a $20 billion market cap goal. The stock says $4 billion
An investor who was on a group Zoom call with Ondas CEO Eric Brock says Brock told participants the company will reach a $20 billion market cap and not stop there. Ondas is worth about $4.15 billion today. Here is the math, what is real behind the ambition, and the dilution catch.
Chips had their third worst day of 2026 and the S&P barely noticed (MU, INTC)
The S&P 500 closed within a whisker of flat on July 1 and the chip trade still had its third worst day of the year. Micron fell 10.5 percent, Intel lost 9 percent, and Meta gained almost 9 percent on the other side. Here is the damage report.
Intel's turnaround, AMD's run, and why the CPU still matters in AI
Intel (INTC) was the comeback story of 2026, up about 278% in the first half on a foundry turnaround. AMD (AMD) rose about 171% on the same theme. A deep dive into what changed at Intel, how AMD keeps taking share, and why the CPU still matters in an AI world obsessed with GPUs.
The AI stocks that led and lagged the first half of 2026
The first half of 2026 split the AI trade in two. Memory and chip-supply names like Micron (MU, +304%) and Intel (INTC, +278%) soared, while marquee names lagged and AI software fell, with Palantir (PLTR) down about 34%. Here is the full scoreboard and what it means.
Meta's cloud news is hammering the neoclouds: CoreWeave and Nebius drop about 13% (July 1, 2026)
The same Meta cloud announcement that sent META up about 10% on July 1, 2026 is hammering the neoclouds. CoreWeave (CRWV) and Nebius (NBIS) each fell about 13% as investors saw a giant new rival for renting out AI computing power.