The Wire
Next week's bullish watch: four AI names we're watching into the July 4 week
Our first weekly bullish watch. Four AI-related names heading into the holiday-shortened week of June 29, each with a real catalyst and the risk that comes with it. Watching, not recommending.
Nokia ($NOK) had a rough week, and I'm still holding
Nokia got smoked in June after a 170% run. The Nvidia deal, the BlackBerry mix-up, the chart, and why I'm still holding $NOK into July earnings.
Advanced packaging is the bottleneck behind the AI chip, and the stocks that own it
Everyone watches TSMC make the AI chip, but it cannot ship without advanced packaging, the CoWoS step that bonds the GPU to its memory, and it has been sold out into 2026. Here is what advanced packaging is, why it is the real bottleneck, and the overlooked stocks behind it: Amkor (AMKR), Camtek (CAMT), Onto Innovation (ONTO) and Besi.
SpaceX is taking on the cell carriers, and analysts are floating a T-Mobile (TMUS) takeover
SpaceX just told IPO investors it will challenge the big wireless carriers with its own Starlink Mobile service, armed with $17 billion of new spectrum and satellites that work like cell towers in orbit. Here is what is real, plus the speculative T-Mobile (TMUS) takeover idea Wall Street is floating, and why Deutsche Telekom makes it hard.
Monthly dividend ETFs explained: QQQI, SPYI and the safer SCHD
Covered-call ETFs like QQQI and SPYI dangle 12 to 14 percent monthly yields, but the headline number hides real risks and very different tax treatment. Here is how they actually work, what they pay, the catch, and how the safer SCHD compares.
Meet the robot stocks, and why every Big Tech giant is racing into physical AI
Physical AI, robots that act in the real world, is being called the next big wave after AI, and the whole Mag 7 is racing in. Here is what they are building and the robot stocks you can actually buy, from the established names to the small caps with the most upside and risk.
SpaceX (SPCX) is joining the Nasdaq-100 just two weeks after its IPO, at less than 1% weight
SpaceX is joining the Nasdaq-100 barely a month after the largest IPO in history, under a brand-new fast-entry rule. Here is why a $2 trillion company comes in at under 1% weight, how it compares with the other recent additions, and whether the forced buying is actually bullish.
The Roundhill Memory ETF (DRAM) just added its first Chinese stock, and it is the priciest name in the fund
The Roundhill Memory ETF (DRAM) just added GigaDevice, its first Chinese holding, and it is the priciest name in the fund. It is also tied to China's real DRAM giant CXMT through a shared founder and supply deal, making it the closest thing to a backdoor on still-private CXMT.
What history says about tech stocks in July of a midterm year
July is normally one of tech's best months, but 2026 is a midterm election year, and those play by different rules. Here is what history shows about the Nasdaq, the late-summer swoon, and the rally after the vote.
What every space stock actually does, and why ASTS, RKLB and the rest fell after SpaceX went public
Space stocks ran up together on Golden Dome defense money, then fell together after SpaceX’s record IPO. Here is what AST SpaceMobile (ASTS), Rocket Lab (RKLB), Planet Labs (PL) and the rest of the basket actually do, and why they move as one trade.
HIVE Digital (HIVE): a green bitcoin miner pivoting to AI, and a Leopold Aschenbrenner pick
HIVE Digital (HIVE) is the cheap, green bitcoin miner betting on AI. A look at the BUZZ HPC pivot, the recent $300 million share program, the Leopold Aschenbrenner stake, and the full bull and bear case.
Ondas (ONDS): a Lockheed Martin (LMT) deal, 10x revenue, and a stock cut in half
Ondas (ONDS) has a Lockheed Martin (LMT) counter-drone deal, a $457 million backlog and revenue up tenfold. It also has 508 million shares, heavy short interest, insider selling, and a Cramer meme-stock label. Both stories are true.
BlackBerry (BB) surged on its AI pivot while Nokia (NOK) and Qualcomm (QCOM) sold off
BlackBerry (BB) jumped on a QNX-led earnings beat while Nokia (NOK), Qualcomm (QCOM) and the chip suppliers fell. The old phone names are no longer one trade.
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.
Are SaaS stocks AI roadkill or AI winners? A look at ServiceNow (NOW), Adobe (ADBE) and the SaaSpocalypse
Software has shed about $2 trillion as AI agents threaten the per-seat model. What ServiceNow (NOW) and Adobe (ADBE) actually do, why NOW round-tripped from its lows, and whether SaaS is still needed in the AI era.
Samsung, SK Hynix and Micron (MU) are all trillion-dollar stocks now. Here is how they stack up against the Mag 7.
The AI memory boom turned Samsung, SK Hynix and Micron (MU) into trillion-dollar companies. Here is how the memory giants stack up against each other and the Mag 7, and the DRAM ETF that packages them in one ticker.
The AI shortage keeps moving: from GPUs to memory, and now to hard drives (STX, WDC)
The AI shortage keeps rotating down the supply chain: first GPUs, then compute and networking, now memory, and hard drives are the leg lighting up next. The pattern, the stock moves at each stage, and what could be next.
Korea's market halted for the third time this week. Micron (MU) fell overnight, then bounced at the open.
South Korea halted trading a third time this week as SK Hynix and Samsung fell about 9 percent. Micron (MU) dropped overnight, then bounced at the open. Why this memory selloff is about leverage and positioning, not demand.
Michael Burry made a bullish Microsoft (MSFT) bet and trimmed his Palantir (PLTR) short
The investor famous for betting against markets just made a rare, multi-year bullish bet on Microsoft (MSFT) with December 2028 LEAP calls, and trimmed his Palantir (PLTR) short. MSFT is up this morning.
IREN bought the Warriors' jersey patch. Here's how it stacks up against WULF, CIFR and the other ex-miners
A few years ago IREN was a bitcoin miner. Now its badge is going on every Golden State Warriors jersey in a deal worth more than $50 million a year. Here is what IREN actually does, the Microsoft and Nvidia contracts behind the splash, and how it compares to ex-miners like WULF, CIFR, APLD and CLSK.
Sandisk (SNDK) ripped more than 20% on Micron's (MU) blowout: the memory stocks to watch
Sandisk (SNDK) jumped more than 20% today, the loudest name in a memory-stock rally lit by Micron's (MU) record quarter. Why SNDK ripped, and the other memory names riding the same wave.
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.
Your old phone brands are AI stocks now: Nokia (NOK), BlackBerry (BB), Qualcomm (QCOM)
The brands that ruled the 2000s, Nokia, BlackBerry, Qualcomm and Ericsson, mostly got crushed by the iPhone. The survivors reinvented themselves around AI, from data-center networking to the software in your car to chips taking on Nvidia. What each does now, and the catch.
Nancy Pelosi's latest disclosure: Intel and Uber, then and now
Nancy Pelosi's household disclosed new call options on Intel and Uber. What the filing says, what the strike and dates mean, and how both stocks have moved since.
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.
After Micron's blowout, SK Hynix could go even bigger on July 29
Micron just posted a blockbuster quarter. The real question for July 29 is whether SK Hynix, the bigger HBM player with about 62% market share, the largest Nvidia HBM4 allocation, and record 72% margins, can top it. The bull case, and the catch.
Micron just had its best quarter ever. Wall Street sold tech anyway.
We called the blowout and Micron delivered a record quarter. So why did the Nasdaq sell off anyway? A hot inflation print and a jittery AI trade, not the fundamentals.
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.
Everything sold off at once right before Micron earnings. Here is what is actually going on.
A two-day, sell-everything rout hit stocks, Bitcoin, gold and silver right before Micron earnings. Here is what actually drove it, in plain English.
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.
Did the AI bubble just pop, or was that a dip to buy?
After a brutal week for chip stocks, everyone's asking if the AI bubble is bursting. Here's the bear case, the bull case, and where I land: this looks more like a fear-driven dip than a popped bubble, with one real crack worth watching.
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.
This month's top AI stocks in overnight trading: Marvell leads, Dell a one-night spike
We split a month of AI stock returns into overnight versus intraday. Dell and Marvell led overnight at about 32%, but Dell's came almost entirely from one earnings night, while Marvell's was the real repeating pattern.
SK Hynix's US listing: tune out the hype, watch the order book
SK Hynix is listing in the U.S. and the headlines have gone wild. The early numbers were guesswork, and the real terms came in far bigger: a roughly $29 billion Nasdaq deal. The simpler reason to like the stock is its sold-out 2026 memory book, already filling into 2027.
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.
AAOI cracks its floor: why photonics is getting routed today, and why the AI optics story holds
AAOI is down 14% into the $140s and the whole optical complex is bleeding. A deep dive into the sector rout, the broken chart, and why the long-term AI photonics thesis is still intact.
Green in a sea of red: why Microsoft is bucking the tech selloff today
Tech is bleeding on a memory-chip rout, but Microsoft is green. A deep dive into the rotation lifting MSFT and asset-light software while chips and Oracle get sold.
The AI stock map: every layer of the trade, from sand to software
A top-to-bottom deep dive on the AI supply chain, from the machines that make the chips down to the hyperscalers writing the checks, and how every layer pushes and pulls on the others.
What really happened to SK Hynix and Samsung overnight
Korea's KOSPI fell about 10% overnight and tripped its circuit breakers twice while SK Hynix and Samsung each dropped about 12%. Here's what actually drove the selloff, why it steadied, and why Micron's earnings tomorrow are the real test.
CoreWeave and Nebius dropped on their Nasdaq-100 debut, but we're still bullish
CoreWeave and Nebius got added to the Nasdaq-100 and immediately sold off, which is a pretty textbook buy the rumor, sell the news move. Here's what actually happened and why we're still bullish on the neo-clouds.
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