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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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