The consensus way to own TSMC is as a volume story: more AI accelerators, more wafers, more revenue. Its own second-quarter numbers say something different. Wafer shipments rose 16.6% year…
The cheapest-looking number on SanDisk’s page is the one that should worry you most. At the close on 2 September 2026 SNDK traded at $1,553.40, which is roughly 8.6 times…
Apple’s new chief executive is paid on a tighter leash than the man he replaces. The Form 8-K/A Apple filed on 1 September 2026 — timestamped 16:30:35 New York time,…
SanDisk did not rise 2,969% because the world suddenly bought more flash memory. It rose because the world paid roughly three times as much for very nearly the same amount…
The Cboe Volatility Index stood at 14.92 at the 31 August 2026 close. That is a low-volatility reading: it sits near the bottom of Cboe’s 52-week range of 13.38 to…
Why Are Major Banks Building A Joint Stablecoin? A group of 21 major financial institutions plans to establish a new company to develop and issue stablecoins, bringing some of the…
Microsoft is not an expensive stock that got more expensive. Over the past 52 weeks MSFT has returned 1.34% while fiscal 2026 revenue grew 17.7% and diluted EPS grew roughly…
Palantir is not an AI infrastructure company, and almost every valuation argument made about it — bullish and bearish — quietly assumes it is. Here is the number that settles…
The interesting thing about Apple’s next fortnight is not the foldable. On 1 September John Ternus becomes chief executive, ending the longest and most lucrative CEO tenure in corporate history,…
Markets await Federal Reserve Chair Warsh’s Jackson Hole speech, US Nonfarm Payrolls benchmark revisions, and sticky inflation data.Federal Reserve Chair Kevin Warsh’s Jackson Hole Debut and Policy UncertaintyFinancial markets are…
