TSMC’s 2nm Ramp and HPC Surge: What It Means for Nvidia and AMD
TSMC's Q3 2026 earnings beat expectations, with 2nm revenue reaching 8% and HPC up 22%. The results bolster Nvidia's AI demand narrative and de-risk AMD's MI450 timeline, though CoWoS packaging constraints and...
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3d ago
Bitcoin Slips Below $80K as US PPI Hits 6.3%, Triggering $1B in Liquidations
US producer price inflation surged to 6.3% year-over-year, far outpacing expectations and sending Bitcoin briefly below $80,000. Nearly $1 billion in leveraged crypto positions were liquidated in 24 hours as traders scrambled...
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3d ago
TSMC Q3 2026 Profit Surges 69% on AI Chip Demand, 2nm Ramp Looms
TSMC's Q3 2026 results beat expectations with $46.72 billion in revenue and 68.7% profit growth, driven by insatiable AI chip demand. While Q4 guidance is strong, the 2nm production ramp may pressure...
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4d ago
Bitcoin Whales Take Profit? SOPR and Realized Profit Signal Mounting Sell Pressure
Bitcoin's pullback from $87,000 to $81,000 coincides with $1.03 billion in on-chain realized profits, $520 million in long liquidations, and over $700 million in spot ETF outflows. SOPR and realized profit metrics...
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4d ago
CFTC’s 2026 Crypto Rules: A Federal Framework for Leveraged Trading
The CFTC has proposed a federal framework for crypto trading, targeting leveraged and margin retail activity and creating a new registration category for crypto contract markets. Spot bitcoin is excluded for now,...
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Oct 8, 2026
Marvell Soars 5.81% as Google AI Chip Demand Lifts 2028 Revenue Target to $20 Billion
Marvell Technology raised its fiscal 2028 revenue target to $20 billion and lifted custom chip forecasts, sending shares up 5.81%. Google's in-house AI silicon demand is a central growth driver, with fiscal...
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Oct 8, 2026
Micron Earnings Preview: Can HBM Demand Fuel the Next AI Memory Boom?
Micron's upcoming earnings hinge on HBM demand as AI accelerators strain global memory supply. Investors are focused on capacity commitments, pricing, and the 2027 roadmap rather than a single quarter's beat —...
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Sep 29, 2026
SEC’s New Crypto FAQ: Drawing the Line on Token Buybacks, Staking Receipts and Network Upgrades
The SEC's Division of Corporation Finance has issued an updated crypto FAQ clarifying when token buybacks, staking receipts, network upgrades and secondary trading platforms may indicate a continuing investment contract. The guidance...
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Sep 29, 2026
Jabil Earnings Preview: Can the AI Data Center Wave Ignite FY2027 Growth?
Jabil reports fiscal 2026 results on September 30 and will guide for fiscal 2027. AI data center revenue hit $13.6 billion, but the stock has lagged. Investors want to know whether new...
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Sep 29, 2026
US JOLTS Preview: How Job Openings Could Move Fed Rate Cuts and Bitcoin
The August JOLTS report, due September 29, arrives with the Fed's October path unresolved. A soft print could lower real yields and lift bitcoin, while a hot reading would reinforce hawkish pressure...
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Sep 29, 2026
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