Articles that tagged "Semiconductors" from Times Gone By...
TSMC's 45% Surge Raises the Market's Hurdle

TSMC's 45% Surge Raises the Market's Hurdle
— Margin Notes: 2026-08-10

TSMC reported a 45% rise in sales as demand for advanced AI hardware stayed strong, giving the technology trade something more useful than another optimistic forecast....

SpaceX’s AI Bill Faces the 4.62% Question

SpaceX’s AI Bill Faces the 4.62% Question
— Margin Notes: 2026-08-06

Iran and Oman announced an agreement on Strait of Hormuz shipping, giving energy markets their first diplomatic mechanism for reducing the traffic disruption rather than merely discussing it....

Palantir’s Rally Meets Bitcoin’s Custody Test

Palantir’s Rally Meets Bitcoin’s Custody Test
— Margin Notes: 2026-08-05

Crude oil settled at $75.27 after President Donald Trump said US-Iran negotiations were progressing, while the S&P 500 rose 1.79% to 7,736.52. Diplomatic progress has taken some heat out of the...

$4,092 Gold Finds No Shelter

$4,092 Gold Finds No Shelter
— Margin Notes: 2026-07-30

US forces launched fresh strikes against Iran as the conflict widened across the Middle East, sending Brent crude up 2.48% to $92.99 and cutting daily Strait of Hormuz transits by 101 ships....

The Institutional Unwind

The Institutional Unwind
— Margin Notes: 2026-06-05

To understand the scale of the current crypto rout, look at the $62 billion. Bitcoin treasury firms shed $62 billion in a deepening market slide. For context, that is nearly the entire market...

The Capex Ceiling

The Capex Ceiling
— Margin Notes: 2026-06-04

The market is currently operating under a form of selective blindness. While Israel and Lebanon agreed to a conditional ceasefire, the US and Iran continue to exchange strikes....

The Great Rotation

The Great Rotation
— Margin Notes: 2026-06-03

A fragile ceasefire in the Middle East began to crack on Tuesday. What started as diplomatic posturing quickly turned into physical combat as US and Iran exchanged military strikes....

The Squeeze Logic

The Squeeze Logic
— Margin Notes: 2026-06-02

A handful of detained tankers in the Strait of Hormuz started as a logistical inconvenience last week. By Tuesday, the arithmetic of global energy trade had rewritten itself....

The Independence Illusion

The Independence Illusion
— Margin Notes: 2026-06-01

Jerome Powell warns that politicizing Fed will erode its credibility. The market is currently operating under a form of selective blindness. While the outgoing Fed Chair defends the institution's...

The Truce Premium

The Truce Premium
— Margin Notes: 2026-05-29

The pipes of the energy complex cleared today as the market priced out the immediate threat of a blockade. When the US and Iran agreed to a 60-day truce renewal, the risk premium that had been...

The Memory Boom

The Memory Boom
— Margin Notes: 2026-05-27

The scale of the current AI infrastructure trade is best understood through a single number: $1 trillion. It is a milestone that once felt reserved for the most established software giants or oil majors, yet Micron topped $1 trillion in market cap this session...