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Technology

Coverage of public technology companies, semiconductors, software, cloud infrastructure, and digital platforms. Articles examine reported results, investment cycles, and competitive economics.

ADRs Explained: How to Own TSMC, Alibaba, and Toyota

September 12, 2026August 11, 2026 by Bruno M.
ADRs Explained: How to Own TSMC, Alibaba, and Toyota

American Depositary Receipts let U.S. investors buy foreign stocks in dollars on U.S. exchanges. How they work, in plain English.

Categories Market Education, Technology Tags adrs explained, alibaba adr, american depositary receipts, how to buy foreign stocks, investing basics, tsmc adr

IonQ Closes $1.8B SkyWater Buy, Bets on In-House Chip Fab

September 12, 2026August 1, 2026 by Bruno M.
IonQ Closes $1.8B SkyWater Buy, Bets on In-House Chip Fab

IonQ (NYSE: IONQ) completed its $1.8B cash-and-stock takeover of SkyWater Technology on July 31, 2026, giving the quantum firm its own U.S. silicon foundry.

Categories Technology Tags capital markets, ionq acquisition, quantum computing stocks, semiconductor m&a, skywater technology, vertical integration

Apple Falls 7% as Cook Warns of Memory Chip ‘100-Year Flood’

September 12, 2026August 1, 2026 by Bruno M.
Apple Falls 7% as Cook Warns of Memory Chip ‘100-Year Flood’

Apple stock slid 7.35% Friday after CEO Tim Cook called soaring memory chip prices a ‘100-year flood.’ Nvidia reclaimed the most-valuable-company crown.

Categories Earnings, Inflation, Technology Tags AAPL, Apple, memory chip shortage, Nvidia, stock market, tim cook

Stock Splits Explained: Forward, Reverse, and What They Do

September 12, 2026August 1, 2026 by Bruno M.
Stock Splits Explained: Forward, Reverse, and What They Do

How stock splits work, why NVIDIA and Chipotle did them, and when a reverse split signals distress. Real numbers, no jargon.

Categories Market Education, Technology Tags chipotle stock split, how stocks work, investing basics, nvidia stock split, reverse stock split, stock splits

Amkor Tumbles 25% as Cautious Q3 Guide Overshadows Q2 Beat

September 12, 2026July 29, 2026 by Bruno M.
Amkor Tumbles 25% as Cautious Q3 Guide Overshadows Q2 Beat

Amkor Technology posted a record Q2 with $1.90B in sales, but a soft Q3 guide and heavy AI-packaging capex sent AMKR down nearly 25% on July 28.

Categories Artificial Intelligence, Earnings, Technology Tags ai chip earnings, amkor technology, amkr stock, osat industry, semiconductor packaging, stock market

Qualcomm Eyes $40B by 2029 as Meta Picks Dragonfly CPU

September 12, 2026June 26, 2026 by Bruno M.
Qualcomm Eyes $40B by 2029 as Meta Picks Dragonfly CPU

Qualcomm nearly doubled its FY2029 non-handset revenue target to $40B and named Meta as its first data center CPU customer. QCOM popped, then settled +5%.

Categories Artificial Intelligence, Technology Tags AI chip stocks, dragonfly cpu, meta data center, qcom stock, qualcomm, stock market

SanDisk Pops 21% as Micron’s Record Print Drives AI Memory

September 12, 2026June 26, 2026 by Bruno M.
SanDisk Pops 21% as Micron’s Record Print Drives AI Memory

SanDisk surged 21% intraday after Micron’s record Q3 print, then gave back gains as profit-takers crowded the AI memory trade.

Categories Artificial Intelligence, Earnings, Technology Tags ai memory stocks, micron earnings, nand flash, sandisk earnings, semiconductor rally, stock market

Apple Hikes Mac and iPad Prices; Micron Soars 14% on Beat

September 12, 2026June 25, 2026 by Bruno M.
Apple Hikes Mac and iPad Prices; Micron Soars 14% on Beat

Apple fell 5% after raising Mac and iPad prices on memory costs. Micron jumped 14% to $1,195 on Q3 FY26 beat — same AI memory squeeze, both sides.

Categories Artificial Intelligence, Earnings, Technology Tags AI chip demand, apple stock, memory chips, micron earnings, semiconductor stocks, stock market

OpenAI’s Jalapeño Chip Lifts Broadcom, Tests Nvidia’s AI Grip

September 12, 2026June 25, 2026 by Bruno M.
OpenAI’s Jalapeño Chip Lifts Broadcom, Tests Nvidia’s AI Grip

OpenAI’s first custom inference chip Jalapeño, co-designed with Broadcom, lifted AVGO 3.4% June 24 and revives the hyperscaler ASIC challenge to Nvidia.

Categories Artificial Intelligence, Technology Tags ai inference, broadcom avgo, custom ai silicon asic, nvidia ai chip competition, openai jalapeno chip, stock market

SK Hynix Plans Record $29B Nasdaq ADR Listing in July

September 12, 2026June 24, 2026 by Bruno M.
SK Hynix Plans Record $29B Nasdaq ADR Listing in July

SK Hynix will raise up to $29.43B via a Nasdaq ADR listing on July 10, eclipsing Alibaba’s 2014 NYC debut as the largest foreign-issuer ADR ever.

Categories Capital Markets, Technology Tags adr listing, capital markets, korean stocks, memory chips hbm, nasdaq listing, sk hynix
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