Michael Burry Defends Bearish Stance on Nvidia Amidst Company Pushback
Investor Michael Burry defends his bearish analysis of Nvidia’s valuation after the AI giant reportedly pushed back. Understand the core conflict and market implications.
Semiconductors
OpenAI Lobbies US Government to Expand CHIPS Act Tax Credit to AI Data Centers
OpenAI is lobbying the US government to expand the CHIPS Act 25% tax credit to cover AI data center infrastructure. Learn what this means for the AI industry and US policy.
Samsung Q3 Profit Surges 160% as AI Chip Demand Fuels Semiconductor Recovery
Samsung Electronics reported a 160% surge in Q3 2025 operating profit, beating estimates, driven by High Bandwidth Memory (HBM) for AI. Analyze the recovery.
Celestial AI Secures $100M to Disrupt Chip Manufacturing Giants TSMC and ASML
Silicon Valley startup Celestial AI secures $100 million to deploy its Photonic Fabric technology, aiming to disrupt TSMC and ASML by solving the AI chip interconnect bottleneck. Learn about the technology and implications.
Cadence Design Systems Stock Falls Despite Q3 Earnings Beat on Weak Q4 Outlook
Cadence Design Systems (CDNS) beat Q3 earnings targets but saw its stock fall due to disappointing Q4 2025 guidance. Understand the market reaction and implications for the EDA sector.
US Semiconductor Strategy: How Government Investment is Fueling Intel’s Manufacturing Recovery
Strategic US government investment is accelerating Intel’s manufacturing turnaround. Analyze the results, challenges, and geopolitical context in 2025.
US-China Chip Dispute Threatens Global Auto Production & Car Prices
A US-China trade dispute over Dutch chipmaker Nexperia threatens to halt global car production and drive up vehicle prices. Understand the impact.