Corporate Earnings & Strategic InvestmentSemiconductor Stocks Fall 25% While Chipmakers Keep Escalating AI Infrastructure SpendingSalvado•Aug 9, 2026
Corporate FinanceGlobalFoundries Gets $300M CHIPS Award and 1% Government Stake as Chip Stocks Fall 25%Salvado•Aug 8, 2026
Corporate FinanceBlackRock's $12.5B Data Center Bond Prices at 7.53% Amid Weak DemandSalvado•Aug 5, 2026
Corporate FinanceKLA Raises Revenue Guidance to $4B, Lifts 2026 Wafer Equipment Outlook to $150B RangeSalvado•Aug 3, 2026
Investment RiskKLA Raises Advanced-Packaging Process Control Forecast to $1.1B, Up 70% YoYSalvado•Aug 3, 2026
Corporate Finance & Investment StrategyAlphabet Raises Capex Forecast to $205 Billion, Stock Slides on Margin FearsSalvado•Aug 1, 2026
Strategic DealsSkyworks-Qorvo Name Integration Leaders as Kalray Signs AI Networking Deal With BullSalvado•Aug 1, 2026
Corporate InvestmentSamsung, Nvidia and South Korea Commit Over $1 Trillion to Chip Supply ChainsSalvado•Jul 31, 2026
Corporate FinanceAlphabet Raises 2026 Capex Outlook as Cloud Capacity Stays Supply-ConstrainedSalvado•Jul 30, 2026
Corporate StrategyNvidia's $2B Stakes in Nebius and CoreWeave Show Chipmaker Buying Its Own Supply ChainSalvado•Jul 15, 2026
Technology Sector FinanceHyperscalers Signal No Letup in AI Capex, Cementing Nvidia's Chip DemandSalvado•Jul 8, 2026
Venture Capital & Investment TrendsBaseten $1.5B Series F Leads June Surge in AI Inference InvestmentSalvado•Jul 1, 2026
Corporate FundingGroq Raises $650M While Nvidia Acquihires Its Founder — A Funding Round That May Signal WeaknessSalvado•Jul 1, 2026
Investment StrategyMicron, Dell, Intel Surge While AI Software Stocks Fall, Confirming Sector RotationSalvado•Jun 25, 2026
Technology InvestmentMarkets Price Electricity Scarcity Into AI Infrastructure as NVIDIA and Hyperscalers SurgeSalvado•Jun 23, 2026
Enterprise Risk Management88% of Enterprise Leaders Regret Rushing Agentic AI Without Governance FoundationsSalvado•Jun 23, 2026
Tech Supply ChainMicron's Entire 2026 HBM Output Is Already Sold Out as AI Demand Outpaces SupplySalvado•Jun 19, 2026
Technology Sector & Corporate StrategySupermicro Launches Turnkey Blueprints for NVIDIA's Vera Rubin NVL72, Targeting Hyperscaler AI Factory OrdersSalvado•Jun 5, 2026
Tech Investment & Industrial EconomicsASIC Design Costs Have Nearly Doubled Since FinFET Era, Concentrating Chip Power in Fewer HandsSalvado•Jun 5, 2026
Capital Allocation$122 Billion OpenAI Round Signals Coming Infrastructure Spending WaveSalvado•Jun 4, 2026
