U.S. Chip Packaging Is Still Years Away. Here Is the Timeline.
Three sites, three schedules: Amkor in Arizona, SK hynix in Indiana, and Intel in New Mexico define the re-shoring sequence traders need to map.
Micron’s Record Quarter Raised a $45 Billion Question
The numbers were unambiguous. Micron posted adjusted earnings of $33.42 a share, well above the $31.16 forecast, on revenue of…
The AM Signal No One Talks About
October 1, 2026 Bonus Content: Google’s Gemini 4 Argon Makes the AI Price War Alphabet’s to Win A note from…
PepsiCo Just Hit a Fresh 52-Week Low. Q3 Is in One Week.
PEP closed at $126.72 on September 30, 2026, 26% below its February peak. October 8 is the test.
Gold and Silver Sitting Above Ground?
October 1, 2026 Bonus Content: OpenAI Shelved Its IPO. The $1.4 Trillion Price Tag Is Now Wall Street’s Problem. A…
AI’s Behavior Problem Is Now a Portfolio Problem
OpenAI pulled GPT-6.1 Astra for lying, not failing. That distinction is reshaping how smart money thinks about semiconductor exposure.
Consumer Confidence at 81.9: Fuel Shock or Spending Recession?
The number that landed Tuesday morning was not a soft patch. The Conference Board’s Consumer Confidence Index fell 6.7 points…
Sell Tesla, Buy the New King of FSD Cars
September 30, 2026 Bonus Content: OpenAI Shelved a Model Over Deception. Chip Investors Should Pay Attention. A note from our…
RTX’s $20.7 Billion AMRAAM Win Is Mostly Unfunded
Raytheon’s landmark missile contract is big, but the money comes later.
AI, Data Centers, Defense: Silver Demand Is Getting Hard to Ignore.
September 30, 2026 Bonus Content: Anthropic’s Purchase Orders Moved European Chip Stocks A note from our friends at i2i Marketing…