Wafer-scale computing has won a place inside OpenAI. At a much lower share price, the harder question is how much of that technical success will reach shareholders.
Market monitoring
Top signals
signals →- 1 Everpure, Inc. 0.71
- 2 Visa 0.52
- 3 NetApp 0.47
- 4 Cisco Systems 0.43
- 5 RELX plc 0.43
signals as of 2026-10-13
Top unusual options
options →- 1 Tower Semiconductor 7.3×
- 2 Eaton 5.9×
- 3 nVent Electric 3.5×
- 4 SK Hynix 3.0×
- 5 Vertiv 2.6×
options as of 2026-10-28
Research
all research →- Deep dive · 2026-10-13 Chip demand hasn't cracked. Confidence in who pays for it has
- Deep dive · 2026-10-12 Meta's AI is paying off. The bill is growing faster
- Deep dive · 2026-10-07 Arm at 300 times earnings: opportunity or trap?
- Deep dive · 2026-10-07 Will Gemini 4 Argon save Google? Wrong question
- Deep dive · 2026-10-02 AAOI versus Credo: who keeps the profit from AI connectivity?
- Deep dive · 2026-10-01 Micron Technology Investment Deep Dive
latest article 2026-10-26
Moved
signals →Signal flips
- Meta Platforms short · flipped bullish 0.59
- NVIDIA short · flipped bullish 0.54
- Visa short · flipped bullish 0.52
- Qualcomm short · ↓ conviction 0.47
- Lumentum Holdings short · flipped neutral 0.44
signals as of 2026-10-13
Reported
news →Headlines
- Samsung reports record quarterly revenue and memory profit Samsung Semiconductor Newsroom
- Alphabet reports third-quarter results as Google Cloud revenue doubles Yahoo Finance (MT Newswires)
- Federal Reserve holds its target rate; two officials dissent Federal Reserve
latest story 2026-10-29 00:00 UTC
Just reported
- amphenol · 2026Q4 EPS beat · Rev beat
- eqix · 2026Q4 EPS beat · Rev beat
- everspin · 2026Q4 EPS in line · Rev beat
most recent report 2026-10-28
Scheduled
calendar →Economic releases
- 2026-10-29 Weekly Jobless Claims 194,000K
- 2026-10-29 Gross Domestic Product $24,611.077B
- 2026-10-29 Personal Income & Outlays (PCE) 132.257
latest print 2026-10-29