Articles by Dennis Singleton
Page 11 of 12
It is not just the chips: optics, memory and the neo-clouds all sold off this morning
The whole AI build-out sold off Monday morning, not just semiconductors. Optical names like Coherent (COHR) led the drop, memory (MU) and the neo-clouds fell hard, and Nebius (NBIS) was the lone holdout. What is going on.
The market's closed, but the weekend stock tape is flashing green
The US market is closed, but stocks trade 24/7 on Hyperliquid. As of Sunday night the weekend tape is green, led by the chip names that fell hardest Friday. Our read before Monday's open.
The government is betting billions on quantum computing, but the payoff is years away
Washington is now a quantum-computing investor, having committed about $2 billion to nine companies and taken equity stakes back in May. But the technology will not pay off for years, and the pure-play stocks are already priced for a future that has not arrived. Here is the realistic picture.
Can you trade stocks on the weekend? Inside Hyperliquid and the IBM run
A years-old Trump clip went viral on a Saturday and IBM gapped up 15% by Monday. You could watch the whole thing on Hyperliquid, where stocks, oil and indexes trade all weekend in stablecoins. Here is how it works, and why 8 PM Sunday matters.
Iran attacked again this weekend. Here's what to expect at Monday's open.
It is Sunday night and Iran is back in the headlines after the US and Iran traded strikes over the weekend. Here is where the market stands, the base case for Monday's open, and the one thing that would turn a routine dip into a real drop.
Advanced packaging is the bottleneck behind the AI chip, and the stocks that own it
Everyone watches TSMC make the AI chip, but it cannot ship without advanced packaging, the CoWoS step that bonds the GPU to its memory, and it has been sold out into 2026. Here is what advanced packaging is, why it is the real bottleneck, and the overlooked stocks behind it: Amkor (AMKR), Camtek (CAMT), Onto Innovation (ONTO) and Besi.
SpaceX is taking on the cell carriers, and analysts are floating a T-Mobile (TMUS) takeover
SpaceX just told IPO investors it will challenge the big wireless carriers with its own Starlink Mobile service, armed with $17 billion of new spectrum and satellites that work like cell towers in orbit. Here is what is real, plus the speculative T-Mobile (TMUS) takeover idea Wall Street is floating, and why Deutsche Telekom makes it hard.
Monthly dividend ETFs explained: QQQI, SPYI and the safer SCHD
Covered-call ETFs like QQQI and SPYI dangle 12 to 14 percent monthly yields, but the headline number hides real risks and very different tax treatment. Here is how they actually work, what they pay, the catch, and how the safer SCHD compares.
Meet the robot stocks, and why every Big Tech giant is racing into physical AI
Physical AI, robots that act in the real world, is being called the next big wave after AI, and the whole Mag 7 is racing in. Here is what they are building and the robot stocks you can actually buy, from the established names to the small caps with the most upside and risk.
SpaceX (SPCX) is joining the Nasdaq-100 just two weeks after its IPO, at less than 1% weight
SpaceX is joining the Nasdaq-100 barely a month after the largest IPO in history, under a brand-new fast-entry rule. Here is why a $2 trillion company comes in at under 1% weight, how it compares with the other recent additions, and whether the forced buying is actually bullish.
The Roundhill Memory ETF (DRAM) just added its first Chinese stock, and it is the priciest name in the fund
The Roundhill Memory ETF (DRAM) added GigaDevice as its first Chinese holding, and it is the priciest name in the fund. Updated August 1: CXMT is now in the fund too, at a 2.52% weight worth $627.5 million, held through a total return swap.
What history says about tech stocks in July of a midterm year
July is normally one of tech's best months, but 2026 is a midterm election year, and those play by different rules. Here is what history shows about the Nasdaq, the late-summer swoon, and the rally after the vote.
What every space stock actually does, and why ASTS, RKLB and the rest fell after SpaceX went public
Space stocks ran up together on Golden Dome defense money, then fell together after SpaceX’s record IPO. Here is what AST SpaceMobile (ASTS), Rocket Lab (RKLB), Planet Labs (PL) and the rest of the basket actually do, and why they move as one trade.
HIVE Digital (HIVE): a green bitcoin miner pivoting to AI, and a Leopold Aschenbrenner pick
HIVE Digital (HIVE) is the cheap, green bitcoin miner betting on AI. A look at the BUZZ HPC pivot, the recent $300 million share program, the Leopold Aschenbrenner stake, and the full bull and bear case.
Ondas (ONDS): a Lockheed Martin (LMT) deal, 10x revenue, and a stock cut in half
Ondas (ONDS) has a Lockheed Martin (LMT) counter-drone deal, a $457 million backlog and revenue up tenfold. It also has 508 million shares, heavy short interest, insider selling, and a Cramer meme-stock label. Both stories are true.
BlackBerry (BB) surged on its AI pivot while Nokia (NOK) and Qualcomm (QCOM) sold off
BlackBerry (BB) jumped on a QNX-led earnings beat while Nokia (NOK), Qualcomm (QCOM) and the chip suppliers fell. The old phone names are no longer one trade.
Are SaaS stocks AI roadkill or AI winners? A look at ServiceNow (NOW), Adobe (ADBE) and the SaaSpocalypse
Software has shed about $2 trillion as AI agents threaten the per-seat model. What ServiceNow (NOW) and Adobe (ADBE) actually do, why NOW round-tripped from its lows, and whether SaaS is still needed in the AI era.
Samsung, SK Hynix and Micron (MU) are all trillion-dollar stocks now. Here is how they stack up against the Mag 7.
The AI memory boom turned Samsung, SK Hynix and Micron (MU) into trillion-dollar companies. Here is how the memory giants stack up against each other and the Mag 7, and the DRAM ETF that packages them in one ticker.
The AI shortage keeps moving: from GPUs to memory, and now to hard drives (STX, WDC)
The AI shortage keeps rotating down the supply chain: first GPUs, then compute and networking, now memory, and hard drives are the leg lighting up next. The pattern, the stock moves at each stage, and what could be next.
Korea's market halted for the third time this week. Micron (MU) fell overnight, then bounced at the open.
South Korea halted trading a third time this week as SK Hynix and Samsung fell about 9 percent. Micron (MU) dropped overnight, then bounced at the open. Why this memory selloff is about leverage and positioning, not demand.
IREN bought the Warriors' jersey patch. Here's how it stacks up against WULF, CIFR and the other ex-miners
A few years ago IREN was a bitcoin miner. Now its badge is going on every Golden State Warriors jersey in a deal worth more than $50 million a year. Here is what IREN actually does, the Microsoft and Nvidia contracts behind the splash, and how it compares to ex-miners like WULF, CIFR, APLD and CLSK.
Sandisk (SNDK) ripped more than 20% on Micron's (MU) blowout: the memory stocks to watch
Sandisk (SNDK) jumped more than 20% today, the loudest name in a memory-stock rally lit by Micron's (MU) record quarter. Why SNDK ripped, and the other memory names riding the same wave.
Your old phone brands are AI stocks now: Nokia (NOK), BlackBerry (BB), Qualcomm (QCOM)
The brands that ruled the 2000s, Nokia, BlackBerry, Qualcomm and Ericsson, mostly got crushed by the iPhone. The survivors reinvented themselves around AI, from data-center networking to the software in your car to chips taking on Nvidia. What each does now, and the catch.
Bullish Watch, week of June 29: four AI names we're watching into the July 4 week
Our first weekly bullish watch. Four AI-related names heading into the holiday-shortened week of June 29, each with a real catalyst and the risk that comes with it. Watching, not recommending.