Semiconductor stocks

Mag7 Stocks

Big Tech Is Down. Small Caps Just Hit Record Highs. The Great Rotation That's Reshaping Your Portfolio

Feb 7, 2026

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10 min read

Big Tech Is Down. Small Caps Just Hit Record Highs. The Great Rotation That's Reshaping Your Portfolio

Mag7 dropped 2.5% while small caps surged 6%. Here's the $1 trillion shift happening right now

Andrew Green

Google

+12

Tech's $562 Billion Capex on AI: Alphabet Doubles Down

Feb 5, 2026

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9 min read

Tech's $562 Billion Capex on AI: Alphabet Doubles Down

Why Tech Stocks Tanked After Alphabet Earnings

Andrew Green

Stock Market Trends

+10

Microsoft, AMD, Novo, PayPal: Why Them Fails to Impress Investors

Feb 4, 2026

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14 min read

Microsoft, AMD, Novo, PayPal: Why Them Fails to Impress Investors

Four sectors, one message: The benefit of the doubt just expired for corporate America

Andrew Green

CES 2026

+11

Jan 7, 2026

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9 min read

CES 2026: Why NVIDIA and AMD's New Chips Could Make or Break Your Portfolio

CES 2026 exposed the companies that will own AI. Are you positioned?

Andrew Green

AI Boom

Warner Bros Says No to $108B, Tesla Hits Records on Falling Sales, and Amazon's $10B Check to Itself

Dec 19, 2025

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10 min read

Warner Bros Says No to $108B, Tesla Hits Records on Falling Sales, and Amazon's $10B Check to Itself

This week's biggest deals, oddest mergers, and the AI boom that won't quit

Andrew Green

Stock Analysis

ARM Holdings Crushes Earnings — So Why Did the Stock Drop Anyway?

Nov 22, 2025

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6 min read

ARM Holdings Crushes Earnings — So Why Did the Stock Drop Anyway?

Blowout numbers, data-center momentum... and a market that still isn’t convinced.

Andrew Green

ON Semiconductor

Nov 16, 2025

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6 min read

ON Semiconductor: What Wall Street Really Thinks Right Now

Wall Street just raised its hand on ON Semiconductor

Andrew Green