US stocks, explained
What moved Wall Street today — S&P 500, Nasdaq, Dow. Two-minute reads. One signal per article, traceable to SEC filings and earnings.
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USGlobalFoundries $21 Billion Japan-Funded Chip Fabs|Operator Fees Instead of Ownership?GlobalFoundries has been picked to run two new chip factories in Malta, New York, funded by Japan with up to 21 billion dollars. It pays… -
USMicron Stock Slide Below $1,000|Unproven CXMT Chip Threat to Server Memory Pricing Power?Micron's stock fell below one thousand dollars after China's CXMT unveiled a denser memory chip design aimed at servers. The plan came with… -
USNvidia $7B Poolside Deal|Equity Bets Eating Half of Free Cash Flow?Nvidia has reportedly struck a seven billion dollar licensing and investment deal with the AI startup Poolside. It lands while Nvidia's… -
USIntel Terafab Deal|14A License or Foundry Win in Musk's $119 Billion Fab?Elon Musk is recruiting chip engineers for Tesla and SpaceX's Terafab, where Intel is the only named manufacturing partner. The promise… -
USNvidia Reflection AI Acquisition Talks|$25 Billion Price of Keeping Chip Buyers Many?Nvidia is in talks to buy Reflection AI, an American open-model startup, or deepen its stake, the Financial Times reports. The company that… -
USSpaceX $8 Billion Spectrum Deal|Phone Carrier Without Cell Towers?SpaceX agreed to buy Grain Management's nationwide 800 megahertz airwaves to make Starlink Mobile a major U.S. phone carrier. Elon Musk…
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