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Day: July 2, 2026

Broadcom Is Down 25% From Its High. The AI Numbers Say Something Different. 285d6cfc-32e9-46c6-939e-fbea98026599
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Broadcom Is Down 25% From Its High. The AI Numbers Say Something Different.

Market Spectator July 2, 2026
Custom chip revenue just grew 143% year over year. The selloff may be the opportunity.
Read More Read more about Broadcom Is Down 25% From Its High. The AI Numbers Say Something Different.
Micron Just Printed the Most Explosive Quarter in Semiconductor History 8f386321-c500-4d5f-bd31-b539d2747500
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Micron Just Printed the Most Explosive Quarter in Semiconductor History

Market Spectator July 2, 2026
The Q4 guide of $50B changes everything the market thought it knew about memory cycles.
Read More Read more about Micron Just Printed the Most Explosive Quarter in Semiconductor History

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