Earnings: News, Analysis and Explainers

Live

Nvidia Stopped Selling Chips. It Sells Gigawatts Now — at $40 Billion Each. The HBM4 Fight Is Over. The Real Memory War Just Moved to the Packaging Line. Anthropic Says Its AI Found a CRISPR-Like System. Scientists Say It Found a Shape, Not a Breakthrough. New York Just Put a Clock on Frontier AI — and a New Regulator Behind It TikTok Will Pay Creators in 30 Days — and Own the Pipe The FDA Just Cleared an App to Dose Insulin Without a Doctor Signing Off. The Data to Back It Up Isn't Public Yet. Crew-13 Is in Orbit, and a Canadian Is Riding a Dragon for the First Time Nvidia Stopped Selling Chips. It Sells Gigawatts Now — at $40 Billion Each. The HBM4 Fight Is Over. The Real Memory War Just Moved to the Packaging Line. Anthropic Says Its AI Found a CRISPR-Like System. Scientists Say It Found a Shape, Not a Breakthrough. New York Just Put a Clock on Frontier AI — and a New Regulator Behind It TikTok Will Pay Creators in 30 Days — and Own the Pipe The FDA Just Cleared an App to Dose Insulin Without a Doctor Signing Off. The Data to Back It Up Isn't Public Yet. Crew-13 Is in Orbit, and a Canadian Is Riding a Dragon for the First Time

Illustration: memory chips arranged along a hockey-stick growth curve.

Business & Startups

Micron Just Booked a $54 Billion Quarter. Now Comes the Hard Part: Believing It Lasts.

Revenue up 379%, an 87% gross margin and HBM sold out. Micron's quarter is spectacular, and that is exactly why you should…

Mira Okonkwo Oct 1, 2026 · 4 min

Hardware

The Memory ‘Shortage’ and the Theater of Margins

An OEM chief says memory makers are talking their book. A record supplier quarter says demand is real. Both can be true.

Yuna Park Sep 30, 2026 · 4 min

Hardware

Intel shipped High-NA with an escape hatch. TSMC is living in it.

Intel was first to ship chips from ASML's High-NA scanners, with a fallback to older tools built in. TSMC's Arizona pledge shows…

James Whitfield Jul 16, 2026 · 5 min