Capital Allocation TrendsPhiladelphia Semiconductor Index Hits Record as Enterprise Software Stocks Fall 20–49%Salvado•Jun 25, 2026
Investment StrategyMicron, Dell, Intel Surge While AI Software Stocks Fall, Confirming Sector RotationSalvado•Jun 25, 2026
Corporate Strategy & Supply ChainsSOXX Gains 79% YTD as U.S.-China Chip Controls Force Dual Supply Chain StrategiesSalvado•Jun 23, 2026
Tech Supply ChainMicron's Entire 2026 HBM Output Is Already Sold Out as AI Demand Outpaces SupplySalvado•Jun 19, 2026
Corporate StrategySOXX Returned 79% YTD as AI Chip Race Splits Into Efficiency vs. IndependenceSalvado•Jun 17, 2026
Investment StrategySOXX Gains 79% YTD as AI Supercycle Broadens Into Edge Hardware, Quantum, and GeopoliticsSalvado•Jun 13, 2026
Supply Chain EconomicsSOXX Up 79% YTD Before 10% Sell-Off as Rising ASIC Costs Lock Out New EntrantsSalvado•Jun 11, 2026
Tech Investment & Industrial EconomicsASIC Design Costs Have Nearly Doubled Since FinFET Era, Concentrating Chip Power in Fewer HandsSalvado•Jun 5, 2026
Strategic InvestmentNvidia's 20% Surge and a 2027 Rare Earth Ban Are Reshaping the Semiconductor Investment StackSalvado•May 21, 2026
Tech Industry GrowthAnalog Devices Revenue Jumps 30% as AI Data Center Spending Lifts Semiconductor SuppliersSalvado•May 17, 2026
Corporate StrategyIntel Surges 240%, AMD 112% YTD as AI Re-rates CPU Makers Above NvidiaSalvado•May 12, 2026
Corporate FinanceSemiconductor Stocks Gain 10.5% While Fintech Falls 3.6% as AI Infrastructure Dominates Investor PreferenceSalvado•Apr 20, 2026
Corporate StrategyTech Giants Pivot to Vertical Integration as AI Chip Demand Reshapes Semiconductor PartnershipsSalvado•Apr 20, 2026
Corporate FinanceSemiconductor Firms Draw Institutional Capital as AI Chip Demand Surges Amid Supply Chain ShiftSalvado•Apr 15, 2026
Tech InvestmentMemory Chip Makers Surge 450% While Intel Falls 26% in AI Infrastructure ShiftSalvado•Apr 13, 2026
Supply Chain FinanceAI Chip Demand Drives $31M Orders as U.S. Rare Earth Ban Forces Supply Chain RestructuringSalvado•Apr 12, 2026
Corporate InvestmentSamsung AMD Partnership Signals Semiconductor Shift to AI Memory InfrastructureSalvado•Apr 9, 2026
Corporate FinanceAI Chip Stocks Outpace Software Providers as Market Pivots to InfrastructureSalvado•Apr 9, 2026
Corporate StrategyUS-China chip restrictions drive dual AI infrastructure markets as Huawei accelerates domestic alternativeSalvado•Mar 30, 2026
Supply Chain & MarketsSemiconductor Stocks Drop Up to 4.4% on Helium Supply Concerns Amid China Trade TensionsSalvado•Mar 29, 2026
