As the Federal Reserve prepares for its first policy meeting of 2026, a sense of cautious anxiety has gripped Wall Street. With the January 27–28 Federal Open Market Committee (FOMC) meeting looming, investors are parsing the latest fragments of inflation data to determine if the central bank’s recent
The semiconductor landscape received a jolting reality check this week as Intel Corporation (NASDAQ:INTC) released its fourth-quarter 2025 earnings. While the chipmaker delivered a "beat" on the headline numbers for the final months of 2025, its conservative forecast for the first quarter of 2026 sent shockwaves through its investor
Date: January 23, 2026 Introduction As the semiconductor industry navigates the most significant technological pivot since the invention of the integrated circuit, few companies sit at a more critical juncture than Lam Research (Nasdaq: LRCX). Often described as a "picks and shovels" play for the digital age, Lam provides the high-precision equipment required to etch [...]
UBS raised its target to $52 from $49, with a ‘Neutral’ rating, citing supply bottlenecks and structural limitations that may constrain Intel’s AI growth potential.
The stranglehold that proprietary chip architectures have long held over the data center and edge computing markets is beginning to fracture. In a landmark move for the open-source hardware movement, SpacemiT has announced the launch of its Vital Stone V100, a server-class RISC-V processor designed specifically to handle the surging demands of the Edge AI [...]
In a move that signals the transition of neuromorphic computing from experimental laboratories to the global mass market, Dutch semiconductor pioneer Innatera has announced a landmark partnership with VLSI Expert to deploy its 'Pulsar' chips for engineering education. The collaboration, unveiled in early 2026, aims to equip the next generation of chip designers in India [...]
In a definitive move to shatter the physical limitations of modern computing, the semiconductor industry has officially entered the "Glass Age." As of January 2026, the transition from traditional organic substrates to glass-core packaging has moved from a research-intensive ambition to a high-volume manufacturing (HVM) reality. Led by Intel Corporation (NASDAQ: INTC) and Samsung Electronics [...]
As the global semiconductor race enters the "Angstrom Era," Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has achieved a critical breakthrough that solidifies its dominance over the next generation of artificial intelligence and mobile silicon. Industry reports as of January 23, 2026, confirm that TSMC’s Baoshan Fab 20 has successfully stabilized yield rates for its 2nm [...]
In a move that fundamentally reshapes the global technology landscape, Taiwan Semiconductor Manufacturing Company (NYSE:TSM) has announced a monumental expansion of its operations in the United States. Following the acquisition of a 901-acre plot of land in North Phoenix, the company has unveiled plans to develop an "independent gigafab cluster." This expansion is the cornerstone [...]
In a move that fundamentally reshapes the global technology landscape, the United States and Taiwan signed a historic trade agreement on January 15, 2026, officially known as the "Silicon Pact." This sweeping deal secures a massive $250 billion commitment from leading Taiwanese technology firms to expand their footprint in the U.S., matched by $250 billion [...]
Williams-Sonoma is poised to announce its fourth-quarter results soon, and analysts predict a double-digit decrease in the company’s bottom-line figure.
March Nasdaq 100 E-Mini futures (NQH26) are trending down -0.20% this morning as a lackluster forecast from semiconductor giant Intel weighed on sentiment.
