Articles by Sarah Chen
RTX 5090 Resale Prices Soar Past $9,000, But Nvidia's Earnings Still Led by Data Centers
GeForce RTX 5090 resale prices have surged to as high as $9,500, but Nvidia's latest quarter shows data centers driving 91.8% of revenue, making GPU scarcity a minor earnings factor.
Coherent's PhotonLink Debut Looms After 5.5% Share Decline
Coherent (COHR) will launch PhotonLink on Sept. 21 after a 5.5% share decline. With high revenue expectations, the event is a test of execution.
Xbox Cloud Gaming Caps: Microsoft's 4% Impact Claim Under Scrutiny
Microsoft's new Xbox cloud gaming caps affect 4% of Game Pass subscribers, but cancellation numbers remain undisclosed. MSFT shares stable.
No iOS 26.7: Apple's Release List Ends at 26.6.2, iOS 27 Takes Over
Apple has not issued an iOS 26.7 update; its release list ends at 26.6.2, with iOS 27 now the current major version. The missing number is a mix-up, not a missed update.
ASML Shares Slide 6% as AI Safety Debate Rattles Semiconductor Investors
ASML shares dropped 6% as AI safety debates sparked concerns about future chip demand. Investors now eye Q3 orders and capacity plans.
Meta Reintroduces AI Management Layers After Costly Layoffs
Meta is reportedly asking some AI employees to return to management roles, a reversal from its flat structure, following a costly layoff and amid massive capital spending.
XRP Holds Above $1.38 Ahead of Senate Vote; $1.60 Remains a Distant Goal
XRP trades above $1.38 ahead of the Senate vote on the Digital Asset Market Clarity Act. The $1.60 target is still 14% away, with key resistance at $1.41.
Senate CLARITY Vote: Procedural Step, Circle's Earnings Still Tied to Reserves
Tuesday's Senate vote on the CLARITY Act is a procedural cloture motion, not final passage. Circle's earnings remain heavily tied to USDC reserve yields, with interest rates a key variable.
Marvell's Bull Case Awaits Clarity at October Investor Day
Marvell (MRVL) rose 4% to $236.10 after Piper Sandler initiated with a $270 target. The next catalyst is Oct. 6 investor day, where management must show how AI-driven growth can persist.
AMD's 2027 Data-Center Goal Tied to $220B Server Market
AMD aims to more than double data-center revenue by 2027, targeting a $220B server market. Executives outlined the plan at Goldman Sachs conference.
Crypto Trading Bot Built on Fruit Fly Brain Shows No Proven Edge
Stonkfly, an open-source crypto trading experiment using a simulated fruit fly brain, has not demonstrated a profitable trading edge. Its Coinbase integration is minimal and lacks real trading validation.
iOS 27 Launch Set for Sept. 14, But AI Features Limited to Newer iPhones
Apple releases iOS 27 on Sept. 14, but advanced AI features like Siri AI are exclusive to iPhone 15 Pro and newer models, potentially driving upgrades and services revenue.