Archive | AllThingsWallSt

Stripe Puts PayPal in the Cart

Stripe Puts PayPal in the Cart

Equisights Research

Jul 15, 2026

Chip Chill: A Memory Rout Sends Traders Sprinting to Apple's Porch

Chip Chill: A Memory Rout Sends Traders Sprinting to Apple's Porch

Equisights Research

Jul 14, 2026

The Memory Trade Gets Its Marquee Name

The Memory Trade Gets Its Marquee Name

Equisights Research

Jul 12, 2026

Starbucks tries to make Microsoft and IBM optional with a little in-house code foam.

Starbucks tries to make Microsoft and IBM optional with a little in-house code foam.

Equisights Research

Jul 10, 2026

SK Hynix asks U.S. investors how much they still believe in memory

SK Hynix asks U.S. investors how much they still believe in memory

Equisights Research

Jul 9, 2026

Samsung Posted the Best Quarter in Its History, and the Chip Trade Sold It Anyway

Samsung Posted the Best Quarter in Its History, and the Chip Trade Sold It Anyway

Equisights Research

Jul 8, 2026

Microsoft Gives Xbox a Hard Reset, and AI Gets the Blame Without Touching a Controller

Microsoft Gives Xbox a Hard Reset, and AI Gets the Blame Without Touching a Controller

Equisights Research

Jul 7, 2026

Nvidia Hits a Rack Snag

Nvidia Hits a Rack Snag

Equisights Research

Jul 6, 2026

The Great Compute Sublet

The Great Compute Sublet

Equisights Research

Jul 5, 2026

SpaceX Muscles Into the Nasdaq-100, and the Index Funds Have No Choice but to Buy

SpaceX Muscles Into the Nasdaq-100, and the Index Funds Have No Choice but to Buy

Equisights Research

Jul 4, 2026

Tesla gets sold off for the trouble

Tesla gets sold off for the trouble

Equisights Research

Jul 3, 2026

Meta wants to be the AI landlord and the compute glut trade just flipped overnight

Meta wants to be the AI landlord and the compute glut trade just flipped overnight

Equisights Research

Jul 2, 2026