This congressional hearing on American technology leadership is more about signaling than substance. Unpacking the real battle for global innovation.
Bourgeon Capital's increased Marvell Technology $MRVL stake isn't bullish noise; it's a calculated bet on the next phase of the AI infrastructure arms race.
Credo Technology Group (CRDO) just crushed AI expectations. But the real story isn't the demand; it's the infrastructure bottleneck they solve.
Microchip Technology's massive stock jump isn't just about outlook; it's a calculated move signaling deeper industrial consolidation in the volatile semiconductor space.