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After hitting a four-year low in FY24, AMAT's TSMC revenue recovered well and hit an all-time high in FY25, driven by leading-edge logic. Its TSMC revenue grew 80% y/y in FY25, Samsung revenue up 31% ...
SAM Audio is a strategic move by Meta into creative tools—potentially a high-margin SaaS adjacency long-term
$OpenAI(OpenAI.NA) has been extremely busy recently, sometimes engaging in e-commerce, sometimes in social media, and now launching a browser (Dolphin Research's commentary). Emmmm... it seems like ha...





