Mentioned On
Episode Mentions
TBPN · Apr 30, 2026
Tech Earnings Quadkill, Red Button vs Blue Button | Diet TBPN
“Reported strong earnings recently; cited as evidence that AI concerns are not broad-based”
Vital Dawn · Apr 29, 2026
Vital Dawn Podcast for Wednesday April 29
“Semiconductor company whose guidance on non-AI demand was echoed by NXP in earnings”
Marketplace All-in-One · Apr 23, 2026
Yet another stockpile scramble
“Semiconductor manufacturer beat earnings expectations with stock up 19.4% on strong processor and chip demand”
Marketplace · Apr 23, 2026
Yet another stockpile scramble
“Semiconductor manufacturer beat expectations; stock up 19.4% on strong performance”
CNBC's "Fast Money" · Apr 23, 2026
Intel On The Move After Reporting Results… And “Nonchalant” Market Warning 4/23/26
“Semiconductor name benefiting from broader chip sector momentum; up significantly in SMH ETF”
Motley Fool Money · Apr 23, 2026
Earnings Season Ramps Up -- And We've Seen Some Surprises
“Reported 19% revenue growth with 90% YoY data center revenue increase; acquiring Silicon Labs for synergies”
Bloomberg Tech · Apr 23, 2026
Tesla Plans Additional $25 Billion in Spending
“Up 19% on track for best day since 2000; analog chip demand from data center infrastructure buildout”
Wall Street Breakfast · Apr 23, 2026
ServiceNow tanks on margins
“Up 11% pre-market after delivering strong Q1 beat and upbeat guidance signaling improving semiconductor demand”
Vital Dawn · Apr 23, 2026
Vital Dawn Podcast for Thursday April 23
“Industrial semiconductor company with lowest expectations that beat significantly on earnings”
Bloomberg Daybreak: US Edition · Apr 23, 2026
Deadlock in US-Iran Peace Talks; Navy Secretary Fired
“Gave surprisingly strong forecast driven by data center and industrial equipment spending; shares up 10% in early trading”
Vital Dawn · Apr 22, 2026
Vital Dawn Podcast for Wednesday April 22
“Key earnings report scheduled for after U.S. market close today”
FactSet U.S. Daily Market Preview · Apr 22, 2026
Financial Market Preview - Wednesday 22-Apr
“Earnings release scheduled after market close on April 22”
Irregular Warfare Podcast · Feb 20, 2026
Preserving the American Edge: Revitalizing the Defense Industrial Base
“Historical defense innovator; developed Paveway precision-guided munitions during Cold War”
Sharp Tech with Ben Thompson · Jan 23, 2026
(Preview) A Call to Action for TSMC’s AI Customers, Wall Street’s Netflix Anxiety, Q&A on Tech’s Cignetti, OpenAI, Starbucks
“Legacy foundry option discussed as inferior alternative to TSMC for capacity guarantees”
StarTalk Radio · Oct 7, 2025
Things You Thought You Knew – Quantum Cat
“Referenced as manufacturer of the first scientific calculator (TI-35), marking a milestone in computational technology history”
Acquired · Jan 27, 2025
TSMC Founder Morris Chang
“Morris Chang's former employer where he learned learning curve theory and semiconductor manufacturing strategy”