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Super Micro Tanks After Chip Raid

Wednesday, July 1, 2026

Today's Trade Leaks

1
NVDA

Super Micro Stock Tanks 8% After Taiwan Raid Over NVIDIA Chip Smuggling

Super Micro's stock nosedives 8% after a Taiwan raid uncovers alleged NVIDIA chip smuggling to China. A 37% monthly slide now hangs over them. $8.8 billion in debt, export-control scrutiny, and an impending earnings report loom large. Revenue's up, but risks are bigger. What happens when the dust settles?
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2
IBM

IBM Unveiled 0.7-Nanometer Chip—AI Game Changer

IBM just shattered the nanometer barrier. A 0.7-nm chip. 100 billion transistors on a fingernail. Performance up 50%, energy use down 70%. But is this the AI leap we've been waiting for? Dive into the tech that could reshape everything. Ready to see what IBM's breakthrough means for AI's future?
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3
GILD

Gilead's Profit Surge: Liver & HIV Drugs Boost, Cancer Therapies Next

Gilead's profits just soared, thanks to its liver and HIV drugs. But here's the kicker: they're eyeing cancer therapies next. A $2.18 billion profit isn't just good news—it's a launchpad. With two new cancer drugs and another HIV option in the pipeline, is Gilead setting the stage for a major market shake-up?
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