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TSX24,847▲ +0.44%
S&P 5005,612▲ +0.31%
Gold$3,342▼ −0.19%
BTC$108,240▲ 1.82%
WTI$78.40▲ +1.12%
USD/CAD1.3612▼ −0.08%
Silver$33.80▲ +0.62%
Uranium$92.50▲ +2.44%
Semiconductors

Semiconductors

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Markets
Inovia Capital Leads $95M Series B Into Montreal AI Infrastructure Startup Axon Intelligence
James Nakamura · October 2, 2026
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Markets
NVIDIA Hits $228 as Semiconductor Upcycle Enters Its Most Powerful Phase
James Nakamura · October 1, 2026
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Markets
NVIDIA Slips to $227 as SMH Surges 1.15% on AI Supercycle Bets
James Nakamura · September 30, 2026
A silicon wafer with a grid of iridescent microchip dies under shallow focus
Markets
NVIDIA Slides 1.47% But the Semiconductor Upcycle Thesis Remains Intact
James Nakamura · September 24, 2026
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Markets
Hyperscaler AI Capex Hits $300B in 2026, Fuelling a Global Compute Supercycle
James Nakamura · September 23, 2026
A silicon wafer with a grid of iridescent microchip dies under shallow focus
Markets
NVIDIA Hits $213.90 as Semiconductor Upcycle Enters Its Most Powerful Phase
James Nakamura · September 17, 2026
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Markets
NVIDIA Hits $212 as AI Compute Supercycle Enters a New Phase
James Nakamura · September 16, 2026
A silicon wafer with a grid of iridescent microchip dies under shallow focus
Markets
AMD Surges 3% as Semiconductor ETF SMH Holds $574 Amid Upcycle Signals
James Nakamura · September 10, 2026
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Markets
AMD Surges 5.9% as AI Compute Race Shifts Beyond NVIDIA
James Nakamura · September 9, 2026
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Markets
NVIDIA Surges 3.21% as SMH Hits $550 on Data Centre Supercycle
James Nakamura · September 3, 2026

The Boreal Brief

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