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What Just Happened to the US Router Market

2 months ago

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What Just Happened to Ambarella Stock

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Why Ubiquiti Plunged 42% In May 2026

Ubiquiti shares fell 42% in May 2026 despite solid revenue growth and a debt-free balance sheet, as the market reacted to factors beyond headline financials.

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The Semiconductor Upcycle Is Being Driven by Memory Pricing, Not Unit Growth

Semiconductor market cycles are shifting from traditional unit-growth drivers to memory pricing dynamics. This structural change suggests that future industry performance may rely more on pricing powe...

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Netgear and Eero Get Exemption From FCC's Ban of New Foreign-Made Wi-Fi Routers

The FCC granted Netgear and Eero exemptions from a ban on new foreign-made Wi-Fi routers, which otherwise restricts most major brands due to national security concerns. These specific authorizations a...

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Where Are Comcast and Charter's Internet Customers Going? Here.

Comcast and Charter continue to lose broadband subscribers to emerging alternative providers. This ongoing customer churn highlights a shift in market share as traditional cable operators face increas...

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