Archive - Zero Noise Report Newsletter Issues | Zero Noise Report

IQM's Nasdaq Debut Didn't Touch D-Wave's Business. The Market Sold It Anyway.

IQM's Nasdaq Debut Didn't Touch D-Wave's Business. The Market Sold It Anyway.

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Jul 13, 2026

Memory Wins the Day, Defense Takes a Hit

Memory Wins the Day, Defense Takes a Hit

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Jul 10, 2026

DeepSeek's Chip Gambit Cracks the AI Trade — Capital Flees to Oil

DeepSeek's Chip Gambit Cracks the AI Trade — Capital Flees to Oil

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Jul 8, 2026

The Rotation Is Real: Money Flees AI, Floods Into Defense

The Rotation Is Real: Money Flees AI, Floods Into Defense

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Jul 6, 2026

South Korea's $1 Trillion AI Bet Ignites Chips and Data Centers — AeroVironment's 133% Revenue Beat Sends Drones Flying

South Korea's $1 Trillion AI Bet Ignites Chips and Data Centers — AeroVironment's 133% Revenue Beat Sends Drones Flying

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Jul 1, 2026

SK Hynix’s $29B Broadside Torches the AI Stack — Capital Rotates Into Defense, Space, and Digital Health

SK Hynix’s $29B Broadside Torches the AI Stack — Capital Rotates Into Defense, Space, and Digital Health

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Jun 29, 2026

PCE Pinches Growth; AI Capex Signal Stays Green — But Not Everyone Gets the Memo

PCE Pinches Growth; AI Capex Signal Stays Green — But Not Everyone Gets the Memo

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Jun 26, 2026

Apple Cuts the TSMC Cord While AI Infrastructure Posts Its Biggest One-Day Rout in Weeks

Apple Cuts the TSMC Cord While AI Infrastructure Posts Its Biggest One-Day Rout in Weeks

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Jun 25, 2026

AI Build-Out Extends; IBM Drops 5%, SpaceX IPO Reshapes Space Sector

AI Build-Out Extends; IBM Drops 5%, SpaceX IPO Reshapes Space Sector

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Jun 22, 2026

Trump Detonates the Chip Stack: Apple-Intel Shakes Semis as Oil Bleeds Out

Trump Detonates the Chip Stack: Apple-Intel Shakes Semis as Oil Bleeds Out

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Jun 19, 2026

The AI Trade Splits: Chips Crack While Infrastructure Cleans Up

The AI Trade Splits: Chips Crack While Infrastructure Cleans Up

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Jun 17, 2026

SpaceX Lands at $175 — ASTS and RKLB Absorb the Blast Radius

SpaceX Lands at $175 — ASTS and RKLB Absorb the Blast Radius

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Jun 15, 2026