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Tuesday, October 13, 2026
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TK

Tomas Keller

Senior Markets Reporter · @tkeller · 5 articles
The Chip Crash Is Redrawing Bitcoin Miners' AI Pivot Math
Aug 5, 2026

The Chip Crash Is Redrawing Bitcoin Miners' AI Pivot Math

Miners spent two years selling megawatts to the AI boom. July's $2 trillion semiconductor rout is forcing a rethink of what that optionality is worth.

Tomas Keller
Wall Street's Favorite Trade Came Undone: Chips Close Their Worst Month Since 2008
MarketsAug 2, 2026

Wall Street's Favorite Trade Came Undone: Chips Close Their Worst Month Since 2008

The SOX fell 21% in July, $2.2 trillion evaporated, and the market's one-way AI consensus now has a two-way risk profile.

Tomas Keller
July Was the Month the AI Trade Blinked — and Crypto Noticed
OpinionJul 31, 2026

July Was the Month the AI Trade Blinked — and Crypto Noticed

Chips fell 21%, the Nasdaq dropped 9%, and Bitcoin and Ethereum quietly beat every major market. The correlation regime everyone assumed just broke.

Tomas Keller
Chip Selloff Goes Global: SK Hynix, Samsung, and SoftBank Join the $1 Trillion-Plus Rout
MarketsJul 29, 2026

Chip Selloff Goes Global: SK Hynix, Samsung, and SoftBank Join the $1 Trillion-Plus Rout

The AI infrastructure trade's unwind jumped the Pacific, dragging Asia's memory and chip giants into what was already July's defining market story.

Tomas Keller
Intel's Foundry Dream Hits the Yield Wall: Stock Down 21% in Seven Sessions
MarketsJul 8, 2026

Intel's Foundry Dream Hits the Yield Wall: Stock Down 21% in Seven Sessions

Reports that the 18A-P node won't reach profitable yields until late 2026 or 2027 turned the July chip selloff from rotation into rout.

Tomas Keller