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Breakwave’s Tanker Shipping ETF has more than twice the year-to-date returns of anything else on the market.

One operates at the bleeding edge of AI infrastructure; the other owns the architectural blueprint powering global computing.

Twelve Nasdaq 100 stocks have doubled in 2026, and not a single the Magnificent Seven is among them. Here is why.

In the past quarter, Arm Holdings reported first-quarter 2026 revenue of US$1.29 billion and net income of US$270 million, while Alif Semiconductor announced it had licensed Arm Keil MDK to equip customers with professional tools for Arm-based microcontrollers and fusion processors. Beyond the headline numbers, Arm’s deeper integration into embedded AI workflows through Keil MDK and the SDS Framework highlights its role in unifying software and hardware for edge and IoT AI...

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

The retail investor tide may be turning on SpaceX after 59 days in the public markets.

Arista has posted eight straight quarters of revenue gains while Arm battled volatility and federal scrutiny.

Arm Holdings continues to benefit from accelerating AI adoption and growing demand for its chip architecture across multiple end markets.

ARM Holdings Plc (NASDAQ:ARM) has become one of the key beneficiaries of the AI boom. It has expanded beyond its traditional smartphone business into the fastest-growing cloud and data center markets. The company’s energy-efficient CPU designs are increasingly being adopted by major cloud providers building AI data centers. As ARM continues to grow its presence […]

Record data center royalties and AI chip demand double as Arm accelerates server adoption.

SpaceX's gravitational pull is undeniable. That's why it's unsurprising that a few offhand remarks in SpaceX's earnings call on Tuesday still managed to jolt stocks in the further reaches of the company's orbit.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...

(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit

Arm Holdings has already traded near $450 this year, then lost nearly a quarter of its value in a month. Now Wall Street analysts are split on whether the AI compute giant can claw back those highs or if the real trouble is just beginning.

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(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit

Sandisk Triggers AI Chip Selloff With Weak Outlook

The Morning Bull - US Market Morning Update Wednesday, Aug, 5 2026 US stock futures are slightly higher this morning, with E-mini S&P 500 contracts up around 0.1%, as investors weigh stronger factory activity against the risk of higher borrowing costs. The ISM Manufacturing PMI jumped to 55.6 in July, its best reading since May 2022, which signals factories are busier, hiring is improving and cost pressures are easing. At the same time, the 10 year Treasury yield sits near 4.69%, which keeps...

ARM stock rose 17% on Tuesday, piquing interest among retail traders.

A broader sell-off in AI stocks weighed on Arm.

A promising architecture now needs customers and working silicon

If the AGI CPU business continues to scale, Arm's valuation may prove easier to justify.

The company is now more confident in hitting its near-term CPU target.

One builds the chips; the other licenses the blueprint. Their vastly different business models and risk profiles demand different investor strategies.

Arm delivered record quarterly revenue and an earnings beat, while demand for its new AGI CPU surpassed $2 billion across fiscal 2027 and 2028.

IPO Edge hosted a fireside chat on July 27 at Nasdaq MarketSite with Anton Nicholas, Chief Executive Officer of ICR. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed […]

Arm delivered solid results, but all eyes are on its upcoming AGI CPU chip.

Arm Holdings has surged 110.5% year to date, yet the broader valuation checks currently lean expensive rather than cheap for a stock that is closely linked to expectations around AI and high performance computing. Year to date, the share price gain of 110.5% sets a high bar for what future growth will need to deliver to support the current valuation. Arm's growing role in AI servers and data centers can support optimism on future royalties. However, any slowdown in end markets such as...

Arm Holdings is riding AI-driven growth across cloud, edge and automotive markets, but execution and elevated expectations remain central to its outlook.

(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa