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Beijing Just Aimed at Taiwan Semiconductor Manufacturing Company (NYSE:TSM). Here’s Why the Bull Case Still Wins
Insider Monkey13d agobullish
Beijing Just Aimed at Taiwan Semiconductor Manufacturing Company (NYSE:TSM). Here’s Why the Bull Case Still Wins

On July 21, the Financial Times reported that China’s Ministry of Commerce is considering implementing export controls that would bar Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and QUALCOMM Incorporated (NASDAQ:QCOM) from manufacturing chips based on designs from Huawei, Alibaba, and ByteDance. Such headlines are likely to hit a foundry stock hard. In the case of […]

D Wave Quantum (QBTS) Expands AT And T Partnership For Network Operations
Simply Wall St.13d agobullish
D Wave Quantum (QBTS) Expands AT And T Partnership For Network Operations

AT&T is expanding its partnership with D-Wave Quantum (NasdaqGS:QBTS) to deploy quantum annealing technology in network operations. The collaboration focuses on applying D-Wave systems to optimization tasks such as outage detection, technician routing, and network planning. AT&T is also assessing D-Wave's planned gate-model systems for possible future use in additional network and operations use cases. D-Wave Quantum, a provider of quantum annealing systems and software, is moving deeper...

Stocks Rally as Middle East Tensions Ease
Barchart13d agobullish
Stocks Rally as Middle East Tensions Ease

The S&P 500 Index ($SPX ) (SPY ) today is up +0.65%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.56%. September E-mini S&P futures (ESU26 ) are up +0.65%, and September E-mini Nasdaq futures...

Investing.com13d agobullish
ASML and U.S. chip stocks sink on report of China’s DUV breakthrough

Semiconductor capital equipment stocks took a brutal U-turn on Monday. Heading into the opening bell, the sector was riding a pre-market high. The optimism was fueled by easing geopolitical tensions in Iran and a blockbuster Wall Street Journal report revealing that Nvidia is in talks to guarantee a massive $250 billion in financing for an OpenAI data center project. But that AI-driven euphoria evaporated instantly. ASML erased early gains of over 2%—and dragged U.S. peers Applied Materials (AMA

Is Celsius (CELH) a Buy as Wall Street Analysts Look Optimistic?
Zacks13d agobullish
Is Celsius (CELH) a Buy as Wall Street Analysts Look Optimistic?

According to the average brokerage recommendation (ABR), one should invest in Celsius (CELH). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Is Silicon Motion (SIMO) a Buy as Wall Street Analysts Look Optimistic?
Zacks13d agobullish
Is Silicon Motion (SIMO) a Buy as Wall Street Analysts Look Optimistic?

According to the average brokerage recommendation (ABR), one should invest in Silicon Motion (SIMO). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Baker Hughes tops second-quarter expectations as strong cash flow lifts shares
InvestorsHub13d agobullish
Baker Hughes tops second-quarter expectations as strong cash flow lifts shares

Baker Hughes (NASDAQ:BKR) reported better-than-expected second-quarter results on Monday, sending its shares about 2% higher in premarket trading as investors welcomed stronger earnings and solid operational performance. The energy technology and oilfield services company posted adjusted earnings per share of $0.