We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
High-signal headlines only — macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
TSMC, the world's largest contract chipmaker, expects the global semiconductor market to exceed $1.5 trillion by 2030, topping its previous forecast of $1 trillion, according to its presentation materials ahead of a tech symposium on Thursday. • AI and high-performance computing are expected to account for 55% of the $1.5 trillion market, followed by smartphones with 20%, and automotive applications with 10%, according to TSMC. • TSMC said it has been expanding capacity at a faster pace in 2025 and 2026 and plans to build nine phases of wafer fabs and advanced packaging facilities in 2026.
TSMC, the world's largest contract chipmaker, expects the global semiconductor market to exceed $1.5 trillion by 2030, topping its previous forecast of $1 trillion, according to its presentation materials ahead of a tech symposium on Thursday. • AI and high-performance computing are expected to account for 55% of the $1.5 trillion market, followed by smartphones with 20%, and automotive applications with 10%, according to TSMC. • TSMC said it has been expanding capacity at a faster pace in 2025 and 2026 and plans to build nine phases of wafer fabs and advanced packaging facilities in 2026.
AEye (NASDAQ:LIDR) reported higher first-quarter revenue and emphasized expanding commercial engagement across defense, transportation, automotive and infrastructure markets, while management said the lidar company remains focused on converting evaluations and proofs of concept into deployments. On
Lightwave Logic (NASDAQ:LWLG) reported a wider first-quarter loss while outlining progress on customer engagement, foundry integration and commercialization efforts for its electro-optic polymer technology, which management said is increasingly aligned with demand from artificial intelligence networ
While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
More Chinese nationals who return home after working in the U.S., called ‘sea turtles,’ are fueling Beijing’s efforts to take on Silicon Valley
The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.
I’ve been studying portfolio concentration for years, and one stat from Schwab’s On Investing podcast keeps echoing in my head. In 2022, the Magnificent Seven fell roughly 40% while the S&P 500 dropped 18%. Our data confirms the pain: SPY shed 20% that calendar year, while Meta Platforms (NASDAQ:META) collapsed 64%, NVIDIA (NASDAQ:NVDA) fell 51%, ... The Magnificent Seven Fell 40% While the S&P Dropped 18%: Here’s How Much Tech Concentration You Can Actually Afford
As Valero Energy has notably outperformed the broader market over the past 52 weeks, Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.
Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match. The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.
Leading cryptocurrencies slipped on Wednesday as the Senate Banking Committee gears up to vote on the Clarity Act. Cryptocurrency24-Hour Gains +/-Price (Recorded at 9:20 p.m. EDT)Bitcoin (CRYPTO: BTC)-1.77%$79,580.06Ethereum (CRYPTO: ETH) -1.16%$2,264.35XRP (CRYPTO: XRP) -1.00%$1.43Solana (CRYPTO: SOL) -4.11%$91.14Dogecoin (CRYPTO: DOGE) +2.91%$0.1145 Crypto Market Lags Bitcoin dipped below $79,000 during early trading but staged a partial recovery by late evening. Ethereum fell to an intraday l
The AI cloud provider is expanding at a blistering pace.
Introduction For decades, semiconductor cycles followed a fairly predictable sequence. Demand improved, companies bought more equipment to make more chips, unit shipments increased so that supply exceed demand, and pricing eventually weakened as oversupply returned to the market. Investors therefore learned to focus primarily on unit growth because pricing historically lagged demand rather than led ... The Semiconductor Upcycle Is Being Driven by Memory Pricing, Not Unit Growth
While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
Major U.S. indices ended Wednesday mixed, with the Dow Jones Industrial Average slipping 0.14% to 49,693.20, while the S&P 500 advanced 0.58% to 7,444.25 and the Nasdaq climbed 1.20% to 26,402.34. These are the top stocks that gained the attention of retail traders and investors through the day: Cisco Systems Inc. (NASDAQ:CSCO) Cisco’s stock climbed 2.60%, closing at $101.87 after reaching an intraday high of $102.01 and a low of $99.29. The stock’s 52-week range is between $60.84 and $102.01. I
Stocks trading between $10 and $50 can be particularly interesting as they frequently represent businesses that have survived their early challenges. However, investors should remain vigilant as some may still have unproven business models, leaving them vulnerable to the ebbs and flows of the broader market.
President Donald Trump is set to meet Chinese President Xi Jinping in Beijing on Thursday after spending the night in the Chinese capital, as global markets edged higher on cautious optimism ahead of high-stakes U.S.-China talks. Markets Rise Ahead Of US–China Talks Late Wednesday, Dow futures rose 120.00 points, or 0.24%, to 49,912.00, while S&P 500 futures added 14.50 points, or 0.19%, to 7,484.00 and Nasdaq 100 futures gained 167.75 points, or 0.57%, to 29,647.00 as of around 8:29 p.m. EDT. I
One billionaire fund manager is sounding the alarm on a potential market correction -- and history points to one stock that thrives when others struggle.
<p>The Tema-run fund has pulled in $367 million since March 31 and is outperforming its peers by double digits.</p>
Earlier in May 2026, Boston Scientific filed a US$565.7 million shelf registration for up to 10,000,000 common shares tied to an ESOP-related offering, while shareholders also approved charter amendments eliminating supermajority voting and adding limited officer exculpation under Delaware law. Taken together with recent director equity and deferred stock awards, these developments highlight a stronger emphasis on ownership-based incentives and refreshed corporate governance at the...
Salesforce secured a $72 million U.S. Air Force agreement as part of a broader $5.6 billion Department of Defense contract. The deal brings Salesforce's Agentforce AI platform into Air Force and Space Force operations for personnel and workflow management. This is Salesforce's largest consolidated federal contract to date and expands its reach in highly regulated government cloud environments. For investors watching NYSE:CRM, this contract lands at a time when the stock is trading at...
HII’s Ingalls Shipbuilding division recently delivered the Flight III Arleigh Burke-class guided missile destroyer Ted Stevens (DDG 128) to the U.S. Navy, while continuing work on a large pipeline of additional Flight III destroyers. The company is also scaling a distributed shipbuilding model, outsourcing more than 2,500,000 labor hours in 2026, to boost throughput and meet growing Navy demand. We’ll now examine how HII’s distributed shipbuilding push and Flight III destroyer delivery...
Recent performance snapshot Nokia Oyj (HLSE:NOKIA) has drawn attention after a strong run in the stock, with the share price up 7.5% over the past day and 38.3% over the past month. See our latest analysis for Nokia Oyj. For context, Nokia Oyj’s recent surge sits on top of a strong run, with a 30 day share price return of 38.3% and a 1 year total shareholder return of 167.7%, which points to building momentum as investors reassess both growth prospects and risks. If this kind of move has you...
Cisco reported record revenue and surging AI demand while announcing job cuts affecting thousands as it repositions for an AI-driven future.
Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.
Shares of makers of chips and related equipment delivered stock-picking funds such as Steve Cohen’s Point72 their best month in decades.
CoreWeave's outlook disappointed Wall Street even as revenue more than doubled year over year.
Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.
(Bloomberg) -- President Donald Trump arrived in Beijing for the first state visit to China by a US leader in nine years, as the world’s two largest economies look to stabilize ties with a summit playing out against the backdrop of the Iran war.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsNvidia’s CEO Joins Trump in China With AI in the SpotlightTrump Lands in China for Xi Trade Summi