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Dell, Sandisk and Micron led an AI sell-off, masked by megacaps such as Apple. SpaceX undercut its IPO price. Taiwan Semi, GE Aerospace earnings are due.
Moby summary of M&T Bank Corporation's Q2 2026 earnings call
Moby summary of BlackRock, Inc.'s Q2 2026 earnings call
Inflation data gave investors hope on Wednesday morning. Semiconductor stocks took it away by lunchtime.
Apple is officially shopping. The iPhone maker is quietly exploring acquisitions of semiconductor startups to supercharge its artificial intelligence server capabilities, moving aggressively to close the gap in the high-stakes AI arms race. According to a report from The Information, Apple has been in active talks with investment bankers and semiconductor startups over the past few months to gauge potential buyouts. The driving force behind this push? A pressing need for more horsepower. Current
The AI investment boom has created a sharp divide between companies benefiting from long-term demand and those merely riding short-term enthusiasm. While many technology businesses continue spending hundreds of billions of dollars on AI infrastructure, investors have increasingly questioned whether those investments will eventually slow. Yet every quarter seems to produce another reminder that the ... ASML Just Raised Guidance Again — Is This the Strongest AI Stock Story Nobody’s Talking About?
The stock has a lot riding on the company's second-quarter report.
Investors can gain exposure to the space boom through established defense contractors benefiting from Golden Dome spending without relying on SpaceX alone.
Nvidia (NVDA) stock investors have been fed a familiar playbook. More robust accelerators, higher rack prices, and another wave of hyperscaler spending were expected to propel Nvidia stock's valuation to even more stratospheric levels. Bank of America's latest semiconductor outlook, shared with me, ...
There is a version of getting rich on Wall Street that has nothing to do with being right about a stock. You can spend a career building a reputation and then, one day, discover the reputation itself is the position. It pays whether or not your next call works. It compounds while you sleep. It does ...
Chinese large language model (LLM) developer DeepSeek is reportedly preparing for an IPO later this year or in 2027. Yahoo Finance Technology Editor Dan Howley outlines what we know so far.
Moby summary of Citigroup Inc.'s Q2 2026 earnings call
Moby summary of Wells Fargo & Company's Q2 2026 earnings call
Inflation cooled faster than expected in June, but Fed Chair Kevin Warsh isn't ready to declare victory.
Two defense giants are betting on opposite sides of naval warfare, and one of them just posted negative free cash flow while the other is sitting on nearly two billion dollars of it. The question is whether a $3.45 billion sensor acquisition can close that gap before program charges do further damage.
WASHINGTON, July 14 (Reuters) - A top U.S. official told Congress on Tuesday that "very few" Nvidia H200 chips to date have been shipped to China or Hong Kong.
Jim Cramer pinpointed a single market variable that could either unlock NVIDIA's next surge or keep the stock in check, and it has nothing to do with earnings or tariffs.
July 14 (Reuters) - AI startup Reflection said on Tuesday it has signed a more than $1 billion deal to secure computing capacity from Nebius, including access to Nvidia's latest chips.
Main Street Capital's combined dividend payments current exceeds its quarterly distributable net investment income.
US stock futures traded mixed on Tuesday as investors weighed renewed geopolitical tensions between the United States and Iran ahead of a week packed with major earnings releases, key inflation data and fresh signals from the Federal Reserve. Markets are preparing for the unofficial start of the second-quarter earnings season with results from the largest US banks, while the latest Consumer Price Index (CPI) report and testimony from Federal Reserve Chair Kevin Warsh are expected to influence ex
Investing.com - U.S. stock futures were mixed on Tueday as renewed tensions between the United States and Iran kept investors on edge ahead of a pivotal week for markets.
An expected decline in headline inflation for June doesn't tell the full story.
ASML, the biggest supplier of equipment used to manufacture AI chips, reports quarterly earnings on Wednesday looking to justify its chunky valuation and demonstrate how it will contend with U.S. moves to block exports to China. Clouding the outlook, however, is a proposed U.S. law requiring U.S. allies to align with export controls to curb China's ability to make advanced chips, with ASML named in the legislation. The company has denied selling its most advanced EUV tools to China, which is forecast to account for up to 20% of ASML's sales this year through legal purchases of less-advanced DUV tools to make chips for automotive, industrial and electronic products.
The space company is bulking up with a company that just signed a major deal with NASA.
SEOUL, July 14 (Reuters) - South Korea's ruling party is seeking to make it easier for chipmaker SK Hynix to set up ventures to build factories with outside investors — a move that follows a
TSMC, the world's largest manufacturer of advanced AI chips, will likely notch a fifth consecutive quarter of record earnings, driven by booming AI infrastructure spending. Analysts say demand for Taiwan Semiconductor Manufacturing Co's (TSMC) 3-nanometre and 2-nanometre process technologies for AI chips, as well as for its advanced chip packaging technology, CoWoS, remains strong. Its market capitalisation is now nearly double that of South Korean rival Samsung Electronics at around $1.97 trillion.
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