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<p>High-bandwidth memory is sold out for all of 2026. SK Hynix has warned the shortage could last past 2030. Automakers are cutting production of budget models, and PC and smartphone prices are set to rise 10-20% by year-end. The chip supply chain crisis is the defining market story of 2026 and it is reshaping which ETFs win and which get squeezed. Here are the funds most exposed, on both sides of the trade.</p>

Hims stock fell late Monday after second-quarter losses came in bigger than expected, upsetting a sales beat.

Fuel cell technology Plug Power (NASDAQ:PLUG) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 2.5% year on year to $178.3 million. Its GAAP loss of $0.14 per share was 78.2% below analysts’ consensus estimates.

Yahoo Finance Tech Editor Dan Howley analyzes Meta (META) CEO Mark Zuckerberg's vision for open-source "personal superintelligence," his criticism of rival AI labs, and Meta's $1 billion initiative to support communities hosting its data centers.

Bristol Myers Squibb is building a $2.3 billion drug manufacturing campus in Houston, set to create 500 jobs. Learn about the details.

Fresh buying reveals where Wood sees better risk-reward

Roblox (RBLX) is back in focus after its latest quarterly report, which showed second quarter sales of US$1.469b and a net loss of US$183m, compared with US$1.081b and US$278m a year earlier. See our latest analysis for Roblox. The latest report seems to have shifted sentiment only slightly, with Roblox’s 1 day share price return of 4.86% and 7 day share price return of 3.05% coming after a 30 day share price decline of 31.73% and a year to date share price decline of 53.32%. Over a longer...

In the second quarter of 2026, ExxonMobil Holdings Corporation reported revenue of US$116,017 million and net income of US$14,525 million, while lifting earnings per share to US$3.48, declaring a US$1.03 third-quarter dividend and completing a US$81.63 billion multi-year buyback covering 738,766,766 shares. The combination of sharply higher profits and US$9.4 billion returned to investors through dividends and repurchases in the quarter highlights ExxonMobil’s current focus on converting...

Meta has flipped from closed to open to closed to open models for years, but finally, they may have found their sweet spot for taking on frontier AI.

Apple's reported testing of Chinese memory chips introduces another competitive variable as Micron's AI revenue reaches record levels.

Unease about negotiations to reopen the Strait of Hormuz boosted oil and yields but pressured stocks at the start of a big week for inflation data.

South Korea introduced financing, infrastructure and permitting measures intended to accelerate semiconductor production across multiple regional hubs.

Fresh off its best week since April, the stock market suffered a bit of a hangover on Monday. The Nasdaq Composite slipped 0.3%. The combination of higher oil prices and bond yields were pressuring stocks.

The Wendy's Company (NASDAQ:WEN)’s traded down more than 5% on Monday after Jefferies highlighted a weaker-than-expected second quarter same-store sales performance and said near-term trends could remain challenged as the company’s new leadership team works on a strategic plan. Wendy’s...

The oilfield services leader delivered an exceptional performance despite ongoing conflict in its key markets.

TSMC's accelerating monthly sales reinforce ASML's decision to expand lithography capacity by approximately 30% annually.

The shares briefly moved above their offering price before renewed supply concerns erased an early advance.

Energy stocks were higher late Monday afternoon, with the NYSE Energy Sector Index rising 3.8% and t

Financial stocks were mixed in late Monday afternoon trading, with the NYSE Financial Index decreasi

Stronger earnings and improving AI returns persuaded JPMorgan strategists to raise their market forecast despite persistent valuation and geopolitical risks.

Famed "Big Short" investor Michael Burry buys new out-of-the-money puts on Palantir and adds to his Zoetis stake.

Marvell Technology is riding a real data center ramp, but a large slice of the reported profit is behind its multiple sits below the operating line.

Boeing is exchanging three autonomous-aircraft businesses for a substantial position in Archer and continued access to their technology.

Economist Torsten Sløk points out that the AI capex boom is lifting profit margins for the Mag Seven, but not other companies.

After plunging on Friday, shares are starting this week on an auspicious note.

Archer Aviation, the San Jose-based air taxi startup, announced Monday it was taking control of Boeing's Wisk Aero as well as the air traffic software provider SkyGrid.

Healthcare stocks were higher late Monday afternoon, with the NYSE Healthcare Index rising 1% and th

Intel Stock Falls as Chip Giant Unveils $15 Billion AI-Focused Funding Plan

Expro has been treading water for the past six months, recording a small return of 2% while holding steady at $17. The stock also fell short of the S&P 500’s 10.9% gain during that period.

Consumer stocks declined late Monday afternoon, with the State Street Consumer Staples Select Sector