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Could Taiwan Semiconductor Manufacturing (TSM) Be the Most Critical Bottleneck in the AI Chip Boom?
Insider Monkey7d agoneutral
Could Taiwan Semiconductor Manufacturing (TSM) Be the Most Critical Bottleneck in the AI Chip Boom?

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 […]

Berkshire investors seem to be warming up to Greg Abel's leadership. 👀

The stock is trading at its highest price since Warren Buffett announced his retirement in May 2025.

The recent gains have been fueled by a rotation back into safe-haven plays to hedge against riskier tech stocks.

Although it's worth noting that the stock is still badly lagging the S&P 500.

📈 Explore AlphaSpace for charts, analysis, and premium news on Berkshire Hathaway at the link in bio. 👉
Yahoo Finance Video7d agoneutralVIDEO
Berkshire investors seem to be warming up to Greg Abel's leadership. 👀 The stock is trading at its highest price since Warren Buffett announced his retirement in May 2025. The recent gains have been fueled by a rotation back into safe-haven plays to hedge against riskier tech stocks. Although it's worth noting that the stock is still badly lagging the S&P 500. 📈 Explore AlphaSpace for charts, analysis, and premium news on Berkshire Hathaway at the link in bio. 👉

Berkshire investors seem to be warming up to Greg Abel's leadership. 👀 The stock is trading at its highest price since Warren Buffett announced his retirement in May 2025. The recent gains have been fueled by a rotation back into safe-haven plays to hedge against riskier tech stocks. Although it's worth noting that the stock is still badly lagging the S&P 500. 📈 Explore AlphaSpace for charts, analysis, and premium news on Berkshire Hathaway at the link in bio. 👉

AstraZeneca (LSE:AZN) Merger Talk Fades, Is The Stock Undervalued?
Simply Wall St.7d agoneutral
AstraZeneca (LSE:AZN) Merger Talk Fades, Is The Stock Undervalued?

AstraZeneca (LSE:AZN) is back in focus after a senior source told Reuters that there are no ongoing merger discussions with Bristol Myers Squibb, reversing earlier headlines around a potential $400b pharmaceutical tie up. See our latest analysis for AstraZeneca. The clarification on merger talks comes after a sharp swing in AstraZeneca’s share price, which fell over recent weeks with a 30 day share price return of 17.5% decline and a year to date share price return of 12.8% decline. In...

Palantir Technologies (PLTR) Deepens Its Role In US Defense Infrastructure
Simply Wall St.7d agoneutral
Palantir Technologies (PLTR) Deepens Its Role In US Defense Infrastructure

Palantir Technologies (NasdaqGS:PLTR) announced a partnership with Mercury Systems to help digitally transform U.S. military supply chains using its software platforms. The collaboration includes creating digital twins of manufacturing operations to support automation, throughput and decision-making for defense contractors. Separately, KODE OS secured FedRAMP High authorization through Palantir's FedStart program, enabling its building intelligence platform for use in high-security federal...

Ardelyx (ARDX) Posts Record Revenue, Is The Stock Still 70% Undervalued?
Simply Wall St.7d agoneutral
Ardelyx (ARDX) Posts Record Revenue, Is The Stock Still 70% Undervalued?

Ardelyx (ARDX) is back in focus after reporting record Q2 2026 revenue driven by IBSRELA and XPHOZAH, while missing earnings estimates and trimming IBSRELA guidance because of payer related hurdles. See our latest analysis for Ardelyx. Despite the record Q2 revenue, Ardelyx’s recent earnings miss and reduced IBSRELA guidance appear to be weighing on sentiment, with the share price down 9.48% over 30 days and 20.81% year to date, even though the 5 year total shareholder return of 220.39%...

Kroger makes a pricing move Costco and Walmart will love
TheStreet7d agoneutral
Kroger makes a pricing move Costco and Walmart will love

It costs 14.8% more to shop at Kroger than to buy the same items at Walmart, and Costco's prices for those items are 21.8% cheaper than Walmart's, according to a study commissioned by Consumer Reports. Even the Kroger-owned discount brands King Soopers (7.9%) and Food for Less (9%) come in with ...