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TSMC to invest $1.8 billion in joint venture with Sony for image sensors
Reuters6d agoneutral
TSMC to invest $1.8 billion in joint venture with Sony for image sensors

Taiwan ‌chipmaker TSMC ​said on Tuesday it ‌will ⁠invest 282 billion ⁠yen ($1.77 billion) ​in ​a ​joint ‌venture with Sony Group to ‌develop ​and ​make ​next-generation ‌image sensors. ($1 = 159.3300 ​yen) (Reporting ​by ​Ben Blanchard; ‌Editing ​by Andrew ​Heavens)

Micron Says Customers Are Scrambling for Memory Even at ‘Very High’ Prices
Benzinga6d agoneutral
Micron Says Customers Are Scrambling for Memory Even at ‘Very High’ Prices

Micron Technology, Inc. (NASDAQ:MU) stock gained over a percent during Tuesday’s premarket session as risk appetite stays steady into the open. Nasdaq futures are up less than half a percent while S&P 500 futures have gained 0.02%.The company executives said at the KeyBanc Capital Markets Technology Leadership Forum 2026 on Aug. 10 that AI is reshaping memory demand, tightening supply and making long-term customer agreements a bigger part of the company’s growth strategy.AI Demand Drives Memory

HALO Q2 Deep Dive: Royalty Diversification and New Pipeline Drive Upgraded Guidance
StockStory6d agobullish
HALO Q2 Deep Dive: Royalty Diversification and New Pipeline Drive Upgraded Guidance

Biopharmaceutical drug delivery company Halozyme Therapeutics (NASDAQ:HALO) announced better-than-expected revenue in Q2 CY2026, with sales up 47.7% year on year to $481 million. The company’s full-year revenue guidance of $1.87 billion at the midpoint came in 5.9% above analysts’ estimates. Its non-GAAP profit of $2.28 per share was 25.5% above analysts’ consensus estimates.

Healthcare Investing Is Now an AI Short in Disguise
The Wall Street Journal6d agoneutral
Healthcare Investing Is Now an AI Short in Disguise

For years, healthcare and semiconductor stocks weren’t particularly tied to each other. In other words, they increasingly go in opposite directions: when chips sell off, healthcare has tended to catch a bid. After years of underperformance, healthcare investors are enjoying a burst of momentum amid the recent nervousness around AI.

MTSI Q2 Deep Dive: Data Center Momentum, Margin Expansion, and Strong Forward Outlook
StockStory6d agoneutral
MTSI Q2 Deep Dive: Data Center Momentum, Margin Expansion, and Strong Forward Outlook

Network chips maker MACOM Technology Solutions (NASDAQ: MTSI) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 35.8% year on year to $342.2 million. On top of that, next quarter’s revenue guidance ($420 million at the midpoint) was surprisingly good and 14.8% above what analysts were expecting. Its non-GAAP profit of $1.40 per share was 3.8% above analysts’ consensus estimates.

Klarna (KLAR) Stock May Be A Bargain On Sales Growth
Simply Wall St.6d agoneutral
Klarna (KLAR) Stock May Be A Bargain On Sales Growth

Klarna Group stock has fallen 31.3% year to date, yet current market multiples still screen as undervalued, which leaves investors weighing a weak recent share price against hints of a discount in the valuation checks. The share price is down 31.3% year to date, which suggests the market has cooled on Klarna Group even as some metrics point to potential value. Future growth in payment volumes and credit quality can support the current valuation. However, any sustained pressure on funding...

Lam Research (LRCX) Gains An AI Supply Chain Tailwind As Customer Demand Surges
Simply Wall St.6d agobullish
Lam Research (LRCX) Gains An AI Supply Chain Tailwind As Customer Demand Surges

Lam Research (NasdaqGS:LRCX) is in focus as Taiwan Semiconductor reports strong AI driven revenue growth that supports demand across the chip supply chain. Taiwan Semiconductor has raised its outlook for 2026, tying expectations more closely to artificial intelligence related workloads and advanced chip manufacturing. The foundry relies on semiconductor equipment suppliers such as Lam Research for tools used in producing high performance AI chips. The stronger AI spending trend at Taiwan...

What Do The Addiction Lawsuits Mean For Snap (SNAP) Investors?
Simply Wall St.6d agobearish
What Do The Addiction Lawsuits Mean For Snap (SNAP) Investors?

Snap (NYSE: SNAP) is among several social media platforms now facing thousands of consolidated lawsuits alleging addictive product design targeted at minors. A US federal appeals court rejected the companies' attempt to use Section 230 immunity, allowing the litigation to proceed. The cases raise regulatory and reputational questions for Snap that extend beyond earnings updates or valuation debates. The outcome is expected to shape legal risk for the wider social media sector as similar...

RDW Q2 Deep Dive: Strong Backlog and New Contract Wins Drive Growth Despite Ongoing Losses
StockStory6d agobullish
RDW Q2 Deep Dive: Strong Backlog and New Contract Wins Drive Growth Despite Ongoing Losses

Aerospace and defense company Redwire (NYSE:RDW) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 89.6% year on year to $117.1 million. The company’s full-year revenue guidance of $475 million at the midpoint came in 1.3% above analysts’ estimates. Its GAAP loss of $0.19 per share was 25.7% below analysts’ consensus estimates.

CoreWeave Must Prove Whether ‘the Revenue Ramp Can Actually Catch Up’ to Its Nearly $100 Billion Backlog, Warns Shay Boloor Ahead of Q2 Earnings
Benzinga6d agoneutral
CoreWeave Must Prove Whether ‘the Revenue Ramp Can Actually Catch Up’ to Its Nearly $100 Billion Backlog, Warns Shay Boloor Ahead of Q2 Earnings

As CoreWeave Inc. (NASDAQ:CRWV) prepares to report its second-quarter financial results, the AI hyperscaler faces intense scrutiny over whether its operational execution can keep pace with unprecedented market demand. The upcoming earnings report puts a direct spotlight on the broader Neocloud sector, where market strategist Shay Boloor warns that infrastructure providers must prove whether “the revenue ramp can actually catch up to the capacity story.” The Neocloud Capacity Bottleneck Despite m

Stocks to Watch: Intel, Trump Media, On Holdings, Super Micro
The Wall Street Journal6d agoneutral
Stocks to Watch: Intel, Trump Media, On Holdings, Super Micro

↘️ Intel (INTC): The chip maker increased the size of its stock offering to $20 billion, up from $15 billion announced previously. Shares ticked down slightly in premarket trading. ↘️ Trump Media & Technology (DJT): President Trump’s media business posted a 10-fold increase in losses in the second quarter in its earnings after Monday’s close, driven by declines in the valuation of its digital assets.