The Wall Street Journal28d agobearish
Lockheed Martin Plans Bargain-Rate Patriot Missile to Replenish Low StockpilesThe defense contractor says the new design could be fielded faster and cost less than half as much as its bestselling version.
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Bloomberg28d agoneutral
Bitcoin ETFs Log Second Week of Inflows, Breaking Two-Month Rout(Bloomberg) -- US-listed spot Bitcoin exchange-traded funds recorded a second consecutive week of net inflows after nearly two months of capital flight, raising hopes that cryptocurrencies may be finding a floor.Most Read from BloombergUS Strikes Iran in Escalating Campaign After Troops KilledThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesTrump Sile
The Wall Street Journal28d agoneutral
Alibaba Says New AI Model Is Just Second to Anthropic’s Fable 5Alibaba Group previewed its new artificial-intelligence model in the latest sign that China is fast closing the gap with the U.S. for global technological dominance.
Stocktwits28d agobearish
Korea-Focused KORU ETF Dips On KOSPI Drag: Samsung, SK Hynix Extend Selloff Into US Big Tech Earnings WeekThe move could set the stage for another round of the recent yo-yo trade, with weakness in Korean chip stocks spilling over to U.S. semiconductor names and vice versa.
Reuters28d agoneutral
Analysis-Could AI chip boom make ASML Europe's first trillion-dollar firm?The global artificial intelligence boom has propelled ASML to the top of Europe's stock market, as soaring demand for AI computer chips flows to the Dutch company that dominates the market for the equipment needed to make them. After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever trillion-dollar firm? Key obstacles include doubts over how long Google, Amazon, and other hyperscalers will keep spending heavily on data centres, and whether ASML, its suppliers and customers such as TSMC and Samsung can execute expansion plans.
Bloomberg28d agoneutral
Bezos Backs AI Startup to Discover New Materials for Chipmaking(Bloomberg) -- Producing the world’s most in-demand semiconductors requires enormous amounts of energy and access to rare minerals. CuspAI, a two-year-old British startup, has raised nearly half a billion dollars on its bet that artificial intelligence can improve that process. Most Read from BloombergUS Strikes Iran in Escalating Campaign After Troops KilledThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC
Motley Fool28d agoneutral
Fed Chair Kevin Warsh Vowed to End 5 Years of High Inflation in First Congressional TestimonyAn unpredictable geopolitical situation may make it much harder than anticipated.
StockStory28d agoneutral
Capital One (COF) Reports Q2: Everything You Need To Know Ahead Of EarningsFinancial services company Capital One (NYSE:COF) will be reporting earnings this Tuesday after market hours. Here’s what to look for.
Associated Press28d agoneutral
US stocks bounce as AI winners recover some of last week's sharp lossesWall Street is swinging back upward on Monday, as the roller-coaster ride for stocks of chipmakers and other winners of the artificial-intelligence boom snaps higher. Such stocks have been under pressure for weeks on worries that their prices shot too high in the euphoria around AI. Wall Street may get some hints on that soon as some of the biggest spenders on AI report their latest quarterly results.
Reuters Videos28d agoneutralVIDEO
TSMC sees multi-year demand for AI chips, ramps up Arizona investment<body><p>STORY: :: TSMC sees 'strong', 'multi-year' AI chip demand as it invests another $100 billion in its Arizona facilities</p><p>:: Taipei, Taiwan / July 17, 2026</p><p>:: Wendell Huang, TSMC Chief Financial Officer</p><p>"Our overseas expansion decisions are based on customer needs with a necessary level of government support. So we do see, we continue to see customers' strong demand, multi-year structured demand."</p><p>:: TSMC</p><p>"We also are very grateful for the support from the U.S. government: the federal, the state, and the city level. And therefore, we decided that -- and we're doing very well. We're very happy with our current status in Arizona -- so we decided to increase the investment in Arizona."</p><p>"There are physical constraints, the number of construction workers available, the infrastructures available. Those parts will -- some of that depends on -- we'll work closely with the government to solve these issues."</p><p>Chief Financial Officer Wendell Huang said on Friday (July 17) the company is "very happy" with progress in Arizona, which is why it decided to ramp up investment to $265 billion, during an interview. He added that the company was very grateful for U.S. government support.</p><p>The pledge to expand in Arizona is a win for U.S. President Donald Trump, who has pushed for more chip-making at home. Trump has repeatedly accused Taiwan of stealing American semiconductor business. He has said that by the time he leaves office, the U.S. will have 50% of the world's semiconductor manufacturing capacity. </p><p>In total, current and planned projects will bring TSMC's Arizona footprint to 12 fabrication and advanced packaging facilities plus an R&D center. He did not provide a timeline for the latest investment. </p><p>At the same time, TSMC continues to invest at home, where it is building 13 leading-edge and advanced packaging fabs over the next several years. </p><p>Huang added that “the most leading-edge technology will stay in Taiwan" because of the need for close coordination between research and manufacturing teams when ramping up the company’s most advanced technologies. And overseas expansion would be considered once production had stabilized.</p><p>Asked if the company would consider raising money by selling new shares in the U.S., Huang said it would "not rule out issuing new bonds" if market conditions are favorable.</p></body>
Financial Times28d agoneutral
Morgan Stanley becomes Wall Street’s top bank for AI debt dealsMorgan Stanley has emerged as Wall Street’s chief architect of the financing structures underpinning the AI boom, devising new debt and equity...
StockStory28d agoneutral
3M (MMM) Reports Earnings Tomorrow: What To ExpectIndustrial conglomerate 3M (NYSE:MMM) will be announcing earnings results this Tuesday morning. Here’s what to look for.
TheStreet28d agoneutral
LeBron James exposes Nike’s hidden turnaround problemLeBron James has been helpingNike (NKE) sell basketball sneakers for more than two decades. Now he’s giving the company a harsh diagnosis. Speaking at the CNBC x Boardroom Game Plan Summit, James said Nike needs to reconnect with local communities and listen more closely to consumers if it wants to ...
Stocktwits28d agoneutral
MU, SNDK, CRWV, IREN Stocks Climb After Brutal Week: Retail Bets On Memory, Neocloud ReboundChip and AI-linked stocks have whacked in recent weeks after a sharp run-up, while inflation concerns, the U.S.-Iran conflict, and stretched valuations have also weighed on sentiment.
Stocktwits28d agoneutral
Nasdaq, Dow, S&P 500 Futures Edge Higher Ahead Of Key Earnings Week Even As Middle East Tensions Continue: DJT, NVDA, SLS, PANW Stocks In FocusAlphabet, Tesla, and Intel are among the key companies reporting their second-quarter results later this week.
Benzinga28d agoneutral
Investing In Elon Musk Is 'Faith-Based': Julie Hyman's Warning Rings True As SpaceX Breaks Below IPO PriceA week ago, Yahoo Finance’s Julie Hyman said SpaceX shareholders were being “called upon to believe as never before.” On Wednesday, faith wavered. Elon Musk’s rocket and satellite company broke below its $135 IPO price for the first time, falling...
Motley Fool28d agoneutral
How Will AbbVie's $10.9 Billion Acquisition of Apogee Impact Its Dividend?There's no need to panic.
TheStreet28d agobearish
Popular brewery in historic building files Chapter 11 bankruptcyManufacturing a high-quality beer doesn't always guarantee success in the craft brewery business. Award-winning craft beer maker Coldwater Mountain Brewpub LLC filed for Chapter 11 bankruptcy to restructure its debts and reorganize its business after over four years of operating. The debtor did not ...
The Wall Street Journal28d agoneutral
Everyday Investors Are Over the Mag Seven and Into New AI DarlingsOnce the Magnificent Seven’s most enthusiastic fans, they are looking elsewhere for the next superstar tech stocks.
Motley Fool28d agoneutral
Vertex Pharmaceuticals Just Made a $10 Billion Acquisition Worth WatchingThe biotech's diversification efforts continue.
The Wall Street Journal28d agoneutral
These AI-Native Companies Have Tiny Staffs and Fewer BossesThe first, a subscription-based furniture rental company he started in 2017, employed around 150 staff at its peak before he sold it in 2022. The newest generation of companies, infused with AI from the start, offer a vision of how work could soon be structured elsewhere in American corporations: Fewer co-workers; more on-staff engineers; and a flatter structure in which nearly everyone is a player-coach instead of strictly overseeing teams. A new working paper examining thousands of recent Y Combinator and other U.S. venture-backed startups indicates as much.
Yahoo Finance Video28d agoneutralVIDEO
Tesla, Alphabet, Intel, GM: Earnings to watch this weekAsking for a Trend Host Josh Lipton previews several of the biggest stories to come throughout next week, including earnings results out from Alphabet (GOOG, GOOGL), Tesla (TSLA), General Motors (GM), and Intel (INTC).
Motley Fool28d agoneutral
Anthropic's Potential $1.2 Trillion IPO Could Make This Stock a Major BeneficiaryAmazon has a large stake in Anthropic.
Reuters28d agoneutral
TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investmentTSMC is seeing strong, multi-year demand for its AI chips as it invests a further $100 billion to expand its Arizona facilities, but it needs to address several challenges, such as a shortage of construction workers there, a top executive said. Speaking after blockbuster second-quarter results on Thursday, Chief Financial Officer Wendell Huang said the company is "very happy" with progress in Arizona, which is why it decided to ramp up investment to $265 billion. "We continue to see customers' strong demand — multi-year structural demand."
Motley Fool28d agobullish
Even With Elon Musk's SpaceX Stock (SPCX) Down Below Its IPO Price, I'd Still Rather Buy This Dividend Stock in JulyWhy opt for speculation when you could grab a 6.3% dividend yield that's been paid for 127 years in a row?
Motley Fool28d agobullish
Is It Too Late to Buy Johnson & Johnson After Its Blowout Earnings Report?J&J has more than 28 sources of blockbuster revenue.
Reuters28d agoneutral
SpaceX moves Starship launch attempt to ThursdaySpaceX is targeting Thursday, July 23, for another attempt to launch its Starship rocket, the company said in a statement on Sunday. SpaceX CEO Elon Musk posted on X later on Sunday that the next Starship launch would occur on Friday, contradicting the earlier statement from his company. On July 16, SpaceX's Starship rocket triggered a last-second abort before liftoff for its 13th flight test from Texas, which erased about $100 billion from the company's market value.
TheStreet28d agobearish
IBM’s 25% crash reveals AI’s hidden corporate casualtyIBM’s board faced an uncomfortable decision after learning that the company’s second quarter had fallen well short of expectations. Directors can now take a breather and wait until the scheduled earnings release and let executives explain the results in detail. Or they could warn investors ...
TechCrunch28d agobearish
Can an Apple lawsuit derail OpenAI’s hardware plans?On the latest episode of Equity, we debate whether Apple's lawsuit will cast over OpenAi's much-discussed plans to get into hardware and go public.
TheStreet28d agoneutral
Nvidia’s latest Rubin deal points to a bigger growth marketNvidia’s (NVDA) newest Japan project looks like an enormous chip sale. It is a lot more important to U.S. investors. A Japanese group aims to construct anAI factory made up of about 27,500 of Nvidia's Rubin GPUs and 13,750 Nvidia Vera central processing units. The 140-megawatt system will be used ...