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TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investment
Reuters28d agoneutral
TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investment

TSMC 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."

SpaceX moves Starship launch attempt to Thursday
Reuters28d agoneutral
SpaceX moves Starship launch attempt to Thursday

SpaceX 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.

IBM’s 25% crash reveals AI’s hidden corporate casualty
TheStreet28d agobearish
IBM’s 25% crash reveals AI’s hidden corporate casualty

IBM’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 ...

Nvidia’s latest Rubin deal points to a bigger growth market
TheStreet28d agoneutral
Nvidia’s latest Rubin deal points to a bigger growth market

Nvidia’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 ...

J.P. Morgan Says These 2 Beaten-Down IPO Stocks Could Rebound
TipRanks28d agobullish
J.P. Morgan Says These 2 Beaten-Down IPO Stocks Could Rebound

Geopolitical tensions in the Middle East have escalated in recent days, reviving concerns about oil prices, inflation, and the global economic outlook. Although the uncertainty has added another source of volatility, the S&P 500 remains within 2% of its all-time high, suggesting investors expect the broader economic impact to remain contained.Claim 55% Off TipRanks Unlock powerful investing tools with TipRanks Premium to make smarter, more confident investment decisions Subscribe to TipRanks Sma

Bank of America doubles down on Google stock ahead of earnings
TheStreet28d agoneutral
Bank of America doubles down on Google stock ahead of earnings

Alphabet reports Q2 2026 earnings on July 22. Most investors going into the print are focused on Search growth and whether Cloud can sustain its acceleration. But Bank of America's latest note highlights something that could make the headline numbers look unusual: an estimated $80 billion boost to ...

Boeing Needs to Shore Up Finances Before Launching New Airplane Design, CEO Says
The Wall Street Journal28d agoneutral
Boeing Needs to Shore Up Finances Before Launching New Airplane Design, CEO Says

Boeing Chief Executive Kelly Ortberg said the company has started work on a new airplane design, but it is focused on playing catch-up to deliver products that are years behind schedule. Ortberg said airlines weren’t clamoring for a new design just yet, and Boeing wants to have the technology and its finances in place first. “Certainly, getting our financial house in order is a part of our being ready,” Ortberg said.

Kroger supermarkets land exclusive Coca-Cola soda
TheStreet28d agoneutral
Kroger supermarkets land exclusive Coca-Cola soda

Limited-time-offers (LTOs) bring consumers back to stores they may not have visited in a while and in rare cases, they may get a shopper to go someplace they rarely, or never, visit. In other cases, an LTO simply gets a customer to spend more than they otherwise might have. Starbucks, for example, ...

Bloomberg28d agoneutral
Bond Traders Take Warsh at Word, See Inflation Fight Continuing

(Bloomberg) -- Bond traders and Federal Reserve Chairman Kevin Warsh are in agreement on a crucial point: The central bank’s fight against inflation still seems far from over. Most Read from BloombergUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesTaylor Farms Pulls Mexican Lettuce as Parasite Cases RiseUS-Iran Attacks Escalate as Strikes Kill Two Am

Target wants rich parents to shop at its stores
TheStreet28d agoneutral
Target wants rich parents to shop at its stores

For years, Target occupied a unique place in retail. It offered low prices, but shoppers often viewed it as a step above competitors like Walmart. Target was the store where customers could pick up paper towels and laundry detergent but also leave with a stylish lamp, trendy home décor, or a ...

Micron Has Strong Q3 Earnings and Rising Guidance. Is It a Buy?
24/7 Wall St.28d agobullish
Micron Has Strong Q3 Earnings and Rising Guidance. Is It a Buy?

Micron just posted one of the most explosive quarters in semiconductor history, yet the stock has cratered nearly 14% in a single week as three distinct threats converge on the memory giant. Whether this selloff is a gift or a warning depends entirely on which scenario plays out next.

UnitedHealth CFO sends stark warning after earnings
TheStreet28d agoneutral
UnitedHealth CFO sends stark warning after earnings

UnitedHealth Group (UNH) beat Wall Street's numbers on July 16, 2026, but its chief financial officer spent the earnings call making sure nobody mistook that result for a solved cost problem. The company beat earnings estimates by roughly 30%, and management raised full-year guidance well past ...