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By no means does SpaceX's stock come cheap.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.04%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.15%. September E-mini S&P futures (ESU26 ) are down -0.04%, and September E-mini Nasdaq futures...

Taiwan Semiconductor Manufacturing (NYSE: TSM) is the direct supply-chain beneficiary. Microsoft is negotiating with TSMC to fill an order that dwarfs the tens of thousands of Maia 200 chips produced to date. The longer-term ambition is capacity for more than one million units, though component supplies and ongoing packaging negotiations could constrain that target.

Keel Infrastructure reported a wider second-quarter loss as it continued its transition from Bitcoin mining to developing high-performance computing and artificial intelligence data centers in the U.S. and Canada. Chief Executive Officer Ben Gagnon said the company has spent the past 18 months repo

The stock is up just 8% this year and could prove to be an undervalued buy.

Intel Corporation (NASDAQ:INTC) shares dropped 4. 6% after the semiconductor giant unexpectedly unveiled plans for a $15 billion underwritten public offering of common stock, raising concerns about dilution for existing shareholders.

DraftKings just posted its worst margin quarter in years while simultaneously launching a business growing five times faster than its core sportsbook ever did. One of those stories is going to dominate the next 90 days, and the NFL season will decide which.

Nvidia takes a breather after jumping 12% last week. The stock is in a cup base with a buy point of 236.54.

Fabrinet (FN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Wheaton keeps its 2026 production outlook intact as mine sequencing, Antamina and strong deal capacity support its second-half growth plans.

Take-Two keeps FY27 Net Bookings at $8-$8.2B as record GTA VI preorders build ahead of the Nov. 19 launch, while guidance stays unchanged.

Redwire's Q2 call highlighted a $542.1M backlog, stronger guidance visibility and disciplined margin expectations as it scales defense and space.

Fluence Energy cuts fiscal 2026 outlook as factory delays push revenues into 2027, even as orders, backlog and data center demand hit records.

ON Semiconductor just posted a clean earnings beat, yet its stock sits nearly 40% below its 52-week high while one top analyst sees a radically different story unfolding in the quarters ahead.

Demand for electricity projects better fits Fluor’s project profile than the data centers they power, CEO Jim Breuer said during the firm’s second-quarter earnings call.

Shares of Archer Aviation soared Monday after the company announced it was taking over some of Boeing subsidiaries as it adds to its flying-taxi and autonomous flight capabilities. Archer Aviation stock rose 29% to $6.63 on Monday while Boeing stock declined 0.7% to $232.74. The sharp share price increase Monday was in response to the announcement that Archer has agreed to acquire Boeing subsidiaries Wisk Aero, SkyGrid, and Insitu.

Stocks around the globe kicked off the new trading week on a solid footing. In the U.S., indexes were little changed, as focus remains on economic data and the wind-down of second-quarter earnings season.

A single Boeing deal just rewired Archer Aviation's entire business model, pulling in defense revenue, autonomy IP, and airspace software overnight. Whether today's 20% surge holds depends on what the company says after the closing bell.

Machine vision technology company Cognex (NASDAQ:CGNX) fell short of the market’s revenue expectations in Q2 CY2026, but sales rose 16.9% year on year to $291.3 million. On the other hand, next quarter’s outlook exceeded expectations with revenue guided to $310 million at the midpoint, or 9.9% above analysts’ estimates. Its non-GAAP profit of $0.45 per share was 5.9% above analysts’ consensus estimates.

The strongest case for Mastercard hinges less on how much anyone spends than on how much of each payment it now runs on its own switch.

Tech stock news for the week of Aug. 10

Tech stock news for the week of Aug. 10

Tech stock news for the week of Aug. 10

Tech stock news for the week of Aug. 10

Tech stock news for the week of Aug. 10

(Bloomberg) -- Microsoft Corp. is planning to “significantly” increase production of its next-generation AI chips, the Information reported.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Churn as Oil Advance Boosts Treasury Yields: Markets WrapTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaBehind Bessent Moves, Wall Street Sees a Bond-Market AngstThe company has been

The consensus price target hints at a 78.7% upside potential for Archer Aviation (ACHR). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

The average of price targets set by Wall Street analysts indicates a potential upside of 25.7% in Ouster (OUST). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

The mean of analysts' price targets for Arista Networks (ANET) points to a 26.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

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 […]