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Synopsys (SNPS) Unleashes Agentic AI Chip Design Tools Backed by Microsoft, AMD
Insider Monkey11d agoneutral
Synopsys (SNPS) Unleashes Agentic AI Chip Design Tools Backed by Microsoft, AMD

Synopsys (NASDAQ:SNPS) just handed AMD (NASDAQ:AMD) and Microsoft (NASDAQ:MSFT) a new way to design chips: let AI agents do more of the work. On July 27, Synopsys unveiled autonomous agentic AI workflows built with Microsoft and already being evaluated by AMD, aimed at cutting the time it takes to turn a chip specification into working […]

TTM Technologies (TTMI) Positioned for Durable Revenue Expansion
Insider Monkey11d agoneutral
TTM Technologies (TTMI) Positioned for Durable Revenue Expansion

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 […]

Brazil aircraft maker Embraer raises outlook after record revenue
AFP11d agoneutral
Brazil aircraft maker Embraer raises outlook after record revenue

Brazilian aircraft manufacturer Embraer said Monday it expects higher profits than previously forecast in 2026 after record second-quarter revenues and an all-time high order backlog.The world's third-largest aircraft manufacturer after Airbus and Boeing, Embraer said it expects about $110 million more in profits.

1 Mid-Cap Stock to Keep an Eye On and 2 We Avoid
StockStory11d agoneutral
1 Mid-Cap Stock to Keep an Eye On and 2 We Avoid

Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.

AMD (AMD) Benefits as AI Shifts From Training to Inference
Insider Monkey11d agoneutral
AMD (AMD) Benefits as AI Shifts From Training to Inference

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 […]

Down but Not Out: Analysts See 40% Upside in Netflix After the Slide
24/7 Wall St.11d agoneutral
Down but Not Out: Analysts See 40% Upside in Netflix After the Slide

Netflix has shed more than a third of its value in a year, yet analysts keep stacking up buy ratings with price targets that sit far above Wall Street consensus. The question is whether the sell-off exposed a genuine crack or handed patient investors a rare entry point into a cash machine with an ad business barely off the launch pad.

Barrick Mining shares slide on second quarter earnings miss
Proactive11d agobearish
Barrick Mining shares slide on second quarter earnings miss

Barrick Gold Corp. (TSX:ABX, NYSE:GOLD) shares fell 8% on Monday after the company reported second quarter results that showed strong year-over-year growth but came in below Wall Street estimates. The company reported adjusted earnings of $0.82 per share for the quarter, below the $0.84...