News

SOXL rewarded patient semiconductor bulls with one of the most explosive yearly returns on U.S. exchanges, then erased a fifth of that gain in a single month. Understanding exactly why reveals the hidden engine that makes this fund a wealth builder and a wealth destroyer at the same time.

Devon Energy reported second-quarter net earnings of $1.9 billion as production reached the upper end of its forecast following the completion of its merger with Coterra Energy.

Notable earnings came from Palantir (PLTR), which took some air out of the short seller’s narrative that AI is going to replace all software stocks. For a while, that worry hurt Microsoft (MSFT). But between Microsoft's recent beat from monetizing OpenAI and Palantir's phenomenal beat following two ...

Samsung Electronics and SK Hynix are evaluating chipmaking equipment from China's Advanced Micro-Fabrication Equipment (AMEC) for possible use at their Chinese factories, three people familiar with the matter said, as the South Korean firms hedge against the risk of tighter U.S. export controls. The memory chipmakers began ‌testing AMEC etching equipment about two years ago, when uncertainty was mounting over whether Washington would continue allowing them to import U.S. chipmaking tools into ‌China, two of the sources said.

Elon Musk said SpaceX will buy chips exclusively from Nvidia going forward, passing on rival Advanced Micro Devices.

Upstart Holdings posted $365 million in revenue, up 42% year-on-year, and ahead of Wall Street expectations.

Amazon stock has been soaring.

Over the past year, the broader market continued to overlook weaker earnings, provided companies make a strong case for AI investments. The market used to believe that if companies spend significantly today, they can dominate tomorrow. However, this narrative seems to be changing. Investors are now being selective, wondering if these investments will eventually translate […]

The space, satellite broadband, and AI company made a surprise announcement regarding the AI chipmaker.

Rocket Lab was awarded a $397 million contract to build, launch, and operate advanced Flatellites for the U.S. Space Force's SB-AMTI program. The award expands Rocket Lab's role in military space applications and is expected to draw on its Neutron launch system. Rocket Lab, NasdaqGS:RKLB, is moving deeper into defense work with this multi hundred million dollar U.S. Space Force contract. The stock trades at $74.47 and has returned 16.6% over the past week and 66.4% over the past year. Over...

SoundHound AI (SOUN) is back in focus after MUSC Health expanded use of its Emily voice agent across retail and specialty pharmacy phone lines, marking one of the first agentic voice deployments for an Epic system. See our latest analysis for SoundHound AI. The MUSC Health expansion has arrived just as SoundHound AI’s share price return has swung sharply this year, with a 1-day move of 6.89% and 7-day gain of 4.49% contrasting with a 90-day share price return that is down 30.42% and a 1-year...

Paramount Skydance (NasdaqGS:PSKY) has received formal clearance from the European Commission for its acquisition of Warner Bros. Discovery. This approval addresses a key regulatory step in Europe after reviews in multiple major jurisdictions. The decision was announced as most global regulatory approvals for the transaction have now been secured. For investors following Paramount Skydance, the company operates at the intersection of filmed entertainment, television and streaming, where...

Dynatrace (NYSE:DT) announced new autonomous agents, a no-code agent builder, and more integrations within its Dynatrace Intelligence platform. Gremlin Inc. introduced a native resilience testing app that now runs directly inside the Dynatrace platform. Chandu Thota, a senior engineering executive from Google, was appointed to the Dynatrace Board of Directors. Dynatrace sits at the intersection of observability, application performance, and security for large enterprises. The latest...

A U.S. appeals court has overturned a previous ruling and allowed Perplexity to use its AI shopping tools on Amazon's platform. This is the first federal appellate decision on how AI agents may access and operate on major online marketplaces. The ruling affects Amazon.com's control over third party tools on its marketplace and may influence future platform policies. Amazon.com, listed as NasdaqGS:AMZN, now faces a new legal backdrop for how AI driven services plug into its marketplace. The...

Rowan Street Capital recently highlighted Shopify’s past Q1 2026 results, where the company reported 34% revenue growth and a 35% increase in Gross Merchandise Volume, marking its second straight quarter above US$100 billion GMV and strong gains in B2B and Shop Pay activity. The firm also underscored how Shopify’s core operating income more than doubled while AI-powered commerce tools helped broaden platform usage across larger and more complex merchants. We’ll now examine how Shopify’s...

Southern Copper (SCCO) is back in focus after reporting record financial results driven by strong metal prices, while dealing with lower production and announcing a US$1.10 per share second quarter dividend. See our latest analysis for Southern Copper. Southern Copper’s share price has reacted strongly to the record results and higher dividend, with a 1-day share price return of 4.98% and year to date share price return of 33.69%, while the 1-year total shareholder return of 119.60% points to...

GE Appliances has announced plans to integrate Texas Instruments semiconductors into its next generation of connected appliances manufactured in the U.S. Texas Instruments will supply microcontrollers and connectivity solutions that sit at the core of GE Appliances' smart home product lineup. The collaboration focuses on U.S. based production and reflects growing demand for reliable IoT hardware in large scale consumer products. For investors tracking Texas Instruments, ticker NasdaqGS:TXN,...

One homeowner thought buying a house before getting married would make ownership pretty straightforward. Instead, a conversation that followed their engagement left them wondering how to protect a home they had worked years to afford. The homeowner recently explained on...

The Elon Musk-led rocket company spent $15.8 billion on AI projects in the second quarter and doesn’t plan to slow down.

A year after the GENIUS Act, the US is experiencing a stablecoin gold rush. Western Union announced it’s own stablecoin. Paypal did too. Transaction volume on stablecoins is greater than Visa and Mastercard combined and ACH. Canada’s stablecoin market is a bit different. There are only 2 issuers of ...

Broader headwinds in the AI sector weighed on ASML as well as a pair of key news reports.

Economist Steve Hanke argued that artificial intelligence (AI) is unlikely to replace workers on a massive scale because deploying it remains too expensive. Hanke, a professor of applied economics at Johns Hopkins University and a former member of President Ronald...

Although the revenue and EPS for ViaSat (VSAT) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

The headline numbers for Mosaic (MOS) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Micron's management believes demand will outstrip supply until at least 2028.

Reports indicate the U.S. is considering new restrictions on certain data center components supplied to China. The potential rules focus on technology exports that involve high performance computing and advanced data infrastructure. Shares of Coherent (NYSE:COHR) and several optical and semiconductor peers have reacted to the reports as investors assess possible demand risks. Coherent sits at the crossroads of optics and semiconductors, with products that are used in data communications,...

In the past week, DigitalOcean Holdings, Inc. reported second-quarter 2026 results with revenue rising to US$281.18 million while net income eased slightly to US$35.44 million and the company booked a US$311,000 impairment on certain long-lived assets. Management also issued new guidance calling for third-quarter 2026 revenue of US$304 million to US$307 million and full-year 2026 revenue of US$1.17 billion to US$1.18 billion, highlighting confidence in demand from AI customers and broader...

Investors typically gravitate toward several market strategies, including income, growth, or value, but each style caters to different investor profiles.

Lucid Group (NASDAQ:LCID) outlined a broad operational reset during its second-quarter 2026 earnings call, with newly appointed CEO Silvio Napoli saying the electric-vehicle maker is targeting approximately $1.4 billion in cash-flow improvements this year while reducing production, lowering inventor

Kratos Defense & Security Solutions (NASDAQ:KTOS) reported second-quarter 2026 revenue and adjusted EBITDA above its prior forecast, citing demand across hypersonics, jet engines, space systems, counter-unmanned aircraft systems and unmanned aircraft. Revenue for the quarter was $458.8 million,