Investing

Chip Equipment Stocks Rally on TSMC’s Blistering Revenue Growth Semiconductor equipment manufacturers surged Monday after Taiwan Semiconductor Manufacturing Company (TSMC) reported a stunning 44.7% year-over-year revenue jump for July, reaching approximately $14.51 billion. The world’s largest contract chipmaker also posted a 5.6% sequential monthly increase, signaling accelerating demand for advanced semiconductors powering the artificial intelligence … Read more

Cerebras Systems Inc. (NASDAQ: CBRS) has caught the attention of sophisticated institutional investors, with Sands Capital Technology Innovators Fund highlighting the AI infrastructure company as a new holding in its Q2 2026 investor letter. The fund, which delivered a 26.9% net return in the quarter, cites Cerebras’ unique wafer-scale architecture as a potential game-changer in … Read more

JPMorgan Chase has raised its year-end price target for the S&P 500 to 8,000 from 7,800, signaling confidence that the equity rally has further room to run. The call, made by chief global equity strategist Dubravko Lakos-Bujas on August 10, 2026, rests on two pillars: a remarkably broad earnings season and early evidence that massive … Read more

Walmart (NYSE: WMT) has finalized its acquisition of Vibe.co, a self-service streaming television advertising platform founded in 2021. The transaction, completed on August 4, directly integrates Vibe.co into Walmart Connect, the retail giant’s US commerce media division. This integration allows advertisers of all scales to buy, optimize, and measure streaming TV campaigns using first-party consumer … Read more

Nvidia Secures $500B for AI Expansion as Stock Volatility Continues Nvidia (NVDA), a leading player in the semiconductor industry and a cornerstone among the Magnificent Seven tech stocks, saw its share price fluctuate sharply on Tuesday after major news regarding its artificial intelligence (AI) ambitions. The chipmaker revealed that it has secured over $500 billion … Read more

TriNet (TNET) Emerges as a ‘Crazy-Cheap’ Turnaround Play in Q2 2026 Investment management firm Curreen Capital has identified TriNet Group, Inc. (NYSE: TNET) as one of its top turnaround opportunities in its second-quarter 2026 investor letter. The fund added to its position, calling the human capital management company ‘crazy-cheap’ following a difficult stretch driven by … Read more

Ambiq Micro (AMBQ) shares climbed on Tuesday after the Austin, Texas-based edge-AI chipmaker delivered a clean beat-and-raise report for the second quarter of fiscal 2026, surprising Wall Street with a much narrower adjusted loss and stronger-than-expected revenue, while simultaneously issuing guidance for the third quarter that came in ahead of consensus. Q2 2026 Results vs. … Read more