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TSMC to invest $1.8 billion in joint venture with Sony for image sensors
Reuters16d agoneutral
TSMC to invest $1.8 billion in joint venture with Sony for image sensors

Taiwan ‌chipmaker TSMC ​said on Tuesday it ‌will ⁠invest 282 billion ⁠yen ($1.77 billion) ​in ​a ​joint ‌venture with Sony Group to ‌develop ​and ​make ​next-generation ‌image sensors. ($1 = 159.3300 ​yen) (Reporting ​by ​Ben Blanchard; ‌Editing ​by Andrew ​Heavens)

Micron Says Customers Are Scrambling for Memory Even at ‘Very High’ Prices
Benzinga16d agoneutral
Micron Says Customers Are Scrambling for Memory Even at ‘Very High’ Prices

Micron Technology, Inc. (NASDAQ:MU) stock gained over a percent during Tuesday’s premarket session as risk appetite stays steady into the open. Nasdaq futures are up less than half a percent while S&P 500 futures have gained 0.02%.The company executives said at the KeyBanc Capital Markets Technology Leadership Forum 2026 on Aug. 10 that AI is reshaping memory demand, tightening supply and making long-term customer agreements a bigger part of the company’s growth strategy.AI Demand Drives Memory

Healthcare Investing Is Now an AI Short in Disguise
The Wall Street Journal16d agoneutral
Healthcare Investing Is Now an AI Short in Disguise

For years, healthcare and semiconductor stocks weren’t particularly tied to each other. In other words, they increasingly go in opposite directions: when chips sell off, healthcare has tended to catch a bid. After years of underperformance, healthcare investors are enjoying a burst of momentum amid the recent nervousness around AI.

MTSI Q2 Deep Dive: Data Center Momentum, Margin Expansion, and Strong Forward Outlook
StockStory16d agoneutral
MTSI Q2 Deep Dive: Data Center Momentum, Margin Expansion, and Strong Forward Outlook

Network chips maker MACOM Technology Solutions (NASDAQ: MTSI) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 35.8% year on year to $342.2 million. On top of that, next quarter’s revenue guidance ($420 million at the midpoint) was surprisingly good and 14.8% above what analysts were expecting. Its non-GAAP profit of $1.40 per share was 3.8% above analysts’ consensus estimates.

Klarna (KLAR) Stock May Be A Bargain On Sales Growth
Simply Wall St.16d agoneutral
Klarna (KLAR) Stock May Be A Bargain On Sales Growth

Klarna Group stock has fallen 31.3% year to date, yet current market multiples still screen as undervalued, which leaves investors weighing a weak recent share price against hints of a discount in the valuation checks. The share price is down 31.3% year to date, which suggests the market has cooled on Klarna Group even as some metrics point to potential value. Future growth in payment volumes and credit quality can support the current valuation. However, any sustained pressure on funding...

CoreWeave Must Prove Whether ‘the Revenue Ramp Can Actually Catch Up’ to Its Nearly $100 Billion Backlog, Warns Shay Boloor Ahead of Q2 Earnings
Benzinga16d agoneutral
CoreWeave Must Prove Whether ‘the Revenue Ramp Can Actually Catch Up’ to Its Nearly $100 Billion Backlog, Warns Shay Boloor Ahead of Q2 Earnings

As CoreWeave Inc. (NASDAQ:CRWV) prepares to report its second-quarter financial results, the AI hyperscaler faces intense scrutiny over whether its operational execution can keep pace with unprecedented market demand. The upcoming earnings report puts a direct spotlight on the broader Neocloud sector, where market strategist Shay Boloor warns that infrastructure providers must prove whether “the revenue ramp can actually catch up to the capacity story.” The Neocloud Capacity Bottleneck Despite m

Stocks to Watch: Intel, Trump Media, On Holdings, Super Micro
The Wall Street Journal16d agoneutral
Stocks to Watch: Intel, Trump Media, On Holdings, Super Micro

↘️ Intel (INTC): The chip maker increased the size of its stock offering to $20 billion, up from $15 billion announced previously. Shares ticked down slightly in premarket trading. ↘️ Trump Media & Technology (DJT): President Trump’s media business posted a 10-fold increase in losses in the second quarter in its earnings after Monday’s close, driven by declines in the valuation of its digital assets.

Dow Futures Fall as Inflation Worries Rattle the Market
Barrons.com16d agoneutral
Dow Futures Fall as Inflation Worries Rattle the Market

Stocks looked set to struggle for direction on Tuesday as investors continued to worry about inflation, with no end in sight to the conflict in the Middle East. Dow Jones Industrial Average futures slid 64 points, or 0.1%. Nasdaq 100 futures ticked up 0.1%.

US Stock Market Today: S&P 500 Futures Edge Higher As Rate Hike Fears Ease
Simply Wall St.16d agoneutral
US Stock Market Today: S&P 500 Futures Edge Higher As Rate Hike Fears Ease

The Morning Bull - US Market Morning Update Tuesday, Aug, 11 2026 US stock futures are slightly higher this morning, with E-mini S&P 500 contracts up about 0.1% and tech heavy Nasdaq futures gaining around 0.4%. Softer U.S. jobs data is a key driver. July payrolls fell by 23,000, which reduces the chance of another interest rate hike and can ease pressure on mortgages, credit cards and auto loans. At the same time, Strait of Hormuz risks are keeping oil elevated, which feeds into fuel and...