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Sony (SONY), TSMC (TSM) Bet $6.3B On Next-Gen Sensors
Insider Monkey19d agoneutral
Sony (SONY), TSMC (TSM) Bet $6.3B On Next-Gen Sensors

On August 10, Reuters reported that Sony Group (NYSE:SONY) and Taiwan Semiconductor Manufacturing (NYSE:TSM) plan to spend around $6.3 billion on a joint venture to build next-generation microchips for image sensors. It pairs Sony’s sensor design expertise with TSMC’s manufacturing scale, and it lands while both companies already show momentum in their core businesses. The […]

Airbnb’s (ABNB) Breakout Quarter Reopens Its Growth Story
Insider Monkey19d agoneutral
Airbnb’s (ABNB) Breakout Quarter Reopens Its Growth Story

Airbnb (NASDAQ:ABNB) shares surged 17.4% on August 7, closing at their highest price in more than four years. The move followed second-quarter 2026 results, published on August 6, that cleared expectations on nearly every line. Revenue climbed 17% year over year to $3.6 billion, gross booking value rose 16% to $27.2 billion, and adjusted EBITDA […]

3 Industrials Stocks Walking a Fine Line
StockStory19d agoneutral
3 Industrials Stocks Walking a Fine Line

Whether you see them or not, industrials businesses play a crucial part in our daily activities. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the industry’s six-month return of 1.3% has fallen short of the S&P 500’s 10.9% rise.

188-year-old Dividend King just unlocked unexpected growth engine
TheStreet19d agoneutral
188-year-old Dividend King just unlocked unexpected growth engine

There are stocks you own for growth. There are stocks you own for income. And then there are the rare ones where a business that appeared to be doing the slow, reliable work of a dividend compounder suddenly shows you something you were not expecting. Procter and Gamble has done exactly that with ...

1 Industrials Stock with Exciting Potential and 2 We Avoid
StockStory19d agoneutral
1 Industrials Stock with Exciting Potential and 2 We Avoid

Even if they go mostly unnoticed, industrial businesses are the backbone of our country. But they are at the whim of volatile macroeconomic factors that influence capital spending (like interest rates), and the industry has underperformed the market over the past six months as its 1.3% return lagged the S&P 500 by 9.7 percentage points.

Investing.com19d agoneutral
Dan Niles sees Intel foundry win as imminent amid $15B stock offering

Intel Foundry Services would be the direct beneficiary of any large-scale 14A anchor win, with the entire capital raise framed around funding capacity for external wafer production — a business line that would transform Intel's revenue mix and margin profile if it scales.

Tracing Jim Cramer’s Evolving View on Axon Enterprise (AXON)
Insider Monkey19d agoneutral
Tracing Jim Cramer’s Evolving View on Axon Enterprise (AXON)

Jim Cramer has spent months giving mixed signals on Axon Enterprise, Inc. (NASDAQ:AXON). While he regularly praises the company’s law enforcement products, he has repeatedly warned that the stock costs too much. That caution finally turned into a pass during the August 6 episode of Mad Money when a caller asked about buying the post-earnings […]