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World’s biggest chipmaker TSMC’s sales surge 45% amid buoyant AI demand
Taiwan Semiconductor Manufacturing Co. on Monday reported a big sales jump for July, as demand for its artificial intelligence-related chips continued to strengthen. TSMC, the world’s biggest chip manufacturer, reported revenue for July of 467.58 billion New Taiwan dollars ($14.5 billion), up 44.7% year on year. Investors are closely scrutinizing …
Netflix Doubles Ad Sales Commitments at 2026 Upfront Presentation
Netflix said Monday it has closed its upfront sales process, hitting its target of nearly doubling its ad commitments. In reporting quarterly earnings last month, Netflix execs reaffirmed their expectation that ad revenue will hit $3 billion in 2026, twice the 2025 level. The streaming giant is in the fourth …
South Korea President Lee orders Gwangju Air Base cleared for chip complex by mid-2028
President Lee Jae Myung ordered the Defense Ministry on Monday to move Gwangju Air Base's operations to another military airfield by mid-2028 so that work can start early on a semiconductor complex planned for the site. Lee gave the instruction at the second public-private review meeting on the government's three …
Stock to Cash Ratio?
I’m curious what other people’s current stock to cash ratio is. Are you bearish or bullish in the near term? I’m currently slightly bearish while still investing weekly into all world ETFs and picking stocks that are on discount. I’m currently 70/30 stock/cash. I was 100% in stock a couple …
Intel Announces Proposed $15 Billion Common Stock Offering
Intel Corporation (Nasdaq: INTC) today announced a $15 billion underwritten public offering of common stock. Why Now: Customers continue to signal a strong and sustainable demand environment, driven by unprecedented investment in AI compute. Progress in emerging areas including physical AI, purpose-built silicon, advanced packaging and external wafers represent significant …
r/Stocks Daily Discussion Monday - Aug 10, 2026
These daily discussions run from Monday to Friday including during our themed posts. Some helpful links: \* \[Finviz\](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks \* \[Bloomberg market news\](https://www.bloomberg.com/markets) \* StreetInsider news: \* \[Market Check\](https://www.streetinsider.com/Market+Check) - Possibly why the market is doing what it's doing including sudden spikes/dips …
Sony, TSMC to Invest $6.4 Billion in Japanese Sensor Plant
Sony Group Corp and Taiwan Semiconductor Manufacturing Co (TSMC) are in talks to spend a combined ¥1 trillion (US$6.4 billion or RM25.8 billion) on their planned image sensor factory in Japan, according to a person familiar with the matter. The two companies are seeking to begin production in 2029, the …
U.S. stock futures little changed as Hormuz reopening doubts grow
Investing.com-- U.S. stock index futures were little changed on Sunday night as investors turned cautious after Iran said it would not fully reopen the Strait of Hormuz unless Washington met a series of demands, reviving concerns over oil supplies and inflation. S&P 500 Futures inched 0.1% lower to 7,775.50 points, …