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TSMC (NYSE:TSM) Unveils Another $100 Billion U.S. Investment as AI Expansion Accelerates, but Investors Stay Focused on Margin Pressure

Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest contract chipmaker, announced another landmark investment in the United States, committing an additionalUS$100 billionto expand its American manufacturing operations. The announcement was made alongside the company's latest quarterly earnings and represents one of the largest manufacturing …

Nitish Kishor | 17 July 2026

Kernel Debuts $117,200 Brain-Scanning Headset, Shaking Up Neurotech Sector

Kernel’s launch of a $117,200 brain-scanning headset marks a key moment for the neurotechnology sector, with implications for healthcare, research, and commercial applications. While the high price point limits immediate mass adoption, the technology’s potential to generate actionable brain data has already drawn interest …

Vinay Lochav | 17 July 2026

Oracle (NYSE: ORCL) Shares Rise After EPS Beat, But Dividend Sustainability Raises Concerns

Oracle Corp. posted quarterly results that exceeded expectations, lifting its stock price even as ongoing cash flow challenges fuel debate over its dividend’s future. The technology giant reported earnings per share that surpassed analyst projections, continuing a trend of strong profitability growth.

Vinay Lochav | 17 July 2026

Tesla (NASDAQ: TSLA) Shares Whipsaw Near $382 as $1.47 Trillion Valuation Wobbles

While peers like Ford edged higher, Tesla’s hourly price action suggests traders are struggling to find direction amid broader sector rotation.

Vinay Lochav | 17 July 2026

AI Capex vs Monetization Debate Intensifies as TSMC (NYSE:TSM), Dell(NYSE:DELL) and Micron (NASDAQ:MU) Reactions Reshape Technology Market Expectations

Artificial intelligence has been the dominant force behind equity market performance over the past two years, driving record investment in data centres, advanced semiconductors, networking equipment and cloud infrastructure.

Nitish Kishor | 17 July 2026

Semiconductor Index Tumbles, Tech Rally Stalls Amid Cloud Spending Concerns

US equities pulled back as a weaker-than-anticipated revenue outlook from Netflix and a broad sell-off in semiconductor stocks unsettled investors. The Nasdaq Composite led the decline, shedding around 1.5%, while the PHLX Semiconductor Index tumbled by about 3%, marking its entry into bear-market territory. …

Vinay Lochav | 17 July 2026

Amazon’s Zoox Issues Robotaxi Software Recall After Smoke Incident

Amazon’s Zoox has initiated a software recall for its autonomous robotaxi fleet following an incident last month where an unoccupied vehicle drove into an area engulfed in heavy smoke from an emergency fire. The malfunction, attributed to the system’s inability to detect smoke as …

Vinay Lochav | 17 July 2026

Indie Semiconductor (NASDAQ: INDI) Market Cap Near $1B as Small-Cap Fund Sees Upside

Indie Semiconductor (NASDAQ: INDI) is trading at a steep discount to its estimated intrinsic value as the company reshapes its portfolio toward higher-margin automotive and industrial markets. Shares slipped 1.1% to $3.77 in recent trading, outpacing losses in peers like Wolfspeed and Ambiq, which …

Vinay Lochav | 17 July 2026

Open Text (TSX: OTEX)’s New Board Member Signals Governance Boost as Shares Edge Higher

This appointment introduces a seasoned technology‑industry executive to the board and reflects the company’s ongoing efforts to refresh its leadership roster. The board’s composition now blends long‑term shareholders with fresh strategic insight.

Vinay Lochav | 17 July 2026

S&P 500 Record Hinges on 'Magnificent Seven' Revival, Analysts Say

A little-known volatility gauge is emerging as Wall Street’s latest tool to anticipate a potential earnings breakout for the "Magnificent Seven" tech stocks, with traders positioning for a revival that could lift the S&P 500 to record levels. The metric, which has historically flown …

Vinay Lochav | 17 July 2026
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