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8/2
14:30
A commentary piece on Yahoo Finance noted that TSMC (TSMC), the world’s leading chipmaker, announced in its second-quarter earnings report that it would invest an additional $100 billion in its manufacturing facilities in Arizona, bringing its total investment in the state to $265 billion.The article also noted that TSMC CEO Wei Zhejia said during the second-quarter earnings call that he expects demand for artificial intelligence (AI) chips to continue at least through 2029–2030 and possibly even longer as new industries emerge.
14:19
Benchmark analyst Gary Mobley (ranked among the top 4% of Wall Street analysts) is bullish on the long-term potential of the quantum computing sector and advises investors to adopt a portfolio strategy. He believes that as the industry approaches widespread commercial adoption, companies such as IonQ are poised to benefit.

Mobley noted that the quantum computing market is projected to grow from approximately $1.9 billion in 2026 to over $8 billion by 2033. He specifically mentioned IonQ, which completed its $1.8 billion acquisition of U.S. semiconductor foundry SkyWater on July 31, making it the only U.S.-based quantum hardware company with a Pentagon-certified domestic foundry. IonQ reported first-quarter 2026 revenue of $64.7 million, a year-over-year increase of more than 700% and $15 million above expectations, but posted a net loss per share of $0.34, which was higher than expected.
14:15
Shares of Sprouts Farmers Market (NASDAQ: SFM) climbed more than 16% this past week after the natural and organic grocery chain delivered better-than-expected financial results for its fiscal second quarter, which ended on June 28. The company reported earnings per share of $1.37, a 1% increase year-over-year, surpassing Wall Street's estimates of $1.34. Net sales grew 5% to $2.3 billion.

For the full year, Sprouts expects net sales growth of 5.5% to 6.5% and earnings per share between $5.32 and $5.40, driven by 42 net new store openings. Management also anticipates comparable sales to turn positive in the third quarter.
14:14
Capital spending by major Japanese companies, including NTT, Toyota, Nippon Steel, and Honda, is projected to reach an all-time high this fiscal year. This surge is primarily driven by significant investments in AI-related infrastructure such as data centers, chipmaking, and power grids, as well as factory retooling.
14:04
Ahead of SpaceX’s (SPCX) upcoming second-quarter earnings release on August 4, Colin Canfield, lead analyst at Cantor Fitzgerald, reaffirmed his “Buy” rating on the stock and maintained a price target of $246. Given that SpaceX’s current stock price is $108.37, this target price implies potential upside of approximately 127%. Canfield believes that by integrating its Falcon rockets, Starship, Starlink, and AI businesses, SpaceX has built a unique economic ecosystem that sets it apart from traditional aerospace companies. The upcoming earnings report will be a key test of whether SpaceX can generate sufficient financial resources to support its ambitious goals. Investors will be watching closely for issues such as the profitability of the AI business, how the company will finance its massive capital expenditures, and selling pressure following the expiration of the IPO lock-up period.
13:37
On July 28, investment bank Morgan Stanley announced the launch of two new cryptocurrency ETFs, tracking Ethereum (Ethereum) and Solana (Solana), respectively.Both ETFs have an expense ratio of 0.14%, the same as the firm’s previously launched “Bitcoin” trust product, which is lower than most comparable products on the market. Additionally, both ETFs incorporate staking functionality, with 95% of staking rewards expected to be returned to shareholders.With over 16,000 financial advisors, this move will enable Morgan Stanley to offer these new crypto investment options to its clients, further enhancing the legitimacy of cryptocurrencies and providing investors with more high-quality investment tools.
13:37
An analysis suggests Bloom Energy (NYSE:BE) is a better stock to buy in 2026 compared to pre-revenue small modular reactor developer Oklo (NYSE:OKLO). The analysis highlights Bloom Energy's proven solid-oxide fuel cell technology, which generated nearly $2.0 billion in revenue in FY 2025 (up 37.3%), despite a net loss of $88.4 million. It also notes Bloom Energy's recent $1.7 billion project with Nebius and a financing framework with Brookfield Asset Management.

Conversely, Oklo, while having signed significant agreements with Switch and Meta Platforms for future power needs, reported no revenue in FY 2025 and a net loss of $105.7 million, facing regulatory uncertainty and a $6.75 billion market cap without commercialized technology. The analysis points to Bloom Energy's 40% stock retreat from its late June high as an opportunity, anticipating year-over-year revenue doubling in 2026.
13:37
Bank of America analyst Wamsi Mohan reiterated a Buy rating on Apple (AAPL) and maintained a $380 price target, which is approximately 14% above the stock's closing price of $333.43 on July 30. The firm believes investors are misinterpreting Apple's Q3 2026 results, arguing that the underlying business is stronger than headline numbers suggest. BofA attributes Apple's conservative September quarter guidance to production shortages for iPhones, Macs, and iPads, rather than slowing demand. The bank also raised its EPS estimates for Apple for the next three fiscal years, now modeling FY2026 EPS at $8.85, FY2027 at $9.92, and FY2028 at $10.95.
13:21
Teva Pharmaceutical (NYSE: TEVA) stock rose approximately 12.3% last week. The surge was primarily attributed to the company's second-quarter report, which showed sales of $4.1 billion, surpassing average analyst targets by roughly $70 million, and a softer-than-expected year-over-year revenue decline.

Additionally, Teva announced plans for a direct listing of its common stock on the New York Stock Exchange (NYSE), replacing its American Depositary Receipts (ADRs) starting September 14. This move is expected to attract institutional investors and retail traders.
13:03
DeFi platform Spark, an affiliated lending and liquidity unit of Sky (formerly MakerDAO), has shelved its consumer-facing app to focus on a business-to-business (B2B) backend model, providing yield and liquidity services to tech giants and fintechs. The company's annual revenue has fallen from $80 million during the bull market to approximately $20 million today. Despite this, Spark's Bitcoin-backed over-the-counter (OTC) loans, issued through Anchorage, currently stand at $260 million in outstanding balance, with a target to reach $1 billion by year-end. The platform's stablecoin FX layer on Uniswap has also routed roughly $1.5 billion in its first 30 days, accounting for about 30% of stablecoin-to-stablecoin swap volume on Uniswap.
12:54
Cathie Wood's Ark Innovation ETF (ARKK) sold 18,855 shares of cloud software company Snowflake Inc (SNOW) on July 31, valued at approximately $5.5 million. This move comes after Snowflake stock surged nearly 10% over the past five trading days, ahead of its fiscal Q2 earnings report expected on August 26. Wells Fargo recently raised its price target on SNOW to $500, citing its potential as an AI beneficiary.
12:35
Iran's Foreign Minister stated that negotiations between Iran and Oman regarding the Strait of Hormuz have entered their final stages, according to IRNA.
12:27
Warren Buffett has consistently recommended low-cost S&P 500 index funds for many years and revealed that he has set investment instructions for the funds in his wife’s will: 90% of the funds should be invested in low-cost S&P 500 index funds (he recommends Vanguard products), with the remaining 10% invested in short-term government bonds. Buffett believes that this strategy will yield long-term returns superior to those of most portfolios managed by professional fund managers. He noted that the Vanguard S&P 500 Index ETF (VOO) has an annual expense ratio of just 0.03% and has delivered an average annual return of approximately 15% over the past decade.
12:22
NVIDIA The company reported its financial results, with revenue increasing by 85.23% to $81.615 billion, and its data center business growing by 92% to $75.25 billion. The company also announced that it would raise its dividend from $0.01 to $0.25 and authorized an $80 billion share repurchase program.
12:11
An analyst predicts that the Vanguard S&P 500 ETF (VOO) will surpass $1 trillion in assets under management (AUM) again before the end of the year. The fund, which became the first ETF to cross the $1 trillion mark in early June before a market pullback, currently holds approximately $979 billion.

The prediction is based on two factors: consistent investor inflows, averaging nearly $14 billion per month in the first five months of 2026, and the potential for market appreciation. The fund needs to gain roughly 2% (or $21 billion) to reach the $1 trillion threshold, a move that could be achieved by a modest S&P 500 rally combined with ongoing inflows. The analyst notes that VOO's low expense ratio of 0.03% is a key draw for investors, despite concentration risk with over a third of its assets in its top 10 holdings, including 7.5% in Nvidia.
12:11
Coinbase CEO Brian Armstrong continues to advocate for the Clarity Act, which he previously stated was at the "one-yard line." Analysis suggests that while the bill's passage this year has an estimated 30% chance, it is crucial for the crypto market. If passed, the Clarity Act would codify the classification of major crypto assets like Ethereum, XRP, and Solana as digital commodities, providing legal certainty for financial companies. This clarity is expected to act as a "green light" for institutional capital allocators, potentially helping to conclude the crypto bear market within a quarter of its enactment. Conversely, if the bill is delayed or fails to pass, the bear market is predicted to drag on longer, causing recent signs of recovery to fade. The current hurdle for the bill's passage is reportedly related to ethics rules for government officials, rather than its core market struc
12:05
Preferred stock ETFs provide yields ranging from 6% to 11%, attracting investors seeking higher income than investment-grade bonds. Among the three dominant funds—iShares Preferred and Income Securities ETF (PFF), Global X U.S. Preferred ETF (PFFD), and Virtus InfraCap U.S. Preferred Stock ETF (PFFA)—PFFD stands out for its competitive fee-to-yield profile. PFFD charges an expense ratio of 0.23%, roughly half of PFF's 0.46%, while offering a 6.5% yield from a nearly identical portfolio. PFFA, which uses leverage, delivers an 11% yield but has a significantly higher expense ratio of 2.1%. While PFF offers greater liquidity for institutional investors, PFFD is considered more suitable for retail buyers due to its lower fees.
12:04
Fun CEO Alex Fine stated that traditional crypto infrastructure like standalone on-ramps and blockchain bridges is becoming obsolete. He believes future digital asset applications will adopt unified payment systems that embed transactions directly into the user experience, abstracting away underlying blockchain complexity. Fine emphasized that users are not interested in the conversion process itself, but rather in taking action within an application, suggesting that companies focused solely on fiat-to-crypto conversion or cross-chain bridging risk obsolescence.
11:54
An analyst predicts that Costco (COST) will achieve a $1 trillion market capitalization by 2035, with its shares reaching $2,250. This forecast is based on the company's 45.5% year-over-year earnings growth and a near-perfect 89.7% worldwide membership renewal rate. Despite its current market cap of $422 billion and shares trading at $951.89, the analyst believes continued EPS compounding at 10-11% annually, increasing executive membership penetration, and international warehouse expansion will drive this growth.

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