Elon Musk’s semiconductor fabrication project aims to secure chip supply for AI development amid high capital costs and execution risks. Elon Musk’s Terafab initiative could require $119 billion in investment to establish in-house semiconductor manufacturing. The project t
TCW exits TYL position in Q1 2026 citing below-expectation growth and prolonged underperformance in public-sector software. TCW Concentrated Large Cap Growth Fund sold its stake in Tyler Technologies (NYSE:TYL) during Q1 2026, citing growth shortfalls. The stock closed at
The major US stock indices are set to open higher,. Oil price are down about -$2 Yields are lower by about 2 basis points, which is not much but it is something. Looking at the major indices, the NASDAQ is up 200 points while the S&P is up 28 points in premarket tra
US lenders push spreads to around 525 bps amid volatility, while European private credit spreads remain largely unchanged at 509 bps. US private credit spreads have widened by 50-100 bps since the start of the year, lifting typical deal pricing to approximately 525 bps. Th
Eaton Corporation plc reports robust order growth and a $3 trillion megaproject backlog, offset by near-term cost pressures. Eaton Corporation plc (NYSE:ETN) closed at $371.88 on May 19, 2026, with shares up 15.37% over the past year despite a one-month decline of 10.15%.
It's a foregone conclusion on Wall Street that Nvidia (NVDA) will deliver a strong fiscal first-quarter report after the market closes Wednesday. The big question is whether it will be enough to lift Nvidia stock After all, Nvidia stock has fallen the day after five
Speculation about a Tesla-SpaceX combination could intensify competitive pressure on Boeing amid its fragile financial recovery. Boeing’s turnaround could face heightened risks if Tesla and SpaceX merge within the next decade, analysts suggest. The aerospace giant reported
ASML’s stock surged nearly 98% over the past year, outpacing broader market volatility amid AI-driven demand and solid fundamentals. ASML Holding N.V. (NASDAQ:ASML) closed at $1,459.44 on May 19, 2026, reflecting a 1.09% one-month gain and a 97.98% increase over the past 5
Analog Devices agreed to acquire Empower Semiconductor for $1.5 billion in cash, the companies said Tuesday, as power delivery becomes a central bottleneck in AI data center design. Empower, based in Milpitas, California, makes integrated voltage regulator and silicon capa
The current bull market has been dominated by just a handful of megacap tech stocks. These massive tech companies have been the driving force behind the most significant advancements in artificial intelligence (AI) in recent history, providing key infrastructure for develo
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