Brazil’s central bank accelerates plans to link Pix with global payment systems as US trade scrutiny over the platform grows. Brazil’s central bank is actively exploring cross-border integration for its Pix instant payment system, aiming to reduce costs and speed up transa
Quick Read - Broadcom holds a near-monopoly on high-speed AI Ethernet switching, collecting revenue regardless of which hyperscaler wins the custom silicon race. - AVGO guides Q3 AI semiconductor revenue to $16 billion, a 200%+ year-over-year jump, while NVDA competes with the...
Good morning. Stocks were little changed on Monday morning as investors looked ahead to key inflation data and earnings later on in the week Oil prices rose, with the US benchmark WTI crude oil futures (CL=F) trading above $80 per barrel. Here's a check of the marke
SanDisk’s stock falls sharply despite 372% YoY revenue growth, as Q3 guidance trails analyst estimates by up to $900 million. SanDisk’s stock has dropped nearly 49% from its 52-week high, erasing recent gains despite strong demand for memory and storage products. The decli
Synopsys (NASDAQ:SNPS) just handed AMD (NASDAQ:AMD) and Microsoft (NASDAQ:MSFT) a new way to design chips: let AI agents do more of the work. On July 27, Synopsys unveiled autonomous agentic AI workflows built with Microsoft and already being evaluated by AMD, aimed at cut
In its second-quarter 2026 investor letter, Sands Capital Technology Innovators Fund highlighted TTM Technologies, Inc. (NASDAQ:TTMI) as a new addition. TTM Technologies, Inc. (NASDAQ:TTMI) manufactures and sells mission systems, radio frequency (RF) components, RF microwa
Semis Surge, Michael Burry’s Shorts Feel the Pressure — But Don’t Expect Him to Run for Cover After His Latest “1987-Style” Crash Warning Quick Read - Burry's bearish puts on AI stocks like Palantir and Nvidia may be right in thesis but dangerously early in timing. - A...
Rising homeowners insurance premiums have forced millions of American property owners to rethink their household budgets over the past two years. A first-of-its-kind analysis from the National Association of Insurance Commissioners (NAIC) suggests that rising costs may be
Berkshire Hathaway's $30 billion stake in Alphabet reflects Warren Buffett's continued influence despite stepping down from leadership in 2026. Warren Buffett personally initiated Berkshire Hathaway's $30 billion investment in Alphabet, signaling his ongoing role in major
In its second-quarter 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Samsara Inc. (NYSE:IOT). Samsara Inc. (NYSE:IOT), which provides solutions to connect physical operations data to its connected operations platform, detracted from the fund's p
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