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منبع: Seeking Alpha خبرگزاری

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The S&P Is Ignoring Semiconductor Crashes

Semiconductor selloffs stopped dragging the S&P 500 this year. I don't think chip volatility is a threat to the broad market anymore.

منبع: Seeking Alpha

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منبع: Seeking Alpha خبرگزاری

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Which Stocks Will Go Up With The AI Boom? Part I: The Semiconductor Winners

Taiwan Semiconductor Manufacturing Company Limited aka TSMC is my primary Buy for the AI infrastructure cycle, offering exposure across competing demand sources. TSMC benefits from durable, multi-year AI-driven demand, with advanced packaging and manufacturing capacity expansion supporting strong earnings potential.

منبع: Seeking Alpha

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منبع: CNBC خبرگزاری

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Trump says he spoke recently to Fed Chairman Warsh, denies regular calls

President Donald Trump said Monday that he and Fed Chair Kevin Warsh spoke "one time, briefly, a few days ago." Trump denied an earlier news report that said the two men had spoken repeatedly since Warsh took the job of Fed chairman.

منبع: CNBC

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منبع: WSJ خبرگزاری

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U.S. Stocks Fall as Hopes for Strait of Hormuz Reopening Are Dashed Again

U.S. stocks fell as Iran's refusal to reopen the Strait of Hormuz caused another spike in oil prices and inflation fears.

منبع: WSJ

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منبع: Invezz خبرگزاری

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Dow slips as Hormuz uncertainty, Intel share sale weigh on Wall Street

Wall Street closed slightly lower on Monday as investors weighed renewed uncertainty over the reopening of the Strait of Hormuz, rising oil prices and a busy week of inflation data that could shape expectations for Federal Reserve policy. The Dow Jones Industrial Average fell 60.95 points, or 0.11%, to close at 53,975.98.

منبع: Invezz

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منبع: Fox Business خبرگزاری

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PENTAGON PROBLEM: Washington makes HUGE PUSH for autonomous ships

Hyliion founder and CEO Thomas Healy discusses the company's $41.7 million Navy contract, autonomous warfare and next-generation power on ‘Mornings with Maria.' 0:00 Hyliion lands $41.7M Navy power contract 1:18 AI boom pushes America's power grid to its limits 2:33 ‘Bring your own power' for data centers and military bases 3:49 Autonomous Navy ships drive demand for low-maintenance power 6:15 US-China AI race becomes a race for electricity

منبع: Fox Business

Official Partner ITBFX Start Trading

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منبع: Seeking Alpha خبرگزاری

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K92 Mining Inc. (KNT:CA) Q2 2026 Earnings Call Prepared Remarks Transcript

منبع: Seeking Alpha

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منبع: Market Watch خبرگزاری

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Good news for stock-market bulls: Corporate earnings growth is no longer being driven just by tech

For years, the S&P 500's earnings engine had only one driver: the Magnificent Seven. This quarter, the rest of the market has started pulling its weight.

منبع: Market Watch

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منبع: Barrons خبرگزاری

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AI Spending Boom Isn't Boosting Profit Margins—at Least Not Yet

Economist Torsten Sløk points out that the AI capex boom is lifting profit margins for the Mag Seven, but not other companies.

منبع: Barrons

Official Partner ITBFX Start Trading

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منبع: The Street خبرگزاری

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The Hidden AI Stock Trap in Your Portfolio — What To Buy Instead

Michael Landsberg says most portfolios hide AI exposure — and lays out the stocks, sectors, and global markets investors should add to diversify properly.

منبع: The Street

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منبع: Seeking Alpha خبرگزاری

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Credo: Don't Get Left Behind, AI Expansion Is Just Beginning

Quad 7 Capital suggested investors wait, especially for a buy sub-$200, which recently triggered, generating substantial short-term returns. Credo Technology is still viewed as a buy; core thesis is driven by its expanding role in AI infrastructure, leveraging serializer/de-serializer technology and the recent DustPhotonics acquisition to address high-speed, energy-efficient data transmission. CRDO's fiscal 2026 delivered records, crushing consensus and supporting robust forward growth expectations, but fiscal Q1 2027 will set the tone.

منبع: Seeking Alpha

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