The world's largest contract chipmaker sees multi-year demand for AI chips and is significantly expanding its U.S. presence, but faces operational hurdles and investor concerns over massive spending.
SpaceX announced it is targeting as early as Thursday for the 13th test flight of its Starship rocket, following an aborted attempt last week. The upcoming launch is a critical test for the newly public company as its stock remains under pressure.
Intense, leveraged betting on AI-related chipmakers has transformed South Korea's stock market, once a reliable global economic indicator, into a highly volatile arena, prompting new regulatory curbs.
The private aerospace company is targeting July 23 for the next test flight of its Starship rocket, following a last-second abort during engine ignition last week.
Russia's main stock index closed unchanged on Sunday, masking a sharp sell-off in major financial and energy firms like VTB and Transneft that sent them to new lows. Gains in other sectors led to a mixed and volatile session.
Bank of America analysts suggest investors look past popular semiconductor and mega-cap stocks for AI-driven opportunities, highlighting potential in 'unloved' sectors like energy and materials that supply AI infrastructure.
U.S. companies saw their cash balances swell to $2.3 trillion in the first quarter of 2026, with firms aggressively channeling funds into capital expenditures even as some valuation metrics hit 20-year lows, according to a Morgan Stanley analysis.
The aerospace giant is holding to its revised 2028 delivery schedule for the new presidential aircraft but anticipates additional spending on the program, which is already years behind schedule and billions over budget.
According to analysts at Bernstein, the market for AI computational power is increasingly structured like a commodity market, particularly electricity, which could lead to the creation of financial instruments for hedging risk.
