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Kanal postlari
Taiwan Semiconductor's $TSM revenue by platform
66% - HPC
22% - Smartphone
5% - IOT
4% - Automotive
2% - Others
1% - DCE
| 2 | Lockheed Martin $LMT today was awarded a $10.5 Billion contract over 12 years to provide
"logistics and sustainment support for the U.S. Special Operations Command" | 43 |
| 3 | *US JUNE INDUSTRIAL PRODUCTION RISES 0.1% M/M; EST. +0.2% | 76 |
| 4 | HSBC upgrades Apple $AAPL to Buy on 'operational turning point'
HSBC upgraded Apple to Buy from Hold with a price target of $366, up from $260. | 85 |
| 5 | $NBIS secured its first senior debt facility for ~$775M.
Nebius will use the proceeds to āaccelerate the global buildoutā of its full-stack AI cloud platform. | 89 |
| 6 | Amazon's $AMZN self driving car unit Zoox has recalled some of its vehicles because they may not detect or respond to heavy smoke | 88 |
| 7 | B. Riley upgraded $ASTS to Buy with an $85 price target saying it is now āfully funded to deploy its global network.ā
The firm expects beta commercial service in North America with as few as 20 BlueBird satellites calling subscriber uptake data ājust around the corner.ā | 87 |
| 8 | META PLANS TO HIRE TOP AMAZON COMPUTING EXECUTIVE AS IT WEIGHS CLOUD PUSH
Dave Brown, one of the most senior executives at Amazon Web Services, will bring his nearly two decades of experience to Meta, where he will report to the companyās head of infrastructure and focus on the firmās data center build-out - WSJ | 86 |
| 9 | The šŗšø SEC asked the public what it thought about its proposal to no longer require public companies to report quarterly financial results
The SEC got more than 200,000 comments ... overwhelmingly negative
It is the most feedback the SEC has ever received on a proposal - WSJ
What is the replacement to this is unknown | 113 |
| 10 | Tesla Opens FullāPower Megacharger in California (July 17, 2026) ā”š
š¹ New Site: Tesla unveiled a public Megacharger in Bloomington, Southern Californiaās freight corridor east of Los Angeles.
š¹ Capacity: 6 stalls, each delivering 1.2 MW ā the full design speed for the Semi.
š¹ Charging Speed: Adds ~400 miles of range in ~30 minutes; available to all Semi customers.
š¹ Network Growth Timeline
ā¢ 2021: First Megacharger at Gigafactory Nevada (internal use).
ā¢ Carson, CA: Early site, mainly for Teslaās own fleet.
ā¢ March 2026: Ontario site opened to customer fleets, running at 750 kW.
ā¢ July 2026: Bloomington site ā first at full 1.2 MW.
š¹ Strategic Significance
ā¢ Fast charging is the last hurdle for electric trucking ā downtime = lost revenue.
ā¢ Tesla plans 37 Megacharger sites in 2026 along freight routes, plus installations at Pilot truck stops.
ā¢ Fullāpower charging unlocks the Semiās designed efficiency, critical for logistics adoption | 141 |
| 11 | *TRUMP: DHS SAYS 278K NON-CITIZENS REGISTERED TO VOTE
*TRUMP: RELEASING FILES ON ALLEGED VOTER FRAUD IN MICHIGAN | 206 |
| 12 | *TRUMP: CHINA WORKED TO INFLUENCE BUSINESSES AGAINST PRESIDENT
*TRUMP: CHINA ATTEMPTED TO MANUFACTURE BALLOTS FOR BIDEN
*TRUMP: ASKING AGENCIES TO INVESTIGATE CHINA MEDDLING COVERUP | 205 |
| 13 | BREAKING: Iceberg lettuce supplied by Taylor Farms to Taco Bell restaurants has been linked to a parasitic outbreak that has infected thousands of people in five states, per WSJ.
Michigan is one of the hardest-hit states, with the number of cases surpassing 4,000 as of Thursday. | 217 |
| 14 | President Trump will address the Nation in a special broadcast today at 9.30pm EST
White House: Trump may mention iran in speech tonight | 234 |
| 15 | $UNH Q2 EARNINGS
ā¢ Revenue $112.0B vs Est. $110.8B
ā¢ EPS $6.38 vs Est. $4.85
ā¢ Medical Care Ratio 86.7% vs. Est. 88.6%
FY26 Guidance
ā¢ EPS $19.75 vs Est. $18.32
ā¢ Medical Care Ratio: 88.1% vs. Est. 88.8% | 238 |
| 16 | $NVDA unveiled two new Blackwell-powered modules called T2000 and T3000 to bring robotics and edge AI to the mass market.
Leading robotics companies are already adopting Jetson Thor including $AMZN Robotics. | 234 |
| 17 | $MU signs a long-term supply agreement with $QCOM to provide memory and storage for AI-enabled vehicle platforms.
The deal supports infotainment ADAS and connectivity while giving Qualcomm greater supply and pricing visibility. | 229 |
| 18 | Truth Social to license its data to financial service companies - Axios. | 226 |
| 19 | BREAKING: US RETAIL SALES MOM ACTUAL 0.2% (FORECAST 0.2%, PREVIOUS 0.9%) | 218 |
| 20 | US CONTINUED JOBLESS CLAIMS ACTUAL 1.805M (FORECAST 1.8175M, PREVIOUS 1.814M) | 218 |
