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ASML (ASML) and Chip Giants like TSMC Plot a Bigger Canvas for Building AI Chips
Insider Monkey6d agoneutral
ASML (ASML) and Chip Giants like TSMC Plot a Bigger Canvas for Building AI Chips

On September 8, 2026, Reuters reported that ASML Holding N.V. (NASDAQ:ASML) plans to work with major customers. It includes Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), Nvidia, Intel, Samsung, and SK Hynix to adapt its next-generation “High NA” extreme ultraviolet lithography tools so they can print larger data-center chips. It addresses a current limitation where the […]

Nordson’s (NDSN) New Vantage XL Addresses Increasing Advanced Semiconductor Packaging Demand
Insider Monkey6d agoneutral
Nordson’s (NDSN) New Vantage XL Addresses Increasing Advanced Semiconductor Packaging Demand

The launch of ASYMTEK Vantage XL comes at a time when demand for advanced semiconductor packaging solutions is accelerating. For that reason, such fluid dispensing system carries a lot of strategic significance for Nordson (NASDAQ:NDSN). It reflects on the company’s push to cater to the intricate packaging requirements that are fueled by high-performance computing, artificial […]

Amazon (AMZN) Taps the UK Bond Market for the First Time to Help Fund its AI Buildout
Insider Monkey6d agoneutral
Amazon (AMZN) Taps the UK Bond Market for the First Time to Help Fund its AI Buildout

On September 8, 2026, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) hired JPMorgan Chase, Barclays, HSBC and NatWest to arrange its first-ever sterling-denominated bond sale, with four tranches spanning 3 to 19 years. It is part of a broader push by technology hyperscalers to diversify their funding sources for artificial intelligence infrastructure. The deal priced the […]

Amazon (AMZN) Sued Again, This Time over How it Treats Pregnant Warehouse Workers
Insider Monkey6d agoneutral
Amazon (AMZN) Sued Again, This Time over How it Treats Pregnant Warehouse Workers

On September 8, 2026, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) was sued in a proposed nationwide class action accusing the company of systematically discriminating against thousands of pregnant employees, including by denying basic accommodations like chairs and bathroom breaks and firing workers who missed too much time for pregnancy-related medical needs. The lawsuit was filed […]

Boeing (BA) Completes 13-Satellite O3b mPOWER Constellation — Here’s What It Means for Defense Growth
Insider Monkey6d agoneutral
Boeing (BA) Completes 13-Satellite O3b mPOWER Constellation — Here’s What It Means for Defense Growth

Following the successful launch of its last three O3b mPOWER satellites, The Boeing Company (NYSE:BA) has completed its 13-satellite constellation for operator SES. F11, F12 and F13 launched from Cape Canaveral Space Force Station and joined the 10 already in orbit. The completed constellation offers strategic benefits to Boeing beyond this specific program. It acknowledges […]

Higher Rates Keep Robinhood Stock And Cash Sweep Platforms In Focus
Simply Wall St.6d agoneutral
Higher Rates Keep Robinhood Stock And Cash Sweep Platforms In Focus

Interest rates are higher again, inflation is stuck at 3.4%, and the Federal Reserve is openly comfortable keeping borrowing costs elevated for longer. That mix hurts some areas of the market and can support others, especially where cash balances and idle dollars matter. This article walks through three US brokerage and cash-sweep platform stocks exposed to this rate backdrop and explains how the current setup could help or hurt investors who own them. The three broker and platform stocks...

Forkast News6d agoneutral
Salesforce AIforce Makes the Agent the Enterprise UI — and Forces a Pricing Question

At Dreamforce 2026, Salesforce introduced AIforce, a strategic umbrella brand that signals a fundamental shift in how enterprise software is consumed. Rather than forcing users to navigate traditional dashboards, Salesforce is effectively turning the agent into the user interface. By bringing data, workflows, and business logic directly into external environments like Claude, Slack, and Lightning, […]

Bitdeer (BTDR) Fully Contracts A102. Can Signed Demand Become Profitable AI Revenue?
Insider Monkey6d agoneutral
Bitdeer (BTDR) Fully Contracts A102. Can Signed Demand Become Profitable AI Revenue?

Bitdeer Technologies Group (NASDAQ:BTDR) reiterated in its September 16 operating update that it had fully contracted graphics processing unit (GPU) capacity at its A102 facility in Malaysia. The facility has 9.5 megawatts of IT capacity, with long-term commitments representing more than $800 million of expected revenue. The five-year commitments were previously disclosed in an announcement […]

WW International Eyes Cash Flow Turnaround as GLP-1 Care Gains Momentum
MarketBeat6d agoneutral
WW International Eyes Cash Flow Turnaround as GLP-1 Care Gains Momentum

WW International (NASDAQ:WW) executives outlined the company’s efforts to reposition its weight-management business around behavioral support, telehealth and GLP-1 medications, following a restructuring that substantially reduced its debt burden. Speaking at Morgan Stanley’s healthcare conference,

Streaming’s Biggest Rivals Just Became Allies in Washington
Insider Monkey6d agoneutral
Streaming’s Biggest Rivals Just Became Allies in Washington

Netflix, Inc. (NASDAQ:NFLX), Amazon.com, Inc. (NASDAQ:AMZN), and Alphabet Inc. (NASDAQ:GOOGL)’s YouTube compete aggressively for subscribers, ad revenue, and, increasingly, sports rights. On September 14, the three put aside their rivalry to form a new lobbying group aimed at representing the streaming industry as a single, undivided voice in Washington. The New Coalition The Streaming Access and […]

Upstart (UPST) Stock Looks About Right As Earnings Questions Persist
Simply Wall St.6d agoneutral
Upstart (UPST) Stock Looks About Right As Earnings Questions Persist

Upstart Holdings has seen its share price fall sharply in recent years, which puts a spotlight on whether the current US$25.00 level lines up with what the business actually earns. For anyone looking at the stock today, the real issue is how much of the story is reflected in the earnings power the company is producing right now. Over the past 5 years, Upstart Holdings has delivered a share price decline of 92.4%, which raises real questions about how durable its earnings model looks to the...

Baird Pulls the Plug on Its Sportswear Recovery Thesis, Downgrading NIKE and Dick’s All at Once
Insider Monkey6d agoneutral
Baird Pulls the Plug on Its Sportswear Recovery Thesis, Downgrading NIKE and Dick’s All at Once

Wall Street’s patience with the athletic footwear and apparel industry’s recovery is wearing thin. On September 14, Baird analyst Jonathan Komp downgraded five stocks to Neutral in a single note, including NIKE, Inc. (NYSE:NKE), adidas, DICK’S Sporting Goods, Inc. (NYSE:DKS), Rocky Brands, and VF Corp, while adding negative “fresh picks” on Under Armour and Canada […]

Axon Enterprise (AXON) Prices $1B of Zero-Coupon Notes. What is the Real Cost?
Insider Monkey6d agoneutral
Axon Enterprise (AXON) Prices $1B of Zero-Coupon Notes. What is the Real Cost?

Axon Enterprise, Inc. (NASDAQ:AXON) announced on September 16 that it priced $1 billion of 0% convertible senior notes due September 15, 2031. Underwriters received an option to purchase another $150 million to cover over-allotments. Settlement is expected September 18, subject to customary closing conditions. Axon Enterprise, Inc. (NASDAQ:AXON) expects approximately $986 million after underwriting discounts […]

Brookfield Business (BBUC) Joins Reliance Deal. What Returns Can it Capture?
Insider Monkey6d agoneutral
Brookfield Business (BBUC) Joins Reliance Deal. What Returns Can it Capture?

Brookfield Business Corporation (NYSE:BBUC) will participate in Brookfield’s proposed acquisition of Reliance Worldwide Corporation, announced September 15. The transaction values the plumbing-products manufacturer at approximately US$2.8 billion in enterprise value, excluding lease liabilities. The investment group plans to acquire 100% ownership. Funding will come through the Brookfield Capital Partners strategy and Brookfield Business Corporation (NYSE:BBUC). […]