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Why Is Taiwan Semiconductor Manufacturing (TSM) Ramping 2nm Production And Spending More?
Simply Wall St.9d agoneutral
Why Is Taiwan Semiconductor Manufacturing (TSM) Ramping 2nm Production And Spending More?

Taiwan Semiconductor Manufacturing (NYSE:TSM) moves its 2nm process into commercial production as part of a new advanced manufacturing push. The chip producer accelerates investment in cutting edge fabrication capacity and raises capital expenditure targets to support 2nm roll out. Management frames the higher spending as preparation for an intensifying global semiconductor arms race among leading foundries and chip designers. The faster 2nm commercialization and higher capital spending only...

What China’s Fresh Memory-Chip Push Means for Micron and SK Hynix
Barrons.com9d agoneutral
What China’s Fresh Memory-Chip Push Means for Micron and SK Hynix

CXMT—which is a specialist in dynamic random-access memory (DRAM)— intends to establish a NAND flash memory research-and-development production line at a new factory in Beijing, Reuters reported Friday, citing people familiar with the matter. DRAM is short-term working memory that computers and AI hardware use to manage active data and running processes. NAND flash memory is used for longer-term storage.

PayPal (PYPL) Stock Gets Fair Value Trim As Analysts Weigh Q2 And Deal Uncertainty
Simply Wall St.9d agoneutral
PayPal (PYPL) Stock Gets Fair Value Trim As Analysts Weigh Q2 And Deal Uncertainty

Analysts have trimmed their central fair value estimate for PayPal Holdings, with the model price target moving from US$59.16 to US$57.07. The revision comes amid mixed research views, with some analysts highlighting Q2 earnings and asset value, while others focus on competition, questions about a takeover, and recent share moves linked to deal headlines. As you read on, you will see how this updated target fits into the broader PayPal narrative and what signals to watch next. Analyst Price...

United Airlines Holdings (UAL), What Is Drawing Fresh Attention To The Airline?
Simply Wall St.9d agoneutral
United Airlines Holdings (UAL), What Is Drawing Fresh Attention To The Airline?

United Airlines Holdings (UAL) just connected rising fuel costs, fare increases and a new in-flight entertainment push, including live football via a DISH Network and Starlink partnership, into a broader strategy focused on profitability. Recent trading reflects that mix of cost pressure and product upgrades. United Airlines Holdings has a 30 day share price return that fell 9.33% and a 90 day share price return down 9.03%. However, the 3 year total shareholder return of 146.37% and 5 year...

Marriott appoints loyalty SVP
Hotel Dive9d agoneutral
Marriott appoints loyalty SVP

Chris Buckner joins the company as it looks to enhance the “meaningful experiences” it offers to Marriott Bonvoy members, per Chief Customer Officer Peggy Roe.

Forkast News9d agoneutral
Coinbase Just Embedded Its Rails Inside 4,000-Plus Community Banks

The stablecoin wars have shifted from the issuers—Circle, Ripple, and Ondo—to the infrastructure of global finance. Rather than fighting for dominance within crypto-native exchanges, the industry is now focused on the plumbing required to move assets into the mainstream. Coinbase is betting that the true battleground for stablecoin adoption is not the digital wallet, but […]

Meta’s AI Agent Has a Trust Problem
The Wall Street Journal9d agoneutral
Meta’s AI Agent Has a Trust Problem

Last week, Meta rolled out Muse, Chief Executive Mark Zuckerberg’s “personal AI agent built for everyone.” In Meta’s telling, it also democratizes AI. Zuckerberg first described his vision for “personal superintelligence” last year and previewed Muse in an August essay where he spoke of “putting power in people’s hands to pursue their own aspirations.”

Stocks to Watch: Nestle, Nike, Sandoz
The Wall Street Journal9d agoneutral
Stocks to Watch: Nestle, Nike, Sandoz

↘️ Nestle (CH:NESN): The Swiss food-product maker said it is assessing options for its Russian unit after Moscow transferred control to external administrators, in the latest move by the Kremlin to seize the local assets of international companies.