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TSMC’s 2nm Era Is Accelerating With MediaTek. Nvidia and Alphabet Already Have Money on the Table
Insider Monkey18d agoneutral
TSMC’s 2nm Era Is Accelerating With MediaTek. Nvidia and Alphabet Already Have Money on the Table

MediaTek launched its Dimensity 9600 Pro on September 15 using Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) 2-nanometer technology, putting TSMC’s newest node into a flagship mobile chip. MediaTek also has $3.5 billion of financing from NVIDIA Corporation (NASDAQ:NVDA) and a broader Nvidia partnership spanning custom AI chips, PCs and automotive. The smartphone launch is another […]

Forget BND: This $16.4B BlackRock Fund Pays 5.9% vs. BND’s 4.1% Yield
24/7 Wall St.18d agoneutral
Forget BND: This $16.4B BlackRock Fund Pays 5.9% vs. BND’s 4.1% Yield

BND has been the default core bond holding for millions of American investors, but a growing number of income-focused portfolios are quietly rotating into a competing fund that charges ten times more and holds riskier debt, yet keeps outperforming on the metrics that matter most to retirees.

MediaPost18d agoneutral
Meta Launches Creator Marketing Hub, Live Video Ads

Meta is investing further in creator marketing and live streaming. As part of IAB's newfound global creator week, the tech giant announced the launch of its Creator Marketing Hub, as well as the rollout of live video ads on Instagram.

Ubiquiti Just Posted 23.5% Revenue Growth and a Dividend. What Could Derail the Momentum?
Insider Monkey18d agoneutral
Ubiquiti Just Posted 23.5% Revenue Growth and a Dividend. What Could Derail the Momentum?

The Ubiquiti Inc. (NYSE:UI) board declared a $1 per share dividend payout during the company’s fourth quarter fiscal 2026 results, with plans to maintain a quarterly payout of at least $1 per share throughout the coming year as well. The company posted Q4 topline figures of $937.3 million, which jumped 23.5% compared to the same […]

Why Qualcomm (QCOM) Stock Is Trading Up Today
StockStory18d agoneutral
Why Qualcomm (QCOM) Stock Is Trading Up Today

Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) jumped 4.6% in the morning session after StoneX reiterated its Buy rating and a $270.00 price target on the stock, pointing to encouraging leverage in the company's data center segment.

Why Did Cisco Stop Leading With Its Campus Refresh?
Trefis18d agoneutral
Why Did Cisco Stop Leading With Its Campus Refresh?

Cisco Systems (CSCO) closed fiscal 2026 with record revenue of $63.3 billion, and the stock has returned 66% over the past year. Read its last two August earnings calls, though, and the pitch changed. In August 2025 the CEO pitched a refresh of the installed campus switching base. In August 2026 the lead was a networking super cycle, with hyperscaler AI orders up triple digits. How much of the business actually moved.

China’s State Media Calls AI Slowdown a “Cold War” Tactic. Z.AI Is Raising $5 Billion to Do the Opposite
Insider Monkey18d agoneutral
China’s State Media Calls AI Slowdown a “Cold War” Tactic. Z.AI Is Raising $5 Billion to Do the Opposite

An opinion piece in China’s state-backed Global Times on September 14 called Anthropic CEO Dario Amodei’s proposal to pace frontier AI a “Cold War playbook” aimed at China. On September 11, Chinese model developer Z.AI also launched roughly $5 billion of share and convertible-bond sales to fund models and computing infrastructure. The clash reaches Alibaba […]

Jim Cramer Favors BWX Technologies (BWXT) Over Cameco (CCJ)
Insider Monkey18d agoneutral
Jim Cramer Favors BWX Technologies (BWXT) Over Cameco (CCJ)

On September 11, a caller inquired about Cameco Corporation (NYSE:CCJ), and here’s what Mad Money host Jim Cramer had to say in response: I like uranium. I like BWXT a little more. But I think that this Cameco’s for real. I really do, because I think we are going to embrace nuclear power, but it’s […]

StockStory18d agoneutral
Kosmos Energy (KOS) Stock Is Up, What You Need To Know

Shares of oil and gas producer Kosmos Energy (NYSE:KOS) jumped 4.1% in the morning session after crude oil prices surged past $103 per barrel, driven by Middle East conflict and pipeline disruptions in Saudi Arabia. Global crude benchmarks rallied after geopolitical tensions in the Middle East and an outage on Saudi Arabia’s East-West pipeline raised fresh supply concerns, according to Reuters. U.S. crude traded above $103 per barrel, while international benchmark Brent advanced to around $107 a