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Asian shares mostly rise, cheered by a US rally and easing oil prices
Associated Press16d agobullish
Asian shares mostly rise, cheered by a US rally and easing oil prices

Asian shares mostly rose in early Friday trading, getting a lift from a rally on Wall Street as well as declining oil prices. Japan's benchmark Nikkei 225 gained 0.8% in early trading to 64,662.11, as the Bank of Japan ends a two-day monetary policy meeting to decide on interest rates. Hong Kong's Hang Seng edged up 0.8% to 24,766.66, while the Shanghai Composite added nearly 0.8% to 3,905.34.

FIS (FIS) Stock May Look Reasonable Despite Record Banking Wins
Simply Wall St.16d agobullish
FIS (FIS) Stock May Look Reasonable Despite Record Banking Wins

Fidelity National Information Services has seen its share price fall sharply in recent years, even as it continues to win large banking technology contracts. The question for investors is whether the current US$36.43 price fairly reflects what the company is earning today and what those earnings can support over time. The stock has declined 65.9% over the past 5 years, which puts the focus squarely on whether the underlying earnings justify such a large reset in expectations. Record core...

Taiwan Semiconductor Manufacturing (TSM) Could Be 14% Overvalued As 2nm MediaTek Win Lands
Simply Wall St.16d agoneutral
Taiwan Semiconductor Manufacturing (TSM) Could Be 14% Overvalued As 2nm MediaTek Win Lands

Taiwan Semiconductor Manufacturing (NYSE:TSM) just picked up fresh attention after MediaTek chose its 2-nanometer process for the new Dimensity 9600 Pro, while keeping the broader 9600M line on TSMC’s 3nm technology. That MediaTek win comes on top of a strong run for Taiwan Semiconductor Manufacturing, with the share price up 34.62% year to date and a 1-year total shareholder return of 61.47%. However, the stock is down 6.89% over the past 90 days, which indicates that while long-term...

Berkshire Hathaway (BRK.A) Moved Today, What Is Drawing Fresh Attention?
Simply Wall St.16d agoneutral
Berkshire Hathaway (BRK.A) Moved Today, What Is Drawing Fresh Attention?

Berkshire Hathaway (BRK.A) is back in focus after Greg Abel, now running the operation, exited the Domino’s Pizza position in the first quarter of 2026. That portfolio move gives fresh clues about Berkshire’s evolving playbook. Recent moves under Greg Abel, including the Domino’s exit and heavier concentration in giants like Apple, American Express, and Alphabet, have arrived while Berkshire Hathaway’s share price has inched ahead. A 90 day share price return of 4.13% and a 5 year total...

Visa (V) Sets AI Payment Standards, Is The Stock Fairly Valued?
Simply Wall St.16d agoneutral
Visa (V) Sets AI Payment Standards, Is The Stock Fairly Valued?

Visa (V) just joined Mastercard and Ant International to design a shared Know Your Agent framework, a move aimed at standardising how AI purchasing agents are identified and monitored across global payment networks. Recent announcements around Visa’s onchain credit push, stablecoin partnerships and the new Know Your Agent framework have landed against a share price of US$369.93, with a 90-day share price return of 13.05% pointing to building momentum, while the 5-year total shareholder return...

Marvell Technology (MRVL) Deepens Its AI Infrastructure Footprint
Simply Wall St.16d agoneutral
Marvell Technology (MRVL) Deepens Its AI Infrastructure Footprint

Marvell Technology (NasdaqGS:MRVL) announced new collaborations with GlobalFoundries, Microsoft and Utimaco focused on advanced connectivity and payment security. The GlobalFoundries partnership targets expanded production of advanced SiGe chips used in next generation optical links for AI data centers. Marvell is working with Microsoft and Utimaco to provide a cloud native payment security platform delivered through Microsoft Azure. These GlobalFoundries and Azure payment security deals...

IBM (IBM) Lands $1 Billion Quantum Foundry Award And Deepens AI Oversight
Simply Wall St.16d agoneutral
IBM (IBM) Lands $1 Billion Quantum Foundry Award And Deepens AI Oversight

International Business Machines (NYSE: IBM) said its subsidiary Anderon won a US$1b federal award to build a U.S. quantum chip foundry, alongside a further US$1b IBM commitment to the project. The planned facility is described as the first stand-alone quantum wafer foundry in the U.S., focused on quantum chip manufacturing under CHIPS Act funding. IBM also announced a partnership with regulatory intelligence provider CUBE to integrate real time global AI rule monitoring into...

Why Tower Semiconductor (TSEM) Is Up 5.4% After New AI-Focused Silicon Photonics Shipment Milestone
Simply Wall St.16d agoneutral
Why Tower Semiconductor (TSEM) Is Up 5.4% After New AI-Focused Silicon Photonics Shipment Milestone

Tower Semiconductor and NewPhotonics recently reported high-volume shipments of laser-integrated photonic optical engines for AI infrastructure, built on Tower’s PH18DA silicon photonics platform and supporting data rates from 800G to 1.6T with higher-bandwidth 6.4T near-packaged optics planned for volume production from First Half 2027. This collaboration highlights Tower’s role at the center of advanced optical interconnects, where integrating lasers, modulators, amplifiers, and...

APA Corp. (APA) Cuts Rigs In Half And Still Raises Its Oil Forecast
Insider Monkey16d agobearish
APA Corp. (APA) Cuts Rigs In Half And Still Raises Its Oil Forecast

On August 6, APA Corporation (NASDAQ:APA) held its second-quarter earnings call, and one number stood out from the rest. The oil and gas producer is now holding its Permian oil production steady with four drilling rigs, half the eight it once estimated it would need. Adjusted production of 347,000 barrels of oil equivalent per day […]

3 Mining Stocks Retail Investors Are Watching For Europe Critical Minerals Demand
Simply Wall St.16d agoneutral
3 Mining Stocks Retail Investors Are Watching For Europe Critical Minerals Demand

Trade threats between the U.S., Canada, and Europe are turning tariffs, minerals, and supply chains into tools of power, not just policy. That raises the stakes for any stock exposed to critical minerals and cross Atlantic trade flows. Missing this shift could mean missing where future capital and regulations concentrate. This article walks through three stocks tied to that story and examines how this new EU Canada axis might affect them. The companies in the list below are just a starting...

What Amazon.com (AMZN)'s US$8 Billion Backup Power Deal With Generac Means For Shareholders
Simply Wall St.16d agoneutral
What Amazon.com (AMZN)'s US$8 Billion Backup Power Deal With Generac Means For Shareholders

In recent days, Generac Holdings announced a long-term agreement to supply Amazon with industrial backup generators for its global data centers, with initial deliveries of about US$2.40 billion in 2027–2028 and total potential purchases up to US$8.00 billion, alongside purchase-linked warrants for Amazon to buy Generac shares. This move highlights how Amazon is locking in critical power resilience for its expanding AI and cloud infrastructure while also using equity-linked incentives to...