Newsletter
Your Two Biggest Tech Holdings Report Wednesday Night
Tesla and Alphabet post results the same evening — while semis just lost 9% in a week and oil recrossed $80. Here is what your portfolio faces.
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Newsletter
TSMC Just Printed a Record Quarter. Your AI Exposure Is Confirmed
TSMC Q2 revenue hit $40.2B, net profit surged 77.4%, gross margin beat guidance — the AI infrastructure cycle just got its clearest confirmation of 2026.
Newsletter
ASML Just Raised Its Forecast Again. Your Semiconductor Position Matters
ASML beat Q2 estimates, raised full-year guidance 16% to €43–45B, and stock jumped 4–7% — with TSMC reporting tomorrow.