3h ago
Chip Stocks Fall as Lam Research Flags Constraints
Semiconductor stocks fell on Thursday after wafer equipment maker Lam Research said that it sees near-term supply chain constraints
ETH-4.57%
BTC-4.13%
SOL-4.55%
XRP-6.33%
USDC+0.04%
DOGE-5.79%
SUI-7.22%
HYPE-5.21%ETH-4.57%BTC-4.13%SOL-4.55%XRP-6.33%USDC+0.04%DOGE-5.79%SUI-7.22%HYPE-5.21%ETH-4.57%BTC-4.13%SOL-4.55%XRP-6.33%USDC+0.04%DOGE-5.79%SUI-7.22%HYPE-5.21%ETH-4.57%BTC-4.13%SOL-4.55%XRP-6.33%USDC+0.04%DOGE-5.79%SUI-7.22%HYPE-5.21%
1d ago
Nvidia Unveils Containerized Data Centers to Speed Deployment
The Vera Rubin-powered DSX POD is a plug-and-play system. It cuts deployment time from six months to 14 days. The unit saves up to 54 million liters of water per day. Delivery starts in early 2027.
10-19
FIS opens AML investigations agent to US banks on October 18, 2026
FIS has made its AML Investigations Agent commercially available to US banks, including institutions that are not its core clients. The agent assembles investigation evidence alongside customer context, links every output to a source record and cannot close a case without analyst confirmation. Design partner Amalgamated Bank projects cuts of more than 90 percent in Level 1 alert review, about 98 percent in Level 2 case work and more than 80 percent in suspicious activity report drafting, figures drawn from the bank's own workflow analysis rather than live use. FIS cites US anti-money-laundering operations spending of $35bn to $40bn a year and industry false positive rates of 90 to 95 percent.
10-14
JPMorgan Missed Profit estimates in Q3 Net Income at $15.3 Bn
10-13
S&P 500 On Track for Fourth Year of DoubleDigit Returns
10-11
AI and Power Lead Week’s Biggest Funding Rounds
10-10
Humana shares jump more than 12% after 2027 Medicare Star Ratings lift four-star-plus coverage outlook
Humana said its Medicare Advantage members will be enrolled in plans rated four stars or higher in 2027, with coverage expected to rise to 60%–70%. About 42% of its members are already in 4.5-star plans. The company expects to receive about $4.8 billion in quality bonus payments in 2028 as a result. Comparable coverage rates at rivals UnitedHealth and CVS Health are expected to decline.
10-9
Samsung and TSMC post record quarterly results as AI chip demand surges
Samsung and TSMC posted record third-quarter results, supported by strong demand for AI chips. Samsung said operating profit jumped nearly 800% year on year to $80.2 billion and forecast third-quarter revenue of about $150 billion, both record highs that surpass Nvidia’s latest quarterly operating income record. TSMC reported quarterly earnings of about $47 billion, up 39% year on year, and said revenue for the first nine months of 2026 rose 41.1% to $122 billion.
10-8
AMD CEO Lisa Su says demand signals are strong across product portfolio
AMD CEO Lisa Su said she is seeing strong demand signals across the company’s product portfolio, with data center demand still very strong. Citi analyst Atif Malik raised his AMD price target to $800 from $575, citing expectations for stronger CPU demand after Meta’s launch of its Muse AI agent. Malik also said he expects the CPU total addressable market to expand from $29 billion in 2025 to $300 billion in 2030.
