
Broadcom vs Marvell: Custom AI Chip Valuation Showdown 2026
Broadcom leads the custom AI chip market with $10.8B in quarterly AI revenue, yet Marvell still trades at double its rival's forward earnings multiple.
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Broadcom leads the custom AI chip market with $10.8B in quarterly AI revenue, yet Marvell still trades at double its rival's forward earnings multiple.

Gilead Sciences is targeting four commercial launches in 2026 spanning HIV treatment and oncology, signaling a strategic pivot that could redefine the biotech's identity beyond its legacy HIV…

Fed Chair Kevin Warsh's hawkish price stability pledge has upended Wall Street's US interest rate forecast, shifting the 2026 consensus sharply from expected cuts to probable hikes.

SpaceX enters the trillion-dollar tier as Starlink enterprise contracts in aviation, maritime, and Starshield push 2026 revenues toward $15.5 billion.

Berkshire Hathaway's record $397 billion cash reserve signals deep stock valuation caution as BRK-B investment strategy shifts under new CEO Greg Abel.

Iran's IRGC closed the Strait of Hormuz on July 12 after tanker attacks and U.S. strikes, reversing Brent crude's recovery and deepening the worst oil supply crisis on record.

The S&P 500 logged a second consecutive weekly gain in the July weekly wrap, rising 1.3% as tech stock performance led by Meta and the high-profile SK Hynix Nasdaq listing lifted the broader market.

Iran launched its largest drone and missile barrage in months against Qatar, the UAE, Kuwait, Bahrain, and Oman, targeting US military bases as the fragile ceasefire with Washington collapsed.

Iran's new supreme leader pledges imminent retaliation for his father's killing as Strait of Hormuz attacks collapse the June 17 ceasefire and Brent crude surges past $80 a barrel.

Iran's Revolutionary Guards closed the Strait of Hormuz on July 12 after U.S. strikes hit 140 Iranian targets in a week, threatening roughly a fifth of global daily oil flows.

Brent crude falls below $70 a barrel as the IEA and EIA cut the 2026 world oil demand forecast by more than 1 million barrels per day amid broadening risk-off sentiment.
The S&P 500 rose 0.8% and the Nasdaq Composite gained 1.3% on July 10 as AI stock gains and a semiconductor stock rebound drove tech sector outperformance across Wall Street.

Washington and Tehran have stepped back from active hostilities, with mediators in Islamabad and Doha racing to convert a fragile operational pause into a durable Middle East truce before the…

G7 nations activated an unprecedented multi-stage emergency summit process in 2026, releasing 400 million barrels in reserves and brokering maritime security pacts as the Middle East conflict shut…

RGTI stock has gained sharply in 2026 on $100 million in CHIPS Act funding and a new 108-qubit cloud system that positions Rigetti as a quantum computing industry value play.

Italy's data protection authority fined Character Technologies €158,000 for GDPR breaches and inadequate minor safeguards, signaling wider European scrutiny of AI chatbot platforms ahead of the EU…

Latin American economies found brief but significant relief as Brent crude plunged below $70 per barrel following the June 17 US-Iran memorandum of understanding, easing months of oil-shock damage…

Marcus by Goldman Sachs' 14-month CD hits 4.10% APY in July 2026 as the Fed holds rates, extending the window to lock in peak personal finance banking yields before the interest rate cycle turns.

The United States Air Force has repositioned F-22 Raptor stealth fighters across the Middle East as renewed Iranian attacks on Strait of Hormuz shipping and U.S. bases threaten to collapse a…

SpaceX's $12.7 billion AI capex push — spanning Memphis training clusters, military networks, and 10 million Starlink subscribers — positions SPCX as the private space industry's most aggressive…

Abivax closes a $920 million equity offering to independently commercialize obefazimod in the U.S. for ulcerative colitis, bypassing a Big Pharma deal and targeting an NDA filing in Q4 2026.

Israel shared intelligence with Washington warning that Iranian hardliners devised a new plot to assassinate President Trump, deepening US-Iran geopolitical tension as ceasefire talks stall.

Stifel raises its Shopify price target to $150 as the retail technology leader's GMV growth outpaces U.S. e-commerce by more than three times, with agentic commerce emerging as the next catalyst.

Bitcoin and Ethereum gained nearly 3% in the week ending July 10, 2026, as spot ETF inflows snapped a 10-day outflow streak and corporate treasury buyers returned to the market.

Goldman Sachs reports Q2 2026 earnings on July 14, with analysts forecasting $16.49 billion in revenue as investment banking revenue momentum accelerates toward a 42% year-over-year gain.

Palo Alto Networks CEO Nikesh Arora says enterprise AI adoption hinges on a 90% price reduction in token costs as agentic workloads push total bills higher despite per-unit declines.

Volkswagen plans to cut its global model lineup by up to half and reduce annual production capacity to 9 million vehicles as China demand collapses and costs spiral.

Shein wins long-awaited Chinese regulatory approval to list up to 341.6 million shares in Hong Kong, targeting a September or October debut at a valuation of $40–$50 billion.

Iran dispatched six tankers carrying 11 million barrels of crude on July 9 as Washington revoked its oil-sales waiver and threatened a new Strait of Hormuz naval blockade, pushing Brent crude up…

Twenty-eight XLK executives made open-market purchases in six months, a record that eclipses 2011 and signals surging tech sector confidence in US stocks.