Tesla delivered far more vehicles than Wall Street expected Tesla produced one of the strongest quarterly delivery reports in its history—and investors sold the stock anyway. The electric-vehicle maker delivered 480,126 vehicles during the second quarter, comfortably exceeding the company-compiled
Small caps have finally broken out of their long period of underperformance US small-cap stocks are closing out their strongest first half in 35 years. The Russell 2000 advanced more than 21% through the first six months of 2026, reversing
America’s defense problem is no longer only about technology The United States has spent decades developing some of the world’s most advanced weapons. Recent conflicts have exposed a different weakness: producing enough of them. Weapons supplied to Ukraine, used to
Nvidia has lost some of its market leadership Nvidia is ending the second quarter under pressure after spending much of the AI boom as the market’s most dominant stock. The shares have underperformed the S&P 500 for six consecutive trading
Wall Street opened the week with a relief rally US stocks moved higher Monday as two major sources of uncertainty eased at the same time. The Nasdaq Composite advanced approximately 0.8%, while the S&P 500 gained about 0.5%. The Dow
Canada and Japan are moving beyond broad supply-chain pledges Canada and Japan are considering a more direct partnership covering the production, purchase and storage of critical minerals used in batteries, advanced manufacturing and defence. The discussions include potential joint mining
South Korea is preparing for another major expansion in chip capacity Samsung Electronics and SK Hynix have unveiled plans to invest a combined 800 trillion won, or approximately $518 billion, in four new semiconductor fabrication plants in southwestern South Korea.
Stocks stabilized, but the rotation away from technology continued US stocks moved higher Friday as investors shifted further into defensive and economically resilient areas of the market. The S&P 500 rose approximately 0.5%, while the Nasdaq Composite recovered by a
Memory stocks led another semiconductor pullback Semiconductor stocks moved lower Friday as investors reconsidered one of the central assumptions behind the recent chip rally: that rising memory prices would remain an unqualified benefit for the industry. Micron Technology and SanDisk
The first major wave of tariff refunds is reaching shipping companies FedEx, UPS and DHL are beginning to process more than $1 billion in tariff repayments that are ultimately expected to flow back to customers. FedEx disclosed that it has
Tesla delivered far more vehicles than Wall Street expected Tesla produced one of the strongest
Small caps have finally broken out of their long period of underperformance US small-cap stocks
America’s defense problem is no longer only about technology The United States has spent decades
Nvidia has lost some of its market leadership Nvidia is ending the second quarter under
Wall Street opened the week with a relief rally US stocks moved higher Monday as
Canada and Japan are moving beyond broad supply-chain pledges Canada and Japan are considering a
South Korea is preparing for another major expansion in chip capacity Samsung Electronics and SK
Stocks stabilized, but the rotation away from technology continued US stocks moved higher Friday as
Memory stocks led another semiconductor pullback Semiconductor stocks moved lower Friday as investors reconsidered one
The first major wave of tariff refunds is reaching shipping companies FedEx, UPS and DHL
