Key Takeaways Taiwan Semiconductor disclosed NT$718.91 billion in combined revenue for January and February 2026, representing approximately 30% year-over-year growth. Revenue for February specifically totaled NT$317.66 billion — a sequential decline of 20.8% from January but a 22.2% increase versus the prior year. Sustained demand for AI chips from major customers including Apple, Nvidia, and AMD...
Key Takeaways Taiwan Semiconductor disclosed NT$718.91 billion in combined revenue for January and February 2026, representing approximately 30% year-over-year growth. Revenue for February specifically totaled NT$317.66 billion — a sequential decline of 20.8% from January but a 22.2% increase versus the prior year. Sustained demand for AI chips from major customers including Apple, Nvidia, and AMD is fueling the revenue expansion. TSMC’s board greenlit a quarterly dividend of NT$6.0 per share and authorized approximately $45 billion in capital investments. Management indicated no significant operational disruption expected from geopolitical tensions involving the U.S., Israel, and Iran. Taiwan Semiconductor Manufacturing Company (TSM) launched 2026 with impressive momentum, posting robust two-month revenue figures powered by sustained artificial intelligence infrastructure investments from its largest customers. Taiwan Semiconductor Manufacturing Company Limited, TSM The semiconductor giant disclosed that its combined revenue for the first two months of 2026 reached NT$718.91 billion — representing approximately 30% growth versus the corresponding period in 2025. These figures underscore the company’s dominant position in advanced chip manufacturing. For February alone, TSMC recorded NT$317.66 billion in revenue. While this represents a sequential decrease of roughly 21% compared to January, it marks a solid 22.2% gain when measured against February of the previous year. The sequential pullback from January to February follows typical seasonal patterns. January frequently captures higher revenue due to order timing dynamics, making the year-over-year metric the more significant indicator for market watchers. TSM stock advanced approximately 1% during early Tuesday session activity after the financial disclosure, while key customers Nvidia (NVDA) and AMD (AMD) also posted gains — climbing 1.53% and 1.21% respectively. Apple (AAPL) shares increased 0.51%. The revenue ...
Yuriy T Amazon ( AMZN ) is looking to raise at least $37B and as much as $42B in debt to help fund its $200B in capital spending this year, Bloomberg reported. The debt offering could have as many as 11 tranches, with maturities ranging from two years to 50 years, the news outlet added , citing people familiar with the matter. It could raise between $25B and $30B in the U.S. portion of the offerin...
Yuriy T Amazon ( AMZN ) is looking to raise at least $37B and as much as $42B in debt to help fund its $200B in capital spending this year, Bloomberg reported. The debt offering could have as many as 11 tranches, with maturities ranging from two years to 50 years, the news outlet added , citing people familiar with the matter. It could raise between $25B and $30B in the U.S. portion of the offering and roughly €10B from euro bonds that could be sold in eight tranches. Maturities on the euro bonds could range between two and 38 years, the news outlet added. The banks that are managing the offering include Goldman Sachs ( GS ), J.P. Morgan ( JPM ), and Citigroup ( C ), among others. The debt offering was initially mentioned by Amazon in a filing with the Securities and Exchange Commission on Tuesday. An Amazon spokesperson pointed Seeking Alpha to the filing and said the proceeds from the issuance will be used for “general corporate purposes.” The debt offering comes just weeks after Amazon said it would spend $200B in 2026, partly fueled by artificial intelligence. “With such strong demand for our existing offerings and seminal opportunities like AI, chips, robotics, and low earth orbit satellites, we expect to invest about $200 billion in capital expenditures across Amazon in 2026 and anticipate strong long-term return on invested capital,” CEO Andy Jassy said in early February. Assuming the debt offering goes through, Amazon will become the latest giant to tap the debt markets to fuel an AI-induced spending binge. Oracle ( ORCL ) announced in February that it would look to add $25B worth of debt to its balance sheet to help aid its capital spending plans for 2026, while Alphabet ( GOOG ) ( GOOGL ) recently added debt to its balance sheet for the same purpose. Meta Platforms ( META ) has also increased its debt load for the same purpose. (This story has been updated with Amazon's response.) More on Amazon Amazon: Berkshire Hathaway Q4 Trimming And Capital Lease Acco...
Persona AI Former Boston Dynamics and DJI Executive Joins Persona AI to Scale Commercial Strategy as Company Expands Ahead of NVIDIA GTC and SXSW Former Boston Dynamics and DJI executive to leverage experience scaling breakthrough robotics and Physical AI into enterprise adoption HOUSTON, March 10, 2026 (GLOBE NEWSWIRE) -- Persona AI, an emerging leader in humanoids being purpose-built for heavy i...
Persona AI Former Boston Dynamics and DJI Executive Joins Persona AI to Scale Commercial Strategy as Company Expands Ahead of NVIDIA GTC and SXSW Former Boston Dynamics and DJI executive to leverage experience scaling breakthrough robotics and Physical AI into enterprise adoption HOUSTON, March 10, 2026 (GLOBE NEWSWIRE) -- Persona AI, an emerging leader in humanoids being purpose-built for heavy industry, today announced the appointment of Michael Perry as Head of Commercial Strategy. The hire signals Persona’s shift toward commercial deployment, as the company builds the commercial infrastructure to bring humanoid automation to markets like shipyards, steel mills, offshore platforms, and construction sites worldwide. Perry joins as industrial enterprises face an urgent and accelerating challenge: a structural shortage of capacity for welding, fabrication, and heavy maintenance in dynamic environments, precisely the high-value, high-risk tasks where humanoid robots can deliver the greatest impact. His appointment comes on the heels of Persona’s agreements with both HD Hyundai and POSCO Group to advance humanoid automation in shipyards and steel manufacturing and a pilot programme with the state of Louisiana targeting active heavy-industry environments. Perry is a seasoned robotics and automation executive with a distinguished track record in driving commercial growth, strategic partnerships, and market expansion for advanced robotics technologies. His experience across DJI, Boston Dynamics, and Dexterity AI consistently has focused on scaling promising robotic and Physical AI technology with enterprise customers. “Now is the perfect time to join Persona AI as we rapidly close the gap between what’s possible in the lab versus what’s driving real commercial value,” said Michael Perry, Head of Commercial Strategy, Persona AI. “Building industry-hardened humanoid hardware and production-deployable AI is only one piece of the puzzle. Getting humanoids into operations for...
Beats may have recently redesigned the Beats Fit Pro to be more comfortable and secure, but the company’s latest offering is still no match for its other pair of fitness-centric earbuds: the Powerbeats Pro 2 . Luckily, the latter in-ears are on sale at Amazon , Walmart , and Best Buy for around $199.95 ($50 off), their second-best price to date. Beats Powerbeats Pro 2 Where to Buy: $249 $199.95 at...
Beats may have recently redesigned the Beats Fit Pro to be more comfortable and secure, but the company’s latest offering is still no match for its other pair of fitness-centric earbuds: the Powerbeats Pro 2 . Luckily, the latter in-ears are on sale at Amazon , Walmart , and Best Buy for around $199.95 ($50 off), their second-best price to date. Beats Powerbeats Pro 2 Where to Buy: $249 $199.95 at Walmart $249 $199.95 at Amazon $249.99 $199.99 at Best Buy As you might have guessed, the Powerbeats Pro 2 have been one of our favorite pairs of earbuds for sports and working out since they arrived on the scene early last year. They feature smaller, more comfortable earhooks than the prior model and boast wireless charging, along with an array of updated microphones that do a great job masking unwanted noise while listening to music and taking calls. Their marquee feature, however, is their heart rate monitoring, which leverages built-in sensors on each earbud and integrates well with apps from Nike, Runna, Open, Peloton, and others. Unsurprisingly, you can also quickly view various metrics in Apple Fitness Plus, such as heart rate and calories burned. Like other Beats earbuds, the noise-canceling Powerbeats Pro 2 are also platform-agnostic, at least to a degree. They do support a handful of Apple-only features — most notably, dynamic head tracking for spatial audio, hands-free Siri access, and Find My integration — but Android users do get a subset of features, including one-touch pairing and some simple customization when it comes to controls. Sadly, though, they only carry an IPX4 rating, which falls short of the IP57 rating found on Apple’s newer AirPods Pro 3 . That means that, while water- and sweat-resistant, they don’t offer any dust resistance. Nonetheless, when you pair the Pro 2 with all the features you do get — as well as their easy-to-use physical controls and terrific transparency mode — you’re left with a well-rounded pair of fitness earbuds that should s...
Bill Ackman is returning to the IPO market with a plan to raise up to $7 billion through a closed-end fund called Pershing Square USA, which would also give investors stakes in Pershing Square Inc., his alternative asset management firm, according to filings with the SEC. Bailey Lipschultz has more on "Bloomberg Open Interest." (Source: Bloomberg)
Bill Ackman is returning to the IPO market with a plan to raise up to $7 billion through a closed-end fund called Pershing Square USA, which would also give investors stakes in Pershing Square Inc., his alternative asset management firm, according to filings with the SEC. Bailey Lipschultz has more on "Bloomberg Open Interest." (Source: Bloomberg)
If you are asking whether Micron Technology's current share price lines up with its underlying value, you are not alone. This article is built to answer exactly that question. The stock most recently closed at US$389.32, with returns of 23.4% year to date and 348.5% over the last year. However, the past 7 days and 30 days showed declines of 5.7% and 1.4% respectively. These moves have arrived alon...
If you are asking whether Micron Technology's current share price lines up with its underlying value, you are not alone. This article is built to answer exactly that question. The stock most recently closed at US$389.32, with returns of 23.4% year to date and 348.5% over the last year. However, the past 7 days and 30 days showed declines of 5.7% and 1.4% respectively. These moves have arrived alongside ongoing attention on Micron's role in the broader semiconductor sector and how investors view memory and storage demand cycles. Recent coverage has focused on how chipmakers are positioned within data center, PC and mobile markets as capital flows into semiconductors and related technology. Simply Wall St's valuation checks give Micron a value score of . This suggests some areas look potentially attractively priced while others appear more fully valued. Next we will break down the main valuation approaches that lead to this score and then finish with a way to think about Micron's value that goes beyond any single model. Advertisement Approach 1: Micron Technology Discounted Cash Flow (DCF) Analysis A Discounted Cash Flow model takes the cash Micron Technology is expected to generate in the future and then discounts those projected cash flows back to today to estimate what the business might be worth right now. Micron’s latest twelve month Free Cash Flow is about $5.84b. Simply Wall St uses a 2 Stage Free Cash Flow to Equity model that blends analyst forecasts with its own extrapolations. For example, projected Free Cash Flow for 2030 is $20.38b, and the model includes a full set of yearly estimates out to 2035, all expressed in today’s dollars using a discount rate. When all those discounted cash flows are added up, the DCF model arrives at an intrinsic value of about $185.45 per share. Compared with the recent share price of $389.32, this implies the stock is about 109.9% above the model’s estimate of fair value, which points to Micron trading on the expensive side u...
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)
is a news writer who covers the streaming wars, consumer tech, crypto, social media, and much more. Previously, she was a writer and editor at MUO. Posts from this author will be added to your daily email digest and your homepage feed. Meta is acquiring Moltbook, a Reddit-like platform where AI agents can make and comment on posts, as first reported by Axios. In a statement to The Verge, Meta spok...
is a news writer who covers the streaming wars, consumer tech, crypto, social media, and much more. Previously, she was a writer and editor at MUO. Posts from this author will be added to your daily email digest and your homepage feed. Meta is acquiring Moltbook, a Reddit-like platform where AI agents can make and comment on posts, as first reported by Axios. In a statement to The Verge, Meta spokesperson Matthew Tye confirmed the Moltbook team will join Meta Superintelligence Labs as the company looks for “new ways for AI agents to work for people and businesses.” Matt Schlict and Ben Parr launched Moltbook earlier this year, offering a “social” network for autonomous agents powered by the open-source AI assistant OpenClaw (formerly Moltbot). The platform went viral earlier this year for a number of posts — including one that asks questions about AI consciousness — though experts found that humans may have been behind the posts that received the most attention. Researchers also discovered a now-fixed security flaw that exposed API keys and allowed people to take control of any AI agent on the platform. Meta’s acquisition of Moltbook will allow the company to “bring innovative, secure agentic experiences to everyone,” Tye said. Moltbook’s acquisition comes just weeks after OpenAI hired OpenClaw founder Peter Steinberger. It’s not clear what the future of Moltbook will look like, as Meta VP Vishal Shah says in an internal memo cited by Axios that existing users can keep using Moltbook, but “signaled the arrangement is temporary.”
Shares of United Natural Foods ( UNFI ) fell about 6% in early trading on Tuesday after the grocery distributor cut its full year sales outlook despite reporting stronger than expected quarterly earnings. The company reported adjusted EPS of $0.62, beating the Wall Street estimates of $0.51, while revenue of $7.9 billion was down 2.6%, missed the $8.11 billion consensus estimate. The 2.6% decline ...
Shares of United Natural Foods ( UNFI ) fell about 6% in early trading on Tuesday after the grocery distributor cut its full year sales outlook despite reporting stronger than expected quarterly earnings. The company reported adjusted EPS of $0.62, beating the Wall Street estimates of $0.51, while revenue of $7.9 billion was down 2.6%, missed the $8.11 billion consensus estimate. The 2.6% decline in sales includes a nearly 500-basis-point impact from accretive optimization during the quarter, largely reflecting an anticipated decline in conventional sales driven by the transition out of the Allentown, Pennsylvania distribution center in the first quarter of fiscal 2026. The company updated its fiscal 2026 outlook, now expecting net sales at a midpoint of about $31.2 billion, down from its prior forecast at a midpoint of about $31.8 billion. However, it also lifted several key metrics, projecting net income at a midpoint of about $62.5 million, compared with a prior midpoint estimate of about $25 million. Additionally, the company raised its EPS outlook to a midpoint of about $1.00, up from its earlier midpoint forecast of roughly $0.40. The company also raised its free cash flow forecast to about $330M, compared with its earlier expectation of roughly $300M. More on United Natural Foods United Natural Foods, Inc. 2026 Q2 - Results - Earnings Call Presentation United Natural Foods: Staying Patient United Natural Foods: This Meal Is Getting Tastier United Natural Foods Non-GAAP EPS of $0.62 beats by $0.11, revenue of $7.9B misses by $210M United Natural Foods Q2 2026 Earnings Preview
BalkansCat/iStock Editorial via Getty Images Molson Coors' ( TAP ) continues to expand its Simple Spiked beverage line after it rapidly evolved into a key growth engine in the company's above-premium flavor portfolio, leveraging the equity of Coca-Cola's ( KO ) Simply juice to scale quickly in flavored alcohol. Launched in the U.S. in summer 2022 under Molson Coors' ( TAP ) exclusive agreement wit...
BalkansCat/iStock Editorial via Getty Images Molson Coors' ( TAP ) continues to expand its Simple Spiked beverage line after it rapidly evolved into a key growth engine in the company's above-premium flavor portfolio, leveraging the equity of Coca-Cola's ( KO ) Simply juice to scale quickly in flavored alcohol. Launched in the U.S. in summer 2022 under Molson Coors' ( TAP ) exclusive agreement with Coca-Cola Company ( KO ), Simply Spiked Lemonade was positioned as a full-flavor alcoholic beverage built around Simply's "real juice, big flavor" credentials. The franchise immediately resonated, ending 2022 as a top new product across all of beer and becoming a “rocket ship” brand internally. Molson Coors ( TAP ) followed with Simply Spiked Peach in early 2023, which quickly became Circana’s top new beer innovation, reinforcing the brand’s ability to translate familiar non-alcoholic flavors into RTD occasions. The Simply Spiked brand continued its growth trajectory in 2023-2025. The newly announced Simply Spiked Bolder marks the next phase for the brand. Debuting as Simply Spiked Bolder Strawberry Lemonade, the line comes in 7.5 oz mini cans at 12% ABV, targeting higher-ABV flavored alcohol drinkers and “amplified” social moments like festivals, tailgates, and outdoor parties. The compact 7.5 oz format is designed for portability, easy sharing, and stocking in 12-packs, positioning Bolder as a small-can, high-energy proposition layered on top of the core 5–12% ABV portfolio. For investors, the “bolder era” could see Simply Spiked continue to be a key component of TAP's earnings. Shares of Molson Coors ( TAP ) are down 2.0% on a year-to-date basis. More on Molson Coors Molson Coors: Undervalued Beer Powerhouse With Double-Digit Yield Working On Their Turnaround Molson Coors: Results Were Not Refreshing Molson Coors Beverage Company (TAP) Presents at Consumer Analyst Group of New York Conference 2026 - Slideshow BofA cuts Molson Coors to underperform on weak beer consumpt...
courtneyk/iStock via Getty Images By Alessandro Niglio, CFA, Konstantinos Oikonomou, CFA and Marco Maresca What This Analysis Delivers A framework for deriving exit multiples from long-run growth, return, and discount rate assumptions embedded in discounted cash flow (DCF) models. Empirical evidence that expected growth explains much of the variation in observed multiples for high-growth firms. Re...
courtneyk/iStock via Getty Images By Alessandro Niglio, CFA, Konstantinos Oikonomou, CFA and Marco Maresca What This Analysis Delivers A framework for deriving exit multiples from long-run growth, return, and discount rate assumptions embedded in discounted cash flow (DCF) models. Empirical evidence that expected growth explains much of the variation in observed multiples for high-growth firms. Recognition that interest rate regimes materially influence valuation levels and should be reflected in exit assumptions. In high-growth company valuations, terminal (exit) assumptions often account for a large share of enterprise value. When exit multiples are selected without explicit reference to growth, return, and rate expectations, the analysis can become internally inconsistent. The framework that follows draws on valuation theory and empirical evidence to show how exit multiples can be derived from and reconciled with underlying economic assumptions. The Limits of the Five-Year Forecast A standard income approach using a five-year explicit forecast plus a Gordon growth terminal value assumes the company reaches “stable growth” by year five. For many smaller, early-stage growth firms, that is unrealistic. The high-growth period may extend well beyond five years. One solution is to use two-stage or three-stage (or H-model) structures. However, in practice, many companies’ business plans stop at year five, and forecasting an additional five years is often too difficult. Consequently, many valuers use a terminal (exit) multiple based on EBITDA or revenue. This approach is market-consistent but blends relative valuation with an income-based framework. Yes, we know this is not ideal. Mixing approaches is theoretically flawed, but it remains common practice, especially in the private equity world. The Value-Driver Identity as a Bridge A useful bridge is the value-driver identity, which links terminal value to ROIC, growth, and the discount rate. In enterprise terms: Divide b...
is a senior reporter who’s been covering and reviewing the latest gadgets and tech since 2006, but has loved all things electronic since he was a kid. Posts from this author will be added to your daily email digest and your homepage feed. SharkNinja has announced a new personal cooling device called the Shark ChillPill that takes three approaches to beating the heat. Unlike other wearable cooling ...
is a senior reporter who’s been covering and reviewing the latest gadgets and tech since 2006, but has loved all things electronic since he was a kid. Posts from this author will be added to your daily email digest and your homepage feed. SharkNinja has announced a new personal cooling device called the Shark ChillPill that takes three approaches to beating the heat. Unlike other wearable cooling devices that simply rely on moving air to help evaporate sweat, the ChillPill adds a metal cooling plate accessory to the mix you can press against your skin to immediately lower its surface temperature. And its unique twisting design lets you prop it up as a hands-free desk fan. The ChillPill’s twisting design creates a built-in stand so you can use it as a desk fan. Image: SharkNinja The ChillPill is available today for $149.99 exclusively through Amazon, but starting on March 11th it will also be available through Shark’s online store and other retailers. Color options include carbon, dragonfruit, glacier, haze, iced latte, matcha, and rose gold. On its own the ChillPill functions as a battery-powered fan with 10 adjustable speeds that top out at 25 feet per second. At the lowest setting the ChillPill has an estimated runtime of up to 11 hours, but at full power that drops to just an hour-and-a-half. Optional accessories include a clamp for mounting the ChillPill to bikes and strollers, plus cross-body and wrist straps. Image: SharkNinja The two bundled accessories include a mister that adds a light spray of water that further cools the air and skin, but the built-in water reservoir is relatively small. It can only continuously mist for about 10 minutes before needing a refill, but you can switch to an interval misting option so it lasts longer. The other accessory is a “cryo-inspired” metal cooling plate that can be pressed directly against your skin like an ice pack. SharkNinja says it can lower skin temperature by up to 16 degrees Fahrenheit in seconds, and unlike an ...
Boeing Slides After Wiring Flaw Discovery Set To Delay Some 737 Max Deliveries Boeing shares fell a little more than 3% in late-morning trading in New York after a new report from The Wall Street Journal stated that deliveries of some narrow-body 737 MAX jets would be delayed following the discovery of scratched wiring on newly built aircraft. Boeing told the WSJ that each affected jet can be fixe...
Boeing Slides After Wiring Flaw Discovery Set To Delay Some 737 Max Deliveries Boeing shares fell a little more than 3% in late-morning trading in New York after a new report from The Wall Street Journal stated that deliveries of some narrow-body 737 MAX jets would be delayed following the discovery of scratched wiring on newly built aircraft. Boeing told the WSJ that each affected jet can be fixed within days and that the wiring flaw will not derail its target of delivering about 500 737 MAX jets this year, though March deliveries could be slowed. The wiring issue is yet another manufacturing setback as Boeing tries to demonstrate to FAA regulators that it has improved quality control following the January 2024 midair door-plug blowout, the two 737 MAX crashes, and other quality-related issues related to the narrow-body jet. Boeing shares fell 3.3% following the report, leaving the stock roughly flat on the year." Last week, a Bloomberg report cited people familiar with the talks as saying that the planemaker and China could agree to a 500-plane order for 737 MAX jets at the Trump-Xi summit later this month. Goldman analysts led by Noah Poponak recently shared an aircraft delivery tracker with clients showing Boeing deliveries tracking at around 52 for February, including 43 737 MAX jets and 3 787s. The WSJ report made no reference to which systems the flawed wiring affected. Hopefully, it was not critical flight systems. Tyler Durden Tue, 03/10/2026 - 11:21
In this article .NDX Follow your favorite stocks CREATE FREE ACCOUNT SpaceX headquarters is shown in Hawthorne, California, U.S. June 5, 2025. Daniel Cole | Reuters Elon Musk's rocket and satellite maker SpaceX is leaning toward listing its shares on the Nasdaq for what could rank as the biggest initial public offering of all time, according to four people familiar with the company's thinking. Spa...
In this article .NDX Follow your favorite stocks CREATE FREE ACCOUNT SpaceX headquarters is shown in Hawthorne, California, U.S. June 5, 2025. Daniel Cole | Reuters Elon Musk's rocket and satellite maker SpaceX is leaning toward listing its shares on the Nasdaq for what could rank as the biggest initial public offering of all time, according to four people familiar with the company's thinking. SpaceX wants early inclusion on the Nasdaq 100 index, making it a necessary condition for a potential listing on the tech-heavy exchange, two of the people said. Its plans could still change, said the people, who asked not to be identified because the discussions are confidential. Reuters has previously reported that SpaceX is planning an IPO, as early as June. The New York Stock Exchange is also competing for the listing, and neither exchange has been informed of a decision either way, multiple people said. The Nasdaq 100, owned by Nasdaq Inc , is seen as a premier blue-chip index by large institutional investors and serves as a barometer for the health of most of the world's biggest publicly traded names, including megacap technology stocks like Nvidia , Apple and Amazon.com . The Nasdaq 100 gained about 21% last year and is slightly lower so far this year. Nasdaq proposed a new rule last month that could potentially speed up the addition of newly listed megacap companies to the Nasdaq 100 index. Nasdaq's new fast-track rule The proposed change, which is not final and could take several months to take effect, is designed to entice richly valued private companies like SpaceX, Anthropic and OpenAI, among others, to list on the exchange. Under the Nasdaq's proposed "Fast Entry" rule, a newly listed company would be eligible for accelerated inclusion in just under a month if its market capitalization ranks among the index's top 40 current members. SpaceX is seeking a valuation of around $1.75 trillion for the IPO, one of the people said, which would make it the sixth-largest com...