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Our latest Analyst Survey, a visit to Silicon Valley, and research from Fidelity’s multi-asset and macro teams offer signs of where next for the AI revolution, both for businesses to invest in and the months ahead in markets.
17/07/2026
By Jonathan Tseng, Equity Research Analyst
Sam Thomas
Key points
– Our annual trip to Silicon Valley highlighted a bullish mood - every company believes they will be one of the few eventual AI winners.
– On the ground, there ...
17/07/2026
By Jonathan Tseng, Equity Research Analyst
Sam Thomas
Key points
– Our annual trip to Silicon Valley highlighted a bullish mood - every company believes they will be one of the few eventual AI winners.
– On the ground, there ...
$Aehr Test Systems (AEHR.US)$ $AEHR: Insider Selling Draws Attention, but the Long-Term EV and AI Opportunity Remains
Aehr Test Systems ($AEHR) gained around 10% this week, but investors continue to watch insider activity after company executives and directors sold approximately $34 million worth of stock over the past year.
The largest transaction came from Director Geoffrey Scott, who sold about $5.7 million in shares at roughly $95 per share, well above the current stock price. While insider...
Aehr Test Systems ($AEHR) gained around 10% this week, but investors continue to watch insider activity after company executives and directors sold approximately $34 million worth of stock over the past year.
The largest transaction came from Director Geoffrey Scott, who sold about $5.7 million in shares at roughly $95 per share, well above the current stock price. While insider...
Third consecutive rough session for chips today. $NASDAQ 100 Index (.NDX.US)$ down over 1%, semiconductors broadly weak, though it's concentrated in specific names rather than across the board. $Taiwan Semiconductor (TSM.US)$ continuing its post-earnings capex jitters, down over 2%. $Meta Platforms (META.US)$ down nearly 5% with no clear catalyst, likely broader risk reduction.
The CNN Fear & Greed Index is now sitting at 39, in Fear ...
The CNN Fear & Greed Index is now sitting at 39, in Fear ...
usd 10 + usd 0.34
buy at 399.75
buy at 399.75
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Alright my people, let’s talk.
Yesterday wasn’t really about bad news. It was about expectations getting a reality check. Here’s the thing: TSMC delivered another incredible quarter, consumer data held up, and jobless claims stayed healthy. Normally that’s a recipe for a rally. Instead, chip stocks sold off around the world. The market is telling us AI isn’t being priced on growth anymore. It’s being priced on perfection. That’s an important distinction bec...
Yesterday wasn’t really about bad news. It was about expectations getting a reality check. Here’s the thing: TSMC delivered another incredible quarter, consumer data held up, and jobless claims stayed healthy. Normally that’s a recipe for a rally. Instead, chip stocks sold off around the world. The market is telling us AI isn’t being priced on growth anymore. It’s being priced on perfection. That’s an important distinction bec...
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TSMC posted record profit, up 77% year-over-year, and the stock fell anyway. Jim Cramer's blunt take: the chip sector has become 'a casino of emotions.' Today's brief on why good earnings don't matter this week — and why SK Hynix testing below its own IPO price is the number that actually does.
The Capital Breakdown - by A. Peden
📊 CAPITAL BREAKDOWN | Friday July 17, 2026
TSMC beat by a mile. Stock fell anyway. That's the whole week...
The Capital Breakdown - by A. Peden
📊 CAPITAL BREAKDOWN | Friday July 17, 2026
TSMC beat by a mile. Stock fell anyway. That's the whole week...
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The chips will expand with robot expansion. Just a waiting game. DCA will win long term.
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