Eclipse Ventures, founded in 2015 with a focus on digitizing the physical world, has seen major success with a 17-fold return on its investment in semiconductor company Cerebras Systems after its IPO. The firm’s belief that physical-world tech—covering sectors like robotics, energy, and defense—offers lucrative opportunities beyond software is gaining traction among investors and founders. Eclipse’s portfolio raised nearly $15 billion last year, with strong late-stage deals continuing into 2026, supported by favorable government policies and growing demand. This momentum marks a shift from the dominance of pure software startups to a broader tech landscape where hardware and software intersect.
Taiwan Semiconductor Manufacturing Co. announced a $31.28 billion capital expenditure plan to expand its advanced chip manufacturing capabilities. This move aims to meet rising global demand driven by artificial intelligence, 5G, and high-performance...
Cerebras Systems made a huge debut on Wall Street with a market cap near $100 billion, signaling strong demand for AI chips beyond Nvidia's GPUs. The company produces large custom ASIC chips designed for AI inference, a growing need as AI models shif...
The iShares Core MSCI Emerging Markets ETF (IEMG) returned 45% in the past year, fueled mainly by large Asian tech companies like TSMC and Samsung. While the fund offers broad exposure to 2,661 stocks across emerging markets, its top holdings are hea...
Intel's stock price has surged over 200% this year on hopes of a turnaround driven by AI and new partnerships, despite recent quarterly losses and declining margins. Insider selling and a high forward P/E ratio raise concerns about the sustainability...
April's Producer Price Index (PPI) rose 1.4% month-over-month, the largest increase since March 2022, driven mainly by services rather than goods. Despite this, the broader market reaction was surprisingly muted, indicating no widespread inflation co...
