In Q2 2026, top contributors to growth included Taiwan Semiconductor Manufacturing, Alphabet, United Rentals, Apple, and Visa. Alphabet’s Google Search and Cloud segments showed robust revenue growth of 19% and 63%, respectively, boosting operating income by 30%. Microsoft increased its average gross assets by 22% and gross cash flow by 27% over the prior year. Amazon also posted strong results with 17% revenue growth and 30% operating income growth, continuing its trend of over 40% revenue growth in USD for the second consecutive year. These results highlight sustained momentum in key tech and industrial sectors, signaling positive outlooks for investors.
AMD shares rose 5% following a supply-chain report that the company plans a 10% price increase on AI accelerator chips, consumer graphics processors, and motherboard chipsets starting in Q4. The increase is linked to higher wafer costs from its found...
GlobalFoundries (GFS) posted a 5.8% overall revenue growth in Q2 2026, with its data-center segment surging 62%, driven by silicon photonics and silicon germanium technologies. Meanwhile, Taiwan Semiconductor Manufacturing (TSMC) leads with a 36% rev...
The Defiance Global Foundries ETF (AIFR) debuted in a market focused on semiconductor manufacturing, offering investors exposure to the foundry segment of the chip supply chain. Trading on Nasdaq with a 0.71% expense ratio, AIFR's performance is high...
