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TSMC February Revenue Climbs 22% Year-Over-Year, Two-Month Sales Jump 30% on AI Chip Demand

Taiwan Semiconductor Manufacturing Company reported February 2026 revenue of approximately $10.1 billion, a 22.2% year-over-year increase, as sustained demand from AI chip designers including Nvidia and AMD continued to drive volumes at the world's largest contract chipmaker. Combined revenue for the first two months of 2026 reached roughly $22.9 billion, up nearly 30% from the same period last year, reinforcing TSMC's role as the backbone of the global AI infrastructure buildout.

Defense Contractors Hold Gains as Iran Conflict Enters Second Week, Munitions Replenishment Cycle Accelerates

Shares of Lockheed Martin, Northrop Grumman, and RTX Corporation extended their month-to-date gains in Monday trading as the U.S.-Israel military operation against Iran continued into its tenth day. Analysts have framed the conflict as the beginning of a multi-year munitions replenishment supercycle, with the Pentagon fast-tracking procurement for interceptors, precision-guided weapons, and autonomous systems.

Rare Earth Consolidation Accelerates as USA Rare Earth Moves to Acquire Texas Mineral Resources

The rare earth mining sector drew investor attention after USA Rare Earth announced plans to acquire Texas Mineral Resources in a deal valued at roughly $73 million. The move underscores growing strategic interest in domestic supply chains for critical minerals used in electric vehicles, defense systems, and advanced semiconductor manufacturing technologies.

Nvidia Holds $5 Trillion Crown as Alphabet Joins Mega-Cap Club Amid AI Spending Surge

Nvidia continues to anchor a historic rally in large-cap technology after cementing its position as the first publicly traded company to sustain a $5 trillion market capitalization, while Alphabet joined Microsoft and Apple in the $4 trillion tier following a favorable antitrust ruling, as semiconductors and AI infrastructure spending redefine valuation ceilings on Wall Street.

Costco, Kroger, and Marvell Technology Headline Earnings Thursday as Consumer and Chip Spending Face Scrutiny

Investors will receive critical data points on consumer spending resilience and semiconductor demand Thursday as retail giants Costco and Kroger, along with AI chip supplier Marvell Technology, publish quarterly results against a backdrop of rising oil prices, a freshly enacted 15% global tariff, and persistent questions about whether household purchasing power is beginning to crack.

Broadcom Posts Q1 FY2026 Earnings After Bell; AI Chip Revenue Expected to Double to $8.2 Billion

Broadcom reports its first-quarter fiscal year 2026 results Wednesday after market close, with analysts forecasting revenue of $19.21 billion — a 29% year-over-year increase — and earnings per share of $2.02. The AI semiconductor division is projected to generate approximately $8.2 billion, effectively doubling from a year ago, fueled by massive hyperscaler demand and a reported $73 billion AI chip backlog including a new $11 billion Anthropic order.

ADP Report: Private Payrolls Rise 63,000 in February, Beating Estimates but Revealing Narrow Job Growth

The ADP National Employment Report released Wednesday showed U.S. private employers added 63,000 jobs in February, topping consensus estimates of 50,000 and improving from a downwardly revised 11,000 in January. However, gains were concentrated almost entirely in construction and education and health services, with professional and business services shedding 30,000 positions, raising questions about underlying labor market breadth ahead of Friday's official nonfarm payrolls report.

Bitcoin Surges Past $71,000, Testing Its Role as a Digital Safe Haven Amid Iran War

Bitcoin climbed above $71,000 on Wednesday, rising more than 6% over 24 hours as investors sought alternatives to equities roiled by Middle East conflict. Spot Bitcoin ETFs recorded three consecutive days of net inflows, and analysts at Tagus Capital described the cryptocurrency as exhibiting "defensive characteristics" during the crisis — a notable shift from its historical tendency to decline alongside risk assets during geopolitical stress events.

Safe Harbor Financial Reports 29% Growth in Emerging Cannabis Banking

Safe Harbor Financial today announced robust year-over-year growth of 29% in its emerging U.S. cannabis banking segment, driven by more than 100 new customer accounts. The expansion highlights ongoing opportunities in niche financial services and the broader cannabis sector as regulatory and market conditions evolve.