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The Marked Chart Wire · Tech and AI
Asml
ASML is said to be creating hybrid bonding machinery alongside Prodrive Technologies and VDL ETG to compete with Besi. SemiAnalysis forecasts TSMC and Intel as early adopters, while high-bandwidth memory uptake may delay until 2029.
Rare Earths
TSMC is reportedly working with suppliers to develop factory automation equipment that uses less or no rare-earth components. The move aims to mitigate potential disruptions from Chinese export controls.
Humanoid Robots
Schaeffler inaugurated a new facility in Taicang, China, dedicated to mass-producing actuators for humanoid robots.
Meta AI
Meta Platforms announced a stock split intended to help finance its artificial intelligence expenditures. The company's shares have risen 1,730 percent since its 2012 initial public offering.
HotAI Power
Bloom Energy stock has gained more than 150 percent in 2026. An analyst suggests the company is positioned to benefit from power constraints in the AI sector.
Anthropic
The AI company reported first-half 2026 revenue of $16.3 billion, a sharp increase from $1.1 billion in the same period last year. The firm noted significant spending on compute resources alongside the growth.
AI and chips
Stock declines and rising credit default swap spreads indicate mounting pressure on neoclouds. Solidigm reportedly withdrew its IPO filing, setting the stage for upcoming hyperscaler earnings.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.