Closed · opens Mon 9:30 AM ET
The Marked Chart Wire · Tech and AI
TSMC
TSMC confirmed discussions with Elon Musk about a Texas facility but insists on operating control. The chipmaker posted a 69% profit jump and raised its full-year revenue outlook.
Nvidia
Nvidia introduced Minerva, an AI operations platform that monitors hardware and predicts failures in large data centers. IREN is already using the tool, while Tesla, IBM and Bitdeer plan to deploy it.
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.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.