06 Jul 2026
Semiconductor momentum fades as new market leaders emerge, Morgan Stanley says
Commentshxdbzxy/iStock via Getty ImagesMorgan Stanley says U.S. equity-market leadership is beginning to expand beyond the semiconductor and AI infrastructure stocks that have driven much of the market’s...
06 Jul 2026
Starlink 10-50 Launches With Semiconductor Payload Aboard
A Falcon 9 lifted off from SLC-40 at 6:50 a.m. EDT carrying Starlink satellites and Besxar Space Industries semiconductor test pods.
06 Jul 2026
Besxar Semiconductor Pods Launch on Starlink 10-50
Top Stories Falcon 9 Flies Besxar Semiconductor Pods Alongside Starlink 10-50 Falcon 9 lifted off from Space Launch Complex 40 on July 4 at 6:50 a.m. EDT (1050 UTC) on the Starlink 10-50 mission. Alongside the standard Starlink batch, the rocket carried two semiconductor manufacturing test pods for Besxar Space Industries — an in-space manufacturing payload riding along with a routine Starlink…
06 Jul 2026
Nvidia Stock Delay Opens A Window For Marvell And Other AI Chip Rivals
Nvidia’s delay to its Kyber NVL144 AI rack system has opened an unexpected window where competitors with solid balance sheets and credible AI hardware ambitions could attract fresh attention.
05 Jul 2026
Can the Market Regain Its Upward Momentum Without the Semiconductors?
Note: I am still on vacation and this edition of TopStocks is combined with my normal Monday column. The next edition will be one week from today.
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05 Jul 2026
Sentiment Could Be Turning Sour on Nvidia. Here’s Where 1 Analyst Thinks NVDA Stock Is Headed Next.
Perhaps the most important stock in the market, Nvidia (NVDA) remains a top stock I continue to watch closely. There are a few reasons for this. Of course, as the world's largest semiconductor company, the fact that Nvidia powers the world's economy (essentially) via propping up the artificial intelligence (AI) revolution is a massive deal. Indeed, the range of opinions on where NVDA stock could…
05 Jul 2026
From tribal heartlands to semiconductor manufacturing
Priyanka Dhanwar, who hails from Jharkhand’s West Singhbhum, has become the first member of her family to travel abroad as part of her training to master semiconductor production techniques.
05 Jul 2026
See images of SpaceX rocket launching on Starlink mission from Florida coast
A SpaceX Falcon 9 delivered another 29 Starlink satellites into low-Earth orbit on Sunday, July 5, making for a photogenic post-sunrise sight during the holiday weekend from Cape Canaveral Space Force Station. And a pair of Fabships — pilot manufacturing pods built by the semiconductor manufacturing company Besxar — hitched a ride with the rocket's first-stage booster for flight testing. The…
05 Jul 2026
SpaceX's 'Starlink Mobile' Vision Sends Aerospace ETFs Soaring; Semiconductor Funds Plunge on Meta-Triggered Overinvestment Fears
South Korea's exchange-traded fund (ETF) market saw two major sectors move in starkly opposite directions last week. While Elon Musk's SpaceX ignited an 18% surge in aerospace-related ETFs by fleshing out plans to enter the satellite-based mobile communications market, semiconductor ETFs tumbled as much as 11% amid a firestorm of debate over AI infrastructure overinvestment triggered by Meta.
