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Astera Labs (ALAB) has expanded its Leo Smart Memory Controller portfolio with new X-Series and Leo 2 E/P Series products targeting agentic AI and cloud workloads. The company reported record Q2 2026 revenue growth and expects Q3 revenues between $540-560 million, representing ~40% sequential growth. ALAB faces competition from Marvell Technology and Credo Technology in the AI connectivity space.
Grab Holdings has agreed to acquire a 60% stake in Atome Financial for $1.49 billion, with completion expected by Q3 2027. The deal will merge Atome's consumer lending business (BNPL, cash loans, digital lending) with Grab's Financial Services segment, providing access to 25 million users across five Southeast Asian markets. The combined entity is projected to achieve over $6 billion in gross loan portfolio and $500 million in adjusted EBITDA by 2028. Grab also has an option to purchase the remaining 40% stake approximately two years after Phase 1 closing.
Crude tumbles 3.6% on a Saudi pipeline restart, easing yields and lifting chips, while the Fed prepares its first rate hike in nearly three years.
The article argues that Q4 2026 and early 2027 present significant investment opportunities, with the S&P 500 up 11.8% YTD and the Nasdaq up 14.1%. The author cites strong earnings growth forecasts (24-26% for Q3-Q4 2026), a productivity boom comparable to the late 1990s tech era, and the ongoing AI revolution as key drivers for continued market gains. The recent Fed rate hike is viewed positively as it signals economic strength and potential for future rate cuts. The author suggests the market could see 30%+ annual gains similar to the dot-com boom period.
Bank of America sees the semiconductor market reaching $3.2T by 2030. Here’s how AI, memory and chip-equipment ETFs could benefit.
South Korea's stock market is outperforming all others in 2026, with the Kospi index up nearly 60% driven primarily by semiconductor giants Samsung and SK Hynix. The market trades at attractive valuations (12x earnings vs S&P 500's 26x) and Goldman Sachs projects a 34% upside to 9,000. Investors can gain exposure through the iShares MSCI South Korea ETF (EWY), though the author recommends only modest investments due to tech sector volatility.