TAIWAN SEMICONDUCTOR MANUFACTURING CO

NVIDIA

Apple

INTEL

TSMC commits $17B to produce 3nm chips in Japan, upgrading its Kumamoto fab to match Arizona's capabilities. What it means for AI supply chains.

TSMC Brings Cutting-Edge 3nm Chips to Japan in $17 Billion Bet on AI Demand

NewLake Capital Partners

INNOVATIVE INDUSTRIAL PROPERTIES

Curaleaf Holdings

Cresco Labs

Trulieve Cannabis

NewLake CEO Coniglio expects Schedule III filing by year-end. Cannabis REIT yields 11% with 82% AFFO payout ratio and net cash balance sheet.

NewLake CEO: Schedule III Filing 'By End of Year' as Cannabis REIT Delivers 11% Yield With Net Cash

ZIM Integrated Shipping Services

Matson

Star Bulk Carriers

Danaos

Maersk resumes Red Sea shipping with naval escorts after 800 days. Q4 loss signals 2026 earnings could halve as overcapacity crushes freight rates.

Maersk Returns to Suez After 800 Days—But Warns of 50% Earnings Crash Ahead

KKR & Co.

KKR acquires Arctos Partners for $1.4B to enter sports team investing. The deal brings stakes in Warriors, Dodgers, Liverpool FC and creates a path to $100B+ AUM.

KKR Makes $1.4B Bet on Professional Sports With Arctos Acquisition

ADVANCED MICRO DEVICES

AMD stock crashes 17% on guidance concerns despite Q4 beat. ARK Invest buys $28M as data center revenue hits record $5.4B. Is this a buying opportunity?

AMD Crashes 17% Despite Q4 Beat—Cathie Wood's ARK Buys $28M

News

Today

TSMC Brings Cutting-Edge 3nm Chips to Japan in $17 Billion Bet on AI Demand

NewLake CEO: Schedule III Filing 'By End of Year' as Cannabis REIT Delivers 11% Yield With Net Cash

Maersk Returns to Suez After 800 Days—But Warns of 50% Earnings Crash Ahead

KKR Makes $1.4B Bet on Professional Sports With Arctos Acquisition

KKR Makes $1.4B Bet on Professional Sports With Arctos Acquisition

AMD Crashes 17% Despite Q4 Beat—Cathie Wood's ARK Buys $28M