Tesla CEO Elon Musk announced late on Sunday that Samsung will manufacture the car maker’s next-generation AI chip at its upcoming Texas semiconductor plant. https://t.co/PdkbN7VWuv https://t.co/PdkbN7VWuv ...

Industry Insights - The semiconductor manufacturing industry in the United States is experiencing significant expansion, particularly in the production of AI chips, driven by investments from various chip manufacturers [1][3]. - Taiwan Semiconductor Manufacturing Company (TSMC) plans to invest an additional $100 billion in advanced semiconductor manufacturing in the U.S., while Nvidia is establishing supercomputer manufacturing plants in Texas to meet the surging demand for specialized chips [3]. Company Developments - Graphjet Technology is positioned to benefit from the growth in AI chip production, as graphite and graphene are essential materials in semiconductor manufacturing processes that require high temperature and precise control [4]. - The company is planning to expand its operations by building a production plant in Nevada, capitalizing on the current growth in the semiconductor industry [4]. - Graphjet has begun generating revenue and is experiencing increased interest in its products, evidenced by a growing number of visits from corporate representatives and requests for samples [4]. Company Background - Graphjet Technology, founded in 2019 in Malaysia, specializes in producing graphene and graphite using patented technology that recycles palm kernel shells, a waste product from palm seed oil production [5]. - The company's sustainable production methods aim to transform the global supply chain for graphite and graphene [5].

In this issue of Forbes Daily:- The U.S. has agreed to a trade deal with the European Union- Musk announces deal with Samsung for Tesla AI chips made in Texas- How much “Fantastic Four: First Steps” raked in at the domestic box officeRead more: https://t.co/ceznyD00MU https://t.co/gWqEYCRfZl ...

Market Trends & Trade Deals - S&P futures are up by 131%, with a new street high year-end target of 7100 [2] - A U S -E U trade deal has been reached, averting a trade war with a 15% U S tariff on most E U goods [7][8] - The E U will spend $750 billion on American energy and $600 billion investing in the U S [10] - U S and Chinese officials are meeting in Stockholm to discuss extending the trade truce, potentially for another 90 days [11][13] Company Performance & Deals - Samsung will produce AI semi-conductors for Tesla in a deal worth more than $16 billion [1][3][29] - Tesla shares are up 2% following the announcement of the Samsung deal [3] - Sarepta's stock is down 90% this year due to complications around the rollout of its gene therapy drug and an FDA probe into a related death [5][53] - Heineken beer sales declined in the last quarter, leading to its biggest intraday drop in months [30][73] Economic Outlook & Risks - Goldman Sachs notes reduced trade policy uncertainty risk due to the U S -E U deal, but warns of potential rate shock risk from the Fed [16][18] - The market is in a "Goldilocks regime" with bullish sentiment, but implied volatility and correlation are low, indicating a lack of expectation for negative surprises [16][19] - There's concern whether massive capital expenditures by tech companies will translate into the same profitability, potentially requiring a revisit of valuations [24][27]

Core Insights - Qualcomm is expected to report earnings of $2.71 per share on July 30, 2025, indicating a 15% increase year-over-year, with revenue projected to rise by 10% to $10.3 billion, driven by its CDMA Technologies division [2] - The automotive sector has shown significant growth, with a 59% year-over-year increase in revenue to $959 million, while the IoT segment also experienced a 27% growth to $1.58 billion [3] - Qualcomm's current market capitalization stands at $175 billion, with total revenue of $42 billion over the past twelve months, and operating profits of $12 billion, resulting in a net income of $11 billion [4] Earnings Strategy - Traders can enhance their chances of success by understanding historical earnings patterns and strategically positioning themselves before earnings announcements [5] - Historical data shows that Qualcomm has had 20 earnings data points over the last five years, with positive one-day returns occurring approximately 40% of the time, though this drops to 17% over the last three years [7] - The median positive return from the eight positive instances was 9.7%, while the median negative return from the twelve negative instances was -5.3% [7]

Musk Announces Deal With Samsung For Tesla AI Chips Made In Texas—Touts ‘Strategic Importance’ https://t.co/Cz2iYUxYGa ...

Tesla may be in a sales slump, but its multiyear chip deal with Samsung is giving the South Korean company a boost: Here is your Evening Briefing. https://t.co/Tz1fuoenq8 ...

Semiconductor Industry & AI Chip Development - Samsung's new Texas fab will produce Tesla's next-generation AI6 chip, highlighting strategic importance [1] - Samsung currently manufactures AI4 chips [1] - TSMC is set to produce AI5 chips, with design completed, initially in Taiwan and then Arizona [1]

Samsung Foundry Signs $16.5 Billion Deal With Tesla To Make AI Chipshttps://t.co/JUC7X6ZPBZ https://t.co/TLYA4EnDzs ...

JOUMANNA: GOOD MORNING, THIS IS HORIZONS MIDDLE EAST & AFRICA. WE HAVE A DEAL, U.S. AND EU TRADE AGREEMENT SETS A 15% TARIFF ON MOST GOODS AND CHINESE AND U.S. OFFICIALS WILL EXTEND THE TARIFF TRUTHS, WE ARE LIVE IN STOCKHOLM. ISRAEL IS INCREASING CAUSES A DISTRIBUTION AS ANGER GROWS.8 A. M. IN THE EMIRATES, I'M JOUMANNA BERCETCHE ON A BUSY MORNING WITH NEWS TO DIGEST AS THE U.S. AND EU AGREED TO A TRADE DEAL, SO WE WILL TALK ABOUT THE DETAILS OF THE DEAL AS WE LOOK AHEAD TO THE STOCKHOLM DISCUSSIONS BETWEE ...