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Plug Power just dropped its Q2 report and the numbers are turning heads: revenue of $178.3M beat estimates of $168.8M, and gross margin swung from a brutal -30.7% a year ago to just -0.9% โ essentially breakeven. Operating expenses were slashed 50% YoY and the company raised its 2026 growth guidance to 15-16%, targeting positive EBITDA by Q4. Not financial advice. Is PLUG finally turning the corner on profitability, or is this still too early to pop the champagne?
Taiwan Semiconductor reported a record $14.51 billion in July 2026 sales, topping June's prior record and up 44.7% from a year ago. The surge is driven by booming demand for its 2-nanometer chips used in AI accelerators from major cloud players. TSMC now expects full-year 2026 growth to exceed 40% in USD terms and raised its capex forecast to $60-64 billion. At what point does AI chip demand actually start to slow?