Cambria Tax Aware ETF (TAX) News

Cathie Wood's Weekly Recap: Loads Rocket Lab, Block; Cuts Palantir, Tempus AI

Seeking AlphaSep 7 19:10

Major Wall Street banks interpret this year's SEMICON highlights: Advanced packaging is evolving toward 3D system integration, while CPO manufacturing bottlenecks lie in testing.

SEMICON 2026 sends new signals for the semiconductor industry: advanced packaging is upgrading toward 3D system integration, CoWoS capacity continues to expand and spill over to OSATs, CPO is accelerating mass production, while testing and equipment lead times have become new bottlenecks, and the AI ASIC ecosystem is further maturing. UBS Group is bullish on Taiwan Semiconductor's 3DFabric capacity expansion, Citi focuses on CPO manufacturing, and Nomura warns of capacity constraints in testing and equipment segments, as AI-driven capacity expansion accelerates into the backend processes.

wallstreetcnSep 7 17:46

OpenAI Makes Initial Breakthrough in Automated Research as the “AI Training AI” Paradigm Accelerates; Is Computing Power Still a Major Bottleneck for the Future?

① OpenAI published the article "Accelerating Research: An Inside View," publicly disclosing progress on RSI in the form of internal data for the first time; ② OpenAI expects to achieve a fully "automated AI researcher" by March 2028; ③ Team member Kevin Liu pointed out on social media: "RSI is likely to be the core driver of leaps in AI capabilities in the coming years."

cls.cnSep 7 17:11

U.S. Large-scale Data Centers Could Triple by 2030: Kobeissi

Seeking AlphaSep 7 13:19

OpenAI's latest model is expected to boost CPU demand, potentially benefiting Intel and AMD.

① OpenAI released the GPT-6 Astra model last week, claiming it achieves state-of-the-art performance across multiple domains; the company's president stated that the era of Artificial General Intelligence (AGI) has arrived. ② Industry experts note that the model can autonomously create and run agents, which will significantly consume local CPU computing power, thereby further driving up CPU demand and benefiting CPU manufacturers.

cls.cnSep 7 10:49

Orders booked through year-end and production lines operating on two shifts: Chip overheating drives liquid cooling into the "must-have" era

1. Current orders for liquid cooling equipment are generally scheduled through the end of this year, with the CDU segment experiencing the tightest capacity; 2. NVIDIA's Vera Rubin platform has established a fanless, all-liquid cooling architecture, raising the expected penetration rate of liquid cooling solutions in AI chips to 53%; 3. Domestic quick-connect fittings have entered the NVIDIA Rubin ecosystem, and orders for liquid cooling pumps and related equipment are beginning to materialize, although significant gaps remain compared to overseas counterparts in fluorinated fluids and microchannel cold plates.

cls.cnSep 6 19:13

Key Deals This Week: Flex, Nvidia, AbbVie and More

Seeking AlphaSep 6 03:15

Breakthrough in "Personalized Cancer Vaccines"! "Tumor Sequencing" Takes Center Stage

Breakthroughs in personalized cancer vaccines are driving up demand for tumor sequencing, making related diagnostic companies a new focus of capital markets. Positive trial results from Moderna and Merck have boosted the stock prices of firms such as Tempus AI and sparked a potential bidding war for Personalis. The market remains optimistic about the long-term growth potential of minimal residual disease (MRD) testing, although the industry still faces uncertainties related to clinical validation, commercialization, and competition.

wallstreetcnSep 5 18:44

Timeline for "largest IPO in history" changes; Anthropic reportedly to start roadshow as early as mid-October

Anthropic is expected to begin marketing its initial public offering (IPO) as early as mid-October, with the listing scheduled to be completed a few days before the U.S. midterm elections in November.

cls.cnSep 5 09:39

Here's How Much You Would Have Made Owning Natera Stock In The Last 10 Years

Natera (NASDAQ:NTRA) has outperformed the market over the past 10 years by 27.54% on an annualized basis producing an average annual return of 40.97%. Currently, Natera has a market capitalization

BenzingaSep 5 07:15

Express News | According to reports, Anthropic is expected to file its IPO prospectus in late September and could begin its IPO roadshow as early as mid-October.

BreakingsSep 5 06:47

Non-farm payrolls data rattled the broader U.S. stock market, yet AI hardware stocks surged against the trend. The semiconductor index rose more than 3%, with SanDisk jumping 12%.

The prospect of Federal Reserve rate hikes has weighed on overall valuations and certain software growth stocks, while the industrial logic underpinning demand for AI computing power, storage, and data center interconnectivity remains intact despite interest rate expectations. SK Hynix, a memory chip manufacturer, closed up more than 8%, and Coherent, an optical communications company, rose 6.6%. Market participants noted that the strong performance of chip stocks on Friday had "nothing to do" with the non-farm payrolls data, but was instead driven primarily by the ongoing sector rotation between semiconductors and software.

wallstreetcnSep 5 06:13

S&P Global Ratings has rarely sounded the alarm on credit risks in AI infrastructure: as a $7 trillion capital expenditure black hole looms, the debt sustainability of tech giants is being called into question.

S&P Global Ratings has issued a systemic warning to AI cloud giants: capital expenditures by the six major cloud providers could exceed $7 trillion by 2030, yet none have disclosed quantified returns on AI investment. The report highlights that Amazon faces the risk of losing its AA rating, while a downgrade for Oracle would push it directly into junk status.

wallstreetcnSep 5 06:00

Deal Dispatch: Nvidia Buys Hugging Face for $12.9 Billion, Barilla Acquires Goodles, Park Place Partners Bankruptcy

New On The BlockCalifornia utility company PG&E Corp. (NYSE:PCG) has launched a review of strategic alternatives, Reuters reported. The company said its board will evaluate regulatory, financial,

BenzingaSep 5 02:46

$100 Invested In Revolution Medicines 5 Years Ago Would Be Worth This Much Today

Revolution Medicines (NASDAQ:RVMD) has outperformed the market over the past 5 years by 35.53% on an annualized basis producing an average annual return of 46.85%. Currently, Revolution Medicines

BenzingaSep 4 22:30

Flex Expands Data Center Power Portfolio With $4.4 Billion EPC Power Deal

Flex Ltd. (NASDAQ:FLEX) shares are trading higher during Friday's premarket session. On Thursday, the company agreed to acquire EPC Power for $4.4 billion, subject to customary adjustments.The

BenzingaSep 4 21:04

The trillion-dollar “arms race” enters a phase of full-speed expansion! From chips to software, which of the 65 core U.S. AI concept stocks is burning cash the fastest?

The capital expenditure race for AI infrastructure: These tech stocks are ramping up spending.

Zhitong FinanceSep 4 20:20

BTIG Reiterates Buy on JFrog, Maintains $115 Price Target

BTIG analyst Nick Altmann reiterates JFrog (NASDAQ:FROG) with a Buy and maintains $115 price target.

BenzingaSep 4 19:04

AI Infrastructure Capex Race: These Tech Stocks Are Stepping up Spending

Seeking AlphaSep 4 18:48

The era of humanoid robots has arrived, becoming the new frontier in AI investment? UBS Group: Focus on three key sub-sectors!

① UBS Group experts pointed out that humanoid robots can achieve physical autonomy through situational learning, representing a new frontier in AI investment; ② The bank noted that three key areas of focus within the humanoid robot industry are actuators and precision gears, sensors and the perception layer, and edge computing and power infrastructure.

cls.cnSep 4 09:53