VC investment in quantum computing notched a record $2 billion in Q2 across 23 deals, accounting for a third of dollars in the chips and datacenters vertical, according to a new PitchBook report.
Quantum's marquee event this quarter was Quantinuum's IPO, which accounted for most of the $19 billion in quantum exit value and was the first major test of the technology in public markets. On the VC side, Oxford Quantum Circuits raised a £260 million Series C led by Bullhound Capital.
Strategics are eyeing quantum technologies, too. Miraex, a quantum hardware startup, was bought in June following Quantum Circuits $538 million sale earlier this year.
Overall, investment in chips and datacenters fell for the second consecutive quarter, hitting $6.6 billion across 133 deals in Q2. Despite the pullback from recent highs, 2026 is still on pace to exceed 2025's record of $21.6 billion.
The declines were concentrated in semiconductor chip design startups, which posted their weakest quarter since Q1 2025 at $1.7 billion. While newer chip design entrants like Etched, d-Matrix, and Ricursive Intelligence are making waves, the dominance of larger players has given investors pause.

#investment #across #deals #datacenters

Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the "Madison Large Cap Fund". A copy of the letter can be downloaded here. In the second quarter, U.S. stock market indices achieved their best performance since 2020, driven largely by a narrow group of Artificial Intelligence-related stocks. As in the pandemic's early days, investors are fixated on who will benefit from AI, reminiscent of the late 1990s internet bubble. Against this backdrop, The Madison Large Cap Fund (class I) returned 8.4% in the second quarter of 2026, compared to a 15.2% increase in the S&P 500 Index. The current market's extreme narrowness is concerning, and history suggests this won't persist. While AI is reshaping society and the economy, today's winners may not remain so, and booms could lead to busts. Additionally, factors such as a volatile federal administration, growing budget deficits, inflation, high interest rates, and strained consumer finances will significantly impact the economy and stock market in the future. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its Q2 2026 investor letter, Madison Large Cap Fund highlighted Texas Instruments Incorporated (NASDAQ:TXN), a semiconductor manufacturer providing chips and solutions for electronics designers and manufacturers. Representing 6.39% of the portfolio, Texas Instruments Incorporated (NASDAQ:TXN) contributed to performance this quarter. On August 19, 2026, Texas Instruments Incorporated (NASDAQ:TXN) closed at $267.45 per share. The one-month return of Texas Instruments Incorporated (NASDAQ:TXN) was -6.30%, and its shares gained 33.05% over the past 52 weeks. Texas Instruments Incorporated (NASDAQ:TXN) has a market capitalization of $244.25 billion.
Madison Large Cap Fund stated the following regarding Texas Instruments Incorporated (NASDAQ:TXN) in its Q2 2026 investor letter:
"Texas Instruments Incorporated (NASDAQ:TXN), a global supplier of ******* og and embedded semiconductors, reported strong results and a good outlook due to the combination of strong end market conditions and accelerating demand for products used in datacenters."
Texas Instruments Incorporated (NASDAQ:TXN) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 71 hedge fund portfolios held Texas Instruments Incorporated (NASDAQ:TXN) at the end of the first quarter, up from 78 in the previous quarter. While we acknowledge the potential of Texas Instruments Incorporated (NASDAQ:TXN) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

#letter

SNDK has surged 2,266% over the past year but sits 50% off its June peak, with 24/7 Wall St. targeting $1,442 for 42% upside.
CEO David Goeckeler expects datacenters to become NAND's largest market in 2026, with Q4 revenue guided to between $7.75 billion and $8.25 billion and 92% odds of an earnings beat.
SanDisk's 78% gross margin crushes WDC's 51% and nearly matches MU's 85%, supporting a premium valuation for pure-play NAND in AI inference workloads.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and SanDisk didn't make the cut. Grab the names FREE today.
SanDisk (NASDAQ:SNDK) embodies the AI storage buildout. The former Western Digital flash unit, spun off in February 2025, has risen from a filing price of $41.55 in August 2025 to $1,015.89 today on structural NAND shortage and datacenter demand.

#sndk #today #NVIDIA

Prominent neocloud company Nebius (NBIS) has inked a billion-dollar agreement with Reflection AI to provide AI compute through 2029. Under the terms of the deal, Reflection AI will gain access to Nebius's capacity of Nvidia's (NVDA) GB300 chips. Although not the latest generation of Nvidia chips (that distinction belongs to the Rubin GPU), the GB300 is a high-performance system built on Blackwell Ultra GPU technology.
The deal would represent annual revenues of about $290 million throughout its tenure if spread evenly. Notably, this would be close to 55% of the company's total revenues in 2025.
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Santa Clara, California-based Advanced Micro Devices, Inc. (AMD) is a semiconductor company that offers artificial intelligence accelerators, microprocessors, graphics processing units (GPUs), chipsets, and data center and professional GPUs, and more. Valued at a market capitalization of $893.8 billion, the company operates through Data Center, Client and Gaming, and Embedded segments.
AMD is expected to release its Q2 2026 earnings on Tuesday, Aug. 4, after the market closes. Ahead of the event, ******* ysts expect the company's EPS to be $1.34 on a diluted basis, up 396.3% from $0.27 in the year-ago quarter. The company has met or exceeded Wall Street's EPS estimates in three of its last four quarters, while missing on one occasion.
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The S&P 500 Index ($SPX) (SPY) today is up +0.15%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.35%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.64%. September E-mini S&P futures (ESU26) are up +0.16%, and September E-mini Nasdaq futures (NQU26) are down -0.60%.
Stock indexes are mixed today, with the S&P 500 posting a 1-month high. The broader market garnered support from today's US economic news, which showed that June producer prices rose less than expected and the July Empire manufacturing survey rose more than expected.
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Artificial intelligence (AI) has undoubtedly been the biggest theme in the stock market over the past few years, with many AI-focused companies delivering spectacular gains. But as the sector matures, investors are beginning to look beyond industry giants like Nvidia Corporation (NVDA) and explore other parts of the AI supply chain that stand to benefit from the next phase of growth. One of the biggest winners from this shift has been Micron Technology (MU), which has enjoyed a stellar rally during the first half of 2026, outperforming many other AI-related stocks that have struggled to maintain their momentum.
The company's strong performance has been fueled by booming demand for its memory and storage chips, which are essential for AI workloads and data centers. At the same time, tight supply has pushed memory prices higher, creating an ideal environment for Micron. Now, the company is back in the spotlight after announcing an investment in Taiwanese wafer manufacturer GlobalWafers to help finance its new wafer fabrication facility in Sherman, Texas. The move is part of Micron's broader strategy to strengthen the United States semiconductor supply chain while supporting its long-term manufacturing expansion.
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Apple (AAPL) is the world's most valuable technology company, founded in 1976 by Steve Jobs, Steve Wozniak, and Ronald Wayne, and headquartered in Cupertino, California. The company designs, manufactures, and markets a deeply integrated ecosystem of hardware, software, and services spanning iPhone, Mac, iPad, Apple Watch, AirPods, and Apple TV, alongside a high-margin Services portfolio encompassing the App Store, iCloud, Apple Music, Apple TV+, Apple Pay, and AppleCare.
With over 2.5 billion active devices globally, a market capitalization of approximately $4.63 trillion, and an imminent CEO transition from Tim Cook to hardware chief John Ternus, Apple remains the defining benchmark of consumer technology innovation and capital efficiency.
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September British pound (B6U26) futures present a buying opportunity on more price strength.
See on the daily bar chart for the September British pound futures that prices are in an uptrend. See, too, at the bottom of the chart that the moving average convergence divergence (MACD) indicator is in a bullish posture as the blue MACD line is above the red trigger line and both lines are trending up.
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Artificial intelligence has become the office's newest power tool. But when every employee starts reaching for it, someone eventually has to pay the bill.
Venture capitalist and Social Capital founder Chamath Palihapitiya believes many companies are about to discover just how expensive that bill has become. Speaking to CNBC on July 14, he said executives may have far less visibility into AI spending than they think, thanks to a growing trend known as "tokenmaxxing"—the heavy use of AI models across an organization.
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The S&P 500 Index ($SPX) (SPY) today is up +0.23%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.26%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.31%. September E-mini S&P futures (ESU26) are up +0.27%, and September E-mini Nasdaq futures (NQU26) are up +0.21%.
Stock indexes are moving higher today, with the S&P 500 posting a 1-month high following today's US economic news, which showed that June producer prices rose less than expected and the July Empire manufacturing survey rose more than expected.
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With a market cap of $95.8 billion, Marriott International, Inc. (MAR) is one of the world's leading hospitality companies, operating a diverse portfolio of luxury, premium, select, midscale, extended stay, and all-inclusive brands. As of March 31, 2026, the company manages, franchises, and licenses more than 9,900 properties across 146 countries and territories, supported by its award-winning Marriott Bonvoy® travel platform.
The Bethesda, Maryland-based company is expected to announce its fiscal Q2 2026 results before the market opens on Tuesday, Aug. 4. Ahead of this event, ***** ysts expect Marriott to report an adjusted EPS of $3.03, up 14.3% from $2.65 in the year-ago quarter. The company has surpassed Wall Street's earnings estimates in three of the last four quarters while missing on another occasion.
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Living Wall Street legend Warren Buffett confirmed during a CNBC interview on Wednesday, July 15, 2026, that he was the driving force behind Berkshire Hathaway's (BRK.A) (BRK.B) major investment in Alphabet (GOOG) (GOOGL) , the parent company of Google.
The 95-year-old chairman stated plainly that he initiated the investment, putting to rest speculation about whether the decision originated with him or with his successor, new CEO Greg Abel:
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Intel (INTC) stock has had a wild ride this year, and Wall Street is taking notice. One of the loudest signals just came from KeyBanc Capital Markets, which made a bold call on where the chipmaker is headed next.
The firm's updated price target of $155 is well above its current trading level and suggests that INTC could gain another 45% from here. The new INTC stock price target is a notable increase, and it comes at a time when the company's turnaround story is gaining momentum.
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Irving, Texas-based Caterpillar Inc. (CAT) manufactures and sells construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives in the United States and internationally. The company has a market capitalization of $429.9 billion and is one of the world's largest manufacturers of the said equipment.
CAT is expected to release its Q2 2026 earnings soon. Ahead of the event, ***** ysts expect the company's EPS to be $6.25 on a diluted basis, up 32.4% from $4.72 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in three of its last four quarters, while missing on one occasion.
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The much-anticipated listing of SK Hynix (SKHY) witnessed some initial jitters on the back of some profit booking. However, the memory semiconductor company made a strong comeback and popped 27% in yesterday's trading.
Amidst the near-term volatility, SKHY stock is worth accumulating for the medium to long term. For a company on a high-growth trajectory, a trailing-twelve-month price-earnings ratio of 18.3 looks attractive and underscores this view.
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With a market cap of $39.6 billion, Sysco Corporation (SYY) is the world's largest food-away-from-home distributor, providing food products, equipment, and customized supply chain solutions to restaurants, healthcare facilities, educational institutions, lodging establishments, entertainment venues, and other foodservice customers. Operating 337 distribution centers across 10 countries, it serves approximately 730,000 customer locations with the support of 75,000 colleagues and generated more than $81 billion in sales in fiscal year 2025.
The Houston, Texas-based company is set to announce its fiscal Q4 2026 results before the market opens on Tuesday, Aug. 4. Ahead of this event, ****** ysts expect SYY to report an adjusted EPS of $1.42, up over 2% from $1.48 in the year-ago quarter. It has surpassed Wall Street's earnings estimates in three of the last four quarters while missing on another occasion.
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Skyworks Solutions, Inc. (SWKS), headquartered in Irvine, California, designs, develops, manufactures, and markets proprietary semiconductor products. Valued at $8.8 billion by market cap, the company provides front-end modules, radio frequency subsystems, and system solutions to wireless handset and infrastructure customers worldwide. The semiconductor giant is expected to announce its fiscal third-quarter earnings for 2026 in the near term.
Ahead of the event, ****** ysts expect SWKS to report a profit of $0.64 per share on a diluted basis, down 37.9% from $1.03 per share in the year-ago quarter. The company has consistently surpassed Wall Street's EPS estimates in its last four quarterly reports.
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International Flavors & Fragrances Inc. (IFF), headquartered in New York, produces and markets cosmetic active and natural health ingredients for use in various consumer products. Valued at $19.2 billion by market cap, the company flavors and fragrances are individual ingredients and compounds of a large number of ingredients that are blended, mixed, and reacted together to produce proprietary formulas. The leading global creator of flavors and fragrances is expected to announce its fiscal second-quarter earnings for 2026 after the market closes on Tuesday, Aug. 4.
Ahead of the event, **** ysts expect IFF to report a profit of $1.13 per share on a diluted basis, down 1.7% from $1.15 per share in the year-ago quarter. The company beat the consensus estimates in three of the last four quarters while missing the forecast on another occasion.
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Henry Schein, Inc. (HSIC), headquartered in Melville, New York, provides health care products and services to dental practitioners, laboratories, physician practices, and ambulatory surgery centers, government, institutional health care clinics, and other alternate care clinics. Valued at $9.8 billion by market cap, the company provides shop supplies, as well as dental and medical solutions and services to improve operational success and clinical outcomes. The world's largest health care solutions provider is expected to announce its fiscal second-quarter earnings for 2026 in the near future.
Ahead of the event, ******* ysts expect HSIC to report a profit of $1.22 per share on a diluted basis, up 10.9% from $1.10 per share in the year-ago quarter. The company beat the consensus estimates in three of the last four quarters while missing the forecast on another occasion.
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Regency Centers Corporation (REG), headquartered in Jacksonville, Florida, is a leading real estate investment trust (REIT) that owns, operates, and develops shopping centers located in suburban trade areas with compelling demographics. Valued at $14.6 billion by market cap, the company's portfolio includes properties with highly productive grocers, restaurants, service providers, and leading retailers. The leading retail REIT is expected to announce its fiscal second-quarter earnings for 2026 after the market closes on Wednesday, Jul. 29.
Ahead of the event, ****** ysts expect REG to report an FFO of $1.20 per share on a diluted basis, up 3.5% from $1.16 per share in the year-ago quarter. The company beat or matched the consensus estimates in three of the last four quarters while missing the forecast on another occasion.
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Golden, Colorado-based Molson Coors Beverage Company (TAP) manufactures, markets, and sells beer and other malt beverage products under various brands. Valued at $7.5 billion by market cap, TAP produces many beloved and iconic beer brands including Coors Light, Miller Lite, Madri, Staropramen, Miller High Life and Keystone, and more. The brewing giant is expected to announce its fiscal second-quarter earnings for 2026 before the market opens on Thursday, Aug. 6.
Ahead of the event, ******* ysts expect TAP to report a profit of $1.52 per share on a diluted basis, down 25.9% from $2.05 per share in the year-ago quarter. The company beat the consensus estimates in three of the last four quarters while missing the forecast on another occasion.
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With a market cap of $228.1 billion, Arista Networks, Inc. (ANET) develops and delivers data-driven networking solutions for AI, cloud, data center, campus, and routing environments, serving customers across the Americas, Europe, the Middle East, Africa, and Asia-Pacific. It offers its Extensible Operating System (EOS), cloud and AI networking products, cognitive network software and services, and customer support solutions to industries including finance, healthcare, government, manufacturing, and media.
The Santa Clara, California-based company is slated to announce its fiscal Q2 2026 results after the market closes on Tuesday, Aug. 4. Ahead of this event, ***** ysts expect ANET to report an adjusted EPS of $0.79, a 17.9% increase from $0.67 in the year-ago quarter. It has exceeded Wall Street's earnings expectations in the past four quarters.
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