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From failed blockchain platforms to a 95% AI failure rate, tech stalls when built backwards. Rocket’s broker-designed tools show the fix: users define the build.

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Just because summer is coming to an end doesn’t mean it’s time to pack away your outdoor essentials in storage. In fact, it’s actually a great time to invest in new pieces. Whether it’s a patio set or solar lights, retailers are slashing the prices of seasonal finds, many of which you don’t have to wait until next spring to start using. With cool and crisp fall weather, it’s the perfect time to enjoy the outdoors without sweating from the heat.

The Weize 10-by-10-Foot Pop-Up Canopy Tent is a versatile outdoor must-have that you can use at home and beyond. It’s on sale for only $60 at Amazon, which is 45% off its regular price of $110. With a simple pop-up design, you can use it for everything from hanging out in the backyard to tailgating at a concert or football game.

Weize 10×10-Foot Pop-Up Canopy Tent, $60 (was $110) at Amazon

Courtesy of Amazon

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Why do shoppers love it?

This pop-up canopy keeps you sheltered from the sun and light rain, giving you more chances to enjoy the outdoors regardless of the weather. It measures 10 feet long by 10 feet wide, and it has an adjustable height at two levels, 7.3 feet or 8.7 feet, that you can choose from using slides and locking clips on all four sides. You can even set it up at an angle to block the sun from certain angles if needed. The canopy cover has vents for extra airflow, and it’s made of 150D silver-coated fabric that’s water-resistant and provides UPF 50+ sun protection. That means you don’t have to worry about too much sun or a little rain interfering with your outdoor activities.

With a one-push design, the canopy tent is designed for an easy setup that takes one to two people to put together. It uses a central locking system that involves the touch of a button to assemble. To add to its convenience, it comes with a carrying case for easy portability and storage, so you can pack it in your car and use it beyond your backyard.

The frame is made of steel that’s reinforced with pre-installed bolts. According to shoppers, it’s “sturdy,” but the manufacturer recommends avoiding use during “adverse weather conditions,” like storms, strong winds, and snowfall. 

Related: Amazon’s spacious double-door metal storage shed is only $150

Details to know

Dimensions: 10 feet long by 10 feet wide by 8.7 feet high.

Colors: Blue and white.

Features: UPF 50+ and water-resistant.

Reviewers say it’s a “fantastic tent for the price.” One shopper said, “The legs are much larger and sturdier than any other pop-up tents I have owned. I was able to assemble and put the entire tent up by myself (with the help of a small stool to push the center up). The top cover is very sturdy.”

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On sale for only $60, the Weize 10-by-10-Foot Pop-Up Canopy Tent is a steal. Its easy setup and protection from the sun and rain will have you making the most of fall weather.

Florida Gov. Ron DeSantis, R-Fla., has been the most prominent GOP critic of Trump’s promise.

In a footrace, when the field bunches up behind the leader, most people read it as the leader slowing down. Taiwan Semiconductor Manufacturing (TSM) just delivered a case that runs the other way.

New foundry market data shows the world’s largest chipmaker pulling further ahead of its nearest rival, even as a different rival closes in on that same target from below.

TSMC’s global foundry market share climbed to 72.5% in the second quarter, up from 72.3% in the first, according to TrendForce. The move looks modest on paper, but it happened while advanced 3-nanometer and 5-nanometer lines ran at full capacity for AI server chips.

TSMC’s foundry sales reached nearly $40.2 billion, up 12.1% sequentially, helped by early iPhone inventory building.

Read More TSMC: History of TSMC & its stock: Company timeline, facts & milestones

A different count from Counterpoint Research puts TSMC’s share even higher, near 73%, under a broader market definition. The figure varies by methodology. The direction doesn’t: Every tracker shows the same company pulling away.

The more telling number sits one layer beneath the headline share figure. TrendForce put Samsung Electronics’ (SSNLF) share at 5.9% for the quarter and 6.5% for the first, and the arithmetic tells its own story. The gap between the top two foundries widened from 65.8 to 66.6 points in a single quarter.

TSMC did not need a rival to stumble to extend its lead. It just kept building.

TSMC’s lead over Samsung just got wider

Samsung’s own quarter explains why the gap grew. Revenue rose just 1.8% to about $3.26 billion, helped by new advanced-process orders, TrendForce found. Its share still slipped because TSMC and smaller rivals grew faster.

Samsung is pouring money into yield improvements for its next-generation SF2 process, hoping to close the technology gap that keeps customers loyal to TSMC, Counterpoint Research noted. So far, it hasn’t shown up in the share numbers.

SMIC is closing a different gap, not TSMC’s

While Samsung falls further behind TSMC, it is being chased from underneath. China’s Semiconductor Manufacturing International Corp, known as SMIC, posted revenue near $3.01 billion, up 20% from the prior quarter, pushing its market share to 5.4% and narrowing the distance to Samsung to just half a percentage point.

That growth came less from AI chips and more from advance procurement across PC and notebook supply chains, plus demand tied to global memory shortages, the research firm said.

Related: An AI chip machine so pricey, three rivals had to say yes

It is a different customer base than TSMC’s.

Those are two separate competitive stories inside the same report, and most coverage collapses them into one. TSMC’s advantage over the entire field is widening.

Samsung’s advantage over SMIC is shrinking. Both are true at once, and only one of them involves TSMC directly.

A few more numbers from that count:

United Microelectronics Corp (UMC) of Taiwan held a 3.9% share, on revenue of about $2.18 billion.

U.S.-based GlobalFoundries (GFS) took 3.2% on revenue of roughly $1.79 billion.

Combined revenue across the top 10 foundries hit a record $53.49 billion, up 11.5% from the prior quarter.Source: TrendForce

TSMC’s foundry market share hit 72.5% in the second quarter, widening its lead over Samsung even as China’s SMIC closes in on Samsung from below.Narumon Bowonkitwanchai / Getty Images

TSM stock trades well off its record high

Despite this record-breaking quarter for the industry as a whole and TSMC’s commanding market share, Wall Street’s reaction has remained unexpectedly lukewarm.

The stock market’s reaction has not matched the dominance story. Shares closed Thursday, Sept. 10, at $428.03, down 1.68%. That is roughly 10% below the stock’s all-time closing high of $477.57, set on June 30.

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Analysts tracked by S&P Global Market Intelligence still rate TSM a consensus Strong Buy, with an average 12-month price target of $552.38, implying over 25% upside from current levels.

Shares fell the same day TSMC reported record August revenue growth of 53.3%, extending its monthly streak to four straight records, according to CNBC. That gap between the headline numbers and the stock’s muted reaction suggests investors are weighing near-term spending more than the share gains.

Washington’s tariff plan could lock in TSMC’s edge

The gap TSMC is building may soon get reinforcement from an unlikely source: U.S. trade policy.

Commerce Secretary Howard Lutnick said this month the administration is preparing new semiconductor tariffs exempting companies that manufacture inside the United States, according to Bloomberg.

TSMC’s $265 billion Arizona buildout, described on the company’s own investment page, puts it on the right side of that line.

Samsung and SMIC lack anything close to that scale of U.S. manufacturing, and SMIC faces separate U.S. export restrictions on chipmaking equipment that Samsung doesn’t. If the tariff framework Lutnick described becomes policy, the foundry gap TrendForce just measured would stop being purely a function of capacity and start being reinforced by trade law.

For investors watching the AI buildout, that combination, capital scale paired with policy protection, is a moat that gets harder to challenge each quarter it goes unaddressed.

The market share numbers explain how TSMC got here. The tariff numbers may explain why nobody catches up.

Related: Why is Taiwan hiding the backers of its $20B US pledge?

There’s a safe haven hiding in plain sight.

David Tepper has spent years betting on the biggest beneficiaries of artificial intelligence.

Now he’s moving further down the stack.

Appaloosa Management, led by Tepper, added $107 million of CoreWeave (CRWV) stock and $38 million of SpaceX stock to its technology-heavy portfolio in the second quarter. Alphabet, Amazon, Micron Technology, and Taiwan Semiconductor Manufacturing were Appaloosa’s biggest positions.

The two new holdings are completely unique.

CoreWeave leases powerful AI compute power. SpaceX launches rockets, runs Starlink and is building a nascent AI business.

But they share one key similarity.

Both require huge amounts of physical infrastructure to keep up with demand that is outstripping current capacity.

So Tepper’s buying isn’t so much a bet on two hot AI stocks as it is a bet on one of the industry’s biggest constraints: building enough infrastructure to sustain the boom.

David Tepper is moving deeper into AI infrastructure

Tepper already has significant traditional AI exposure through Appaloosa’s holdings.

Amazon made up around 15% of the reported portfolio at the end of June, while Micron made up nearly 15%, Taiwan Semiconductor made up roughly 10%, and Alphabet made up roughly 8%. Nvidia was also one of the fund’s biggest holdings.

CoreWeave takes that approach down to the infrastructure layer.

The company generated $2.58 billion of second-quarter revenue, while revenue backlog reached about $104.2 billion as of June 30.

That backlog was up from $99.4 billion in the previous quarter and excluded more than $25 billion of additional commitments signed early in the third quarter.

Related: Bank of America tweaks CoreWeave stock forecast after earnings 

That’s an insane amount of contractual demand for a firm that is still at CoreWeave’s current size.

Its customers include AI developers and big organizations. CoreWeave claimed it grew ties with firms such as Databricks, Cognition, and Runway and gained business from Caterpillar and Grammarly.

Demand isn’t the obvious issue.

It is worth meeting it.

CoreWeave’s $104 billion backlog comes with a massive bill

The $104 billion CoreWeave figure may not be the most illuminating.

That would be $35 billion to $39 billion.

That’s how much CoreWeave now intends to spend on capital expenditures in 2026, compared with its earlier prediction of $31 billion to $35 billion. Alone, capital investment in the second quarter was more than $9.4 billion, compared to $6.8 billion in the preceding quarter, Reuters reported.

The expenditure reveals the odd economics of Tepper’s gamble.

Giant deals are possible, since there’s still a shortage of high-end AI compute capacity at CoreWeave. But it needs data centers, networking equipment, electricity, and pricey accelerators to be set up first to turn those contracts into cash.

This scenario creates a potentially profitable loop if demand for AI keeps increasing.

Such an investment also constitutes a major financial risk.

“Neocloud” suppliers of AI, such as CoreWeave, combine strong leverage with a substantial dependence on a relatively limited number of major clients and on Nvidia technology, Reuters noted. So a change in demand, price, or chip technology in AI might damage corporations that have plunked down billions on infrastructure years in advance.

That comparison makes sense, particularly given that during the second quarter, more than half of CoreWeave’s backlog was already in customer delivery.

Tepper isn’t betting just that consumers want AI compute. The backlog already answers that.

He’s betting CoreWeave may provide substantial profits after paying the big expenditure necessary to supply it.

David Tepper just made two AI bets with one thing in commonEston Parker/ISI Photos / Getty Images

SpaceX gives Tepper another version of the same bet

SpaceX solves the infrastructure issue from space.

The startup promotes itself as building infrastructure for space, connectivity, and AI. Its activities include launch services, Starlink, and a burgeoning artificial intelligence enterprise.

SpaceX’s first quarterly report since going public underlined exactly how different those companies already are.

Starlink earned $4.3 billion in sales in the second quarter, up 66%, and $1.7 billion in operating profit. SpaceX’s AI business brought in around $2.6 billion in revenue, quadruple the previous-year figure, although it remained unprofitable.

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The enterprises are linked by the expense of bringing them to market.

Because SpaceX launches its own rockets, it can launch Starlink satellites at a scale rivals cannot. Starship might extend that lead much farther if SpaceX can make the vehicle fast, reusable, and drastically drive down the cost of delivering mass into orbit.

That might enable larger Starlink installations and perhaps far more extensive orbital-computing infrastructure.

So SpaceX is just another capital-demanding gamble on limited capacity.

The distinction is that its infrastructure is situated above the Earth, not within a data center.

Tepper’s two purchases reveal where the AI trade may be moving

Tepper’s positions in CoreWeave and SpaceX are small compared with Appaloosa’s biggest holdings.

That’s important.

The purchases look more like early bets than portfolio-defining convictions, but collectively, they reflect a change in where some knowledgeable investors think the next AI opportunity lies.

The initial phase of the boom benefited semiconductor producers, cloud giants, and model creators.

The next phase might be more about organizations that can offer the actual infrastructure those businesses use.

CoreWeave has a $104.2 billion backlog, showing that users are already booking large quantities of future work.

SpaceX’s Starlink and AI and launch companies are another way to tackle capacity and connection issues.

The potential is huge precisely because developing that infrastructure is tough.

So is the risk.

CoreWeave has to invest tens of billions, with no idea what the AI hardware economics will look like many years from now. SpaceX must keep pouring billions into Starship, satellites, and computer infrastructure while showing that those companies can support a value now in the trillions.

Tepper is not merely betting that AI keeps growing.

He is betting that the companies supplying the infrastructure that AI cannot grow without will capture an increasing share of the value.

Related: CoreWeave stock sinks as mag 7 move rattles investors

Angel Studios’ “Runner,” an action comedy starring “Reacher” star Alan Ritchson and comedy great Owen Wilson, is new in theaters and is winning over a good number of critics.

Bab el-Mandeb shipping risk can rise well before a formal closure, forcing companies to rethink insurance, routes, inventories and energy exposure.

Marvell is best known for making custom chips — but an analyst notes there’s arguably more potential in supporting components and optical networking.

Palantir (PLTR) stock staged a comeback, but holding onto those gains has been tough. Its stock was up 51% in August before losing nearly 11% through Sept. 10, leaving it down 6.7% for the year, according to Yahoo Finance data.

Still, veteran DA Davidson analyst Gil Luria sees plenty of reasons to look beyond that choppy trading.

For starters, Palantir’s business has grown faster than its stock suggests. Q2 sales surged 93%, with U.S. commercial sales rising 149%, giving investors enough evidence that demand is translating into substantial growth.

Palantir is also making its AI pitch a lot more concrete. Its expanded Nvidia (NVDA) partnership, as reported by Barron’s, puts its robust software to work within the chipmaker’s walled-garden-like supply chain. At the same time, a new Nebius (NBIS) agreement offers its customers greater control over computing infrastructure and models.

It begs the question for shareholders: How much room does the business have to grow?

Following Palantir’s AIPCon 11 conference, Luria bumped his stock price target while maintaining a Buy rating. His rationale points to a bigger role for Palantir as customers become increasingly demanding about how they deploy and control AI.

DA Davidson sees a bigger role for Palantir

DA Davidson’s Gill Luria raised his Palantir stock price target to $250 from $200, which implies nearly 50% upside from the stock’s reported Sept. 11 intraday price of $166.27.

The veteran analyst’s bullishness centers on customers becoming more sophisticated regarding AI. Meanwhile, businesses are becoming more selective about choosing their models, managing their data, and retaining control over how those tools operate.

That’s essentially the risk Microsoft (MSFT) CEO Satya Nadella talked about in a July 12 essay, writing that businesses “essentially pay for intelligence twice.”

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Later, Palantir CEO Alex Karp escalated that warning, saying that businesses are paying model providers “to migrate your IP, your know-how, and your expertise to their model.” 

That said, Luria sees Palantir benefiting from that trend, effectively becoming the software layer that coordinates those choices. 

Its AIPCon 11 conference solidifies the firm’s view that the company has a stronger growth runway ahead.

In practical terms, that involves connecting AI to a company’s actual operations, with rules governing what information models can potentially access and what actions they can support.

The Nvidia deal offers a clear example.

The chipmakers’ supply-chain deployment layers Palantir’s software with Nemotron models to identify bottlenecks, consider alternatives, and guide materials allocation. Human experts retain the final decision-making control.

Over time, Palantir’s services could become much stickier as customers grow AI across their businesses. 

Replacing such a platform might become harder once several workflows depend on it. Moreover, DA Davidson believes institutional investors might increasingly recognize that they own too little Palantir. 

For perspective, Morgan Stanley raised its Palantir holdings by 5.65% to 34 million shares, while State Street added 2.86 million shares, taking its stake to 104.49 million, during the quarter ended June 30, 2026, Business Quant confirmed.

DA Davidson raises Palantir’s price target to $250 while maintaining Buy rating.MATT RAMEY / Getty Images

Nvidia gives Palantir a powerful proving ground

Another big piece of Luria’s bull case is Palantir’s work with Nvidia, where he believes that the companies are tackling major supply-chain challenges.

The appeal is pretty clear. The world’s largest AI chipmaker needs help coordinating the parts, suppliers, and production decisions behind its systems. Palantir has an opportunity to show its value within that process.

The scale is tremendous, with Nvidia saying that each Vera Rubin rack contains 1.3 million parts. A missing component could complicate production, which makes earlier detection of constraints incredibly valuable.

For investors, the opportunity goes beyond one specific customer. If Palantir can continue to demonstrate measurable improvements at Nvidia, that strengthens its sales pitch to manufacturers and other businesses that are managing similar complicated supply networks.

Palantir’s valuation leaves little room for error

The big question, though, is how much of Palantir’s success is already reflected in its share price.

According to Seeking Alpha, Palantir trades at 103.11 times forward adjusted earnings, compared to the sector median of 22.36. Also, its forward price-to-sales ratio is 48.68, compared with 3.34 for the sector.

For perspective, a fast-growing, highly profitable business reasonably deserves a substantial premium. However, paying nearly $49 for every dollar of expected annual revenue makes sustained exceptional performance critical to the investment case.

The historical comparison is telling as well. Palantir’s forward adjusted earnings multiple sits at around 18% below its five-year average, while its forward sales multiple is roughly 36% higher. It looks cheaper against earnings, yet remains expensive against sales.

That creates a specific risk where earnings growth might not translate into share-price gains. Hypothetically, a 20% earnings increase linked with a 25% valuation contraction might leave the stock about 10% lower.

Related: Bill Ackman bets AI will make this old-school business stronger