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Chip stocks are selling off at twice the rate of broad tech ahead of NVIDIA's most consequential earnings report in years, and the name leading the group lower has nothing to do with NVIDIA at all.
Nvidia (NVDA) is just days away from releasing second quarter earnings results this Wednesday, August 26, as Wall Street expects quarterly revenue of $92 billion. The Morning Brief's Jake Conley sits down with Barron's senior markets analysis writer Paul La Monica and Infrastructure Capital Advisors CEO Jay Hatfield to discuss why excellent earnings may still not be enough to impress investors in this stage of the AI cycle.
Micron's margins just hit levels the memory industry has never sustained, and Bank of America is betting they stay there long enough to turn today's skeptics into believers. Here is why that forecast is thrilling, dangerous, and worth taking seriously.
Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.
Micron Technology Inc (NASDAQ:MU)'s earnings power looks headed for a structural reset, according to UBS, which pointed to memory supply so tight that Nvidia was forced to de-spec its upcoming VR300 GPU. UBS said Nvidia was forced to scale back the amount of high bandwidth memory, or HBM, in...
Micron Technology's (MU) long-term earnings outlook is firming as tighter supply for high-bandwidth
The memory specialist is priced as if the boom ends imminently. The industry's own construction schedules point years further out.
Silvaco Group (NASDAQ:SVCO) reported second-quarter fiscal 2026 revenue growth of 48% year over year and returned to non-GAAP operating profitability, as the semiconductor software company highlighted expanding intellectual property sales, cost reductions and new partnerships focused on AI-enabled m
Technology shares linked to the artificial intelligence boom came under renewed pressure on Thursday, as another wave of corporate earnings prompted investors to take profits from some of the market’s biggest winners. The weakness spread across Asia before carrying into U.
Aug 6 (Reuters) - S&P 500 and Dow futures were steady on Thursday after this week's record-breaking rally as investors awaited details on a Middle East peace deal, while Nasdaq futures slipped as
Investing.com - A selloff in Asian technology shares gathered pace on Thursday, following sharp losses in SpaceX and Advanced Micro Devices that renewed skepticism over the sustainability of returns from the AI investment boom.
Total earnings for the S&P 500 companies that have reported are up +41.7% from the same period last year on +14.8% higher revenues, reflecting a notably better showing relative to other recent periods.
GlobalFoundries (NASDAQ:GFS) reported second-quarter fiscal 2026 revenue of $1.786 billion, up 9% sequentially and 6% from a year earlier, as demand for communications infrastructure and data-center applications helped drive growth and margin expansion. Chief Executive Officer Tim Breen said revenu
Sandisk could work its way back to this number post-earnings.
SNDK heads into fiscal Q4 results with AI-fueled SSD demand, firmer NAND pricing and rising TLC and QLC adoption.
Silicon Motion delivered exceptional results and implied the memory chip boom is on a multiyear run.
Netlist (OTCMKTS:NLST) reported second-quarter revenue of $109.8 million, up 163% from the second quarter of 2025, as demand for difficult-to-source DRAM products and the company’s memory product portfolio supported growth. Chief Executive Officer Chuck Hong said first-half revenue exceeded $200 mi
IDACORP (NYSE:IDA) raised the lower end of its 2026 earnings guidance after reporting higher second-quarter profit, supported by January rate changes, customer growth and an early ramp in revenue from large industrial customers. The utility holding company reported second-quarter diluted earnings p
There’s never a good time to miss on earnings, but memory-chip giant SK Hynix really picked its moment.
Meta Platforms (META), Microsoft (MSFT), Amazon (AMZN), and Apple (AAPL) are the next Big Tech names — part of the Magnificent Seven — to report quarterly earnings results this week. Zacks Investment Research stock strategist Ethan Feller weighs in on investors' expectations for these Magnificent Seven member stocks.
NBT Bancorp (NASDAQ:NBTB) reported second-quarter net income of $53 million, or $1.02 per diluted common share, as record net interest income, loan growth and fee-based revenue contributed to improved results. President and CEO Scott Kingsley said the company delivered “significantly stronger earni