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The Surprising Tech Rotation Boosting Stocks This Earnings Season
Barrons.com74d agoneutral
The Surprising Tech Rotation Boosting Stocks This Earnings Season

U.S. stocks remain deep in the throes of a major rotation heading into the teeth of the second-quarter earnings season, and the traditional August lull that follows, as investors take money from highflying tech sector and spread that cash across a host of old-economy bets. What’s happening alongside that “great rotation,” however, is also interesting, and likely keeping stocks afloat amid the broader tech declines.

Investing.com74d agoneutral
TSMC and AI stocks fall despite upbeat earnings. Here’s what’s worrying investors

Investing.com -- Taiwan Semiconductor Manufacturing (NYSE:TSM) reported a 77% year-on-year surge in Q2 2026 net profit to a record T$706.6 billion ($21.99 billion) on Thursday, blowing past Wall Street's EPS estimate of $3.80 with a print of $4.31, yet the stock was indicated about 4% lower in premarket trading as investors weighed a sharply expanded capital spending plan against near-term margin pressure.

📈 Earnings Snippet: TSMC
The Wall Street Journal74d agoneutral
📈 Earnings Snippet: TSMC

The world’s largest contract chip maker reported a 77% jump in quarterly profit and revenue equivalent to roughly $40 billion, in line with its guidance. Its gross margin reached a record 67.7%. While the update points to robust demand for AI infrastructure, it seems to have failed to impress investors; TSMC's U.

Taiwan Semiconductor Manufacturing Q2 Earnings Call Highlights
MarketBeat74d agoneutral
Taiwan Semiconductor Manufacturing Q2 Earnings Call Highlights

Taiwan Semiconductor Manufacturing (NYSE:TSM) raised its 2026 capital spending plan and full-year revenue outlook as executives said demand for leading-edge chips tied to artificial intelligence remains “extremely robust,” even as some consumer and price-sensitive end markets face pressure. On the

Tesla Q2 Earnings: Elon Musk's Pay Package, Cybercab and Optimus Lead Top Investor Questions
Benzinga74d agoneutral
Tesla Q2 Earnings: Elon Musk's Pay Package, Cybercab and Optimus Lead Top Investor Questions

As Elon Musk-led automaker Tesla Inc. (NASDAQ:TSLA) is set to hold its second-quarter earnings call with investors next week, here are some top questions investors have submitted for the EV giant’s management. Robotaxi, Optimus Under Spotlight On Wednesday, influencer Sawyer Merritt took to X, sharing some of the top questions investors have asked. One of the top questions was about the Optimus Gen 3 robot, which recently got a boost as Tesla transitioned the Fremont, California, facility to pro

Google stock price faces major AI test ahead of earnings
TheStreet74d agoneutral
Google stock price faces major AI test ahead of earnings

Ever since ChatGPT exploded in popularity, investors have worried that artificial intelligence could weaken Google’s most important business. Instead of searching for information and clicking through Google’s advertising-heavy results, consumers can increasingly ask an AI chatbot for a direct ...

Nvidia’s China opening could unlock surprise earnings upside
TheStreet74d agoneutral
Nvidia’s China opening could unlock surprise earnings upside

Nvidia’s (NVDA) first H200 shipments to China are unlikely to change its quarterly results. The reported volume is just too low. But it matters to U.S. investors, since Nvidia’s current guidance assumes data-center compute revenue from China will be zero. For the first quarter of fiscal 2027, ...

Apple Stock Closes at a New High. Earnings Could Change Everything.
Barrons.com74d agoneutral
Apple Stock Closes at a New High. Earnings Could Change Everything.

Apple shares rose 4% to $327.50, a new all-time closing high. The Cyberspace Administration of China on Wednesday included Apple’s generative artificial intelligence on a list of newly approved providers. Evercore ISI analyst Amit Daryanani wrote that the update clears the biggest regulatory hurdle for Apple Intelligence—the company’s AI software—in the world’s largest smartphone market.