Notícias

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.

While we are still in the opening stages of the Q2 reporting cycle, the early results strongly reinforce the robust corporate earnings trend we've been seeing, with the big banks starting off the Q2 earnings season with remarkable momentum.

Dell, Sandisk and Micron led an AI sell-off, masked by megacaps such as Apple. SpaceX undercut its IPO price. Taiwan Semi, GE Aerospace earnings are due.

A spectacular run for chip makers, server suppliers, and memory and storage names seems to have investors on edge.

ASML stock has surged this year and Wall Street thinks it could raise its sales guidance when it reports earnings Wednesday.

Walser Wealth Management Chief Investment Officer Rebecca Walser joins Market Domination Overtime to discuss what investors can expect from the upcoming earnings season.

The benchmark US equity measures were pointing lower before the opening bell Monday amid rising tens

SK Hynix stock lost its entire Nasdaq debut gain in Seoul; Wall Street braces for bank earnings and CPI data on Tuesday

Analysts expect Alphabet’s second-quarter capital expenditures to reach $44.9 billion, a 100% increase from the prior year period.

John Coogan spent Wednesday’s TBPN segment arguing that the largest AI hardware IPO no US retail investor can buy yet might also be the cheapest name in the entire complex. SK Hynix, the South Korean memory giant, is preparing what could be a $28 billion NASDAQ listing, potentially ranking among the largest ever New York ... A $28 Billion AI IPO Trading at Just 7x Earnings: Too Cheap or Too Cyclical to Trust?

After earnings failed to lift Micron's shares, a stock split may be in order.

Micron's growing list of long-term supply agreements could make its business more predictable and give investors an early read on future demand ahead of earnings.

Micron and Sandisk soared as the Nasdaq reclaimed key support, but are they actionable? Delta, Taiwan Semi, SK Hynix loom.

Can anything slow the memory giant down?

S&P 500 companies are expected to report 23.3% earnings growth for Q2, the second straight quarter above 20% and far above the average growth rate of 16.4% over the past five years, according to FactSet. The key question for markets, according to famed investment strategist Ed Yardeni, is whether analysts got carried away after Q1 earnings and set the bar too high. "The big risk up ahead is that technology companies, especially the hyperscalers, won't beat analysts' overly optimistic earnings growth estimates for the quarter," Yardeni wrote in Monday note.

Memory and storage stocks are selling off sharply in early trading Tuesday, reversing Monday’s rebound. Micron Technology (NASDAQ:MU) shares are down 7% to $917, SanDisk (NASDAQ:SNDK) stock is off 7% to $1,616, and Western Digital (NASDAQ:WDC) shares are dropping 7% to $537. The selling extends across the group. Seagate Technology (NASDAQ:STX) stock is down 5% ... Micron, SanDisk, and Western Digital Sink 7% as Samsung Earnings Spark a Memory Selloff

Samsung Electronics stock dived even after it forecast a 19-fold increase in operating profit from the same period a year earlier.

Samsung stock fell nearly 7% in South Korea despite a 19-fold surge in quarterly operating profit, dragging tech indexes lower worldwide

Samsung results spark declines across semiconductor sectorMicron Technology (NASDAQ:MU) shares fell 4. 9% in premarket trading on Tuesday, extending a broader decline across the memory semiconductor industry after Samsung Electronics’ latest earnings update prompted selling throughout the sector.

Samsung’s stock slid in Korea even as the company posted stellar Q2 preliminary results; retail traders believe strong performance was already priced into the shares.

Intel was leading a chip-sector recovery, while memory storage stocks Sandisk and Western Digital were also climbing.

Intel was leading a chip-sector recovery, while memory storage stocks Sandisk and Western Digital were also climbing.

HSBC Backs Micron, Says AI Demand Remains a Powerful Growth Driver

Micron just reported blowout earnings, but there's one detail from the report investors should not overlook.

For the first time, a U.S.-listed stock and ETF have been tokenized by a third party on a public blockchain and done so entirely within America's existing regulatory framework. Ondo Finance, the leader in tokenized securities by total value, has launched tokenized versions of BlackRock's iShares ...

U.S. stock futures were lower as AI-related stocks fell across the globe ahead of Thursday’s crucial jobs data.

Micron's earnings confirm Sandisk's tailwinds will get even stronger.

The bank’s top equity strategist thinks artificial-intelligence spending will be the big story again for this coming second-quarter earnings season.

With demand for its memory and storage products driven by AI, Micron's stock price keeps climbing, and shareholders anxiously anticipate a stock split.

Micron (MU) stock closed the June 25 trading session up 15.81% at $1,213.56. The stock soared following the release of the third-quarter (Q3) fiscal year 2026 (FY26) earnings report on June 24. The stock is up 313.14% year-to-date, at the time of writing, Friday afternoon, June 26. Meanwhile, the ...