Actualités

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.

Intel reports earnings on July 23, and something unusual is happening ahead of that print: prediction markets, insider activity, and a major rival's capital are all pointing in the same direction at once.

ASML raised its sales outlook for the second time this year, lifting semiconductor stocks even as oil prices climbed on renewed U.S. military action

(Updates with the stock move in the headline and first paragraph, and Intel collaboration in the las

The company’s second upgrade to annual guidance is a sign that companies are scrambling for its semiconductor-making tools in the race to build AI infrastructure.

ASML (NASDAQ:ASML) reported second-quarter 2026 net sales and gross margin above its own guidance, driven by stronger-than-expected demand from its installed base business and continued customer investment tied to artificial intelligence, memory and advanced logic production. Roger Dassen, ASML’s e

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

Shares of Intel (NASDAQ:INTC) are down 10% in Tuesday morning trading to $110, while Advanced Micro Devices (NASDAQ:AMD) stock is off 8% to $508. The moves cap a sharp reversal after both names rallied Monday. The declines are part of a broader chip selloff triggered by Samsung Electronics’ quarterly report. Equipment maker Applied Materials (NASDAQ:AMAT) ... Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip Selloff

US markets are set for a mixed open on Tuesday, with technology stocks expected to come under pressure after Samsung delivered record quarterly profits that still failed to satisfy investors, raising fresh questions about AI valuations. Nasdaq futures were down 1.1% ahead of the opening bell,...

Samsung Electronics earnings, SK Hynix’s U.S. listing and TSMC’s June sales will give investors fresh clues on demand for AI memory chips and the durability of this year’s semiconductor rally.

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

Some S&P 500 companies' second-quarter earnings grew so fast — even analysts are having trouble keeping up.

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

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 ...

Micron stock was surging as the company delivered reassurance the memory-chip boom can last for longer than expected.

US equity futures were higher pre-bell Thursday as oil prices fell to their lowest since the start o

Micron stock was surging as the company delivered reassurance the memory-chip boom can last for longer than expected.

Micron blew past expectations for third-quarter revenue and profit on Wednesday.

AMD Steady, Nvidia Higher: Semis Try to Shake Off Selloff Ahead of Micron

The companies inside this popular semiconductor fund are signaling a clear direction for their earnings, and it's worth paying attention.

The spotlight is on chipmaker Micron Technology as it prepares to report earnings, with investors bracing for further volatility following sharp market swings fueled by large flows tied to SpaceX and a two-day boom-bust in semiconductor stocks. Last ‌June, Micron was a well-known if somewhat obscure company with a market value of $136 billion and a long history, but not ‌necessarily one whose quarterly earnings reports caught investors' fancy. Fast forward a year, and Micron is one of the stars of the technology rally that has sent chipmakers around the world ​soaring, igniting a fresh trading frenzy even after a dozen or more months of AI excitement.

Nasdaq 100 futures rose 0.5% in premarket trade after a two-day semiconductor selloff, with oil also hitting its lowest level since the start of the Iran war

Its share price has plunged about 21% since second-quarter earnings were released on June 3.

Micron Technology led other AI hardware stocks higher to start the week, ahead of the memory chipmaker's earnings.

Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.

The fintech stock is extremely cheap, but there are some reasons for it.

What to watch from SpaceX and other tech stocks during the holiday-shortened week.

Broadcom dropped nearly 15%, despite reporting solid numbers.

Elan Microelectronics Corp (TPE:2458) focuses on security and commercial markets while lacking clarity on financial performance and future projections.

The VanEck Semiconductor ETF (NYSEARCA:SMH) closed Friday at $599, capping a stretch in which SMH has returned roughly 146% over the past year and tacked on nearly 20% in May alone. SMH is up about 66% year to date, and the rally has been driven less by NVIDIA than most holders assume. Because the fund ... SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls