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<body><p>STORY: Wall Street's main indexes ended lower on Thursday, with the Dow dropping two-tenths of a percent, the S&P 500 shedding about half a percent and the tech-heavy Nasdaq losing almost one-and-a-half percent.</p><p>Chip stocks tumbled despite bellwether TSMC posting a 77% jump in quarterly profit, it's shares falling more than 2%.</p><p>Mel Casey, senior portfolio manager at FBB Capital Partners, said the pullback demonstrated the lofty expectations for a sector that has soared by nearly 70% so far this year. </p><p>"You just have so many investors in the same trade here and really banking on every little component of the value chain, like, humming along at maximum pace. And so anything that's a little bit shy of, say, the whisper, or anything that's as good as expected but not better than expected is seen almost as a disappointment. And so that's what you're seeing today. But there's nothing you could really point to in the Taiwan Semi report to feel bearish about."</p><p>Memory-chip makers were among the biggest laggards, with SanDisk, Western Digital, Seagate Technology and Intel down between about five-and-a-half and twelve-and-a-half percent.</p><p>:: Netflix</p><p>Elsewhere in the market, shares of Netflix tumbled more than 7% in extended trading after the streaming giant's third-quarter revenue and earnings projections hovered below Wall Street targets. The company also said it would reduce the amount of information it discloses about consumers' viewing hours as it seeks new avenues of growth.</p><p>Shares of UnitedHealth Group closed higher after the company beat Wall Street earnings estimates and hiked its 2026 forecast.</p><p>But shares of United Airlines fell as surging oil prices weighed on its forward guidance.</p><p>Meanwhile, generally upbeat economic data on Thursday showed solid core retail sales, a drop in jobless claims and surging manufacturing activity in the Northeast.</p></body>
The Nasdaq composite fell 1.5%, leading the session’s losses. Another quarter of solid earnings from Taiwan Semiconductor Manufacturing did little to mitigate a rough patch for chip stocks, with investors worried more about its spending plans than its bright outlook. Shares of chip makers from Santa Clara, Calif., to Seoul slid.
TSMC raised its 2026 revenue growth guidance above 40% and lifted capital spending on strong AI chip demand.
TSMC reports robust Q2 2026 results with significant revenue growth and increased capital expenditures to meet rising demand in advanced technologies.
What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets Another day, another test for chip stocks.
The chipmaker's net income rose 77% year-over-year in the second quarter, beating analyst estimates, as AI chip demand remains strong
By Wen-Yee Lee, Ben Blanchard and Faith Hung TAIPEI, July 16 (Reuters) - TSMC, the world's main producer of advanced AI chips and a major Nvidia supplier, pledged on Thursday to invest a further $100
US stock futures traded close to flat on Thursday as investors weighed encouraging inflation data, another strong round of corporate earnings and ongoing geopolitical tensions in the Middle East. Market attention also turned to a busy schedule of economic releases and earnings reports that could shape sentiment for the remainder of the week.
July 16 (Reuters) - U.S. stock index futures were subdued on Thursday as investors paused after a two-day rally, while chip stocks remained under pressure ahead of fresh economic reports and another
By Tharuniyaa Lakshmi and Johann M Cherian July 16 (Reuters) - European stocks slipped on Thursday as investors assessed a slew of corporate earnings, while escalating tensions in the Middle East
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.
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.
Investing.com - U.S. stock futures were largely steady on Thursday as softer inflation data continued to support hopes that the Federal Reserve can keep interest rates on hold.
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
Major Taiwan computer chipmaker TSMC said Thursday it plans to spend another $100 billion on expanding its manufacturing capacity in the United States. The world's largest contract chip manufacturing and one of the world’s most valuable companies, TSMC’s results are seen as a barometer for the global chip industry and for AI at a time when worries about a potential AI bubble have been buffeting financial markets. As AI-related demand continues to surge, it has been expanding chip fabrication plants in the U.S., Japan and Taiwan.
By Stella Qiu SYDNEY, July 16 (Reuters) - Asian shares fell on Thursday as chipmakers stumbled ahead of results from bellwether TSMC, while bonds benefited from another benign reading on U.S.
Few companies have a clearer view of where the AI boom is heading than TSMC. And of course, with that, investors increasingly look to the company for answers. Earlier in June, speaking at the company's annual shareholders' meeting in Hsinchu, Taiwan, CEO C.C. Wei was precise and notably candid. It ...
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.
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) is expected to report second quarter results that come in slightly ahead of expectations, with Wedbush analysts pointing to strong revenue trends and continued demand for advanced semiconductor technologies as potential drivers for a...
ASML has room to raise prices for some of its chipmaking equipment, its chief financial officer said on Wednesday, after an earnings report in which it said its capacity to produce cutting-edge EUV tools is nearly fully booked through the end of 2027. CFO Roger Dassen said on a call with analysts that the current environment gives the company "better pricing power" and "a pretty strong runway for potential price improvements going forward". Tech news site the Information reported earlier on Wednesday that ASML was meeting resistance from Taiwan Semiconductor Manufacturing Co in talks on price raises, citing people familiar with the discussions.
The big banks crushed earnings. Will other companies join in the party?
(Bloomberg) -- ASML Holding NV lifted its annual sales forecast for the second time this year as a surge in artificial intelligence spending drives demand for the Dutch company’s chip-making machines. Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeTrump Drops 20% Fee for Hormuz Cargo After Gulf Pressure‘We Faltered’: IBM Plunges Most Since at Least 1968 on MissOpenAI’s First Device Will Be Mov
ASML, the world's biggest supplier of equipment used to manufacture computer chips, on Wednesday reported better-than-expected second-quarter revenue and profit, as demand from makers of artificial intelligence chips offset uncertainty over sales to China. Revenue for the three months ended June 30 was 9.33 billion euros ($10.90 billion), compared with the 8.80 billion euros expected by analysts, according to LSEG median estimates. Net income was 2.92 billion euros, compared with the 2.62 billion euros expected, according to LSEG data.