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Samsung Eyes Another Record Quarter on Explosive AI Memory Demand, But Rising Employee Bonuses Could Cloud Earnings: Report
Benzinga30d agoneutral
Samsung Eyes Another Record Quarter on Explosive AI Memory Demand, But Rising Employee Bonuses Could Cloud Earnings: Report

Samsung Electronics (OTC:SSNLF) on Tuesday is expected to deliver another record-breaking quarter as surging AI-driven demand for memory chips continues to lift prices, though higher employee bonus costs could weigh on reported earnings. AI Memory Boom Expected to Drive Another Record Quarter Samsung is expected to report an operating profit of about 86 trillion won ($56.35 billion) for the April-to-June quarter, according to an LSEG SmartEstimate based on forecasts from 30 analysts, Reuters rep

Asian Stocks Rise After Micron Earnings Ease AI Fears
The Wall Street Journal41d agoneutral
Asian Stocks Rise After Micron Earnings Ease AI Fears

STOCKS Asian equity markets were mostly higher after memory-chip maker Micron’s blockbuster results eased artificial-intelligence fears and oil slumped toward prewar levels as Middle East tensions continued to ratchet down.

Micron's 'phenomenal' Q3 earnings: Analyst takeaways
Yahoo Finance Video41d agoneutralVIDEO
Micron's 'phenomenal' Q3 earnings: Analyst takeaways

Micron (MU) reported third quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $25.11 (compared to analyst estimates of $20.49), and revenue came in at $41.46 billion (compared to analyst estimates of $35.69 billion). CFRA Research senior vice president and equity analyst Angelo Zino chats with Yahoo Finance about the results.

AI demand, earnings optimism lift tech giants' market value in May
Reuters64d agoneutral
AI demand, earnings optimism lift tech giants' market value in May

The world's most valuable technology companies with the exception of Alphabet added billions ‌of dollars in market value in May, ‌as upbeat earnings outlooks and strong demand for AI chips fuelled ​a rally in their shares. Apple, memory chipmakers Micron Technology, Samsung Electronics and SK Hynix led the gains, adding $598 billion, $512 billion, $481 billion and $377 billion, respectively, in market value. Their ‌valuations rose to $4.58 ⁠trillion, $1.09 trillion, $1.10 trillion and $1.34 trillion, respectively.

Nvidia Earnings Can Affirm Chip Stock Rally or Spur Market Chaos
Bloomberg77d agobullish
Nvidia Earnings Can Affirm Chip Stock Rally or Spur Market Chaos

(Bloomberg) -- For much of the year, chip stocks have been powering the market higher. Now, Nvidia Corp.’s earnings have a chance to confirm that the rally has more room to run — or add another brick to investors’ wall of worry.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersNATO Is Starting to Consider Hormuz Mission to Protect ShipsHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensBilliona

Netlist Q1 Earnings Call Highlights
MarketBeat81d agoneutral
Netlist Q1 Earnings Call Highlights

Netlist (OTCMKTS:NLST) reported record quarterly revenue for the first quarter of 2026, citing strong demand for memory products, tight industry supply and higher DRAM pricing as key drivers of its performance. Chief Executive Officer Chuck Hong said the company delivered “a strong first quarter pe

Arlo Technologies Q1 Earnings Call Highlights
MarketBeat88d agoneutral
Arlo Technologies Q1 Earnings Call Highlights

Arlo Technologies (NYSE:ARLO) reported record first-quarter 2026 revenue and earnings, with management pointing to rapid growth in paid accounts, higher average revenue per user and expanding services margins as the main drivers of the quarter. CEO Matt McRae described the period as a “spectacular

Atomera Q1 Earnings Call Highlights
MarketBeat91d agoneutral
Atomera Q1 Earnings Call Highlights

Atomera (NASDAQ:ATOM) executives said the company made progress across several customer engagements during its first-quarter 2026 earnings call, highlighting momentum in advanced logic, memory, RF, power devices, and gallium nitride (GaN) applications for its Mears Silicon Technology (MST). Gate-Al