News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) posted a 77% jump in second-quarter net profit and raised its capital spending forecast for the year, as the world's largest contract chipmaker rides sustained demand for AI processors. Net profit came in at $22.36 billion for the...
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.
TSMC Stock Drops Even as AI Demand Stays Strong
The chipmaker's net income rose 77% year-over-year in the second quarter, beating analyst estimates, as AI chip demand remains strong
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.
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
The world’s largest contract chip maker posted its fifth straight quarter of record earnings amid voracious global appetite for artificial-intelligence infrastructure.
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’s plans to hike prices on its tools are already drawing pushback from its largest customer, TSMC, The Information reported.
The big banks crushed earnings. Will other companies join in the party?
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 stock has surged this year and Wall Street thinks it could raise its sales guidance when it reports earnings Wednesday.
Investing.com -- B. Riley is framing this week's second-quarter earnings reports from ASML and TSMC as "tone-setting" for the entire semiconductor and semiconductor capital equipment sector, arguing that a $880 billion surge in AI infrastructure spending has arrived roughly 12 months ahead of the firm's prior forecasts.
TSMC, the world’s largest contract chip manufacturer, is set to report earnings Thursday, with traders expecting a big move from the stock.
Earnings season is here and we’ve got the first batch of big name companies reporting earnings this week with Taiwan Semiconductor, JP Morgan Chase, Wells Fargo, Bank of America, Goldman Sachs and Unitedhealth Group all set to report.
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) reported record June revenue of NT$442.7 billion (about US$13.2 billion), as strong demand for its chips helped lift second-quarter sales above the high end of the company's guidance. June revenue increased 67.9% from a year earlier and...
Taiwan Semiconductor Manufacturing said its revenue last month jumped 68% compared with a year ago, hitting a record That implies that TSMC's second-quarter revenue came in at the equivalent of $39.55 billion, a record for the company and slightly above a FactSet consensus.
