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Super Micro Computer's gross margins are surging, Kraft Heinz turns to Mickey Mouse for help, and more news to start your day.

The S&P 500 reclaimed key support as Sandisk, Micron and AI stocks led a broad rally. Google, Tesla earnings loom.

SK Hynix surged 14% Tuesday without a single company-specific headline, and the real test comes July 29 when its earnings either confirm or shatter the bullish memory narrative Micron just set.

Futures rose early Tuesday as Sandisk, Micron and AMD lead an AI rebound. GM and 3M are earnings movers.

Memory chip shortages continue to be a problem for most companies.

Micron stock and SK Hynix were rising ahead of Big Tech earnings but there is a risk that big customers will look to sidestep soaring memory costs.

S&P 500 futures rose 0.6% and Nasdaq 100 futures climbed 1.4% Tuesday as semiconductor stocks led a recovery and 87% of early S&P 500 reporters topped estimates

The rebound comes after weeks of intense selling, partly due to concerns that hyperscalers would continue investing the massive sums in AI development they had committed at the start of the year.

Semiconductor shares led markets higher as investors awaited results from more than 80 S&P 500 companies.

The Magnificent Seven will again reign supreme over S&P 500 earnings, but their dominance is fading. As second-quarter earnings reports start to flow in, analysts expect the Magnificent Seven companies to grow earnings by a combined 31.1%. The other 493 S&P 500 companies are expected to increase earnings 22.8%, FactSet Senior Earnings Analyst John Butters wrote in a report.

Big Tech earnings are on deck this week. The Opening Bid panel breaks down what to expect from Alphabet (GOOGL, GOOG) and Tesla (TSLA). Truist CIO and chief market strategist, Keith Lerner, and Yahoo Finance Senior Business Reporters Ines Ferré discuss the key themes and risks heading into earnings.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

The unwind in artificial intelligence and momentum stocks is entering its maturing stage and should not trigger prolonged market weakness, according to JP Morgan. The bank's equity strategists, led by Mislav Matejka, noted a challenging few weeks for AI-linked groups, with Korea's market down...

Micron just posted one of the most explosive quarters in semiconductor history, yet the stock has cratered nearly 14% in a single week as three distinct threats converge on the memory giant. Whether this selloff is a gift or a warning depends entirely on which scenario plays out next.

Wall Street is looking to earnings season for evidence that the AI trade is tact.

Micron Technology has become a key artificial-intelligence trade bellwether. Now analysts are trying to game out what peak earnings will look like for Micron if the AI cycle continues. A Trivariate Research analyst team, led by Adam Parker, on Thursday called Micron “the most important stock in the market,” writing that shares of the memory-chip maker have become a “proxy for the AI cycle and risk-taking.”

U.S. stocks remain deep in the throes of a major rotation heading into the teeth of the second-quarter earnings season, and the traditional August lull that follows, as investors take money from highflying tech sector and spread that cash across a host of old-economy bets. What’s happening alongside that “great rotation,” however, is also interesting, and likely keeping stocks afloat amid the broader tech declines.

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

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.