News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
TSM stock is trading sideways after hitting a recent high. TSMC's profit is expected to rise 46% in its second quarter.
Broker Expects Higher 2026 Growth GuidanceCiti has increased its price target on Taiwan Semiconductor Manufacturing (NYSE:TSM), saying the world’s largest contract chipmaker is well positioned to upgrade its 2026 revenue outlook and long-term growth expectations when it reports quarterly results later this month. The brokerage lifted its target price to NT$3,800 from NT$2,875 while maintaining its Buy rating, arguing that sustained demand for advanced artificial intelligence semiconductors conti
Cerebras Systems (NASDAQ:CBRS) is approaching its first earnings report as a public company with execution rather than demand as the key variable to watch, according to Wedbush analysts. Demand risk is "almost zero," according to Wedbush, given Cerebras's existing deals with OpenAI and...
This AI Infrastructure Stock Could Be Poised for Another Breakout
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
The big takeaway on Taiwan Semi, Google is updating search for AI era, Toll Brothers earnings show luxury homes are selling, and more news to start your day.
AI chip leader Nvidia (NVDA) will be reporting its first quarter earnings this Wednesday, May 20. D.A. Davidson head of technology research Gil Luria sits down with Julie Hyman to dive into what he'll be listening for on Nvidia's earnings call later this week and what is being signaled about the chipmaker's margins.
Applied Materials’ outlook suggests a windfall from AI chipmaking equipment could be coming sooner than expected.
Applied Materials reports earnings Thursday as investors look for signs that AI-driven chip spending can outweigh slowing sales growth in China.
Applied Materials Stock in Focus Ahead of Key AI-Driven Earnings Test
Klaviyo delivers cloud-based marketing automation tools to businesses worldwide, powering personalized digital communications at scale.
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
Moby summary of Pinnacle West Capital Corporation's Q1 2026 earnings call
On resource procurement, we recently received proposals in response to the all-source RFP issued later last year, which targeted new resources beginning service between 2029 and 2031. In summary, we are executing our plan, delivering operational excellence to our customers, investing in grid expansion to serve Arizona’s rapid growth, and improving investment recovery to reduce regulatory lag while ensuring affordability for customers.
Pinnacle West Capital (NYSE:PNW) opened 2026 with first-quarter results that management said were in line with the financial guidance issued in February, supported by higher transmission revenue, weather-driven demand, and continued customer growth in Arizona. Management points to Arizona growth an
HSBC downgrades Advanced Micro Devices stock to Hold from Buy in a research note ahead of the company’s earnings report Tuesday.
GlobalFoundries shares are rising after Cantor Fitzgerald upgrades the chip stock ahead of two major company events taking place this week.