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23,466 signal articles · 331 in last 24h · 111,995 total before filter · latest 50m ago

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FreightWaves28d agoneutral

AI DATA CENTER DEMAND: Why capacity is ‘tapped out’ now | FW Today

SummaryView Transcript As Q2 earnings season kicks off, the spotlight is on big banks and tech giants like Taiwan Semiconductor. Christopher Versace, CIO of Tematica Research, breaks down why surging AI demand means data center capacity is already ‘tapped out,’ even with clients willing to pay double. Learn why this differs from the dot-com bubble […] The post AI DATA CENTER DEMAND: Why capacity is ‘tapped out’ now | FW Today appeared first on FreightWaves.

TSM

Zacks28d agoneutral

5 Key Charts to Start Q2 Earnings Season

The big banks crushed earnings. Will other companies join in the party?

TSM

24/7 Wall St.28d agoneutral

NVIDIA CEO Jensen Haung: Our Next Product Is on Pace for “Giant” Sales Volumes

Jensen Huang just staked his credibility on a single word to silence delay concerns about Vera Rubin, and Wall Street is already reworking its price assumptions in response.

NVDA TSM

Yahoo Finance Video28d agoneutralVIDEO

From bubbles to bottlenecks, what Wall Street is thinking about AI

After ASML Holding (ASML) raised its full-year sales guidance, HSBC strategist Duncan Toms comments on how Wall Street's dialogue around the AI bubble has shifted into discussions of AI bottlenecks beginning to materialize.

ASML MU TSM

24/7 Wall St.28d agobullish

Here’s the Clear Reason to Buy Intel Before Its July 23 Earnings Report

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.

AMD INTC NVDA SPY TSM

GuruFocus.com28d agoneutral

ASML Raises Forecast Again on AI Chip Demand

Second-quarter sales and margin beat guidance as customers accelerate capacity plans

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Insider Monkey28d agoneutral

How Meta Platforms (META) Is Strengthening Its AI Infrastructure With Custom Chips and Massive Computing Expansion

Meta Platforms, Inc. (NASDAQ:META) is one of the high-growth wide-moat stocks to buy. On July 9, Reuters reported that Meta plans to begin manufacturing its in-house AI chip, code-named Iris, in September. The company is working with Broadcom on design and Taiwan Semiconductor Manufacturing Company on production. Reuters also reported that Meta plans to deploy […]

AMD AVGO META NVDA TSM

Reuters Videos28d agoneutralVIDEO

ASML raises 2026 forecast, expands capacity on AI chip demand

<body>STORY: ASML raised its 2026 financial forecasts on Wednesday after better-than-expected Q2 earnings. The world's biggest supplier of computer chip manufacturing equipment also said it would increase capacity as AI demand boosts revenue. ASML now expects this year's net revenue to reach up to $51 billion, a 16% forecast increase.And Q2 revenue hit over $10.6 billion which topped analyst estimates. With one calling the earnings “blowout results across the board.”The Dutch company is the world's only maker of extreme ultraviolet lithography (EUV) tools, which are essential for making cutting-edge chips. Its customers, including TSMC, Samsung and SK Hynix, are racing to add capacity for AI-related demand.ASML said it intended to expand capacity by 30% in each of the next two years for its flagship EUV tools…As well as for deep ultraviolet (DUV) tools needed for less advanced chips and by customers in China.Investors liked what they heard from ASML and shares were up over 5% in early trade. </body>

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The Wall Street Journal28d agoneutral

Chip-Machine Supplier ASML Raises Guidance Again on Unrelenting AI Demand

The company’s second upgrade to annual guidance is a sign that companies are scrambling for its semiconductor-making tools in the race to build AI infrastructure.

ASML INTC NVO SSNLF TSM

Barrons.com28d agoneutral

Time to Rethink Emerging Market Winners. Why a Broad Index Won’t Cut It.

Sharp pros are giving fresh attention to Brazil, India, and parts of Africa. Focused China plays could work, too.

SSNLF TSM VWO ^GSPC

Bloomberg28d agoneutral

ASML Raises Full-Year Outlook as AI Boosts Demand at Chipmakers

(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

GOOG GOOGL INTC MSFT SSNLF TSM

Reuters28d agoneutral

ASML tops Q2 estimates on AI chip demand

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.

ASML MU SSNLF TSM

Zacks28d agoneutral

3 Portfolio-Worthy Stocks to Consider as Q2 Earnings Approach: GE, TSM, UNH

Three stocks that stand out ahead of their upcoming Q2 reports on Thursday, July 16 are GE Aerospace (GE), Taiwan Semiconductor (TSM), and UnitedHealth Group (UNH).

BA EADSY GE TSM UNH

The Wall Street Journal28d agoneutral

Earnings, Warsh Testimony: What to Watch the Rest of the Week

Today Earnings: Johnson & Johnson, Morgan Stanley, BlackRock, PNC Financial Services, Conagra, Cintas, United Airlines, Bank of New York Mellon, Elevance Health, J.B. Hunt, ASML Economic data: Producer-price index data for June, Empire State manufacturing survey, EIA weekly petroleum status report, Fed beige book.

ABT ASML BLK GE ISRG JNJ PNC TSM

Insider Monkey29d agoneutral

Taiwan Semiconductor Manufacturing Company Limited (TSM) Not at Risk of Losing Competitive Edge, CEO Says

We recently published Ray Dalio Stock Portfolio: 10 Best Stocks to Buy. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of Ray Dalio’s best stocks to buy. On June 4, WSJ reported that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) Chief Executive C.C. Wei told shareholders the company is not losing its edge in next-generation chip […]

ASML TSM

Barrons.com29d agoneutral

ASML Stock Rises Ahead of Earnings with Eyes on Potential Sales Boost

ASML stock has surged this year and Wall Street thinks it could raise its sales guidance when it reports earnings Wednesday.

ASML MU TSM

GuruFocus.com29d agoneutral

Wedbush Delivers an Urgent Message for TSMC Stock Investors

Taiwan Semiconductor May Raise Chip Prices for the First Time in Years

TSEM TSM

24/7 Wall St.29d agoneutral

The Great Tech Rotation Just Triggered a Flawless Entry Point Into the World’s Ultimate Hardware Play

Every serious AI chip on earth runs through one foundry, yet most investors are still sleeping on the infrastructure play hiding in plain sight. Here is why a recent macro selloff turned into a buying opportunity that is hard to ignore.

NVDA TSM

Barchart29d agoneutral

Taiwan Semi Is an Attractive Stock But Poses Some Risk

China could take steps that would cripple Taiwan Semi.

INTC MRVL TSM

Motley Fool29d agobullish

Buying TSMC Stock Before July 16 Just Became a No-Brainer Due to This Massive News

TSMC's June revenue report suggests that the stock is poised for bigger gains in the second half of 2026.

NVDA TSM

24/7 Wall St.29d agoneutral

The 1 Number That Sets the Record Straight on AI Chip Demand: $75 Billion

One number buried in NVIDIA's latest earnings filing cuts through all the noise about whether the AI infrastructure boom is real or hype, and it points to something far bigger than most investors are pricing in.

NVDA TSM

Bloomberg29d agoneutral

SK Hynix Early ADR Options Trading Leans to Short-Term Contracts

(Bloomberg) -- Options on SK Hynix Inc.’s American Depository Receipts began trading on US options exchanges Tuesday, giving traders in the world’s largest derivatives market easier access to the volatile South Korean memory chipmaker. Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkUS CPI Falls for the First Time Since 2020, Core Gauge

ASML SSNLF TSM

Simply Wall St.29d agobullish

Applied Materials (AMAT) Lands 10 Year TSMC AI Packaging Partnership

Applied Materials (NasdaqGS:AMAT) has entered a new 10 year partnership with Taiwan Semiconductor Manufacturing Company focused on advanced AI chip packaging. The agreement is tied to AI driven infrastructure investment and shifting industry cash flows toward chip equipment suppliers. The deal underscores long term demand visibility for Applied Materials’ tools within TSMC’s AI related production plans. Applied Materials sits at the center of the semiconductor equipment industry, supplying...

AMAT TSM

24/7 Wall St.29d agoneutral

AI’s Biggest Winners Are Creating Its Biggest Losers. Here’s What It Means for Investors

Every record-breaking chip sale and soaring data center budget is quietly starving another corner of the tech economy, and corporate earnings are starting to expose which companies are caught on the wrong side of that divide.

IBM TSM

Barchart29d agoneutral

Meta Platforms Is Moving Closer to Controlling Its AI Supply Chain. Here’s What the Company Is Planning.

Meta Platforms (META) is moving another step closer to building its AI future on its own technology. According to a recent Reuters report, the company plans to begin production of its custom AI chip named “Iris” beginning in September. The chip is expected to support Meta’s growing AI ambitions as...

SNDK TSM

Yahoo Finance29d agobearish

Earnings live: Wall Street bank stocks mixed despite profit haul

A series of big bank results kicked off the second quarter earnings season on Tuesday.

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Investing.com29d agoneutral

Why these two earnings reports could be "tone-setting" for the chip sector

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.

ASML CRWV ORCL TSM

Investopedia29d agoneutral

Here’s How Much TSMC Stock Is Expected to Move After Earnings

TSMC, the world’s largest contract chip manufacturer, is set to report earnings Thursday, with traders expecting a big move from the stock.

TSM

TheStreet29d agobullish

TSMC’s June revenue jump breaks a four-year seasonal pattern

Taiwan Semiconductor Manufacturing (TSM) reported June revenue on July 13 that ran counter to its own recent history, and the timing is not a coincidence. June is normally the month when the world’s largest contract chipmaker cools off, not accelerates. This year revenue climbed instead of ...

TSM

Barchart29d agoneutral

How To Find Options Trades This Earnings Season

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.

TSM UNH