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23,572 signal articles · 342 in last 24h · 112,324 total before filter · latest 30m ago
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KLA Shares Drop Despite Q4 Earnings Beat as Guidance Fails to Impress Investors
InvestorsHub14d agoneutral
KLA Shares Drop Despite Q4 Earnings Beat as Guidance Fails to Impress Investors

KLA Corporation (NASDAQ:KLAC) reported stronger-than-expected fiscal fourth-quarter results, but its shares fell more than 10% in pre-market trading on Wednesday after investors focused on a cautious near-term outlook and guidance that offered only limited upside. The semiconductor equipment manufacturer posted earnings per share of $1.

Apple set for strongest June-quarter sales growth in 5 years
Reuters14d agoneutral
Apple set for strongest June-quarter sales growth in 5 years

Apple's decision to hold iPhone prices steady is set to power its strongest June-quarter sales growth in five years, but investors will want to know how long it can resist an increase. The consumer ‌electronics giant raised iPad and MacBook prices last month as it sought to offset cost increases from a shortage of ‌memory and storage chips caused by massive AI datacenter buildouts. Apple's decision paid off: iPhone shipments rose 3% and the company's market share climbed to nearly a fifth, estimated research firm Counterpoint.

UK regulator investigates whether Microsoft misled personal and family customers
Reuters14d agoneutral
UK regulator investigates whether Microsoft misled personal and family customers

Britain's antitrust regulator said it would investigate Microsoft over whether it ‌misled personal and family customers when marketing ‌subscription plans for its ever-popular Microsoft 365 product, resulting in ​them overpaying. The Competition and Markets Authority said on Wednesday the probe would examine Microsoft's addition of its AI assistant Copilot to Microsoft 365 subscriptions. Personal and ‌family customers were ⁠initially offered Copilot at no extra cost, but some later faced higher-priced subscriptions when ⁠renewing.

Microsoft set for $190 billion market value swing after earnings results, options indicate
Reuters14d agoneutral
Microsoft set for $190 billion market value swing after earnings results, options indicate

Options traders expect a roughly $190 billion swing in Microsoft's market value after it reports earnings on Wednesday, an unusually large move that underscores investors' growing eagerness to see if billions of dollars in ‌AI spending are beginning to pay off. By comparison, over the last 12 earnings cycles, Microsoft has averaged a 4.8% implied move and a 4.4% actual move, Option Research & Technology Services (ORATS) data ​showed. The significantly higher pricing this quarter suggests that investors view Microsoft — one of the hyperscalers whose massive AI capital spending is at the heart of this year's AI rally and the broader bull market — as central to the AI earnings story.

Bloomberg14d agoneutral
Nvidia Partner Quanta Seeks Up to $2.2 Billion From Offering

(Bloomberg) -- Artificial-intelligence server maker Quanta Computer Inc. is seeking to raise as much as $2.19 billion from a sale of global depositary shares, in an offering that may be the biggest Taiwanese stock sale in 19 years. Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterChip Rout

What to Watch for in Microsoft Earnings
The Wall Street Journal14d agoneutral
What to Watch for in Microsoft Earnings

Tech giant Microsoft is set to report earnings today after the market close, and investors will be listening to hear whether the company expects to maintain the rapid growth at its cloud business, Azure. In its last quarterly earnings call, Microsoft said it expected roughly $190 billion in capex this calendar year, but the firm only spent about $30 billion in the first three months of the year. Microsoft shares closed up 1.1% yesterday, but they are 19% lower so far this year.

Taiwan's UMC raises 2026 capex, expands Singapore and Taiwan fabs for AI demand
Reuters14d agoneutral
Taiwan's UMC raises 2026 capex, expands Singapore and Taiwan fabs for AI demand

Taiwanese chipmaker United Microelectronics Corp (UMC) said on Wednesday ‌that its board approved an expansion ‌plan, including additional cleanroom capacity at its Singapore facility and ​a new fab building at its flagship Tainan campus in Taiwan, to meet growing AI-driven demand. The plan will be executed in phases, enabling ‌UMC to remain ⁠ocused on capital discipline while flexibly deploying capacity to fulfill customer demand. As a result, 2026 capital expenditure budget will be revised upward to US$2 billion,” said CEO ​Jason Wang.

Bloomberg14d agobearish
AI Boom Spurs Insider Selling by Nvidia, CoreWeave Billionaires

(Bloomberg) -- Executives and investors tied to the AI supply chain were among the biggest insider sellers in the second quarter, taking advantage of a sharp — and volatile — rally in technology stocks.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsApple Set to Make Big Smart Home Push

SK Hynix Proves That Sometimes a 76% Profit Margin Isn’t Enough
The Wall Street Journal14d agoneutral
SK Hynix Proves That Sometimes a 76% Profit Margin Isn’t Enough

SK Hynix reported a record operating profit of 60.54 trillion won (about $41.66 billion) in the second quarter, up 557% from the a year earlier. Its operating margin was 76%, up from 41% a year earlier. Analyst expectations for operating profit were even higher, and the miss fueled investors' concerns that SK Hynix's rival Samsung is pricing its products more aggressively, Jefferies wrote.

UBS Group Q2 Earnings Call Highlights
MarketBeat14d agoneutral
UBS Group Q2 Earnings Call Highlights

UBS Group (NYSE:UBS) reported second-quarter 2026 net profit of CHF 2.8 billion and earnings per share of CHF 0.87, as growth in wealth management and the investment bank helped lift underlying pre-tax profit by 45% from a year earlier to CHF 3.9 billion. Group Chief Executive Officer Sergio Ermott

Stock Futures Edge Higher as Fed Rate Decision Looms
Barrons.com14d agoneutral
Stock Futures Edge Higher as Fed Rate Decision Looms

Stocks were on track to open a touch higher Wednesday as investors shrugged off a rally in oil prices ahead of the Federal Reserve’s July interest-rate decision. Dow Jones Industrial Average futures climbed 41 points, or 0.1%. This could be a crucial day for the market, with the Fed set to announce its policy decision and mega-cap tech companies Meta and Microsoft due to report earnings after the closing bell.