Motley Fool34d agoneutral
TSM (TSM) Q2 2026 Earnings Call TranscriptRevenue surged 33.7% as AI demand drives HPC platform growth to 66% of sales.
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Reuters Videos34d agoneutralVIDEO
Wall St ends lower as chip weakness offsets solid earnings, data<body><p>STORY: Wall Street's main indexes ended lower on Thursday, with the Dow dropping two-tenths of a percent, the S&P 500 shedding about half a percent and the tech-heavy Nasdaq losing almost one-and-a-half percent.</p><p>Chip stocks tumbled despite bellwether TSMC posting a 77% jump in quarterly profit, it's shares falling more than 2%.</p><p>Mel Casey, senior portfolio manager at FBB Capital Partners, said the pullback demonstrated the lofty expectations for a sector that has soared by nearly 70% so far this year. </p><p>"You just have so many investors in the same trade here and really banking on every little component of the value chain, like, humming along at maximum pace. And so anything that's a little bit shy of, say, the whisper, or anything that's as good as expected but not better than expected is seen almost as a disappointment. And so that's what you're seeing today. But there's nothing you could really point to in the Taiwan Semi report to feel bearish about."</p><p>Memory-chip makers were among the biggest laggards, with SanDisk, Western Digital, Seagate Technology and Intel down between about five-and-a-half and twelve-and-a-half percent.</p><p>:: Netflix</p><p>Elsewhere in the market, shares of Netflix tumbled more than 7% in extended trading after the streaming giant's third-quarter revenue and earnings projections hovered below Wall Street targets. The company also said it would reduce the amount of information it discloses about consumers' viewing hours as it seeks new avenues of growth.</p><p>Shares of UnitedHealth Group closed higher after the company beat Wall Street earnings estimates and hiked its 2026 forecast.</p><p>But shares of United Airlines fell as surging oil prices weighed on its forward guidance.</p><p>Meanwhile, generally upbeat economic data on Thursday showed solid core retail sales, a drop in jobless claims and surging manufacturing activity in the Northeast.</p></body>
The Wall Street Journal34d agoneutral
Here’s What Is Happening Behind the Market’s Swings, in ChartsThe Nasdaq composite fell 1.5%, leading the session’s losses. Another quarter of solid earnings from Taiwan Semiconductor Manufacturing did little to mitigate a rough patch for chip stocks, with investors worried more about its spending plans than its bright outlook. Shares of chip makers from Santa Clara, Calif., to Seoul slid.
Proactive34d agobullish
TSMC Q2 profit beats estimates, ups spending as AI boom continuesTaiwan 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...
BeInCrypto34d agoneutral
TSMC Raised Its 2026 Revenue Guidance: What It Means for AI Chip DemandTSMC raised its 2026 revenue growth guidance above 40% and lifted capital spending on strong AI chip demand.
Barrons.com34d agobearish
Chip Weakness Takes Hold, Nasdaq StumblesChip stock weakness was taking its toll on Thursday, and tech stocks were losing steam. The Nasdaq was down 0.6%, while the S&P fell 0.1%. The Dow looked for direction near the flatline. Memory chip stocks, like Western Digital and Micron, were some of the worst performers premarket though the chip space struggled broadly.
GuruFocus.com34d agoneutral
Taiwan Semiconductor Manufacturing Co Ltd (TSM) (Q2 2026) Earnings Call Highlights: Strong ...TSMC reports robust Q2 2026 results with significant revenue growth and increased capital expenditures to meet rising demand in advanced technologies.
Investing.com34d agobullish
UnitedHealth rallies premarket while chip stocks retreat; TSMC’s record earningsInvesting.com -- U.S. stock index futures were mixed on Thursday as investors weighed lingering Middle East tensions, and focused on corporate earnings and further signs that U.S. inflationary pressures are easing.
GuruFocus.com34d agobearish
TSMC Stock Falls After Earnings. Why Strong Guidance Wasn't EnoughTSMC Stock Drops Even as AI Demand Stays Strong
Reuters34d agoneutral
Morning Bid: Damp SquibWhat matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets Another day, another test for chip stocks.
Quartz34d agoneutral
TSMC Q2 2026 earnings: record profit, $100 billion Arizona investmentThe chipmaker's net income rose 77% year-over-year in the second quarter, beating analyst estimates, as AI chip demand remains strong
Reuters34d agoneutral
TSMC to invest another $100 billion in US as Q2 profit blows past forecastsBy Wen-Yee Lee, Ben Blanchard and Faith Hung TAIPEI, July 16 (Reuters) - TSMC, the world's main producer of advanced AI chips and a major Nvidia supplier, pledged on Thursday to invest a further $100
InvestorsHub34d agoneutral
US markets steady as TSMC delivers record profit and investors await key economic data: Dow Jones, S&P, Nasdaq, Wall Street FuturesUS stock futures traded close to flat on Thursday as investors weighed encouraging inflation data, another strong round of corporate earnings and ongoing geopolitical tensions in the Middle East. Market attention also turned to a busy schedule of economic releases and earnings reports that could shape sentiment for the remainder of the week.
Reuters34d agoneutral
Wall St futures pause after two-day rally as investors await data, earningsJuly 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
Reuters34d agoneutral
European shares slip as investors weigh earnings, Mideast conflictBy 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.com34d agoneutral
TSMC and AI stocks fall despite upbeat earnings. Here’s what’s worrying investorsInvesting.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 Wall Street Journal34d agoneutral
📈 Earnings Snippet: TSMCThe 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.
Investing.com34d agoneutral
TSMC scores record profit, eyes on retail sales, earnings - What’s moving marketsInvesting.com - U.S. stock futures were largely steady on Thursday as softer inflation data continued to support hopes that the Federal Reserve can keep interest rates on hold.
MarketBeat34d agoneutral
Taiwan Semiconductor Manufacturing Q2 Earnings Call HighlightsTaiwan 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
Associated Press34d agoneutral
Taiwan computer chipmaker TSMC pledges another $100 billion to expand US chipmaking capacityMajor Taiwan computer chipmaker TSMC said Thursday it plans to spend another $100 billion on expanding its manufacturing capacity in the United States. The world's largest contract chip manufacturing and one of the world’s most valuable companies, TSMC’s results are seen as a barometer for the global chip industry and for AI at a time when worries about a potential AI bubble have been buffeting financial markets. As AI-related demand continues to surge, it has been expanding chip fabrication plants in the U.S., Japan and Taiwan.
The Wall Street Journal34d agobullish
TSMC’s Earnings Streak Continues on Robust AI DemandThe world’s largest contract chip maker posted its fifth straight quarter of record earnings amid voracious global appetite for artificial-intelligence infrastructure.
Reuters34d agobullish
TSMC Q2 profit jumps 77% to record, far surpasses expectationsTSMC, the world's largest contract chipmaker, posted a 77% jump in second-quarter net profit on Thursday, beating market forecasts and hitting a record, riding the wave of surging global demand for its artificial intelligence processors. Taiwan Semiconductor Manufacturing Co, whose customers include Nvidia and Apple, saw April-June net profit rise to T$706.6 billion ($21.99 billion). The profit handily beat a T$632.6 billion LSEG SmartEstimate, which is weighted toward forecasts from analysts who are more consistently accurate.