TSM Earnings Dates: Q2 2026 Profit and Arizona Investment
TSMC posted record profit and beat estimates, yet shares fell as investors weighed a massive capital spending hike and a new 100 billion dollar Arizona commitment.
Sarah Ross3 min read
ai chips
Sarah Ross3 min read
Tech Stocks Plummet as AI Takes the Blame
Nvidia shares fell 1.46% to $197.30 as a global semiconductor selloff renews questions about AI investment returns. With an RSI near oversold territory and a Fed rate hike looming, here…
Sarah Ross5 min read
Micron (MU) Earnings Loom Amid Chip Sector Volatility
Micron Technology has surged 761% in a year to a $1.19 trillion market cap, riding AI memory demand. With shares at $1,015.62 and a major earnings report approaching, investors are…
Sarah Ross5 min read
Cerebras (CBRS) Shares Sink on Earnings Debut With Thin Margins
Cerebras Systems filed its first earnings report as a public company and sent shares tumbling nearly 18%. Strong revenue growth collided with a margin outlook well below Nvidia and AMD,…
Connor Simmons5 min read
Cerebras (CERE) Margins Forecast Drags Stock Down 14%
Cerebras Systems stock dropped 17.9% to 186.72 USD after the AI chip designer's debut earnings showed full year gross margin guidance well below first quarter levels and far behind Nvidia's…
Frank Carr5 min read
Cerebras Systems (CBRS) Stock Falls Despite Earnings Beat
Cerebras Systems beat Q1 revenue estimates with $193.4 million in sales, but shares dropped more than 17% after the company guided for sharply lower gross margins in Q2. Here is…
Connor Simmons4 min read
Nvidia (NVDA) Banned AI Chips Double in Price in China
Nvidia's AI chips are reportedly trading at more than double their list price on China's black market. Here's what the market data says about NVDA stock as the export-control squeeze…
Sarah Ross4 min read
SpaceX vs. Nvidia: Best AI Stock
Nvidia just got a new AI-market rival in newly public SpaceX. We weigh the chipmaker's $5.10 trillion valuation, 85% revenue growth and cooling momentum against the case for caution at…
Connor Simmons4 min read
