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
semiconductor stocks
Sarah Ross3 min read
Micron (MU) CEO Sanjay Mehrotra Announces $250 Billion AI Memory Chip Investment
Micron CEO Sanjay Mehrotra is pouring 250 billion dollars into U.S. chip fabs to chase AI memory demand. Here's what the investment means for Micron's valuation and competitive standing.
Connor Simmons3 min read
New Lawsuit Rattles Micron (MU) Stock Price
Micron just posted record earnings, then got hit with a price fixing lawsuit days later. Here's how the stock, valuation and legal risk stack up now.
Sarah Ross3 min read
Micron (MU) Earnings Carry Extra Weight Amid AI Fears
Micron Technology reports fiscal Q3 earnings Wednesday as MU shares sit at $995.87 after a brutal 13% selloff. With $23.8 billion in projected net income and the AI spending boom…
Connor Simmons6 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
Micron (MU) Earnings Tonight Amid AI Memory Selloff
Micron Technology reports earnings after a brutal 13.2% sector selloff, with revenue estimates ranging up to $35.4 billion against the company's own $33.5 billion guidance. Here is what the market…
Frank Carr6 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
Qualcomm (QCOM) Acquires AI Startup Modular for $4 Billion
Qualcomm is acquiring AI software startup Modular for roughly $3.92 billion in stock, challenging Nvidia's CUDA platform and accelerating its push into the data center market. Here is what the…
Chris Wood4 min read
SK Hynix (000660) Plans $29 Billion US ADR Listing
SK Hynix is coming to Nasdaq in a $29.65 billion ADR listing explicitly designed to trade alongside Micron. Here is what that means for MU shareholders and how the numbers…
Chris Wood5 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
Micron (MU) Memory Squeeze Seen Boosting Earnings to 2028
Cantor Fitzgerald's CJ Muse argues the memory cycle runs tighter into 2027 and 2028 than most investors model. With Micron's fiscal Q3 2026 results due June 24, here is what…
Sarah Ross5 min read
NXP Semiconductors (NXPI) and Universal Display (OLED) Shares Fall
NXP Semiconductors fell nearly 7% on June 21 after an SK Hynix HBM headline rattled the chip sector. Here's what the selloff actually means for a stock up 35.8% year-to-date…
Frank Carr5 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
