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Investing.com31d agoneutral
TSMC and AI stocks fall despite upbeat earnings. Here’s what’s worrying investors

Investing.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.

Nvidia’s China opening could unlock surprise earnings upside
TheStreet31d agoneutral
Nvidia’s China opening could unlock surprise earnings upside

Nvidia’s (NVDA) first H200 shipments to China are unlikely to change its quarterly results. The reported volume is just too low. But it matters to U.S. investors, since Nvidia’s current guidance assumes data-center compute revenue from China will be zero. For the first quarter of fiscal 2027, ...

ASML Just Raised Guidance Again — Is This the Strongest AI Stock Story Nobody’s Talking About?
24/7 Wall St.31d agoneutral
ASML Just Raised Guidance Again — Is This the Strongest AI Stock Story Nobody’s Talking About?

The AI investment boom has created a sharp divide between companies benefiting from long-term demand and those merely riding short-term enthusiasm. While many technology businesses continue spending hundreds of billions of dollars on AI infrastructure, investors have increasingly questioned whether those investments will eventually slow. Yet every quarter seems to produce another reminder that the ... ASML Just Raised Guidance Again — Is This the Strongest AI Stock Story Nobody’s Talking About?