TSMC, 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.
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Okta and Master Concept were recognized for their collaboration in identity security for complex cloud and AI environments. Master Concept received the Okta Catalyst Award for Strategic Excellence, highlighting joint work across Asia. The award points to concrete business development and market expansion activity that adds to Okta's global identity security footprint. For investors tracking Okta, ticker NasdaqGS:OKTA, this award highlights how the company is working with partners to address...
Aehr Test Systems (AEHR) kicked off its latest earnings season with Q4 2026 results that drew fresh attention to the stock, as investors weighed a quarterly profit against a weaker full year. See our latest analysis for Aehr Test Systems. The earnings surprise has been reflected in Aehr Test Systems’ share price, with a 1-day share price return of 21.91% and 7-day share price return of 29.31%. However, the 30-day share price return is down 24.24%. Over the past year, total shareholder return...
SCHA has outperformed over the last year, but ISCB offers a higher dividend yield and industrial exposure.
Investors didn't seem to think so after the company published it.
Apple is gaining momentum as iOS 27, China AI approval, and a Broadcom chip deal have strengthened investor confidence.
In the past week, analysts have become more optimistic about The Charles Schwab Corporation’s upcoming June-quarter earnings, with the Most Accurate Estimate now above the Zacks Consensus Estimate and results scheduled for release on July 21, 2026. This recent shift in analyst expectations highlights growing confidence in Schwab’s near-term earnings power and places extra focus on how the firm is converting its expanding client base and digital initiatives into profit growth. With analyst...
The technology giant's AI strategy is emerging.
A Stocktwits poll that sought to gauge what retail investors think the value of the company’s shares should be found that a majority believe PYPL stock is worth over $100.
PayPal Holdings (PYPL) is fielding a joint takeover offer from Stripe and private equity firm Advent International worth more than $53 billion, according to Reuters. PayPal runs the checkout button behind millions of online stores and owns Venmo, making it one of the few consumer payment brands ...
In recent days, several major Wall Street firms, including UBS, BTIG, HSBC and Piper Sandler, have issued upbeat analyst calls on Capital One Financial, adding fresh positive coverage to the stock. This cluster of supportive opinions from high-profile analysts appears to have shifted investor attention toward Capital One’s perceived quality and relative value. Next, we’ll examine how this wave of optimistic analyst coverage interacts with Capital One’s existing investment narrative and risk...
FDA has accepted Bristol Myers Squibb's New Drug Application for mezigdomide in combination with carfilzomib and dexamethasone for relapsed or refractory multiple myeloma. The filing is supported by a Phase 3 trial that showed a meaningful improvement in progression free survival for this patient group. This decision marks a key regulatory milestone for NYSE:BMY's oncology pipeline and could influence how investors view its future revenue mix. Bristol-Myers Squibb enters this news cycle...
Upwork trades at a discount valuation but faces debt refinancing pressure, while Wix boasts faster growth yet carries higher leverage and margin headwinds.
Oracle became a publicly traded company in 1986, and six years later in 1992, it announced its first stock buyback plan. Since then, Oracle has spent billions of dollars buying back shares. The buybacks also increased founder Larry Ellison’s stake in Oracle to nearly 41%, which has helped to ...
With Q2 earnings closing in, Jefferies just named its top Magnificent 7 pick and the choice cuts across some of the most widely held retirement stocks in America. One of these three tech giants wins on valuation, one wins on income, and one barely shows up to the fight.
Major tech companies are backing fusion developers, with Microsoft signing a binding power purchase agreement with Helion, while Google, Nvidia, and other investors are funding companies such as Commonwealth Fusion Systems and Proxima Fusion.
A 35-stock equal-weight fund has been quietly outrunning the Nasdaq-100 for years, and the structural reason behind that gap changes how you think about building a tech position.
With JPM hitting an all-time high of $351 a share following its record Q2 results, investors may be wondering whether the post-earnings rally has further room to run.
Eli Lilly is nearing an agreement involving AtaiBeckley, Bloomberg reported on Wednesday, citing people familiar with the matter.
FMC stock is trading near the lowest level in over two decades as the company continues to battle several challenges. It, however, can be a speculative buy for aggressive investors given the low valuations.
Roth Capital analyst Craig Irwin advised investors to evaluate Electrovaya’s Amazon pact in the context of Ford Motor Co.’s (F) energy storage system agreement with EDF.
The AI chip tester's revenue could triple in fiscal 2027.
TSMC, the world's largest manufacturer of advanced AI chips, is expected to notch a fifth consecutive quarter of record earnings on Thursday, with a 59% surge in net profit for April-June, driven by booming global demand for AI infrastructure. Analysts said demand for Taiwan Semiconductor Manufacturing Co's (TSMC) 3-nanometre and 2-nanometre process technologies for AI chips, as well as for its advanced chip packaging technology, CoWoS, remains strong. TSMC is expected to report net profit of T$632.6 billion ($19.65 billion) for the second quarter, according to an LSEG SmartEstimate compiled from 18 analysts.
In the latest trading session, ATI (ATI) closed at $193.59, marking a +2.19% move from the previous day.
Autodesk (ADSK) concluded the recent trading session at $208.98, signifying a +1.49% move from its prior day's close.
Warren Buffett says Alphabet will beat 95% of Wall Street picks as Berkshire's stake tops $31 billion. GOOGL stock surges.
Western Union (WU) closed the most recent trading day at $8.04, moving +2.03% from the previous trading session.
The latest trading day saw Toast (TOST) settling at $30.39, representing a +1.3% change from its previous close.
One company posted a $515.8 million net loss with negative free cash flow; the other generated $7.2 billion in operating cash.
In the most recent trading session, Tutor Perini (TPC) closed at $79.29, indicating a +1.95% shift from the previous trading day.