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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.

While it's hard to be bullish with shares 47% off their all-time high, investors can identify positive attributes.

The Federal Reserve may pivot to interest rate increases this year, a move that has often led to stock market corrections.

Warsh's hardline stance on inflation is a wake-up call for the second-priciest stock market in history.

New arrivals on the stock market often generate plenty of early hype. Their average early returns are less exciting.

The world’s largest contract chip maker posted its fifth straight quarter of record earnings amid voracious global appetite for artificial-intelligence infrastructure.

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.

TOKYO, July 16 (Reuters) - Nvidia said on Thursday it was partnering with Japanese companies including Fanuc and Yaskawa Electric to advance the development of robotics and AI.

Investors didn't seem to think so after the company published it.

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, ...

Dell, Sandisk and Micron led an AI sell-off, masked by megacaps such as Apple. SpaceX undercut its IPO price. Taiwan Semi, GE Aerospace earnings are due.

Nvidia stock is approaching a proper buy point as the artificial intelligence chip leader received some reassuring news this week.

Moby summary of M&T Bank Corporation's Q2 2026 earnings call

Moby summary of BlackRock, Inc.'s Q2 2026 earnings call

Netflix shares have cratered over 40% in the past year while the business quietly grew revenue and raised its cash flow outlook, creating a disconnect that has our model flashing a buy signal at an unusually high confidence level heading into tomorrow's earnings.

Inflation data gave investors hope on Wednesday morning. Semiconductor stocks took it away by lunchtime.

Investors were watching closely for clues about the staying power of the AI revolution. They got what they were looking for.

Apple is officially shopping. The iPhone maker is quietly exploring acquisitions of semiconductor startups to supercharge its artificial intelligence server capabilities, moving aggressively to close the gap in the high-stakes AI arms race. According to a report from The Information, Apple has been in active talks with investment bankers and semiconductor startups over the past few months to gauge potential buyouts. The driving force behind this push? A pressing need for more horsepower. Current

The streaming service reports critical financials on Thursday afternoon. Let's hope cameras are rolling.

The hyperscalers are under pressure to show results from their AI spending.

Intel reports earnings on July 23, and something unusual is happening ahead of that print: prediction markets, insider activity, and a major rival's capital are all pointing in the same direction at once.

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?

If you want to know the tech sector's priorities, follow the money.

Chip-gear giant ASML rose with the Nasdaq and AI stocks at key levels. Oil prices topped $80 a barrel on new U.S. attacks vs. Iran.

There's more to U.S. inflation than just energy prices.

The stock has a lot riding on the company's second-quarter report.

Investors can gain exposure to the space boom through established defense contractors benefiting from Golden Dome spending without relying on SpaceX alone.

Nvidia (NVDA) stock investors have been fed a familiar playbook. More robust accelerators, higher rack prices, and another wave of hyperscaler spending were expected to propel Nvidia stock's valuation to even more stratospheric levels. Bank of America's latest semiconductor outlook, shared with me, ...

There is a version of getting rich on Wall Street that has nothing to do with being right about a stock. You can spend a career building a reputation and then, one day, discover the reputation itself is the position. It pays whether or not your next call works. It compounds while you sleep. It does ...

The consumer price index in June fell 0.4% on the month, bringing the annual inflation rate to 3.5%.