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vendredi, octobre 23
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Pourquoi cela bouge-t-il ?:
Shares of semiconductor and chip companies are trading lower amid concerns ...
Broadcom Financials
Broadcom (AVGO) financial statements — income, revenue, gross margin and key metrics.
Earnings & Guidance News
Meta Earnings Prediction Market Preview: What Will Mark Zuckerberg Say?
Meta heads into earnings with traders focused on Muse, cloud, custom AI chips and Zuckerberg’s spending plans
Daragh Thomas
Chip Stocks Repeated a Lehman-Era Losing Streak: Is The Bottom Now In?
The SOX fell eight straight sessions for the first time since 2008. Cantor’s C.J. Muse says equipment is sold out as JPMorgan upgrades Intel.
Piero Cingari
TSMC Q3 Earnings: Nicholas Mugalli Says Capex Hint Matters Most As Chipmaker Eyes Sixth Record Profit
TSMC is poised for a sixth straight record profit Thursday, with investors watching for hints on 2027 AI chip spending.
Radhika Anilkumar Nadig
ASML Beats Q3 Estimates, Raises 2026 Outlook as AI Boom Drives Capacity Expansion Talks Beyond 2028
ASML posts strong Q3 2026 sales as CEO Christophe Fouquet signals possible capacity expansion beyond 2028 amid surging AI demand.
Namrata Sen
Jim Cramer Sees Marvell Sending a Bigger Signal to Broadcom
Jim Cramer says Marvell’s bullish AI-chip forecast—up to $90B revenue by FY2031—could signal major upside for Broadcom and custom silicon.
Erica Kollmann
Forget the AI Bubble: VanEck’s Nick Frasse Explains How MU, SK Hynix, ASML, and TSMC Control the Pace of 'Token Factories'
VanEck’s Nick Frasse breaks down AI bottlenecks, 'token factories', and why MU, SK Hynix, ASML, and TSMC control the data center buildout.
Rishabh Mishra
