Semiconductor Earnings & Markets

Analyst: Micron investors must reset expectations as AI boom becomes long-term race

MarketWatch examines how investors should recalibrate their approach to AI stocks in light of Micron's positioning.

MarketWatch

Capital One rallies as Discover deal advances, earnings beat

Capital One posts strong quarterly results and advances Discover integration, lifting its stock.

CNBC

Super Micro surges on better-than-expected earnings outlook; Dell and HPE follow higher

Super Micro Computer stock surges on surprise update; Dell and HPE shares rise in sympathy.

MarketWatch

Earnings reveal profitable stocks beyond AI data center plays

CNBC

Tesla investors focus on robotaxi plans, not quarterly results

MarketWatch outlines key investor focus areas ahead of Tesla earnings.

MarketWatch

Netflix options traders price largest earnings swing since late 2022

Traders position for stabilization in Netflix stock after period of volatility.

CNBC · MarketWatch

GM posts $48.6B revenue, $2.80 adjusted earnings per share in Q3

General Motors reports earnings before market open; Wall Street has consensus expectations.

CNBC

Boeing, Meta, EchoStar poised to show outsized profit growth from year-ago comparisons

Three companies that took large charges last year are positioned to report much stronger results this quarter due to favorable year-over-year comparisons.

CNBC · MarketWatch

Five technology firms emerge as top Wall Street picks for earnings season

Wall Street analysts identify Microsoft, Shopify, and three other AI stocks as favored earnings plays.

MarketWatch

TSMC achieves sixth consecutive record profit quarter, surpassing forecasts

TSMC reports record profit for sixth consecutive quarter, beating forecasts amid AI demand surge.

CNBC · MarketWatch

ASML to release third-quarter earnings before Amsterdam market open

The Dutch semiconductor equipment maker will announce its Q3 financial results Wednesday morning in Amsterdam.

MarketWatch

Asian tech shares fall as U.S. chip sector weakness spreads regionally

SK Hynix and SoftBank shares fall as Asian tech stocks follow Wall Street semiconductor selloff.

CNBC

UnitedHealth stock exhibits atypical movement before results announcement

UnitedHealth shares show unusual price action before earnings announcement.

CNBC

Options traders brace for significant banking sector swings during earnings week

Banks prepare earnings reports as options markets price in expected volatility and outcomes.

CNBC

Corporate profit reports begin as investors expect strong results to lift stocks

Third-quarter earnings season begins with expectations for strong profits that could drive S&P 500 gains.

CNBC

Marvell's upbeat outlook signals opportunity in artificial intelligence chip investments

Marvell issues upbeat long-term guidance, signaling confidence in AI chip demand outlook.

CNBC · MarketWatch

Select semiconductor firms trade at lower valuations than broad market while expanding faster

Several chip makers including Micron and Nvidia generate strong cash flows despite having stock prices that lag the S&P 500's valuation multiples.

MarketWatch

Companies express record optimism about future earnings as Q3 results begin

U.S. corporations report record optimism about future profit growth, signaling confidence in earnings outlook.

MarketWatch

Micron earnings fail to spark investor enthusiasm despite results

Micron reported earnings but the stock did not rise, suggesting market skepticism despite results.

MarketWatch

Micron set to report quarterly results as options traders bet on positive outcome

Micron reports earnings after market close; traders positioned ahead of semiconductor earnings release.

CNBC