TSMC reports third-quarter earnings on October 15.The numbers already look strong. TSMC’s Q3 revenue rose about 50% year over year to NT$1.49 trillion, beating market expectations. Reuters estimates net profit could jump roughly 65% to NT$746.3 billion, which would mark a sixth straight quarter of record earnings. $Taiwan Semiconductor Manufacturing(TSM)$ AI demand remains the main driver. TSMC continues to benefit from advanced-chip demand from Nvidia, Apple and other major customers, while CoWoS and leading-edge capacity remain tight. Reuters also noted that Morgan Stanley expects TSMC could raise its 2026 revenue-growth outlook into the low-to-mid 40% range. But sentiment around AI stocks has become more fragile. Even strong earnings from major

JPMorgan, Goldman Sachs, Citigroup and Wells Fargo report on Oct. 13, followed by Morgan Stanley and Bank of America on Oct. 14. Higher rates can be good for banks — They can lift loan yields and support net interest income. But they also raise funding costs, slow borrowing and put more pressure on consumers and businesses. Earning Highlight First, net interest income. Can higher loan yields still outweigh rising deposit and funding costs? Second, investment banking and trading.M&A and IPO activity has been improving, but the recovery is uneven. JPMorgan and Morgan Stanley have sounded relatively upbeat, while Bank of America has warned of softer investment-banking fees. Third, credit quality.Investors will be watching credit-card delinquencies, loan-loss provisions and consumer loan g

Micron reports fiscal Q4 earnings after the market closes on September 30.According to Bloomberg BEST, consensus is calling for about $51.4 billion in revenue and $31.73 in adjusted EPS. So the bar is already high. $Micron Technology(MU)$ What to Expect The good news is that memory pricing is still moving in Micron’s favor. DDR5 contract prices are up about 24% since May, while NAND prices have risen around 10%. AI demand remains strong, especially for HBM, as servers require more memory per system. Bloomberg Intelligence sees room for Q4 revenue to come in roughly 5% above consensus, with next-quarter guidance potentially 5%–10% above current estimates. But the bigger question is no longer whether memory prices are rising. It is how long this cycle

Dell surged after raising its full-year outlook on booming AI server demand, while Palo Alto Networks gained on strong security growth. MongoDB, meanwhile, beat estimates and raised guidance but still sold off sharply as investors looked for faster growth from its Atlas cloud business. $Dell Technologies Inc.(DELL)$ +10% after hours Dell sells PCs, storage systems and servers used by enterprises and cloud providers. Fiscal second-quarter revenue jumped 58% to a record $47 billion, topping Wall Street’s estimate of about $44.9 billion. Adjusted earnings came in at $7.04 per share, well above the $4.91 expected. AI server revenue doubled to $16.4 billion, while new AI orders reached $60.9 billion. Dell ended the quarter with a record $95 billion AI

Software stocks are having a strong earnings season. Atlassian jumped 35.31% after results. Doximity gained 32.62%. Palantir rose 29.45%. And the rally is broader than just AI. A number of software companies are being rewarded for the same three things: stronger growth, better profitability and more bullish guidance. First, investors are paying up for visible growth again. $Atlassian Corporation PLC(TEAM)$ reported revenue growth of 28%, with cloud revenue up 31% and RPO up 44%. The company also raised its outlook. $Palantir Technologies Inc.(PLTR)$ was another standout. Revenue surged 93%, while U.S. commercial revenue jumped 149%. Management also raised its full-year forecast. That combination — strong

Broadcom reports fiscal Q3 earnings after the market closes on September 2.Wall Street expects about $29.4 billion in revenue and $3.23 in adjusted EPS. $Broadcom(AVGO)$ The bigger story is custom AI chips. OpenAI has been working with Broadcom on a custom inference chip called Jalapeño. Early tests reportedly showed better power efficiency and faster response times than Nvidia’s GB300. That does not mean Broadcom is about to replace Nvidia.It is still early. The chip is focused on inference, has not been tested against Rubin, and large-scale production is not expected until late next year. But the trend matters: More AI companies want chips built around their own models and costs — and Broadcom could be one of the biggest winners. What to expect？

Wednesday delivered one of the busiest tech earnings nights of the season. Nvidia crushed expectations again, Salesforce and CrowdStrike surged on stronger AI demand, while Abercrombie jumped more than 35% after raising its outlook. $NVIDIA(NVDA)$+4% after hours Nvidia makes the GPUs and computing systems that power most advanced AI data centers. Fiscal Q2 revenue reached $96.2 billion, up 106% year over year, beating Wall Street’s roughly $92.3 billion estimate. Adjusted EPS came in at $2.22, ahead of the $2.09 consensus. Data Center revenue surged 117% to $89 billion. The outlook was also strong. Nvidia expects Q3 revenue of about $108 billion, above estimates near $104–$105 billion. Vera Rubin is now ramping into full production

Tuesday’s earnings reactions had a clear theme: beating the quarter wasn’t enough if the outlook disappointed. Dick’s Sporting Goods suffered its worst drop in decades after cutting forecasts, while Intuit and Zoom both sold off after earnings beats were overshadowed by softer guidance. $Dick's Sporting Goods(DKS)$ -30.7% Dick’s Sporting Goods is a major U.S. retailer selling athletic footwear, apparel and sporting equipment, and it now also owns Foot Locker. Q2 adjusted EPS came in at $3.53, below Wall Street’s roughly $3.76 estimate. Revenue reached $5.59 billion, also missing expectations near $5.64 billion. Comparable sales rose just 2.1%, while Foot Locker comps fell 3.6%. The bigger problem was the outlook. Dick’s cut full-year adjusted EPS g

Monday’s earnings slate was relatively light, but several names still moved sharply. XPeng sold off after issuing a weak revenue outlook, while PDD finished lower as investors weighed slowing growth against stronger-than-expected profit. $XPeng Inc.(XPEV)$ -8.6% XPeng is a Chinese electric-vehicle maker that is also expanding into autonomous driving, AI and humanoid robotics. Q2 revenue reached RMB19.74 billion, while vehicle deliveries totaled 103,295, roughly flat from a year earlier. Gross margin improved to 20.7%, but the company posted a net loss of RMB1.34 billion. The bigger concern was guidance. XPeng expects Q3 revenue of RMB21.7 billion–RMB23.4 billion, well below the roughly RMB26.6 billion Wall Street expected. The comp

NVIDIA reports fiscal Q2 2027 earnings after the U.S. market closes on August 26. Wall Street is expecting another strong quarter, with revenue of about $92 billion and adjusted EPS near $2.08. $NVIDIA(NVDA)$ But this time, a simple beat may not be enough. Investors already expect Blackwell demand to remain strong. The bigger question is whether Nvidia can show that growth will stay just as strong into the next product cycle. What to expect？ Blackwell remains the main growth driver, with demand for AI computing still running ahead of supply. But the market is already looking ahead to Vera Rubin, Nvidia’s next-generation AI platform. The key question is how quickly Rubin can ramp in the second half of the year. If Rubin ramps faster, Nvidia could h

Retail earnings took center stage Thursday, and the signals were sharply mixed. Walmart suffered its biggest drop in years after a rare sales miss, while Ross Stores rallied on strong demand for discounted goods $Wal-Mart(WMT)$-9.2% Walmart is the largest U.S. retailer, selling groceries, household goods, apparel and general merchandise through stores and online. Walmart reported adjusted EPS of $0.81, while revenue came in around $187.9 billion, both above expectations. The weak spot was U.S. comparable sales, which rose just 2.6%, well below the 3.8% analysts expected and the slowest growth in six years. The company still raised its full-year outlook, forecasting sales growth of 4%–5% and adjusted EPS of $2.80–$2.87. But traffic growth slowed, co

Consumer earnings were in focus Wednesday, and the market reactions were surprisingly strong. Estée Lauder surged 16% as China and fragrance demand improved, while Target gained 4% after raising its full-year outlook. Lowe’s also moved higher despite softer sales, while TJX fell even after beating expectations. $Estee Lauder(EL)$ +16.3% Estée Lauder is a global beauty company behind brands including Estée Lauder, Clinique, M.A.C, Tom Ford Beauty and Le Labo. Estée Lauder delivered a strong finish to fiscal 2026, with Q4 sales of $3.63 billion, ahead of the $3.54 billion Wall Street expected. Adjusted EPS came in at $0.39, beating the $0.32 consensus. Luxury fragrance remained the standout. Fragrance sales rose 10%, helped by Tom Ford and Le Labo, wh

Tuesday delivered several sharp earnings moves. Baidu was the biggest high-profile loser as its advertising business weakened, while Amer Sports gained on another strong quarter. After the bell, La-Z-Boy plunged and Keysight bounced on a beat-and-raise report. $Klarna Group plc(KLAR)$-23% Klarna is a Swedish fintech company best known for “buy now, pay later” payment services. Klarna reported Q2 revenue of $1.04 billion, up 27% year over year, while the company swung to a $9 million net profit, better than expectations for a loss. GMV rose 18% to $36.6 billion, with U.S. GMV growing 27%. The problem was guidance. Klarna cut its 2026 revenue forecast to $4.08 billion–$4.16 billion, down from $4.34 billion previously, and lowered GMV guidance to $14

Alibaba reports fiscal Q1 2027 earnings before the U.S. market opens on August 20. Wall Street is expecting revenue of around RMB 268.5 billion, up 13.6% year over year, while adjusted EPS is expected to fall about 10.7% to RMB 11.18. Adjusted net income is seen dropping roughly 16% to RMB 25.2 billion, according to Bloomberg. $Alibaba(BABA)$ $BABA-W(09988)$ Is all that AI spending finally starting to pay off? Alibaba has been pouring money into AI infrastructure, cloud capacity and instant commerce. Last quarter, Alibaba Cloud revenue jumped 38% to RMB 41.6 billion, while AI-related products accounted for roughly 30% of external cloud revenue. Bloomberg expects Alibaba's cloud revenue to grow roughly 42

Applied Materials beat expectations and issued a strong AI-driven outlook, but still fell after hours. Tapestry sank nearly 17% as investors focused on weak growth at Kate Spade and a cautious sales forecast. $Applied Materials(AMAT)$ -5% after hours Applied Materials reported quarterly revenue of $9.12 billion, above Wall Street’s $8.99 billion estimate. The chip-equipment maker also guided for next-quarter revenue of about $10.25 billion, well ahead of the $9.54 billion consensus, while adjusted EPS guidance of $4.02 topped expectations of $3.69. AI spending remains the main driver. Applied now expects advanced-packaging revenue to grow more than 70% in 2026, up from its previous forecast of more than 50%, as chipmakers keep investing in DRAM, l

The latest earnings batch delivered another reminder that good AI numbers are no longer enough on their own. Cisco and Coherent both topped Wall Street expectations on August 12, yet their shares fell after hours, while Cerebras dropped sharply after revenue came in light. $Cisco(CSCO)$ -4% after hours Cisco posted fiscal Q4 revenue of $17.25 billion, above the $16.82 billion expected by analysts, while adjusted EPS of $1.22 also beat the $1.17 consensus. AI infrastructure orders reached $4 billion in the quarter and $9.3 billion for the full fiscal year. The outlook was strong as well. Cisco expects fiscal 2027 revenue of $72.2 billion to $73.4 billion, comfortably above Wall Street’s roughly $68.7 billion estimate, and sees AI infrastructure rev

AI infrastructure was back in focus overnight, with CoreWeave and Super Micro Computer both rallying after earnings, while On Holding went the other way after a sales miss. $CoreWeave, Inc.(CRWV)$ +15.72% after hours CoreWeave shares jumped more than 15.72% after the AI cloud company beat expectations and raised its outlook. Q2 revenue reached $2.58 billion, more than doubling year over year and slightly above the $2.56 billion expected by Wall Street. Its adjusted loss of $1.14 per share was also narrower than expected. Revenue backlog climbed to $104billion, up from $99.4 billion in Q1, while CoreWeave secured more than $25 billion in new customer commitments so far this quarter. The company raised its 2026 revenue and adjusted operating profit

SanDisk will report its fiscal fourth-quarter and full-year 2026 results after the US market closes on Aug. 5. According to Bloomberg, analysts expect quarterly revenue of $8.64 billion, up about 354% year over year, and adjusted earnings of $34.37 per share. $SanDisk Corp.(SNDK)$ SanDisk shares have been highly volatile ahead of earnings. The stock fell roughly 47% in July after previously trading above $2,350, as investors took profits and grew more cautious about AI spending, the memory cycle and competition from Chinese chipmakers. Recently, the stock has rebounded about 17% to around $1,427 as major technology companies continued to increase AI capital spending, reviving optimism around memory and storage demand. What to Watch AI storage dema

SpaceX will report its first quarterly results as a public company after the market closes on Tuesday, August 4. Wall Street expects second-quarter revenue of about $6.9 billion and EBITDA of roughly $2.1 billion. $SpaceX(SPCX)$ SpaceX shares have fallen for five consecutive weeks. The stock is trading near $110, about 19% below its $135 IPO price and more than 50% below its intraday high of $225.64. More than $500 billion in market value has been wiped out since the stock peaked. Short sellers, meanwhile, have made an estimated $8.3 billion in paper profits since the IPO. Another major test will come after earnings. Around 912 million shares, worth nearly $100 billion, are expected to become eligible for sale on August 6 as lockup restrictions ex

AMD is set to report its fiscal second-quarter earnings after the market closes on Tuesday, August 4. Wall Street expects revenue of approximately $11.3 billion, representing growth of 47% year over year and 10% quarter over quarter. The company has guided for a non-GAAP gross margin of around 56%. $Advanced Micro Devices(AMD)$ AMD shares have rallied sharply this year, driven by strong server CPU demand and growing expectations for its next-generation AI infrastructure platform. The company has secured major commitments from Microsoft, Meta, OpenAI and Anthropic, but investors are still waiting to see when those agreements will begin contributing to revenue. What to Watch Q3 guidance could be the real earnings event. AMD’s Helios r