TSMC (TSM) Expected Earnings: Why Buy Before July 16 Report
TSM heads into its July 16 earnings report with shares up nearly 40% this quarter. Here's what the numbers say about valuation, momentum and what could go right or wrong.
Eugene Castillo
AI chips
Eugene Castillo
Micron (MU) Earnings Loom as Chip Sector Whipsaws
Micron Technology has surged more than 760% in a year to a $1.19 trillion market cap, but at $1,014 per share and down 3.84% on the day, investors are weighing…
Curtis Hernandez
OpenAI, Broadcom Unveil Custom AI Chip
OpenAI has unveiled Jalapeño, its first custom AI chip built with Broadcom. Designed for inferencing and developed in just nine months, it reportedly outperforms current state of the art processors…
Eugene Castillo
Cerebras (CBRS) Stock Sinks 14% on Weak Margin Forecast
Cerebras Systems shares tumbled nearly 18% after the AI chip designer's debut earnings report showed full year margin guidance well below first quarter levels. Here is what the numbers reveal…
Eugene Castillo
Cerebras (CBRS) Shares Sink on Weak Margins
Cerebras Systems dropped more than 17% after its debut earnings report showed full-year gross margin guidance well below its first-quarter result and far behind Nvidia. Here is what the numbers…
Eugene Castillo
Cerebras Tops Wall Street Estimates in Debut Earnings Report
Cerebras Systems beat Wall Street estimates on its first public earnings report, but a drop in gross margin guidance sent shares down more than 17% to $188.56, pushing the stock…
Dean Porter
Nvidia (NVDA) AI Chip Prices Double on China Black Market
Nvidia AI chips are reportedly selling at more than double their listed price on China's black market, even as NVDA stock slides 3.72% to $200.04. Here's what the market data…
Douglas Turner