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$Intel (INTC.US)$ will report second quarter 2026 results after the market closes on Thursday, July 23. Expectations have risen sharply since Intel's strong first quarter, when revenue, non-GAAP gross margin and non-GAAP EPS all exceeded management's guidance.
Core Financial Indicators
– Revenue: Consensus estimate is US$14.42B, up 12% YoY and 6% QoQ. Company guidance range is US$13.8–14.8B.
– Gross margin: GAAP gross margin cons...
Core Financial Indicators
– Revenue: Consensus estimate is US$14.42B, up 12% YoY and 6% QoQ. Company guidance range is US$13.8–14.8B.
– Gross margin: GAAP gross margin cons...
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$Arm Holdings (ARM.US)$ , the global leader in semiconductor IP, will report FY27 Q1 earnings after market close on Wednesday, July 29. The market has been trading the server CPU shortage narrative, with both $Intel (INTC.US)$ and $Advanced Micro Devices (AMD.US)$ benefiting significantly from the trend. Investors are now focused on whether data center CPU tailwinds can further drive Arm's earnings growth.
Core Financial Indicators
– Reven...
Core Financial Indicators
– Reven...
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The AI trade popping isn't the real risk — what determines whether it's a bad quarter or a genuine crisis is what else is happening in the economy when it happens.
1. The Tension Building in the Markets
There are two bets the market is making on AI right now that can't both be right: that hyperscalers rein in spending, and that chip profits keep soaring. This week gave the first real evidence investors are starting to bet against the first one. Alphabet, Tesla,...
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📊 Weekly Trading Recap (20 - 24 July 2026)
Market Recap
Continued selling pressure across Tech and Semiconductors hit my portfolio hard this week.![]()
Short-term noise, but staying focused on the long term.
Weekly DCA Trades
Bought the dips to accumulate more shares in:
• $SpaceX (SPCX.US)$
• $Intel (INTC.US)$
• $Corgi Lithography & Semiconductor Photonics ETF (EUV.US)$
Key Catalysts for Next Week 🗓️
A massive week ahead that could redefine market traject...
Market Recap
Continued selling pressure across Tech and Semiconductors hit my portfolio hard this week.
Weekly DCA Trades
Bought the dips to accumulate more shares in:
• $SpaceX (SPCX.US)$
• $Intel (INTC.US)$
• $Corgi Lithography & Semiconductor Photonics ETF (EUV.US)$
Key Catalysts for Next Week 🗓️
A massive week ahead that could redefine market traject...
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Rough week closing out for chip stocks. $NASDAQ 100 Index (.NDX.US)$ down 0.64% Friday, $iShares Semiconductor ETF (SOXX.US)$ as a sector down over 3.5%.
$Micron Technology (MU.US)$ down nearly 7%, $SK hynix (SKHY.US)$ down almost 9%, $SanDisk (SNDK.US)$ down nearly 11%. The $Dow Jones Industrial Average (.DJI.US)$ actually managed to close positive, non-tech names carrying the index while chips got hit hard.
The trigger Friday was ...
$Micron Technology (MU.US)$ down nearly 7%, $SK hynix (SKHY.US)$ down almost 9%, $SanDisk (SNDK.US)$ down nearly 11%. The $Dow Jones Industrial Average (.DJI.US)$ actually managed to close positive, non-tech names carrying the index while chips got hit hard.
The trigger Friday was ...
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$Super Micro Computer (SMCI.US)$ 🚀 Super Micro’s AI Story Is Getting Stronger—But the Next Test Is Earnings
After surging nearly 25% earlier this week, $SMCI paused as investors locked in profits and waited for the next major catalyst.
Despite Friday’s quiet trading, the company’s latest business update reinforced why Super Micro remains one of the key beneficiaries of the AI infrastructure boom.
Why the Stock Jumped
While management guided Q4 revenue toward the lower end of its $11B–$12.5B f...
After surging nearly 25% earlier this week, $SMCI paused as investors locked in profits and waited for the next major catalyst.
Despite Friday’s quiet trading, the company’s latest business update reinforced why Super Micro remains one of the key beneficiaries of the AI infrastructure boom.
Why the Stock Jumped
While management guided Q4 revenue toward the lower end of its $11B–$12.5B f...
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$Intel (INTC.US)$ 💡 AI Infrastructure Remains the Dominant Theme Across Tech
The latest analyst commentary reinforces a trend investors have been watching all year:
Companies building the infrastructure behind AI—not just the models—continue to attract investment, although execution and profitability are becoming increasingly important.
🖥️ Intel: Betting Bigger on AI Manufacturing
Several Wall Street firms turned more constructive after Intel ($INTC) raised its capital spending outlook.
Key ...
The latest analyst commentary reinforces a trend investors have been watching all year:
Companies building the infrastructure behind AI—not just the models—continue to attract investment, although execution and profitability are becoming increasingly important.
🖥️ Intel: Betting Bigger on AI Manufacturing
Several Wall Street firms turned more constructive after Intel ($INTC) raised its capital spending outlook.
Key ...
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$NVIDIA (NVDA.US)$ 🚀 Korea’s AI Push Accelerates: Multi-Trillion-Dollar Chip Deals Strengthen Nvidia’s Supply Chain
South Korea is doubling down on AI infrastructure with a series of major announcements involving $NVDA, Samsung, SK Group, and leading U.S. technology companies.
The developments reinforce one message: AI demand is becoming increasingly backed by long-term supply agreements rather than short-term orders.
Massive AI Chip Partnerships
According to multiple Korean media reports:
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South Korea is doubling down on AI infrastructure with a series of major announcements involving $NVDA, Samsung, SK Group, and leading U.S. technology companies.
The developments reinforce one message: AI demand is becoming increasingly backed by long-term supply agreements rather than short-term orders.
Massive AI Chip Partnerships
According to multiple Korean media reports:
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$Intel (INTC.US)$ Talk about a rollercoaster. Intel (INTC.US) just delivered a textbook "buy the rumor, sell the news" move—with a serious twist.
The Setup: After reporting Q2 results on July 23, the stock surged as much as 13.28% in after-hours trading to $113.5527, riding a wave of euphoria over 25% YoY revenue growth and a massive Data Center & AI beat21.
The Reality Check: Fast forward to the July 24 regular session, and INTC closed at $92.32, down 7.89%2. The intraday r...
The Setup: After reporting Q2 results on July 23, the stock surged as much as 13.28% in after-hours trading to $113.5527, riding a wave of euphoria over 25% YoY revenue growth and a massive Data Center & AI beat21.
The Reality Check: Fast forward to the July 24 regular session, and INTC closed at $92.32, down 7.89%2. The intraday r...
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Jake More : I think an important note for this week's tech earnings is to mention the macro backdrop that is in play. Specifically, yields and possible rate implications. As energy rates increase, it puts a lot of pressure on Treasury yields which puts pressure on risk assets, namely tech. It's just worth the nod in yields' direction for this week before anybody goes all in. Tech stocks can have awesome earnings reports and still sell off.
76949915 : dodo
Eric ng :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
2. ![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
2. good
Company6502 : good knowledge
151683763 : Great reading these
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