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QCOM Q2 Deep Dive: Data Center and Automotive Growth Offset Smartphone Headwinds

Wireless chipmaker Qualcomm (NASDAQ:QCOM) reported Q2 CY2026 results exceeding the market's revenue expectations , but sales fell by 4% year on year to $9.95 billion. Guidance for next quarter's revenue was better than expected at $10.1 billion at the midpoint, 1% above analysts' estimates. …

Sony hikes profit outlook on strong gaming earnings

The video games sector is fragile, as console manufacturers' margins are eroded by soaring memory chip costs (Yuichi YAMAZAKI) Sony hiked its profit forecasts for the current year on Friday, helped by the Japanese consumer electronics giant's video games division and the weak yen. …

Strategy y Coinbase registran débiles ganancias en el segundo trimestre a pesar de las previsiones de crecimiento de las plataformas de intercambio

Automatic Data Processing (ADP) Stock Encuentra Su Prueba Clave En Los Márgenes

Apple Q3 2026: AI Could Hurt Earnings Going Forward (NASDAQ:AAPL)

Corning stock challenges $155.41 resistance as strong Optical Communications demand lifts sentiment

Here Are the Numbers That Matter in Microsoft’s Q2 Earnings and How to Play MSFT Stock Now

Apple Earnings Strong, Stock Sells The News - We Rate At Do Nothing (NASDAQ:AAPL)

Japan's Sony sees profit grow on demand for games, but quake damage still unclear

TOKYO (AP) — Sony Group Corp. reported a 32% profit growth in the fiscal first quarter Friday while warning of a negative impact from the earthquake that hit southwestern Kumamoto earlier this week. The Tokyo-based entertainment company said its semiconductor facilities there were affected, …

First Solar outlines Q3 2026 adjusted EBITDA of $625M-$775M while waiting for Section 232 clarity

Earnings Call Insights: First Solar (FSLR) Q2 2026 MANAGEMENT VIEW * CEO Mark Widmar said the company delivered “record second quarter and first half sales volume,” generated “over $1 billion in net sales,” expanded gross margin to “approximately 57%,” and “exceed[ed] 100 gigawatts of …

Sony posts 40% rise in Q1 profit, beating estimates

TOKYO, July 31 (Reuters) - Sony reported on Friday a 40% rise in first-quarter operating profit, beating ‌analyst estimates, boosted by the performance of its ‌gaming and image sensors businesses. Profit in the April-June quarter was 476.5 ​billion yen ($2.97 billion). That compared with …

Sony Raises Outlook After Entertainment Drives Earnings Beat

(Bloomberg) -- Sony Group Corp. raised its profit outlook after its lucrative content holdings generated continued growth, underscoring the entertainment group's resilience in the face of rising component prices. Most Read from Bloomberg Chip Stocks Post Biggest Advance Since April 2025: Markets Wrap US …

AAPL Stock Slides 6% On Forecast Miss: Retail Mood Turns Dim But Traders Urge A Closer Look

The AI secret behind Qualcomm's price hike

Anyone who has shopped for a new phone, laptop, or VR headset this summer probably noticed something odd. The usual discount that comes with an aging model never showed up. Prices held steady, and in some cases climbed. Apple just did it, and the …

First Solar Q2 Earnings Call Highlights

Key Points Interested in First Solar, Inc.? Here are five stocks we like better. First Solar delivered a strong second quarter: Net sales reached approximately $1.06 billion, net income rose 24% to $423 million, and gross margin expanded to about 57%, helped by tariff-related …

Sony (SONY) Stock Declines While Market Improves: Some Information for Investors

Sony (SONY) closed at $22.77 in the latest trading session, marking a -2.15% move from the prior day. This change lagged the S&P 500's daily gain of 1.66%. On the other hand, the Dow registered a gain of 1.19%, and the technology-centric Nasdaq increased …

Are Micron’s (MU) New Auto AI Deals Quietly Redefining Its Competitive Moat?

In mid-July 2026, Micron Technology said it had completed multi‑year Strategic Customer Agreements with major automotive ecosystem suppliers including Qualcomm, Visteon, HARMAN, JOYNEXT, DENSO, Astemo and Hyundai Mobis to secure long-term access to advanced memory and storage for AI‑enabled vehicles. These agreements give Micron …

Stagwell Inc (STGW) (Q2 2026) Earnings Call Highlights: Record Revenue and AI-Driven Growth ...

This article first appeared on GuruFocus. Release Date: July 30, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Stagwell Inc (NASDAQ:STGW) reported its strongest second quarter ever with 10% organic revenue growth and …

First Solar (NASDAQ:FSLR) Misses Q2 CY2026 Revenue Estimates

First Solar (NASDAQ:FSLR) Misses Q2 CY2026 Revenue Estimates Solar panel manufacturer First Solar (NASDAQ:FSLR) missed Wall Street's revenue expectations in Q2 CY2026, with sales falling 3.7% year on year to $1.06 billion. The company's full-year revenue guidance of $5.05 billion at the midpoint came …

Why Wedbush Says Price Hikes Are a Double-Edged Sword for Qualcomm Stock

Qualcomm (QCOM) is a San Diego, California-based semiconductor and wireless technology company founded in 1985 by Irwin Jacobs and six co-founders. The company operates through three segments. Qualcomm CDMA Technologies designs and supplies integrated circuits and system software for smartphones, automotive, and internet of …

Globant to Announce Second Quarter 2026 Financial Results on August 13th

LUXEMBOURG, July 30, 2026 /PRNewswire/ -- Globant (NYSE: GLOB), a digitally native company that helps organizations thrive in a digital and AI-powered future, today announced it will release results for the second quarter ended June 30th, 2026 on Thursday, August 13th, 2026 after the …

Why Automatic Data Processing (ADP) Is Up 12.4% After AI-Fueled Earnings Beat And Bigger Buyback Plan

Automatic Data Processing, Inc. has now reported its fourth-quarter and full-year 2026 results, posting quarterly revenue of US$5,473.8 million and net income of US$978.6 million, with earnings ahead of analyst expectations. Management highlighted rapid adoption of its AI-powered HR tools, strong client retention, and …

Intel Scores Needed Win, But Bigger Test Remains

This article first appeared on GuruFocus. Intel (NASDAQ:INTC) completed a four-year U.S. government program validating its 18A manufacturing technology for secure defense applications, giving its struggling foundry business a useful credibility boost. However, Wedbush warned that small government volumes will not resolve the larger …

Palantir Holds the Edge Ahead of Earnings

This article first appeared on GuruFocus. Palantir (PLTR, Financials), the artificial intelligence software company, appears to enter earnings season with stronger momentum than Super Micro Computer, according to recent analyst commentary. Both companies have benefited from growing AI investment, but analysts believe Palantir is …

First Solar, Inc. Announces Second Quarter 2026 Financial Results and Reaffirms Guidance

Net sales of $1.06 billion, a decrease of 4% year-over-year Net income per diluted share of $3.92, an increase of 23% year-over-year Adjusted EBITDA1 of $644 million Gross and net cash balance of $1.7 billion Contracted sales backlog of 45.1 GW as of June …

Lam Research Stock Soars 18.9% on $8.1 Billion AI Forecast

This article first appeared on GuruFocus. Lam Research (NASDAQ:LRCX), a semiconductor-equipment company supplying chip-production systems, soared approximately 18.9% in Thursday's regular-session trading after issuing stronger-than-expected quarterly guidance. The company forecast revenue of $8.1 billion, plus or minus $400 million, for the quarter ending September …

TSMC's next AI chip move sends Intel stock soaring

This article first appeared on GuruFocus. Intel (NASDAQ:INTC) shares jumped about 12% and Taiwan Semiconductor Manufacturing (NYSE:TSM) gained nearly 7% on Thursday after a report said TSMC is developing a new advanced chip-packaging technology similar to Intel's approach. TSMC is working on a packaging …

TSMC Stock Jumps 7% as Microsoft Revives AI-Chip Trade

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's largest contract chipmaker, jumped approximately 7% in Thursday's U.S. regular-session trading as Microsoft's results renewed investor confidence in AI infrastructure demand. The Philadelphia Semiconductor Index increased approximately 6.7%, placing it on course …

Qualcomm's automotive segment is the highlight of Q3: CFO

Qualcomm (QCOM) CFO and COO Akash Palkhiwala sits down with Josh Lipton and Dan Howley on Market Domination to discuss the company's performance and outlook in various segments, including AI data centers and automotives. Video Transcript 00:00 Akash data center definitely is going to …

Intel's Rare AI Advantage Faces a New Threat

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM) is reportedly developing an advanced chip-packaging process resembling Intel's (NASDAQ:INTC) EMIB technology, escalating competition over one of AI infrastructure's most important bottlenecks. The move could help TSMC retain customers seeking cheaper or more flexible …

Cathie Wood Invests $28.7 Million in Two High-Stakes Tech Stocks

This article first appeared on GuruFocus. Cathie Wood's ARK Invest added roughly $28.7 million of Taiwan Semiconductor Manufacturing (NYSE:TSM) and SpaceX (NASDAQ:SPCX) shares while trimming Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL) and Shopify (NASDAQ:SHOP), signalling a sharper rotation toward semiconductor production and space infrastructure as major …

Qualcomm Just Gave Investors a Reason to Look Beyond Apple. The Market Is Focusing on the Wrong Story.

Qualcomm (QCOM) posted a decent quarter this week, yet the market still turned on it. Revenue came in at $9.9 billion for its fiscal third quarter, hitting the high end of the company's own guidance. Non-GAAP earnings of $2.21 marginally missed the Wall Street …

Should You Buy Automatic Data Processing (ADP) On Post-Earnings Dip?

Automatic Data Processing (NASDAQ:ADP) reported fiscal fourth-quarter results on Wednesday. Adjusted earnings per share and revenue beat Wall Street estimates. The stock is down on Thursday. Let's analyze whether it's a buy-the-dip opportunity for long-term investors. ADP runs payroll and HR software for businesses. …

Should Palantir Stock Be in Your Portfolio Before Q2 Earnings?

Palantir Technologies Inc. PLTR will report its second-quarter 2026 results on Aug. 3, after the bell. The Zacks Consensus Estimate for earnings in the to-be-reported quarter stands at 35 cents, indicating 118.8% growth from the year-ago reported quarter. The consensus estimate for total revenues …

Samsung’s $200 Billion Broadcom Deal Is a Bid to Break TSMC’s AI Foundry Lock

Samsung Electronics is targeting a structural realignment in the AI semiconductor supply chain, positioning its foundry business as a vertically integrated alternative to TSMC's dominance. The memorandum of understanding signed with Broadcom on July 25, 2026, at the AI Summit in San Francisco, carries …

The Market Thinks Texas Instruments (TXN) Is a Boring Analog Chipmaker; AI Data Centers Disagree

Arete Research, an independent research firm, has upgraded Texas Instruments Incorporated (NASDAQ:TXN) to Buy from Neutral and lifted its price target to $405 from $303. This 34% raise in the PT comes days after the company posted a strong quarter – a surprise from …