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Wed Sep-02 09:20:00

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🗞️ News

After-Hours Earnings Report for July 30, 2026 : AAPL, AMZN, SYK, AJG, MPWR, CTVA, LYV, COIN, RBLX, IR, MSTR, AEE

Thu Jul-30 19:22:17earnings60

Apple and Amazon are scheduled to report their fiscal second-quarter 2026 earnings after hours on July 30, 2026, with consensus EPS forecasts of $1.88 and $1.83 respectively.

AAPL · PRICEDAMZN · PRICEDwww.nasdaq.com ↗

Amazon Narrows AI Ambitions as Retail Rivalry Intensifies | PYMNTS.com

Thu Jul-30 19:21:54product65

Amazon is scaling back development of several Nova AI models to redirect resources toward core business advantages in cloud computing, retail, and logistics.

AMZN ▲ PRICEDMSFT · PRICEDGOOGL · PRICEDMETA · PRICEDwww.pymnts.com ↗

Apple's C2 Modem Arrives Faster Than Qualcomm Expected, Slashing Revenue by Half

Thu Jul-30 19:21:42earnings75

Qualcomm reported that Apple-related modem revenue will drop 50% sequentially as Apple accelerates the rollout of its in-house C2 modem, reducing Qualcomm's share in the iPhone 18 lineup below previous estimates.

QCOM ▼ PRICEDAAPL ▲ PRICEDAVGO · PRICEDAMD · PRICEDNVDA · PRICEDwww.techtimes.com ↗

Google backs $15B loan for Anthropic's massive Texas data center campus

Thu Jul-30 19:12:25partnership65

Google is providing loan guarantees for a $15 billion data center project in Texas to support AI partner Anthropic's infrastructure expansion.

GOOGL ▲ PRICEDMSFT · PRICEDMETA · PRICEDAMZN · PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDcryptobriefing.com ↗

Tesla Might Not Be Able To Build Cybertrucks Anymore

Thu Jul-30 19:10:49regulatory65

Tesla filed for emergency court access to retrieve tooling from a closing supplier's plant to prevent disruption of Cybertruck production.

TSLA ▼ PRICEDwww.autoguide.com ↗

Some robotaxis approved to operate without steering wheels and losing the brake pedal could be next - Bay to Bay News

Thu Jul-30 19:02:01regulatory65

Federal regulators approved Amazon's Zoox to operate robotaxis without steering wheels, marking a significant regulatory milestone for autonomous vehicle deployment that also impacts competitors like Tesla and Waymo.

AMZN ▲ PRICEDTSLA ▲ PRICEDGOOGL · PRICEDbaytobaynews.com ↗

Qualcomm's Turnaround Is Working, So Why Is Wall Street Selling?

Thu Jul-30 19:01:47earnings65

Qualcomm shares fell after reporting mixed Q3 results with revenue beating expectations but earnings missing and guidance falling short, despite strong growth in its automotive segment.

QCOM ▼ PRICEDNVDA · PRICEDAMD · PRICEDAVGO · PRICEDwww.marketbeat.com ↗

Micron, Sandisk and other chip stocks get major boosts in the wake of Microsoft's earnings

Thu Jul-30 19:01:19earnings65

Microsoft's earnings report, highlighting responsible AI spending and positive free cash flow guidance, triggered a significant rally in Micron and other semiconductor stocks.

MSFT ▲ PRICEDMU ▲ PRICEDAMD ▲ PRICEDNVDA ▲ PRICEDAVGO ▲ PRICEDQCOM ▲ PRICEDTSM ▲ PRICEDSMCI ▲ PRICEDwww.morningstar.com ↗

Samsung Says The AI Chip Boom Isn't Slowing. It Expects Supply To Stay Tight Until 2028

Thu Jul-30 19:00:32earnings65

Samsung Electronics reported record quarterly earnings and warned that tight supplies of advanced AI memory chips will persist until at least 2028, signaling sustained demand for the sector.

MU ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ PRICEDQCOM ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDAAPL ▲ PRICEDMSFT ▲ PRICEDGOOGL ▲ PRICEDAMZN ▲ PRICEDMETA ▲ PRICEDwww.ibtimes.com ↗

Nasdaq Index: Can Amazon and Apple Extend Microsoft's Tech Rebound After Close?

Thu Jul-30 19:00:07earnings65

Market anticipation builds for Amazon and Apple earnings reports following Microsoft's strong results, with semiconductor stocks rallying on renewed confidence in AI infrastructure spending.

AMZN · PRICEDAAPL · PRICEDMSFT ▲ PRICEDMU ▲ PRICEDAMD ▲ PRICEDMETA ▼ PRICEDwww.fxempire.com ↗

Microsoft CEO's 'Substitutable' AI Message for OpenAI - Microsoft (NASDAQ:MSFT)

Thu Jul-30 18:52:36other65

Microsoft CEO Satya Nadella emphasized a multi-model AI strategy on Azure, stating that AI models are substitutable and highlighting a fivefold increase in customers using multiple providers.

MSFT ▲ PRICEDGOOGL · PRICEDMETA · PRICEDAMZN · PRICEDNVDA · PRICEDwww.benzinga.com ↗

Tesla's (TSLA) Margins Broke in a Way Deliveries Can't Fix

Thu Jul-30 18:51:14earnings85

Tesla reported record Q2 revenue and deliveries but suffered a sharp stock decline due to significant margin compression and negative free cash flow driven by AI infrastructure spending.

TSLA ▼ PRICEDGOOGL · PRICEDfinance.yahoo.com ↗

Lam Research (LRCX) Stock Trades Up, Here Is Why

Thu Jul-30 18:42:11earnings65

Lam Research shares surged 18% after reporting strong Q2 earnings and providing third-quarter revenue and EPS guidance that significantly exceeded analyst expectations.

NVDA ▲ PRICEDAMD ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDMU ▲ PRICEDAVGO ▲ PRICEDSMCI ▲ PRICEDmarkets.financialcontent.com ↗

Stock Market Today: Microsoft Sparks Chip Rebound, SanDisk Up 24% - Microsoft (NASDAQ:MSFT), State Street

Thu Jul-30 18:41:28earnings85

Microsoft shares surged 16.6% after reporting strong cloud revenue growth and manageable capital expenditure guidance, triggering a broad rebound in semiconductor and technology stocks.

MSFT ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ PRICEDQCOM ▲ PRICEDMU ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDAAPL ▲ PRICEDGOOGL ▲ REPRICINGAMZN ▲ PRICEDMETA ▲ PRICEDTSLA ▲ PRICEDPLTR ▲ FRESHwww.benzinga.com ↗

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

Thu Jul-30 18:40:33partnership85

Samsung Electronics and Broadcom signed a memorandum of understanding for a deal valued at over $200 billion through 2030, bundling memory, foundry, and packaging services to challenge TSMC's dominance in AI semiconductor manufacturing.

TSM ▼ PRICEDAVGO ▲ PRICEDNVDA · PRICEDAMD · PRICEDMU ▲ PRICEDASML · PRICEDfinance.yahoo.com ↗

The Nvidia Vs. AMD Narrative Evolved Again: How to Understand it Today

Thu Jul-30 18:33:47earnings85

NVIDIA and AMD reported strong Q1 FY2027 earnings with significant data center revenue growth, reinforcing NVIDIA's dominance and AMD's position as a credible second-source supplier.

NVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ PRICEDQCOM ▲ PRICEDTSM ▲ PRICEDMU ▲ PRICED247wallst.com ↗

Qualcomm Announces Third Quarter Fiscal 2026 Results - Middle East Business News and Information

Thu Jul-30 18:33:28earnings65

Qualcomm reported fiscal Q3 2026 earnings with revenue of $9.9 billion and EPS of $2.21, beating expectations and highlighting strong growth in automotive and IoT segments alongside the completion of its Modular acquisition.

QCOM ▲ PRICEDNVDA · PRICEDAMD · PRICEDAVGO · PRICEDmid-east.info ↗

The Nvidia Vs. AMD Narrative Evolved Again: How to Understand it Today

Thu Jul-30 18:31:42earnings65

NVIDIA and AMD reported strong data center revenue growth, with NVIDIA maintaining dominant margins and AMD validating its position as a credible second-source supplier through a major capacity commitment from Meta.

NVDA ▲ PRICEDAMD ▲ PRICEDMETA · PRICEDfinance.yahoo.com ↗

South Korea's stock-market boom is collapsing spectacularly | Mint

Thu Jul-30 18:24:40other65

An analysis highlights that while major US tech firms face negative free cash flow due to AI spending, Nvidia and South Korean memory chipmakers are generating massive cash surpluses.

NVDA ▲ PRICEDGOOGL ▼ FRESHAMZN ▼ PRICEDMETA ▼ PRICEDMSFT ▼ PRICEDMU ▲ PRICEDwww.livemint.com ↗

Super Micro Stock Rises Thursday: What's Happening? - Super Micro Computer (NASDAQ:SMCI)

Thu Jul-30 18:21:54other65

Super Micro Computer shares surged as investors reacted positively to Microsoft's strong Azure growth and aggressive data center capital expenditure plans, viewing SMCI as a direct beneficiary of hyperscale AI infrastructure demand.

SMCI ▲ PRICEDMSFT ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDwww.benzinga.com ↗

Microsoft Azure crosses $100B mark as growth hits four-year high

Thu Jul-30 18:14:55earnings85

Microsoft reported fiscal Q4 2026 earnings with Azure revenue surpassing $100 billion annually and growth hitting a four-year high, driven by significant AI infrastructure expansion.

MSFT ▲ PRICEDAMZN · PRICEDGOOGL · FRESHMETA · PRICEDNVDA ▲ PRICEDAVGO ▲ PRICEDAMD ▲ PRICEDQCOM · PRICEDMU ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDPLTR · REPRICINGwww.fierce-network.com ↗

Mark Zuckerberg outlines credible AI strategy for Meta Platforms

Thu Jul-30 18:14:48guidance85

Meta Platforms CEO Mark Zuckerberg outlined a strategy for personal superintelligence backed by $115 billion to $135 billion in 2026 capital expenditures, signaling a shift to proprietary AI models and receiving a positive market response.

META ▲ PRICEDMSFT · PRICEDGOOGL · FRESHAMZN · PRICEDNVDA ▲ PRICEDcryptobriefing.com ↗

Tiny EV

Thu Jul-30 18:14:00other65

Qualcomm plans to implement double-digit price increases for its products effective September 1 due to rising supplier costs.

QCOM ▲ PRICEDAAPL ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ FRESHAMZN ▼ PRICEDMETA ▼ PRICEDTSLA ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDwww.taipeitimes.com ↗

Disaggregated AI inference with Cerebras and AMD

Thu Jul-30 18:12:29partnership65

AMD and Cerebras announced a strategic partnership to combine AMD Helios architecture with Cerebras Wafer-Scale Engine to create a high-performance disaggregated AI inference solution.

AMD ▲ PRICEDNVDA ▼ PRICEDAVGO · PRICEDQCOM · PRICEDsiliconangle.com ↗

Bitcoin Gains 9% in July -- Is Crypto Leading the Recovery From the AI Unwind?

Thu Jul-30 18:12:22other65

AI and semiconductor stocks, including Nvidia, Alphabet, and Tesla, declined amid concerns over AI capital expenditure returns and potential Federal Reserve rate hikes, while Bitcoin gained.

NVDA ▼ PRICEDGOOGL ▼ FRESHTSLA ▼ PRICEDMSFT ▼ PRICEDAMZN ▼ PRICEDMETA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ REPRICINGwww.investing.com ↗

Meta leaves investors wanting more on AI monetization timeline

Thu Jul-30 18:12:15earnings85

Meta Platforms shares dropped significantly after reporting Q3 earnings that missed EPS expectations and issuing weak guidance, raising investor concerns about the return on its massive AI capital expenditures.

META ▼ PRICEDMSFT · PRICEDGOOGL · FRESHAMZN · PRICEDNVDA · PRICEDwww.proactiveinvestors.co.uk ↗

Meta reveals $279B in future lease agreements for AI data centers

Thu Jul-30 18:02:57regulatory75

Meta disclosed $279 billion in off-balance-sheet future lease commitments for AI data centers in its Q2 2026 regulatory filing, raising concerns about hidden liabilities.

META ▼ PRICEDMSFT · PRICEDGOOGL · FRESHAMZN · PRICEDcryptobriefing.com ↗

Microsoft shares set for best day in nearly 18 years as Azure surge validates AI bet

Thu Jul-30 18:02:08earnings95

Microsoft shares surged nearly 17% after reporting fourth-quarter earnings that beat expectations, driven by accelerating Azure growth and strong Copilot adoption.

MSFT ▲ PRICEDGOOGL ▲ FRESHAMZN ▲ PRICEDMETA ▲ PRICEDNVDA ▲ PRICEDca.finance.yahoo.com ↗

Meta CEO signals plans to monetize AI computing capacity

Thu Jul-30 18:01:57product85

Meta is launching Meta Compute to lease excess AI infrastructure and models to external clients, potentially competing with major cloud providers and monetizing its massive capital expenditures.

META ▲ PRICEDAMZN ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ FRESHcryptobriefing.com ↗

Samsung posts 'record-breaking' Q2

Thu Jul-30 18:01:09earnings65

Samsung Electronics reported a 19-fold increase in Q2 operating profit driven by AI memory chip demand, signaling strong sector fundamentals despite recent stock volatility.

MU ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDTSM ▲ PRICEDwww.manilatimes.net ↗

Altman meets US lawmakers, discusses new models and security breach incident

Thu Jul-30 18:00:38regulatory65

OpenAI CEO Sam Altman met with U.S. lawmakers to discuss AI security and new models, prompting the Trump administration to consider expanded oversight and bipartisan legislation for an AI kill switch.

MSFT ▼ PRICEDGOOGL ▼ FRESHMETA ▼ PRICEDAMZN ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ FRESHAAPL ▼ PRICEDTSLA ▼ PRICEDMU ▼ PRICEDamericanbazaaronline.com ↗

Microsoft's Strong Fiscal Q4 Results, Guidance Counter AI Disruption Narrative, Oppenheimer Says

Thu Jul-30 17:52:05earnings85

Oppenheimer analysts highlight Microsoft's strong fiscal Q4 results and guidance as evidence countering narratives of AI disruption.

MSFT ▲ PRICEDGOOGL · FRESHAMZN · PRICEDMETA · PRICEDwww.marketscreener.com ↗

The Fed Likes the Sound of Interest Rate Hikes a Lot More

Thu Jul-30 17:51:49other65

Rising oil prices and internal Federal Reserve debates suggest a potential interest rate hike in September, creating a bearish macroeconomic environment for growth and technology stocks.

AAPL ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ FRESHAMZN ▼ PRICEDNVDA ▼ PRICEDMETA ▼ PRICEDTSLA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDfinance.yahoo.com ↗

How to Play SK hynix Stock After Revenue Misses Expectations

Thu Jul-30 17:51:33earnings65

SK hynix shares fell nearly 9% after reporting strong but missed Q2 earnings due to shipment delays, triggering a broader sell-off in AI semiconductor stocks including Nvidia suppliers and peers.

NVDA ▼ PRICEDMU ▼ PRICEDAMD ▼ PRICEDTSM ▼ PRICEDwww.barchart.com ↗

Nvidia (NVDA) Could Backstop $250 Billion for OpenAI. Where Does That Leave Microsoft (MSFT)?

Thu Jul-30 17:50:23partnership85

Nvidia is in talks to provide a financing backstop of up to $250 billion for OpenAI's proposed data center expansion, a move that could alter the competitive dynamics with Microsoft's Azure cloud services.

NVDA ▲ PRICEDMSFT · PRICEDGOOGL · FRESHAMZN · PRICEDMETA · PRICEDca.finance.yahoo.com ↗

AMD Fell 8% as China Unveils New Technology -- the Real Risk Is the Multiple, Not the Lithography

Thu Jul-30 17:50:18product75

China's announcement of domestic immersion DUV lithography technology triggered an 8% sell-off in AMD and ASML shares due to fears of reduced reliance on Western semiconductor equipment.

AMD ▼ PRICEDASML ▼ PRICEDTSM · PRICEDNVDA ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDSMCI ▼ PRICEDca.finance.yahoo.com ↗

World shares trading mixed as investors sell AI stocks in Asia

Thu Jul-30 17:45:04other65

Asian semiconductor and AI-related stocks, particularly in South Korea, declined sharply amid investor doubts about AI infrastructure investments and geopolitical tensions involving Iran.

NVDA ▼ PRICEDAMD ▼ PRICEDTSM ▼ PRICEDMU ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ PRICEDSMCI ▼ PRICEDASML ▼ PRICEDAAPL · PRICEDMSFT · PRICEDGOOGL · FRESHAMZN · PRICEDMETA · PRICEDPLTR · PRICEDwww.bizzbuzz.news ↗

Amazon Leo Wants to Start Their Own Satellite Phone Company

Thu Jul-30 17:44:19partnership85

Amazon is seeking FCC approval for a direct-to-device satellite system following its acquisition of Globalstar, with plans to continue cooperating with Apple on satellite services.

AMZN ▲ PRICEDAAPL ▲ PRICEDkffm.com ↗

Alphabet, Microsoft, Amazon, Meta, and Oracle Hidden Debt Scandal

Thu Jul-30 17:41:32analyst65

A financial investigation alleges that Alphabet, Microsoft, Amazon, and Meta are hiding approximately $1.65 trillion in infrastructure liabilities off their balance sheets.

GOOGL ▼ FRESHMSFT ▼ PRICEDAMZN ▼ PRICEDMETA ▼ PRICEDtechnosports.co.in ↗

Qualcomm shows Apple's modem transition is almost complete

Thu Jul-30 17:40:46guidance65

Qualcomm indicated that its Apple-related modem revenue is declining faster than expected due to supply constraints and Apple's accelerated in-house transition, while pivoting focus to AI data center demand.

QCOM ▼ PRICEDAAPL ▲ PRICEDAVGO · PRICEDTSM · PRICEDwww.computerworld.com ↗

Stock markets stage an impressive recovery | FXStreet

Thu Jul-30 17:34:07other65

Global markets and semiconductor stocks rallied following Microsoft's strong performance and the Federal Reserve's decision to avoid a rate hike.

MSFT ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ PRICEDQCOM ▲ REPRICINGMU ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDPLTR ▲ PRICEDAAPL ▲ PRICEDGOOGL ▲ FRESHAMZN ▲ PRICEDMETA ▲ PRICEDTSLA ▲ PRICEDwww.fxstreet.com ↗

Apple earnings live updates: iPhone, AI and Tim Cook's final CEO call

Thu Jul-30 17:34:00earnings85

Apple is set to report fiscal third-quarter earnings with expectations of revenue growth and a focus on AI strategy and supply chain constraints during Tim Cook's final earnings call.

AAPL · PRICEDGOOGL ▲ FRESHMSFT · PRICEDMETA · PRICEDAMZN · PRICEDNVDA · PRICEDwww.cnbc.com ↗

Senators Tell Apple to Drop the Chinese Memory Chips

Thu Jul-30 17:33:55regulatory65

US Senators are urging Apple to cease plans to source memory chips from Chinese suppliers CXMT and YMTC due to national security concerns, potentially disrupting Apple's cost-reduction supply chain strategy.

AAPL ▼ PRICEDMU ▲ PRICEDNVDA · PRICEDAMD · PRICEDQCOM · REPRICINGTSM · PRICEDwww.idropnews.com ↗

Alphabet's 18% Pullback Tests Whether AI Spending Fears Are Overdone

Thu Jul-30 17:33:32earnings65

Alphabet reported strong quarterly results with Google Cloud revenue beating estimates, but the stock remains under pressure due to investor concerns over AI capital expenditures and distorted EPS from unrealized investment gains.

GOOGL ▲ FRESHMSFT · PRICEDAMZN · PRICEDMETA · PRICEDNVDA · PRICEDwww.investing.com ↗

VOO Falls 1.52% as CXMT's Shanghai Debut and Fed Dissent Hit Chip Stocks

Thu Jul-30 17:33:07other65

Semiconductor stocks declined due to the Shanghai debut of Chinese memory chipmaker CXMT and hawkish comments from Federal Reserve officials.

NVDA ▼ PRICEDMU ▼ PRICEDAMD ▼ PRICEDQCOM ▼ REPRICINGTSM ▼ PRICEDAVGO ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDAAPL ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ REPRICINGAMZN ▼ PRICEDMETA ▼ PRICEDASML ▼ PRICEDwww.techtimes.com ↗