Micron (MU) released its FY2026 Q4 results (quarter ended Aug 2026) after hours on Oct 1, 2026 Beijing time. Key points: 1) Overall performance:

$Micron Tech(MU.US) delivered revenue of $54.2bn this quarter (+31% QoQ). Growth slowed markedly vs. the 70%+ QoQ prints in the prior two quarters.

Revenue beat guidance by $8.0bn last quarter, but the beat narrowed to $4.0bn this quarter. Given that shipment volume is largely set when guidance is issued, the upside largely hinges on pricing...

Results remain solid. Revenue and profit both slightly beat expectations.

On Sept 16, with $Trip.com(TCOM.US) releasing its Q2 results, the regulatory overhang finally cleared. The market's key uncertainty has been addressed.

On Sep. 11 after the U.S. market close, leading cloud vendor Oracle ($Oracle(ORCL.US)) released FY27 Q1 results for the period ended Aug. Overall, it was a mixed print, with strengths very strong while weak spots stayed weak.

Results missed expectations, and Q3 guidance now points to a 10–11% revenue decline. Shares plunged 18% after hours to around $100, setting a new 52-week low.

Broadcom (AVGO) released its fiscal Q3 2026 results after-hours, Beijing time Sep 3, 2026 (quarter ended Jul 2026). 1) AI, the core of its semiconductor biz, delivered revenue of $16.7bn, up $5.9bn QoQ and above the $16.0bn consensus, driven by large-batch deliveries of TPU v7 to Google and Anthropic. Google and other hyperscalers have recently raised their 2026 capex outlooks...

Q3 guidance for volume and revenue came in below expectations. Both metrics missed.

FY2026 chip shipment guidance was lowered to 5.0 mn units. Previously, guidance was 5.4–5.5 mn.

If 2025 was the DeepSeek year for China LLMs, calling 2026 the 'Zhipu Year' would not be a stretch. In 2026, shares surged early on amid the scarce domestic-model narrative of being 'China's Anthropic'.

BYD has again raised its export target, lifting it from 1.5mn units set at the start of the year to 1.7–1.8mn. It could even push toward 1.9mn.