For AI/Semis stocks, it feels like every earnings season becomes signficantly more important than the last.
This time is the same, but for different reasons which has led to market chopiness: - Macro instability (Iran, oil, yields, inflation)- Midterms- $Coreweave(CRWV.US) credit stress- AI ROI concerns via frontier lab ARR's (& pending hyperscaler earnings on top).Today: $SpaceX(SPCX.US) Wed: $Meta Platforms(META.US), $Texas Instruments(TXN.US), $Lam Research(LRCX.US) Thu: $Bloom Energy(BE.US), $Western Digital(WDC.US), $Nokia Oyj(NOK.US) Let's see if good EPS will be enough to turnaround sentiment.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.