#Earnings Analysis

TSMC stock gained 3% before September sales and Q3 earnings. Here are the revenue, margin and valuation numbers that will decide the AI rally.

TSMC’s 2nm node reached 3% of wafer revenue as HPC hit 66%. The Q3 test is whether demand and utilization can offset a 3–4 point ramp drag.

Broadcom reports Q2 FY2026 on June 3. AVGO investors need more than a beat: AI ASIC revenue, networking, VMware cash flow, and Alphabet AI capex matter.

Amazon stock is near highs, but the AMZN story now depends on AWS margins, advertising leverage and whether AI capex can turn back into cash flow.

Nvidia reported $81.6B revenue, $75.2B data center sales and a $91B Q2 guide. Here is the honest read on the AI factory boom.

Nvidia reports Q1 FY2027 today. The real test is not only revenue, but AI demand, bottlenecks, financing and customer ROI.

Amazon opens its entire logistics network — freight, fulfillment, parcel — to every business. AMZN hits 52-week high. FedEx, UPS, GXO, Forward Air collapse on the news. Why AGI accelerates "Winners Take Most."

Palantir crushed Q1 earnings, but PLTR stock fell as valuation, U.S. commercial expectations, and AI software multiples reset after the report today.

AMD Q1 2026 earnings analysis: revenue $10.3B, EPS $1.37, Data Center +57%, record free cash flow and Q2 guide of $11.2B.

Palantir Q1 2026: Revenue $1.63B (beat $1.54B est), Adj EPS $0.33 (beat $0.24), US Commercial +130% YoY, FY26 guide $7.64B. We explain the numbers — and why PLTR is only up 2%.

Tesla reports Q1 2026 earnings tonight. Wall Street does not want another Model Y trim — it wants the sub-$30,000 vehicle Musk promised at Battery Day 2020. Here's why tonight's call is really about one car.

Tesla reports Wednesday 5:30 PM ET. $400 close, 358K deliveries, 50K inventory overhang, robotaxi in three cities. What actually moves the stock.

GE Vernova and Vertiv both report Q1 earnings Wednesday — the cleanest same-day read on the AI capex cycle. Pair-trade logic, risks, and what to watch.

NVDA at $201.68, up 8.1% YTD. Oil crash + 10-year at 4.26% set up 9-13% multiple expansion into May 20 earnings.

SoFi stock trades at $16.22 after a 38% YTD decline. Critical analysis of Muddy Waters short report, Q4 earnings, and Q1 2026 outlook.

TSMC Q1 2026 revenue hit $35.71B, up 35.1% YoY in NT dollars, beating consensus. March alone jumped 45.2% YoY as AI demand and N2 ramp accelerate.