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S&P 500 & Dow Hit Records as AI Earnings Deliver
...The S&P 500 and Dow Jones hit new stock market record highs on 4 August 2026, with Palantir surging 29.45% and the technology sector gaining 4.2% as earnings results across the entire AI investment chain silenced the summer sceptics in a single session....
https://stockwirex.com/news/sp500-dow-record-high-ai-earnings-august-2026/
Semiconductor Earnings Tracker ? TSMC, NVIDIA, AMD, ASML Earnings ...
...Track upcoming and recent semiconductor earnings: TSMC, NVIDIA, AMD, Intel, SK Hynix, Micron, ASML, Broadcom. Key metrics, guidance, and what to watch....
https://siliconanalysts.com/earnings
Big Tech Earnings: AI Profit Cycle Widens in 2026
...Two earnings reports filed after market close on 3 August 2026 have done something that weeks of analyst notes could not: they have put hard numbers on what AI monetisation actually looks like when it reaches enterprise scale. Palantir?s U.S. commercial revenue grew 149% year-on-year in Q2 FY26. Amazon?s cloud division beat consensus by roughly $1.7 billion and pushed the company?s ......
https://stockwirex.com/analysis/big-tech-earnings-ai-profit-cycle-august-2026/
Broadcom (AVGO) Delivers Record Q2 Results with +48% Revenue Growth Led ...
...Management highlighted expectations for AI semiconductor revenue to exceed $16.0 billion in the quarter, more than doubling from the prior year. Investors will track the pace of AI demand, particularly for custom accelerators and networking products, alongside performance in the infrastructure software segment....
https://tickeron.com/blogs/broadcom-avgo-delivers-record-q2-results-with-48-revenue-growth-led-by-ai-13904/
AI Infrastructure Earnings & Quarterly Financial Results
...This Season's AI Infrastructure Quarterly Results EPS actual vs. analyst estimate for every ai infrastructure company that reported in the last 45 days....
https://www.earningslens.ai/sector/ai-infrastructure
AI Semiconductor Spending: Where $720?745B Goes
...AI semiconductor spending in 2026 exceeds $630B. This analysis traces how capex flows through NVIDIA, TSMC, HBM memory, and semiconductor equipment....
https://quantflowlab.com/ai-semiconductor-spending/
ON Semiconductor Q2 2026 earnings beat on AI data center growth
...ON Semiconductor disclosed second-quarter net income of $226.8 million, a jump from $170.3 million in the prior-year period, fueled by accelerating demand from AI data center customers....
https://finance.yahoo.com/technology/ai/articles/semiconductor-q2-2026-earnings-beat-121519010.html
Earnings Calendar, Live Calls & Free Transcripts | Earnings Labs
...Pre-market open Earnings Calendar, Live Calls & Free Transcripts. Track every upcoming and past earnings report, read the full call transcript, and see how the print stacked up against estimates ? for free....
https://www.earningslabs.com/
Big Tech Earnings Calendar 2026: Dates + Revenue
...Q2 2026 earnings dates for Apple, Microsoft, Alphabet, Amazon, Meta, Tesla, and Nvidia -- plus revenue, EPS, and AI capex in one dashboard....
https://valueaddvc.com/big-tech-earnings
2026 Semiconductor Industry Outlook | Deloitte Insights
...The state of the market today The global semiconductor industry is expected to reach US$975 billion in annual sales in 2026, a historic peak fueled by an intensifying AI infrastructure boom (figure 1). 1 Growth reached 22% in 2025 and is projected to accelerate to 26% in 2026, and even if growth moderates thereafter, annual sales of US$2 trillion seem likely by 2036. However, this record ......
https://www.deloitte.com/us/en/insights/industry/technology/technology-media-telecom-outlooks/semiconductor-industry-outlook.html
NVIDIA Q2 FY 2026 Results: Networking Steals the Spotlight - Futurum
...Futurum?s Ray Wang and Daniel Newman examine NVIDIA?s Q2 FY 2026 earnings, highlighting strong Blackwell adoption, record networking revenue, and accelerating AI demand across data center, gaming, and professional visualization....
https://futurumgroup.com/insights/nvidia-q2-fy-2026-earnings-networking-steals-the-spotlight/
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