After Warsh’s remarks, the 10-year U.S. Treasury yield moved higher, and selling pressure is no longer confined to semiconductors but has spread to various high-beta assets.
The equal-weight software index is close to setting an all-time high monthly close, which is more noteworthy than gains in a small number of large software stocks.
The focus of Marvell’s latest earnings is not merely that quarterly figures came in slightly above expectations, but that growth in its data center business accelerated significantly. The company’s second-quarter revenue was USD 2.
Salesforce rose nearly 21% after its earnings report, returning above $250, marking its best single-day performance since 2020. This shows that, at least in terms of stock price, investors are reassessing its business growth rate, not just treating it as a short-term earnings fluctuation.
NVIDIA has provided cross-year guidance for the first time, expecting FY28 revenue to grow 70% year over year. Supporting this guidance is not only order expectations, but also the company putting more capital and commitments into the supply chain in advance.
Nvidia’s high-growth expectations are now not merely a question of whether AI compute demand is sufficient. Whether memory can be secured on time and at an acceptable cost is becoming a significant constraint on revenue delivery and the margin trajectory.
Salesforce is about to report earnings, and what truly needs to be validated is not how large Agentforce can become as a standalone business, but whether this AI investment can reaccelerate the core business. Ahead of earnings, CRM shares have already risen by about 45%.
The arrangement Meta reached with U.S. states on teen safety is turning a legal risk that had long been difficult to estimate into clearer expenses and operational investment.
OpenAI is reportedly advancing its in-house inference chip, Jalapeño. What merits attention is not a single performance figure, but rather that AI infrastructure procurement may continue to extend from general-purpose accelerators to custom chips, advanced process nodes, and high-bandwidth memory.
SK Hynix confirmed that its next-generation HBM will adopt Intel’s EMIB advanced packaging technology. This decision directly stems from the ongoing shortage of TSMC’s CoWoS capacity, indicating that the supply bottleneck in advanced packaging is creating alternative demand for Intel.