Market Signals

GOOGLE SAYS CLOUD SERVICES BACKLOG EXPANDS TO $514 BILLION - BLOOMBERG.COM - GNEWS

WHITE HOUSE OFFICIAL SAYS MOONSHOT ACCESSED BANNED NVIDIA CHIPS - JAPAN_TIMES

S&P 500 AND NASDAQ END IN THE RED — TECH SELLS OFF AS MIDDLE EAST PEACE TALKS WEIGHED

IBM Q2 EARNINGS PREVIEW: WHAT TO EXPECT FROM UPCOMING REPORT - TRADINGVIEW - GNEWS

NVIDIA SUPPLIER WISTRON LAUNCHES $700 MILLION TEXAS FACTORY FOR AI SYSTEM PRODUCTION - REUTERS - GNEWS

NVIDIA JUST BOUGHT 9.3% OF THIS AI CLOUD STOCK. NBIS EXPLODED. - MONEY MORNING - GNEWS

WHAT TSMC'S CAPEX SURGE COULD MEAN (TSM:NYSE) - SEEKING ALPHA - GNEWS

DOES AZZ’S RAISED 2027 SALES OUTLOOK AMID WEAKER Q1 EARNINGS CHANGE THE BULL CASE FOR AZZ (AZZ)? - SIMPLYWALL.ST - GNEWS

CHINA’S MOONSHOT IN TALKS ON PRE-IPO FUNDS AT $50 BILLION VALUE - BLOOMBERG.COM - GNEWS

GOOGLE EXPANDS GEMINI LINEUP WITH CHEAPER MODELS AND NEW MYTHOS RIVAL - CNBC

TSMC IN TALKS TO RAISE PRICES BY UP TO 10% IN 2027, REPORT SAYS - BLOOMBERG.COM - GNEWS

HASBRO (NASDAQ:HAS) SURGES AFTER BLOWOUT Q2 EARNINGS AND RAISED GUIDANCE - CHARTMILL - GNEWS

D.R. HORTON UP IN PREMARKET AFTER Q3 EARNINGS BEAT DESPITE WEAK OUTLOOK - INVESTING.COM - GNEWS

OIL PRICES EASE AS MEDIATORS PROPOSE US-IRAN CEASEFIRE - REUTERS - GNEWS

US STOCKS REBOUND FROM SELLOFF AS NVIDIA, OTHER CHIPMAKERS RISE - BLOOMBERG.COM - GNEWS

TSMC STOCK: UNFOLDING CAPEX BOOM (NYSE:TSM) - SEEKING ALPHA - GNEWS

RYANAIR SAYS 'NO SHORTAGE' OF TRAVELERS DESPITE IRAN WAR DENTING PROFIT - CNBC

$NVDA

NASDAQ, DOW, S&P 500 FUTURES EDGE HIGHER AHEAD OF KEY EARNINGS WEEK EVEN AS MIDDLE EAST TENSIONS CONTINUE: DJT, NVDA, SLS, PANW STOCKS IN FOCUS - STOC

ERSTE GROUP BANK HAS BULLISH OUTLOOK FOR TSM FY2026 EARNINGS - MARKETBEAT - GNEWS

PROLONGED US-IRAN CONFLICT TO DRIVE DEMAND FOR KOREAN AIR DEFENSE SYSTEMS: DS INVESTMENT - KOREAHERALD

NVIDIA: AI INFRASTRUCTURE HITTING PHYSICAL AND FINANCIAL LIMITS (NASDAQ:NVDA) - SEEKING ALPHA - GNEWS

APPLE TOPS NVIDIA AS WORLD’S LARGEST COMPANY AMID TECH ROTATION - BLOOMBERG.COM - GNEWS

TSMC’S CAPEX SURGE SIGNALS AI INFRASTRUCTURE STILL SCALING - DATA CENTER KNOWLEDGE - GNEWS

TSMC EARNINGS: AI CAPEX IS NOT OVER YET - MOOMOO - GNEWS

BAIRD SEES NVIDIA SURGING 140% TO $500 ON AI BOOM - MSN - GNEWS

I AM BUYING THE AI BOOM WITHOUT THE BUBBLE RISK: LONG MICRON, SHORT NVIDIA (NASDAQ:MU) - SEEKING ALPHA - GNEWS

GLOBAL MARKET: TSMC TO INVEST ADDITIONAL $100 BILLION IN ARIZONA, RAISES CAPEX ON BOOMING AI DEMAND - THE ECONOMIC TIMES - GNEWS

TRUMP IMMEDIATELY FIRES THE NEW COURT-APPOINTED TOP PROSECUTOR IN SEATTLE - PBS

MERCK'S CHOLESTEROL PILL LIPFENDRA GETS U.S. FDA APPROVAL - CNBC

TSMC PLANS BIGGER CAPEX TO KEEP UP WITH AI - FINIMIZE - GNEWS

TSMC PLANS FURTHER $100BN US INVESTMENT TO FEED AI DEMAND - NIKKEI ASIA - GNEWS

EARNINGS CALL TRANSCRIPT: TSMC LIFTS 2026 OUTLOOK AS AI DEMAND STAYS HOT IN Q2 2026 - INVESTING.COM - GNEWS

TSMC Q2 PROFIT SOARS TO RECORD HIGH ON AI DEMAND, RAISED GUIDANCE; SHARES DIP - INVESTING.COM - GNEWS

TSMC RAISES 2026 CAPEX TO $64B AS AI CHIP DEMAND SURGES - ELECTRONICS FOR YOU BUSINESS - GNEWS

TSMC Q2 PROFIT JUMPS 77% TO RECORD, FAR SURPASSES EXPECTATIONS - REUTERS - GNEWS

NVIDIA PARTNERS WITH JAPAN ROBOTICS FIRMS ON AI DEVELOPMENT - REUTERS - GNEWS

JAPAN’S ROBOT MAKERS JOIN NVIDIA’S PHYSICAL AI COSMOS COALITION - BLOOMBERG.COM - GNEWS

ASML RAISES 2026 GUIDANCE SECOND TIME, BEATS Q2 EARNINGS - QZ.COM - GNEWS

LG ENERGY SOLUTION TO SUPPLY BATTERIES FOR GOOGLE’S LARGEST SOLAR-STORAGE PROJECT - KOREAHERALD

NVIDIA HALVES ASIA BUYER LIST IN CHINA CHIP CRACKDOWN - FINANCIAL TIMES - GNEWS

STOCKS END HIGHER BUOYED BY LIGHT INFLATION DATA, BOUNCE IN CHIP STOCKS - CNBC

COHERENT (COHR) IS DOWN 8.4% AFTER NVIDIA-BACKED AI OPTICS EXPANSION NEWS - HAS THE BULL CASE CHANGED? - SIMPLYWALL.ST - GNEWS

JPMORGAN BAGS RECORD PROFIT ON $6 BILLION STOCK-TRADING HAUL - BLOOMBERG.COM - GNEWS

TSMC SEEN RIDING AI BOOM TO FIFTH STRAIGHT QUARTER OF RECORD PROFIT - REUTERS - GNEWS

SK HYNIX PLUNGES AFTER NASDAQ DEBUT AMID DIMINISHING EARNINGS OPTIMISM - WTVB - GNEWS

TSMC POSTS RECORD REVENUE IN SECOND QUARTER ON AI DEMAND - REUTERS - GNEWS

SK HYNIX'S WALL STREET DEBUT SPARKS ETF FRENZY, SEOUL VOLATILITY - KOREAHERALD

NVIDIA WAS THE DARLING OF THE AI BOOM, NOW IT’S CHEAPER THAN THE KING OF HOUSE PAINT - 24/7 WALL ST. - GNEWS

TSMC Q2 EARNINGS PREVIEW: WHY SHOULD YOU BUY TSM STOCK BEFORE JULY 16? - YAHOO FINANCE - GNEWS