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semiconductor earnings

Micron Q3 Preview: A 244% YTD Run Meets June 24 Earnings

September 12, 2026June 14, 2026 by Bruno M.
Micron Q3 Preview: A 244% YTD Run Meets June 24 Earnings

Micron prints fiscal Q3 on June 24 after a 244% YTD run to a $1.1T market cap. Here’s what the HBM, DRAM, and margin commentary needs to show.

Categories Artificial Intelligence, Earnings, Technology Tags ai memory demand, hbm memory, micron earnings, MU stock, semiconductor earnings, stock market

Broadcom Reports Tonight: $2.3T AVGO and the AI XPU Print

September 12, 2026June 3, 2026 by Bruno M.
Broadcom Reports Tonight: $2.3T AVGO and the AI XPU Print

Broadcom prints Q2 FY26 at 5 PM ET. AVGO is at all-time highs, options price a big move, and the AI accelerator number is the only one that matters.

Categories Artificial Intelligence, Earnings, Technology Tags ai xpu accelerator, avgo stock, Broadcom, semiconductor earnings, stock market

SMCI Surges 24% on $10.2B Q3 Beat and Margin Recovery

September 12, 2026May 7, 2026 by Bruno M.
SMCI Surges 24% on $10.2B Q3 Beat and Margin Recovery

Super Micro (SMCI) jumped 24% after Q3 FY2026 revenue hit $10.24B, up 123% YoY, while gross margins recovered to 9.95% — fueling broad semiconductor gains.

Categories Stock Market Tags ai server stocks, data center stocks, semiconductor earnings, SMCI, stock market, Super Micro Computer

MaxLinear Surges 76% as AI Data Center Chips Drive Q1 Comeback

September 12, 2026April 27, 2026 by Bruno M.
MaxLinear Surges 76% as AI Data Center Chips Drive Q1 Comeback

MaxLinear stock rocketed 76% on April 24 after Q1 revenue jumped 43% year-over-year to $137M, powered by a 136% surge in AI data center optical chip demand.

Categories Stock Market Tags AI chip stocks, data center chips, maxlinear earnings, MXL stock, semiconductor earnings, stock market

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