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Micron Technology Reports Q2 Fiscal 2026 Earnings After the Bell; $19.3B Revenue and $8.66 EPS Expected as HBM Demand Hits Record

Micron Technology reports its fiscal second-quarter 2026 earnings after the close on Wednesday, with Wall Street consensus projecting revenue of approximately $19.3 billion — a 138% year-over-year explosion — and EPS of $8.66, up more than 450% from the prior year. The chipmaker has already sold out its entire 2026 HBM allocation and guided for record gross margins near 68%, positioning the report as a potential inflection catalyst for the entire semiconductor sector.

Nvidia CEO Jensen Huang Raises AI Revenue Forecast to $1 Trillion Through 2027 at GTC, Unveils Vera Rubin and Groq LPU

Nvidia CEO Jensen Huang revealed at the company's annual GTC developer conference in San Jose that he now expects 'at least $1 trillion' in purchase orders for Blackwell and Vera Rubin GPU systems through 2027 — doubling a prior $500 billion estimate — while also debuting the Groq 3 Language Processing Unit and announcing Uber as an autonomous vehicle partner across 28 cities. The announcements supercharged an already-rallying AI infrastructure sector and sent Nvidia shares to fresh multi-week highs.

Nvidia CEO Jensen Huang Projects $1 Trillion in AI Chip Orders Through 2027 at GTC Conference

Nvidia CEO Jensen Huang delivered a landmark keynote at the company's GTC 2026 conference in San Jose, California, projecting at least $1 trillion in revenue from Blackwell and Vera Rubin AI chip orders through 2027. The announcement nearly doubled Huang's previous $500 billion forecast and sent Nvidia shares up roughly 2%, providing the strongest single-day catalyst for the broader semiconductor sector and reigniting bullish sentiment across the AI infrastructure trade.

Micron Technology Surges on Taiwan Expansion and Pre-Earnings Momentum Ahead of Wednesday Report

Micron Technology shares jumped more than 6% on Monday after the chipmaker confirmed it had completed the $1.8 billion acquisition of Powerchip Semiconductor's Taiwan P5 manufacturing site and announced plans to build a second comparable facility at the same Tongluo location. With Q2 FY2026 earnings due Wednesday and analysts projecting $18.7 billion in revenue, Micron's aggressive capacity expansion for high-bandwidth memory positions it as a key beneficiary of surging AI infrastructure demand heading into mid-2026.

Nvidia Chips Rally Ahead of GTC 2026 as Jensen Huang Teases 'World-Surprising' AI Chip

Nvidia shares gained approximately 1.6% Friday ahead of the company's marquee annual developer conference, GTC 2026, set to begin Monday in San Jose, California. CEO Jensen Huang has teased a 'world-surprising' chip announcement expected to center on the Vera Rubin AI architecture and the Feynman next-generation GPU platform, with Wall Street analysts broadly maintaining buy ratings and price targets implying substantial upside.

AI Infrastructure Spending Continues to Dominate Global Technology Budgets

Corporate technology spending continues to shift toward artificial intelligence infrastructure as companies race to deploy advanced computing capabilities. The trend is fueling demand across semiconductors, networking hardware, cloud platforms, and data-center equipment suppliers, reinforcing AI as one of the most powerful structural themes shaping equity markets.

Oracle Reports Q3 FY2026 Earnings After the Bell: AI Infrastructure Bet and Cash Burn Under Scrutiny

Oracle Corporation is set to release its fiscal third-quarter 2026 results after Tuesday's market close, with Wall Street projecting revenue of approximately $16.9 billion and non-GAAP earnings per share near $1.70. Investors will scrutinize whether the company's massive AI infrastructure spending — and a reported plan to cut up to 30,000 jobs — is translating into sustainable cash flow, as the stock remains down roughly 54% from its September 2025 peak.

TSMC February Revenue Climbs 22% Year-Over-Year, Two-Month Sales Jump 30% on AI Chip Demand

Taiwan Semiconductor Manufacturing Company reported February 2026 revenue of approximately $10.1 billion, a 22.2% year-over-year increase, as sustained demand from AI chip designers including Nvidia and AMD continued to drive volumes at the world's largest contract chipmaker. Combined revenue for the first two months of 2026 reached roughly $22.9 billion, up nearly 30% from the same period last year, reinforcing TSMC's role as the backbone of the global AI infrastructure buildout.

Broadcom Posts Q1 FY2026 Earnings After Bell; AI Chip Revenue Expected to Double to $8.2 Billion

Broadcom reports its first-quarter fiscal year 2026 results Wednesday after market close, with analysts forecasting revenue of $19.21 billion — a 29% year-over-year increase — and earnings per share of $2.02. The AI semiconductor division is projected to generate approximately $8.2 billion, effectively doubling from a year ago, fueled by massive hyperscaler demand and a reported $73 billion AI chip backlog including a new $11 billion Anthropic order.