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Foxconn Q2 2026 Revenue Hits $78.71B, Up 39.8% YoY — AI Server Division Nears Half of Total Sales as NVDA Supply Chain Signals Demand Holds

Foxconn posted Q2 2026 revenue of $78.71 billion, up 39.8% year-over-year and beating Reuters/LSEG estimates of $72.7 billion, as its cloud and networking division — which houses AI server production for Nvidia — approaches half of total company sales. June alone surged 52.1% year-over-year to a monthly record. Management guided for Q3 growth both sequentially and annually. The print directly lifts Nvidia sentiment and provides a key third-party validation of sustained AI infrastructure spending ahead of earnings season.

Samsung Q2 2026 Earnings Preview: Operating Profit Seen at 84.6–86 Trillion Won, Up 18x YoY — HBM Progress Is the Only Variable That Matters

Samsung Electronics releases preliminary Q2 2026 results Tuesday, with consensus operating profit forecasts ranging from 80 to 92 trillion won — a potential 18-fold year-over-year surge driven by a 44% rise in DRAM prices and 53% rise in NAND prices during the quarter. The result could briefly surpass Nvidia's Q1 profit of $53.54 billion. Samsung shares gained 4% on Monday to 325,000 won. Investors are focused less on the headline beat and more on HBM certification progress with Nvidia's Vera Rubin platform.

SK Hynix Plans $29B Nasdaq ADR Listing on July 10 — HSBC Raises Price Target to 4 Million Won Ahead of Record Q2 Earnings

SK Hynix is scheduled to list its American depositary receipt on Nasdaq on July 10, targeting up to $29 billion in a deal that would give US investors direct access to the world's dominant high-bandwidth memory producer. HSBC raised its price target to 4 million won — a 20% premium above previous targets — citing improved shareholder returns and enhanced investor accessibility post-ADR. The company is expected to post Q2 operating profit of 64.44 trillion won on July 29, potentially its largest quarter ever.

Tesla Falls 7.5% on Record Q2 2026 Deliveries of 480,126 — 'Buy the Rumor, Sell the Fact' as AI Pivot Overshadows Beat

Tesla delivered 480,126 vehicles in Q2 2026, up 25% year-over-year and roughly 74,000 above Wall Street's 406,024 consensus, marking its best-ever second quarter. Despite the record beat, shares fell 7.49% on Thursday — the stock's worst day in nearly a year — and have now declined on each of the past three quarterly delivery reports. Investors appear focused on Tesla's 204x forward P/E ratio and the Robotaxi and Optimus narrative rather than automotive fundamentals heading into July 22 earnings.

Anthropic Explores Samsung 2nm Foundry Deal for Custom AI Chip — Samsung Foundry Backlog Targets 50 Trillion Won

Anthropic is in early-stage talks with Samsung Electronics to manufacture a custom AI chip using Samsung Foundry's 2-nanometer process and advanced packaging technology, according to The Information. The deal would add Anthropic to Samsung Foundry's growing AI client list alongside Tesla, Meta, and Nvidia. The development pressures Nvidia's dominant position in AI inference and signals a broader industry shift toward proprietary ASIC alternatives, echoing OpenAI's recent Broadcom 'Jalapeño' inference chip announcement.

Micron Technology Falls 10.6%, Sandisk Drops 10.6%, Intel Loses 9% — Semiconductor Rout Wipes Out $1T+ in One Session

Micron Technology and Sandisk each plunged more than 10.6% Wednesday while AMD fell 6.9% and Intel sank 9%, as profit-taking in the AI-chip complex erased more than $1 trillion in semiconductor market value. The VanEck Semiconductor ETF lost 5.4%. South Korea's Kospi collapsed 7.89% overnight in response, with SK Hynix down over 12%. Analysts attributed the selloff to valuation fatigue after the sector's extraordinary first-half run rather than any fundamental deterioration.

Meta Platforms Rises 8.8% on Meta Compute Cloud Launch — $145B AI Capex Strategy Reframed as Revenue Asset

Meta Platforms jumped 8.8% after Bloomberg reported the company plans to launch Meta Compute, a cloud business selling excess AI computing capacity and model access externally to compete with AWS, Azure, and Google Cloud. The move reframes Meta's $125 billion to $145 billion 2026 capital expenditure plan from a spending concern to a potential revenue engine. CEO Mark Zuckerberg's pivot offered the single biggest counterweight to Wednesday's broad semiconductor and tech selloff.

Oil Slides Below $71 as US-Iran Qatar Talks Progress — Four-Month Low Cuts Inflation Risk Ahead of Jobs Data

Crude oil fell to a four-month low below $71 a barrel after US and Iranian officials held successful indirect talks in Qatar on safe cargo passage through the Strait of Hormuz, according to diplomatic sources. The decline extends a trend from last week's Burgenstock roadmap agreement and materially eases the inflation backdrop ahead of Thursday's June nonfarm payrolls report. Energy sector stocks are under pressure while airlines and transportation stand to benefit from lower jet fuel costs.

Semiconductor Stocks Fall 7–9% in Premarket — Rate-Hike Fears and Profit-Taking Hit Micron, SanDisk, Nvidia After Record Q2

Micron Technology fell 7%, SanDisk dropped 9%, and Nvidia shed 2.5% in premarket trading as investors took profits following the best quarter for chips since the sector's inception, with rate-hike fears amplifying the selling. The VanEck Semiconductor ETF gained 82% in the first half of 2026. Thursday's hotter-than-expected PCE print gave traders additional cover to trim exposure in the year's most crowded trade as the second half of 2026 begins.