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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.

Meta Shares Surge Nearly 3% as Reuters Reports Planned 20% Workforce Reduction to Offset $135 Billion AI Spending

Meta Platforms shares climbed nearly 3% on Monday after Reuters reported that the social media giant is weighing layoffs affecting 20% or more of its roughly 79,000-person workforce — potentially eliminating more than 15,000 jobs — as the company seeks to offset its $135 billion AI capital expenditure plan for 2026, roughly double last year's spending. The news accelerated a sector-wide narrative of tech giants using AI efficiency gains to justify historic reductions in headcount.

Investors Brace for Federal Reserve Signals as Policy Meeting Approaches

Global investors are closely watching the Federal Reserve’s upcoming policy meeting as markets grapple with rising oil prices and lingering inflation concerns. The central bank’s updated economic projections and interest-rate outlook are expected to shape market expectations for monetary policy through the remainder of 2026. Equity markets remain sensitive to any signal about the timing of potential rate cuts or the possibility that policymakers could maintain a higher-for-longer stance if inflation proves stubborn.

Stock Futures Rise as Investors Rotate Toward Energy and Defense

U.S. stock futures moved higher Monday despite geopolitical tensions, as investors rotated capital toward energy producers and defense contractors. The shift reflects growing expectations that prolonged geopolitical risk could sustain elevated oil prices and drive increased government defense spending. Market strategists say the rotation highlights a broader repositioning across global portfolios as investors seek sectors with resilient earnings during periods of macroeconomic uncertainty.

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.

Meta Platforms Surges on Report of 20% Workforce Reduction to Offset Surging AI Infrastructure Costs

Meta Platforms shares climbed more than 2% Monday after Reuters reported that top executives have directed senior leaders to begin planning layoffs affecting at least 20% of the company's roughly 79,000 employees — a move analysts say would be the largest restructuring since Meta's 2022 'Year of Efficiency.' The cuts are designed to offset the company's $115 to $135 billion capital expenditure plan for 2026, driven by a massive push into generative AI infrastructure and the newly formed Meta Superintelligence Lab.

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.

Wall Street Volatility Surges as Geopolitics and Energy Shock Trigger Sector Rotation

U.S. equities swung sharply Friday as investors reassessed risk following surging oil prices and intensifying geopolitical tensions. Market volatility increased as institutional investors rotated out of consumer and transportation sectors and into energy, defense and commodities. The shift highlights growing concern that higher energy prices could prolong inflation pressures and slow economic momentum across global markets.