earnings
Corewire coverage tagged “earnings”.
Business Tech
TSMC raises capex to $64 billion and drops another $100 billion on Arizona
TSMC's Q2 call: net income up 77.4%, 2026 capex raised to $60-64B, revenue growth guided above 40%, and an additional $100 billion…
Business Tech
TSMC’s record $39.6B quarter is the cleanest read on AI demand
TSMC posted record Q2 2026 revenue of roughly NT$1.27 trillion, about US$39.6 billion, up 36 percent year over year on AI accelerator…
Latest in earnings
Business TechSamsung guides to a record $58 billion quarter on AI memory demand
Business TechDell’s AI server business grew 757% and the backlog hit $51 billion
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1Samsung guides to a record $58 billion quarter on AI memory demand2Margin, not growth, is the real scoreboard in AI software3Dell’s AI server business grew 757% and the backlog hit $51 billion4America now searches “agentic AI” more than “chatbot”. We ran the data5AI startups now hit $100M revenue in 18 months, not seven years