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Earnings

FADU's Q2 Surprise and Its Real Moat: Controller-Firmware Integration Matters More Than Gen6 Speed

Why IBM's Earnings Miss Is Evidence of Memory Strength: Reading IBM and Ericsson for Semiconductor Sentiment

SK Hynix Q2 Earnings Cut but Target Prices Held: Synthesizing the Mirae Asset and KIS Reports

Samsung Electronics recorded the world's largest quarterly operating profit. Signals and noise poured in today.

Which NVIDIA Quarter Does Samsung's Earnings Selloff Resemble?

Late-July Big Tech Earnings Calls and the Memory Thesis Scenario Map

Samsung 2Q26 Preview: Micron’s Surprise Has Been Erased, Core OP Is the Real Test

Micron FY3Q26 Earnings: AI Memory Bottlenecks, 84.9% Gross Margin, And A $50B Guide