NVIDIA Corporation (NVDA) has seen a modest stock gain of 10.9% this year despite consistently surpassing quarterly results. The company faces high investor expectations and competition from Advanced Micro Devices (AMD), compounded by potential impacts from reduced AI spending by hyperscale cloud providers and tight export regulations to China.
Micron Technology, Inc. (MU) reported revenues of $41.46 billion in Q3 2026, a 74% sequential increase, and anticipates $50 billion in Q4, driven by strong demand for high-bandwidth memory (HBM) chips. The company’s expected earnings growth rate for the current year is an impressive 790.8%.
Taiwan Semiconductor Manufacturing Company Limited (TSMC) recorded NT$1.27 trillion in revenues for Q2 2026, up 36% year over year. With a net income of NT$706.56 billion, representing a 77.4% year-on-year increase, TSMC is projected to experience a 50.7% earnings growth rate this year, reflecting robust demand in the semiconductor market.
5 Stocks Our Experts Predict Could Double In the Next Year
By submitting your email, you'll also get a free pivot & flow membership. A free daily market overview. You can unsubscribe at any time.
