Semler Scient2026-07-02 16:45:14Semler Scientific Stock Rises 2.64% After Bitcoin Gains Fuel Q2 Net Income Surge to $66.9MSemler Scientific (Nasdaq: SMLR) shares rose 2.64% to $35.37 after reporting Q2 2025 net income of $66.9 million, driven by $83.8 million in unrealized gains from Bitcoin holdings. The company held 5,021 BTC as of July 31, 2025, valued at $586.2 million, with a year-to-date BTC yield of 31.3%. It added 1,829 BTC during Q2 and July for $195.4 million. A new subsidiary CardioVanta was launched for heart failure detection, and an ATM equity offering program was established for up to $500 million.590
Tesla2026-07-02 14:31:17Tesla Q2 Deliveries Beat Estimates, Shares Jump 2% in Pre-Market Then Pull BackTesla reported Q2 total deliveries of 480,126 vehicles, beating market expectations. The news briefly pushed pre-market shares up over 2% before settling below 1%. The data suggests resilient demand but the impact on crypto markets remains limited.1320
TSMC2026-07-01 04:31:07TSMC Q2 Earnings Preview: Can ~66% Gross Margin Hold? AI and 2nm as Key VariablesTSMC will report Q2 2026 earnings on July 16, with market focus on three core questions: the strength of AI orders, the ramp-up of 2nm process, and the sustainability of gross margin near 66%. Q1 revenue reached $35.9B, gross margin 66.2%, EPS NT$22.08. Q2 guidance calls for revenue $39B–$40.2B and gross margin 65.5%–67.5%. AI/HPC remains the strongest growth driver, with HPC contributing 61% of Q1 revenue and advanced nodes 74% of wafer revenue. However, capex is climbing to $52B–$56B, and overseas fabs add cost pressures. N2 entered high-volume production in Q4 2025, with capacity CAGR expected at ~70% from 2026 to 2028. Investors should watch management’s tone on order visibility, inventory, and margin outlook.1520
TSMC2026-07-01 00:00:59Morgan Stanley Weighs In: TSMC Q2 Earnings Preview – Can 66% Gross Margin Hold?TSMC will report Q2 2026 earnings on July 16, with revenue guidance of $39-40.2 billion and gross margin guidance of 65.5%-67.5%. The key question is whether gross margin can sustain above 66% amid AI/HPC demand, aggressive capacity expansion for 2nm, and rising depreciation costs. Morgan Stanley expects Q2 gross margin to reach 67.4%, near the high end. TSMC's capital expenditure is heading toward $52-56 billion, underscoring its bet on long-term AI demand. The earnings call's commentary on order momentum, inventory levels, and margin outlook will be critical for investors tracking the AI hardware supply chain.1480
TSMC2026-06-30 23:31:02TSMC Q2 Earnings Preview: Can 66% Gross Margin Hold? AI Demand and 2nm Ramp-Up in FocusTSMC will report its Q2 2026 earnings on July 16, with market attention shifting from revenue growth to three key issues: whether AI orders remain strong, whether the 2nm ramp is on track, and whether gross margins near 66% can be sustained. After a strong Q1 (USD revenue $35.9B, gross margin 66.2%), Q2 guidance stands at $39.0-$40.2B with gross margin of 65.5%-67.5%. Morgan Stanley estimates Q2 gross margin at 67.4%, the upper end of guidance. AI/HPC continues to drive revenue structure shift, but high capex ($52-$56B) and 2nm ramp costs pressure margins. This article provides a comprehensive preview, analyzing AI orders, advanced packaging, 2nm progress, and indirect implications for crypto mining and AI token markets.1450
TSMC2026-06-30 22:31:10TSMC Q2 Earnings Preview: Can 66% Gross Margin Hold Amid AI Demand and 2nm Ramp-Up?TSMC will hold its Q2 2026 earnings call on July 16 at 14:00 Taiwan time, with the market focusing on three key questions: whether AI orders remain robust, whether the 2nm process ramp-up is on track, and whether its near-66% gross margin is sustainable. In Q1, TSMC reported USD revenue of $35.9 billion and gross margin of 66.2%. Its Q2 guidance calls for gross margin of 65.5%-67.5%. Morgan Stanley expects Q2 gross margin to reach 67.4%, near the high end of guidance. AI/HPC demand is the main growth driver, but costs from advanced node expansion, depreciation, and yield learning could pressure margins. TSMC has guided full-year 2026 CapEx to the high end of $52-$56 billion, indicating long-term capacity needs. The 2nm ramp, overseas fabs, and management's commentary on customer orders, inventory, and cost pressure will be critical for the stock's next move. Investors should watch the July 16 conference call for signals on H2 demand, pricing power, and margin outlook.1400
TSMC2026-06-30 19:31:06TSMC Q2 Earnings Preview: AI Demand and 2nm Ramp Test 66% Gross Margin SustainabilityTaiwan Semiconductor Manufacturing Co. (TSMC) will report Q2 2026 results on July 16, with the market focused on AI/HPC order strength, the progress of 2nm (N2) volume production, and whether the ~66% gross margin can be maintained. Q1 delivered a 66.2% gross margin on $35.9B revenue, while Q2 guidance implies 65.5%-67.5%. Morgan Stanley expects actual gross margin of 67.4%. Capital expenditure is set at $52-56 billion, and the 2nm ramp CAGR is ~70%, but depreciation and overseas fab costs may pressure margins. This article analyzes TSMC’s impact on AI and crypto mining hardware supply chains.1370
TSMC2026-06-30 18:31:02TSMC Q2 Earnings Preview: Can AI Demand and Gross Margin Sustain? Morgan Stanley Expects 67.4% Gross MarginTSMC will report Q2 2026 earnings on July 16, with market focus on three key questions: AI order strength, 2nm ramp progress, and gross margin sustainability near 66%. TSMC posted Q1 gross margin of 66.2% and guides Q2 margin at 65.5%-67.5%. Morgan Stanley forecasts actual gross margin reaching 67.4%. AI/HPC accounts for 61% of revenue, and advanced process nodes (7nm and below) contribute 74% of wafer revenue. This article analyzes the key metrics and management commentary to watch, including capital expenditure rising to $52-56 billion, CoWoS and SoIC advanced packaging expansion, and the impact of overseas fab costs. The earnings call will also shed light on 2nm (N2) production cadence and long-term margin trajectory, which indirectly affect the crypto mining hardware supply chain as advanced chips become critical for next-gen ASIC miners.1640
