Qualcomm rose 12% in after-hours trading after lifting its full-year revenue forecast to $40 billion from $22 billion and unveiling the Dragonfly C1000 data-center CPU that Meta plans to use. Micron Technology added nearly 16% after raising its outlook and beating analysts’ estimates. The earnings-driven move pushed chip-related shares higher across Asia, lifting Tokyo Electron 7.1%, Advantest 13.4%, Samsung Electronics 5.4% and SK Hynix 11.6%, with the Nikkei 225 up 4.1% and South Korea’s Kospi setting a record. Among the U.S. tech names cited, only Micron and Qualcomm are presented as direct, fresh, above-expectations earnings catalysts.

The hourly rental price for Nvidia’s B200 AI chip fell from $6.11 on May 30 to $4.22 by June 21, a 31% drop. The article attributes the decline to intensifying competition from Google, Amazon, AMD, Marvell, Broadcom and Coreweave, which are offering lower-priced alternatives. It adds that NVDA shares could lag the Nasdaq in the short to medium term. Over the longer run, it says demand tied to self-driving and AI-powered robots could support Nvidia’s chip sales.

IBM宣布与OpenAI达成网络安全领域深度合作，加入其Daybreak Cyber Partner Program，并联合启动50亿美元Project Lightwell计划。该合作将OpenAI前沿AI模型嵌入IBM企业安全运营流程，强化Watsonx平台能力。消息公布后IBM盘后股价上涨4.8%。文章提及IBM Q1营收、EPS、软件与基础设施板块均超预期，AI相关业务订单已超70亿美元。

Tesla reported Q1 2026 revenue of $22.39 billion, up 16% year over year, and earnings per share of $0.41, ahead of the $0.30 consensus estimate. Active Full Self-Driving (FSD) subscriptions rose 51% to 1.28 million, and the company has begun unsupervised Robotaxi testing in Dallas and Houston while receiving regulatory approval for FSD in parts of Europe. The company said a new NHTSA investigation tied to a Texas crash centers on driver intervention, which it described as the primary cause. Tesla shares are around $375, versus an average analyst price target of $411.91.

GameStop CEO Ryan Cohen has raised the company’s stake in eBay to about 7.8% and waived a large performance award as he focuses on advancing an acquisition effort, including plans to take his proposal directly to eBay shareholders. The move is presented as a defined strategic push rather than a tentative signal. Although eBay’s market value is about five times GameStop’s, GME has $8.4 billion in cash and total liquidity near $9.7 billion, giving it leverage in talks. The development is framed as a meaningful near-term catalyst for GameStop shares.

Norwegian Cruise Line (NCLH) sharply lowered its fiscal 2026 adjusted EPS guidance to $1.45–$1.79 on May 4, citing Middle East tensions that lifted expected annual fuel costs to $782 per metric ton. The company also pointed to softer demand for European itineraries and execution missteps that led to shorter Caribbean sailings and bookings below expectations. Although Q1 EPS of $0.23 beat forecasts, revenue of $2.33 billion missed estimates. The stock fell 8.6% on the day and is down 8.7% year to date, significantly trailing the S&P 500.

ASML Holding N.V. is set to release its Q2 FY2026 results before the market opens on July 15, after its shares hit a new 52-week high of $1,959.04 on June 22. Wells Fargo raised its price target to $2,200 from $1,750 while reiterating an “Overweight” rating, and BofA lifted its target to $2,345 from $2,268 while keeping a “Buy” rating. In Q1, ASML posted net sales of €8.8 billion ($10 billion) and a 53% gross margin, while management guided Q2 sales of €8.4 billion ($9.6 billion) to €9 billion ($10.3 billion) and lifted its 2026 net-sales outlook to €36 billion ($41.2 billion) to €40 billion ($45.8 billion). Analysts also expect ASML’s 2027 order book to be fully spoken for by the time the company reports on July 15.

SpaceX is preparing an investment-grade bond sale that could exceed $20 billion, with proceeds largely aimed at refinancing a bridge loan tied to its xAI acquisition that matures in September 2027. Any additional funds would support expansion across Starlink, AI and its rocket business. As of March 31, 2026, the company reported $29.1 billion in long-term debt and about $15.9 billion in cash and equivalents.

IDC’s latest report says Nvidia became the world’s largest data center Ethernet switching vendor by revenue in Q1 2026, with sales of $2.1 billion, up 193% year over year. The report ties the gain to broad hyperscaler adoption of the Spectrum-X platform in AI data centers. Nvidia’s earnings also show data center networking revenue surged 199% year over year to $14.8 billion, helping lift fiscal Q1 2027 revenue to $81.6 billion, with the data center segment accounting for 92%. Analysts’ consensus price target is $303.71, implying about 51% upside from the current price.