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Bloomberg

Hyperscalers to Keep Upping Capex in 2027, Goldman Says

Sharon Bell, Goldman Sachs senior European equity strategist, discusses tech and artificial intelligence earnings, saying "hyperscalers will be upping their capex spending again in 2027." Speaking on Bloomberg Television, she adds: We think, ultimately, this will be a big productivity gain for GDP in aggregate."

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Bloomberg

Van Oudheusden: Accelerated Demand for Advanced Chips

While markets await TSMC earnings, South Korea's chip-heavy KOSPI was sharply lower as investors mull a report that semiconductor makers ASML plan to raise its prices. Jean-Paul van Oudheusden, Market Analyst at etoro spoke to Bloomberg's Jennifer Zabasajja on Horizons Middle East and Africa on the demand for the chips.

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Bloomberg

TSMC Beats Estimates Amid Sustained AI Demand

TSMC posted quarterly profit that beat estimates. The main chipmaker for Nvidia Corp. and Apple Inc. reported a rise in net income for the June quarter to NT$706.6 billion ($22 billion), surpassing the average estimate of NT$623.7 billion. The steady growth highlights the company's central role in producing the vast majority of the world's most advanced chips for data centers and smartphones. Bloomberg's Stephen Engle reports.

Leia mais: TSMC Beats Estimates Amid Sustained AI Demand