News
The day at a glance · 2 min read
Mood · Cautious
+15
Sentiment, −100 to +100
S&P 500 Q3 Profit Growth
>30%+30%
AI-Driven Earnings Surge
TSM Q3 Profit Growth (est.)
65%+65%
TSMC Earnings Preview
TSM Q3 Net Margin (est.)
50%
TSMC Earnings Preview
Key driverAI infrastructure investments from Alphabet, Amazon and Meta are driving S&P 500 profit growth above 30% in Q3, but capital constraints and bearish semiconductor bets create headwinds
Daily briefTech Sector· Money365.Market AI ·

AI Investments Drive Q3 Earnings Surge Amid Chip Doubts

Big Tech AI spending powers 30%+ profit growth while Burry bets against semiconductors; TSMC earnings Thursday

AI-Driven Earnings Surge

Bullish
01AMZN
Alphabet, Amazon ($AMZN) and Meta ($META) are among the companies whose investments in artificial intelligence are driving S&P 500 profits set to surge more than 30% in Q3. Corporate America is likely to report another massive earnings season, though markets may need more to sustain current valuations. The concentration of earnings growth in AI-focused giants underscores the sector's dominant role in driving broader market performance this quarter.

Semiconductor Sector Headwinds

Bearish
01INTC
Intel ($INTC) and Broadcom now flag that access to capital is becoming a real bottleneck for the AI boom, even as artificial intelligence draws huge investment worldwide. Chip stocks including Intel ($INTC), AMD ($AMD), NVDA and MU opened mixed in premarket trading after their worst week in a month, pressured by AI spending concerns and intensifying memory-chip competition. Noted investor Michael Burry has shifted bearish bets to Nasdaq and semiconductor ETF puts, targeting tech-heavy indexes and semiconductor stocks as he sees a potential market top within nine months.

TSMC Earnings Preview

Neutral
01TSM
Taiwan Semiconductor Manufacturing ($TSM) is expected to post its sixth straight quarter of record profit when it reports on Thursday, with LSEG SmartEstimate from 16 analysts seeing third-quarter net profit rising about 65% to NT$746. However, net margin is seen slipping to 50%, indicating pricing or cost pressures despite strong volume growth. The results will provide crucial insight into sustained AI chip demand and the foundry's ability to maintain profitability amid capacity expansion.

Apple Product Pipeline

Neutral
01AAPL
Apple ($AAPL) is about to open preorders for a new Apple TV 4K and HomePad mini, according to Bloomberg's Mark Gurman in his Power On newsletter. Both devices will be unveiled on Tuesday and reach stores on Friday, October 30. The product refresh represents Apple's continued expansion of its home ecosystem offerings amid broader consumer tech market dynamics.

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