ASML将于2026年7月15日盘前公布第二季度财报。此前Q1业绩超预期，营收达100亿美元，毛利率53%；管理层给出Q2营收指引84–90亿欧元，并上调全年销售展望至412–458亿美元。多家机构（如Wells Fargo、BofA）同步上调目标价至$2,200–$2,345，强调2027订单已基本锁定，强化增长确定性。

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.

文章指出IDC最新报告确认英伟达在2026年第一季度成为全球营收最高的数据中心以太网交换机供应商，相关收入达2.1亿美元，同比增长193%。该成就源于Spectrum-X平台在超大规模AI数据中心的广泛采用，并推动其数据中心 networking 收入同比飙升199%至14.8亿美元。财报显示Q1 2027总营收81.6亿美元，数据中⼼ segment 占比92%，凸显网络硬件已成关键增长支柱。分析师共识目标价303.71美元，较当前价隐含约51%上行空间。

Tapestry (TPR) reported fiscal Q3 2026 results on May 7, 2026, with revenue of $1.9 billion, up 21% year over year, and non-GAAP EPS of $1.66, up 62%, topping expectations. The company raised its full-year outlook, projecting revenue of $7.95 billion and EPS of $6.95. Coach sales jumped 31% year over year, serving as the main growth engine. The stock is 7.9% below its 52-week high, but is up 16.8% year to date versus the S&P 500’s 9.2% gain, and analysts’ consensus is “Strong Buy” with a mean target of $166.21, implying 11.4% upside from current levels.

AI chip stocks saw heavy selling globally, with South Korea’s SK Hynix and Samsung Electronics falling more than 12% in a single session, triggering forced liquidations and a wave of leveraged ETF selling. U.S. semiconductors also sank, with the SOXX ETF down more than 7% and SanDisk down more than 12%, Micron off more than 11%, and ARM down more than 7%. A strong U.S. manufacturing PMI print failed to lift sentiment. Markets are focusing on whether AI-related asset valuations can remain sustainable.

Ciena reported Q2 2026 results with revenue and adjusted EPS beating expectations, but its full-year revenue outlook of $6.2 billion to $6.4 billion fell short of analyst forecasts, sending the stock down 13.7% in a single session. The shares are 27.8% below their 52-week high and are up 517.6% over the past year, lagging Lumentum’s 897% gain. Technically, the stock has broken below its 50-day moving average. Wall Street sentiment is moderately positive, with a “Moderate Buy” consensus from 19 analysts and a mean price target of $593.75 implying 29% upside.

Netlist (NLST) filed a new complaint with the U.S. International Trade Commission, accusing Nvidia, Google, Samsung, Supermicro and Broadcom of infringing patents related to HBM and DDR5 memory products and seeking an exclusion order. The move marks the company’s second recent round of legal action and keeps it at the center of intellectual-property disputes tied to AI hardware supply chains. NLST shares rose 12.6% in one session amid the news, following a Q1 revenue surge of 262% year over year to $104.9 million and a return to profitability.

Casey’s General Stores (CASY) reported fiscal 2026 Q4 results with EPS of $4.37, up 66.2% year over year, while net income reached $162.7 million and EBITDA totaled $350.3 million, both well above expectations. The quarter was supported by 5.5% growth in inside same-store sales and a 29.1% increase in fuel gross profit, alongside a 46.9¢ per gallon fuel margin. The company also lifted its fiscal 2027 EBITDA growth outlook to 8%–10% and announced a 14% dividend increase plus a new $1 billion share repurchase authorization. The update was positioned as a clear, fresh and sizeable positive catalyst for CASY shares.

美光科技（MU）于6月22日宣布与AI公司Anthropic达成战略合作，将共同设计AI基础设施并供应高带宽内存（HBM）等关键硬件；同时美光参与Anthropic Series H轮融资。该协议强化美光在AI内存供应链的核心地位，并带来多年期、高可见性的HBM需求。公司将于6月24日发布财季财报，市场预期营收350亿美元、调整后EPS达20.81美元，多家机构维持“强力买入”评级，目标价最高至1750美元。