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TSMC reported second-quarter EPS of NT$27.25, with revenue up 36.0% year over year and net income and diluted EPS both up 77.4%. The result keeps AI semiconductor demand at the center of global chip-capex expectations.

ASML reported Q2 net sales of €9.3B, a 54.0% gross margin and €2.9B net income, then raised its 2026 sales outlook to €43B-€45B. CNBC’s market feed showed the stock up about 3% after the release, making the beat-and-raise the clearest semiconductor earnings catalyst of the session.

IBM fell more than 20% after preliminary Q2 revenue of $17.2B and adjusted EPS of $2.93 missed FactSet expectations for $17.86B and $3.01. The warning makes the July 22 earnings call the next test for software, infrastructure, and AI spending exposure.

Alibaba $BABA rose nearly 10% in early trading on July 8, with premarket gains above 8% near $106. IBD linked the move to a broader China AI rally as the Hang Seng China Enterprises Index gained 4.5%.

TeraWulf $WULF rose more than 16% in premarket trading after Anthropic signed a 20-year Kentucky data-center lease expected to generate about $19B. The site is planned for roughly 400 MW, with first power delivery targeted for the second half of 2027.

Godot Foundation is updating contributor rules to reject AI-authored code, AI-agent pull requests, and AI-generated human-to-human text. r/gamedev framed the change as a maintainer workload issue rather than a blanket anti-AI license move.

The HN discussion focused less on model quality and more on cost control. As generative AI moves from experimentation into operating budgets, token pricing is becoming a buying constraint.

Cerebras reported Q1 revenue of $193.4M, up 92% year over year, but the stock fell 10% after Q2 core gross-margin guidance of 36-38% compared with 47% in Q1.

Singtel sold a 2.8% stake in Gulf Development for about S$1B, or roughly $773M, through a private placement. The group expects about S$140M in cumulative equity gains and will retain a 4.95% Gulf stake valued near S$1.8B.

Norway’s rule drew attention because it draws an age line: pupils aged roughly 6 to 13 should generally avoid AI, while 14-to-16-year-olds may use it cautiously under teacher supervision.

The HN thread cared less about a brand extension and more about whether AI-assisted ultrasound can change the cost and access curve for medical imaging.

$ORCL fell 8% after reporting negative free cash flow of $23.7B for fiscal 2026 and a plan to raise $40B through debt and equity, even as Q4 revenue and EPS topped LSEG estimates.