Samsung is set to report an 18-fold surge in Q2 2026 operating profit driven by an AI memory boom, while Nvidia faces delays in scaling its next-generation AI rack systems amid growing manufacturing constraints across the semiconductor supply chain.

The Dow Jones closed at a record high after weaker-than-expected June employment data eased concerns over additional Federal Reserve rate hikes, prompting investors to rotate into cyclical sectors.

Global equity markets posted their strongest quarter in years, driven by artificial intelligence optimism, resilient corporate earnings, and easing geopolitical tensions, with major U.S. indices reaching record levels.

Onsemi has agreed to acquire Synaptics in a €6.4 billion all-stock transaction, expanding its position in semiconductor and AI-enabled edge computing markets as consolidation in the industry continues.

Technology stocks declined sharply as investors reassessed the financial returns of artificial intelligence spending. The market reaction highlighted a growing divide between companies generating measurable AI growth and those facing increasing pressure to justify investment and software valuations