TSMC's upcoming earnings report and capex outlook are crucial for the potential upside of AirTest Systems.
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IBM JUST GAVE AMAZING NEWS TO AI CHIP STOCK INVESTORS
Jul 15, 2026
IBM's preliminary earnings miss caused a significant impact across the tech sector. Software stocks experienced a downturn, while semiconductor and cybersecurity stocks saw a bullish sentiment. The creator notes that clients are shifting capital expenditure towards hardware, particularly AI servers, which benefits chip companies but creates short-term volatility for software providers. The creator also touches on potential long-term implications for software companies as AI evolves.
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AirTest Systems is up 30% after hours following earnings, with potential to hit new highs if TSMC's upcoming earnings report indicates continued excitement about capex for equipment players.
The creator mentions that there was some interesting news impacting Nvidia, but does not elaborate further in this segment.
AMD was up roughly 2%, reflecting the broader bullish sentiment towards semiconductor stocks, partly driven by IBM's news and less hawkish Fed commentary.
Fortinet was up roughly 4%, aligning with the positive sentiment observed in the cybersecurity space after IBM's earnings announcement.
Palo Alto Networks was up roughly 7%, benefiting from the bullish sentiment in the cybersecurity sector following IBM's earnings.
CrowdStrike saw a bullish sentiment, rising roughly 12% due to positive implications for cybersecurity stocks following IBM's news.
Adobe was down about 4% on the day, reflecting the negative sentiment impacting software stocks after IBM's earnings report.
ServiceNow was down about 5% on the day following IBM's earnings miss, indicating short-term pressure on software stocks.
IBM's preliminary earnings results were weaker than expected, impacting software stocks and creating bullish sentiment for chip and cybersecurity stocks.
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