$NVIDIA (NVDA.US)$ The earnings call for the second quarter of the fiscal year 2025 is scheduled to be held at 6:00 AM on Thursday, August 29, 2024 Japan time. This briefing It will be delivered in subtitle translation format.If you wish to watch it, "Reservation"button.
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$NVIDIA (NVDA.US)$ $Eli Lilly and Co (LLY.US)$ $Netflix (NFLX.US)$ $Southwest Airlines (LUV.US)$
Source: Tipranks

$Taiwan Semiconductor (TSM.US)$ofThe performance is favorable.On July 10, the revenue for June, which was announced, increased by 32.9% compared to the same month of the previous year, setting a new record for the same month.For the period from April to June, the revenue increased by 40% compared to the same period of the previous year, significantly exceeding the market's forecasted growth of 35.5%.The strength of TSMC, the world's largest foundry (semiconductor contract manufacturer), suggests that the boom in AI investment continues.TSMC's revenue is announced before the earnings report, making it a leading indicator of performance not only for TSMC itself, but also for related companies.Said.
From the perspective of the supply chain,Exceeding TSMC's financial estimates could indicate the following two points:。
1) Strong business from major customers ordering from TSMC
2) Not only TSMC, but also its major suppliers are performing well.
So this time,We will check the leading stocks in the U.S. and Japan from TSMC's customers and suppliers.We will also confirm the recent trends of each company.earnings outlook and stock prices...

Palantir $Palantir (PLTR.US)$
Forecast for Q3 2023:
- Revenue:0.5 billion 53 million to 0.5 billion 57 million dollars
・Adjusted operating profit:0.13 billion to 0.139 billion dollars
・Net profit on a GAAP basis
2023 full year forecast:
Revenue guidance:2.2 billion 12 million dollars (or more)
Adjusted profit:0.5 billion 76 million dollars (or more)
On a GAAP basis, we expect net income for each quarter.
(The data in this post is quoted from the official website, for your reference)