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Samsung to use 2nm GAA in HBM5, targeting 50% speed boost
Edgen Stock·Jul 27 2026, 09:02Share to
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[1] Samsung Confirms HBM5 Will Use 2nm GAA Process, Speed Increased by More Than 50% Over HBM4E (https://wallstreetcn.com/articles/3778001 ...)[2] Samsung Foundry to Apply '2nm GAA' to HBM5... Set to Lead AI Semiconductor Market - 아시아경제 (https://www.asiae.co.kr/en/article/enterprise ...)[3] Samsung to Debut 2nm GAA Process in Next-Gen HBM5, Targeting 50% Speed Boost - finance.biggo.com (https://finance.biggo.com/news/ea35b89d-f150- ...)[4] Samsung Inks Landmark $200 Billion Chip Deal With Broadcom, Challenging TSMC's Foundry Dominance - finance.biggo.com (https://finance.biggo.com/news/a63de402-1ace- ...)[5] Samsung HBM5 AI memory to adopt 2nm GAA technology - Sammy Fans (https://www.sammyfans.com/2026/07/26/samsung- ...)
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Jul 29 2026, 02:53
Coca-Cola hits all-time high after Q2 earnings beat, raises guidance
Coca-Cola Co. reported Q2 revenue of $13.4 billion, beating estimates by $230 million, as volume growth drove the stock to an all-time high. "The results reflect strong execution across our portfolio," Chief Executive Officer Henrique Braun said. "While we continue to see a dynamic consumer landscape, we used our powerful brands and system to gain value share." Adjusted earnings per share came in at $0.97, topping the $0.93 consensus and rising 11% from a year earlier. Global unit case volume climbed 5%, double the 2.5% expectation, with Coca-Cola Zero Sugar surging 16% and Diet Coke rising 7%. Adjusted operating margin expanded to 35.6% from 34.7%, while organic revenue rose 6%. Shares surged as much as 7.3% to a record near $88, pushing this year's gain past 30% and marking the stock's best single-day performance since February 2009. The company now expects organic revenue growth of 5% and adjusted EPS growth of 9% to 10%, up from prior ranges of 4% to 5% and 8% to 9%, respectively. | Metric | Actual | Consensus | Beat/Miss | |--------|--------|-----------|-----------| | Revenue | $13.4B | $13.17B | +1.7% | | Adjusted EPS | $0.97 | $0.93 | +$0.04 | | Global unit case volume growth | 5% | 2.5% | +2.5pp | The results mark Coca-Cola's fifth straight quarterly beat and widen its lead over rival PepsiCo, whose stock is essentially flat this year. Chief Financial Officer John Murphy flagged higher 2027 input costs tied to fuel and aluminum but said Diet Coke is "having its moment" with 7% volume growth. The company's portfolio spans Sprite, Fanta, Minute Maid, and Costa Coffee, giving it broad exposure across beverage categories. Coca-Cola Zero Sugar's 16% volume surge benefited from increased adoption of GLP-1 weight-loss drugs, which often reduce consumers' appetite for sugary drinks. A World Cup sponsorship also drove marketing momentum during the quarter. The company's gross margin of 61.4% and operating margin of 27% highlight the pricing power embedded in its brand portfolio. Coca-Cola's rally comes as money rotates out of AI-heavy growth names into defensive Dow stocks. The SPDR Dow Jones Industrial Average ETF rose 1.3% on the day, while the Nasdaq 100 slipped 0.48%. Coca-Cola has outperformed the S&P 500 this year with no exposure to the AI trade, reinforcing its appeal as a portfolio anchor. Coca-Cola has been a core holding for Berkshire Hathaway since 1988, and its status as a Dividend King with 64 consecutive years of dividend increases strengthens its case for income-focused investors. The stock now offers a yield of 2.5% even after the rally. The guidance raise suggests management expects consumer demand to hold steady through a dynamic macro environment. Investors will watch the next quarterly update for updated margin trends and input cost visibility. This article is for informational purposes only and does not constitute investment advice.
Jul 29 2026, 02:53
S&P 500 Insurance Index jumps 2.3% to record high in sector rally
The S&P 500 Insurance Index climbed 2.3% to an all-time high on July 28, leading sector gains as the Dow Jones Industrial Average outperformed the technology-heavy Nasdaq Composite. The advance outpaced the broader market. The Dow rose 537 points, or 1%, to 52,747, while the S&P 500 added 0.2% to 7,428. The Nasdaq Composite fell 0.2% to 24,876, reflecting a rotation out of technology stocks into defensive and value sectors. The U.S. 10-year Treasury yield edged lower, while crude oil jumped 4.3% to $82.65 a barrel after a pause in Iran-related hostilities. The Cboe Volatility Index declined 2.5% to 18.21, showing reduced demand for portfolio protection even as sector dispersion widened. Trading volume was elevated as investors repositioned ahead of the Federal Reserve's September policy meeting. The insurance sector's record high extends a 2026 rally driven by higher-for-longer interest rates, which have boosted investment income for property and casualty carriers. The S&P 500 Financials Index also traded near multiyear highs, reflecting broad-based strength across banking, insurance, and asset management stocks. Traders pointed to three catalysts for the rotation: a pause in Iran-related hostilities that lifted the Dow, expectations that the Fed will hold rates steady in September, and strong second-quarter earnings from major insurers that reinforced the sector's profitability outlook. The next catalyst for the sector will be the Fed's September rate decision, with fed funds futures pricing in a 70% probability of no change. This article is for informational purposes only and does not constitute investment advice.
Jul 29 2026, 02:50
Dell drops 13.5% in biggest single-day decline since April 2025
Dell Technologies shares plunged 13.5% on July 28, their steepest single-day drop since April 2025, as a deepening PC market downturn and rising memory-chip costs weighed on the hardware sector. The decline extended losses across the PC industry, with Lenovo, Dell and HP all reporting shipment drops in the second quarter, according to IDC data. Dell's own shipments fell 9% year over year, while Lenovo declined 2.1% and HP dropped 5%. Worldwide PC shipments reached 68.2 million units in the period, down 4.9% from a year earlier — the first decline after nine consecutive quarters of growth. IDC attributed the slowdown to a memory-chip shortage that pushed prices higher, with the research firm projecting a steeper 20% year-over-year drop by the fourth quarter. The selloff comes as Dell navigates a broader restructuring. The company cut roughly 11,000 jobs in fiscal 2026, reducing its workforce by about 10%, and spent $569 million on severance costs, according to its annual filing. The reductions were part of a companywide effort to streamline operations as it pivots toward AI infrastructure, where Dell has projected AI-optimized server revenue could double in fiscal 2027. But near-term headwinds from the traditional PC business, which still accounts for a substantial portion of revenue, are overshadowing that growth story. Microsoft, the dominant PC operating system provider, reinforced the cautious sector outlook. The company guided its More Personal Computing segment — which includes Windows OEM and devices — to decline 10.5% year over year in the fiscal fourth quarter, with Windows OEM and devices revenue expected to fall in the mid-to-high teens. Microsoft reports fiscal fourth-quarter results on July 29, and its guidance suggests the PC weakness is broad-based rather than company-specific. Dell's AI server business offers a potential offset. The company has said it expects AI-optimized server revenue to double in fiscal 2027, capitalizing on surging demand for data center infrastructure from hyperscale cloud providers. But with capital expenditures across the industry climbing — Microsoft alone expects to spend more than $40 billion in the fiscal fourth quarter, part of a roughly $190 billion calendar-2026 total — competition for components and pricing power remains intense. Dell's ability to secure high-bandwidth memory and advanced GPUs at competitive prices will be critical to capturing that AI opportunity. The broader tech sector has seen a wave of restructuring this year as companies redirect resources toward AI. U.S. tech firms have cut nearly 140,000 jobs since January, according to the Financial Times, with Amazon, Oracle, Meta and Microsoft accounting for almost 50,000 of those reductions. Dell's own workforce reduction of about 10% in fiscal 2026 mirrors a pattern across the industry, where companies are cutting legacy operations while investing heavily in AI infrastructure. This article is for informational purposes only and does not constitute investment advice.