“After all, even the semiconductor makers have recovered from their big skid in July after some [artificial intelligence] hyperscalers managed to quell analysts' fears about whether their data center investments are excessively eating into cash-flow. And so far, U.S. quarterly earnings reports haven't disappointed, in aggregate.”

Thierry Wizman · said date not stated · reported 2026-08-04

Wizman noted that semiconductor makers have recovered from their July skid and that U.S. quarterly earnings reports have not disappointed in aggregate.