In partnership with
Hello StockMinded readers,
Today delivered a dense mix of earnings, AI infrastructure signals, and corporate restructuring, all pointing to how 2026 themes are taking shape beneath the surface. Here’s your full daily wrap.
ASML — Q4 2025 Earnings Reinforce the AI Supercycle
The move: ASML reported Q4 earnings that strengthened confidence in a multi-year AI-driven capex cycle, supported by sustained demand for leading-edge lithography.
Why it matters:
Foundry and logic customers continue to invest aggressively in advanced nodes.
Order visibility remains strong, underscoring ASML’s unique strategic position.
The results reinforce the idea that the AI buildout is structural, not cyclical noise.
You can read the whole article online.
AT&T — Q4 Earnings Results and Stock Outlook
The move: AT&T posted Q4 results that highlighted steady cash flow and subscriber trends, keeping the focus on balance-sheet discipline and capital returns.
Why it matters:
Telecom remains a defensive pocket amid tech volatility.
Free cash flow visibility is key for income-oriented investors.
Guidance tone influences sentiment across the broader communications sector.
You can read the whole article online.
Intel & Nvidia CFOs — Framing the Next AI Infrastructure Phase
The focus: Comments from finance chiefs at Intel and Nvidia offered insight into how AI infrastructure spending is evolving.
Why it matters:
The conversation is shifting from raw GPU volumes to system-level efficiency.
Networking, memory, and custom silicon are increasingly part of the value stack.
CFO commentary often signals where capex intensity may rise—or normalize—next.
You can read the whole article online.
Amazon — Corporate Layoffs Signal Cost Discipline
The move: Amazon announced roughly 16,000 additional corporate layoffs, even as it continues targeted hiring in key tech and AI roles.
Why it matters:
The move highlights ongoing cost control alongside selective growth investment.
Amazon is prioritizing efficiency while still backing strategic initiatives.
Layoffs across big tech remain a reminder that margins matter again.
You can read the whole article online.
Broadcom — A Leading Force in AI Server ASICs
The focus: Broadcom is gaining attention for its role in AI server ASICs, an increasingly important complement to GPUs.
Why it matters:
Hyperscalers are leaning into custom silicon to optimize performance and cost.
ASIC demand broadens the AI hardware opportunity beyond a single supplier.
Broadcom sits at the intersection of AI compute, networking, and infrastructure scale.
You can read the whole article online.
🔭 What to Watch Next
Follow-through in semiconductor equipment after ASML’s print
AI infrastructure commentary from additional chip and systems vendors
Big Tech cost actions and their impact on margins
Market reaction to continued dispersion within tech and defensives
Introducing the first AI-native CRM
Connect your email, and you’ll instantly get a CRM with enriched customer insights and a platform that grows with your business.
With AI at the core, Attio lets you:
Prospect and route leads with research agents
Get real-time insights during customer calls
Build powerful automations for your complex workflows
Join industry leaders like Granola, Taskrabbit, Flatfile and more.
✅ Final Thoughts
Today reinforced a clear 2026 message: AI infrastructure remains a powerful growth engine, but discipline and efficiency are now part of the equation. ASML’s results confirm the durability of the capex cycle, while Amazon’s layoffs and CFO commentary from Intel and Nvidia show how companies are tightening execution around that growth. As earnings season continues, markets are rewarding visibility, structural advantage, and cost control—and scrutinizing everything else.
Best regards,
Team StockMinded