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💻 Technology · Next Month

Taiwan Semiconductor Manufacturing (NYSE: TSM) reports Q3 FY2026 total revenue exceeding USD 45.0 billion (October 15, 2026, confirmed by TSMC Investor Relations or Bloomberg by October 16, 2026)

Hit ✦ AI-generated prediction Published on 27. September 2026 · Predicted for 15. October 2026 · Based on: Statistical Pattern
Probability
67%

TSMC issued Q3 2026 revenue guidance of USD 44.6–45.8 billion (midpoint: $45.2B; +37% YoY, +12% QoQ). The threshold of $45.0B sits just below the guidance midpoint. At the Q2 2026 report, Bloomberg noted TSMC raised its full-year 2026 outlook to >40% YoY growth, driven by sustained AI chip demand (Apple A-series, NVIDIA H-series, AMD MI-series). Analyst consensus Q3 EPS: $4.00–4.20. TSMC has a strong historical track record of meeting or exceeding its own guidance. Earnings call is October 15, 2026 at 2:00 PM ET. Probability ~67% (threshold slightly below midpoint, high confidence in guidance fulfillment).

Data basis for this prediction
  • TSMC SEC Form 6-K Q2 FY2026: Q3 Guidance $44,6–45,8 Mrd. USD (15.04.2026, investor.tsmc.com)
  • Bloomberg: 'TSMC Raises 2026 Outlook in Sign of Confidence in AI Demand' (16.04.2026)
  • StockMarketHours / TSMC IR: Q3 2026 Earnings Conference 15.10.2026, 2:00 PM ET (bestätigt)
  • TickerLeague: TSM Q3 2026 Konsens-EPS $4,00–4,20 USD; Full-Year >40 % YoY (27.09.2026)
Verdict: Hit
[Vorzeitig entschieden] TSMC meldete am 15. Oktober 2026 Q3-FY2026-Ergebnisse: Gesamtumsatz $46,72 Mrd. USD (+41,2 % YoY) – weit über der Schwelle von $45,0 Mrd. Quelle: cryptobriefing.com, benzinga.com 'TSMC Beats Q3 Earnings'.
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Applied Materials Inc. (NASDAQ: AMAT) beats Q4 FY2026 EPS consensus of $4.06 per share — earnings report November 12, 2026 after market close (confirmed by Applied Materials Investor Relations or Bloomberg by November 13, 2026, 10:00 AM ET)

Applied Materials has beaten the EPS consensus in all four of its last reported quarters, with an average earnings surprise of +3.5%. The company's own Q4 guidance is $3.82–$4.22 per share; consensus at $4.06 sits near the midpoint, reflecting classic conservative management framing. Revenue is estimated at $10.30B (+51% YoY) — TSMC and Samsung have not pulled back H2 2026 capex plans. No Polymarket market directly available; a 100% beat streak over 4 quarters with a positive guidance range implies 70–75% probability. Risk: supply chain delays or expanded US export controls on advanced chips could force a Q5 inventory build.

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Palantir Technologies Inc. (NYSE: PLTR) closes above $185.00 per share on at least one trading day in November 2026 — confirmed by Nasdaq or Bloomberg by December 1, 2026

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42%
Next Month · Predicted for 30. Nov 2026
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Cerebras Systems (NASDAQ: CBRS) closes below $100.00 per share on November 10, 2026 (confirmed by Nasdaq or Bloomberg by November 11, 2026)

CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.

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