# Major US Banks, ASML, and TSMC: EX DeFi Focuses on Earnings Season, AI Boom Faces Key Investment Test - Yahoo Finance UK

*Источник: Yahoo Finance UK*
*Дата: 2026-07-14*
*Язык: en*

**Кратко:** Major US Banks, ASML, and TSMC: EX DeFi Focuses on Earnings Season, AI Boom Faces Key Investment Test
New York City, NY, July 14, 2026 (GLOBE NEWSWIRE) -- With the official start of the US Q2 earnings season, market focus is once again on major banks such as JPMorgan Chase and Goldman Sachs, as well as leading companies in the artificial intelligence industry chain, such as ASML and TSMC. This round of earnings reports will not only reflect the US economy and corporate profitability but will also serve as a crucial indicator of the sustainability of the AI boom, while also influencing the overall risk appetite of global capital markets and digital financial asset markets.

Major US Banks, ASML, and TSMC: EX DeFi Focuses on Earnings Season, AI Boom Faces Key Investment Test
New York City, NY, July 14, 2026 (GLOBE NEWSWIRE) -- With the official start of the US Q2 earnings season, market focus is once again on major banks such as JPMorgan Chase and Goldman Sachs, as well as leading companies in the artificial intelligence industry chain, such as ASML and TSMC. This round of earnings reports will not only reflect the US economy and corporate profitability but will also serve as a crucial indicator of the sustainability of the AI boom, while also influencing the overall risk appetite of global capital markets and digital financial asset markets.
The market generally expects major US banks to benefit from a higher interest rate environment, a recovering capital market, and increased M&A and IPO activity. However, given the already significant rise in stock prices, investors are paying closer attention to future earnings guidance. Meanwhile, the options market remains cautious overall, indicating that the market is prepared for volatility following earnings releases.
Artificial intelligence remains a key driver of the technology sector's rise. With the continued acceleration of global data center construction, Micron, ASML, and TSMC are expanding their investments, driving growth across the entire semiconductor industry chain. However, the valuations of these companies are relatively high, and whether their future performance can continue to meet market expectations will be a crucial factor in determining their stock price trends.
As key players in the global AI chip supply chain, TSMC and ASML's financial reports not only affect their own performance but may also impact the market performance of technology companies like Nvidia, Apple, and Broadcom, further influencing global capital flows. For the digital asset market, when market risk appetite increases, digital assets like Bitcoin often attract more investment, making this earnings season equally noteworthy for digital asset investors.
As market volatility intensifies, more and more investors are focusing on more diversified asset allocation strategies, seeking new investment opportunities across different markets such as stocks and digital assets. Against this backdrop, EX DeFi continues to advance the application of artificial intelligence technology in the digital asset field, providing users with smarter digital asset services through AI data analysis, intelligent strategy optimization, and automated management.
Artificial Intelligence Becomes an Important Tool for Digital Asset Investment

[Оригинал](https://uk.finance.yahoo.com/news/major-us-banks-asml-tsmc-172800803.html)