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Earnings Season Focus: Delta Air Lines and Taiwan Semiconductor in the Spotlight

Investing.com Logo Investing.com By Louis Navellier
Earnings Season Focus: Delta Air Lines and Taiwan Semiconductor in the Spotlight

Analyst Louis Navellier highlights two key earnings reports: Delta Air Lines is expected to beat analyst estimates despite a 15.2% earnings decline forecast, supported by lower fuel costs and resilient hub operations. Taiwan Semiconductor Manufacturing Company is anticipated to deliver strong results with 17.7% sales growth and 30.3% earnings growth forecasted, driven by demand for Nvidia's chips including Blackwell and Vera Rubin processors.

Insights
HFWA   neutral

Merger with Olympic Bancorp where shareholders will own 82.6% of combined company


DAL   positive

Despite expected earnings decline of 15.2%, analyst expects Delta to beat estimates due to lower fuel costs, multiple resilient hubs less disrupted by weather, and strong historical earnings surprise record.