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

As Q2 earnings season begins, major US banks and AI industry leaders like ASML and TSMC are under investor scrutiny. While banks are expected to benefit from higher interest rates and capital market recovery, high valuations in the semiconductor and AI sectors raise questions about whether future performance can meet market expectations. The earnings reports will be crucial indicators of the AI boom's sustainability and will influence global capital markets and digital asset markets.