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NASDAQ:TSM 18 December 2025 - 11 January 2026

Global stock markets hit record highs — CPI, bank earnings and a tariff ruling are next tests

Global stock markets hit record highs — CPI, bank earnings and a tariff ruling are next tests

Global stocks hit record highs Friday, with the S&P 500 closing up 0.65% at 6,966.28 and the STOXX 600 up 1%. Chipmakers led U.S. gains, while Glencore surged 10% in Europe. Investors await U.S. CPI data and major bank earnings this week. Global equity funds saw $6.07 billion in outflows, while money market funds drew $161.27 billion.
11 January 2026
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Semiconductors News Roundup (Dec. 18, 2025): Micron’s $20B Capex Bet, Qualcomm-Closes Alphawave, TSMC Speeds Up Arizona, and China’s EUV Push

Semiconductors News Roundup (Dec. 18, 2025): Micron’s $20B Capex Bet, Qualcomm-Closes Alphawave, TSMC Speeds Up Arizona, and China’s EUV Push

Micron raised its profit outlook Thursday, citing continued tightness in high-bandwidth memory used for AI, and said it has secured all 2026 HBM supply in advance. The company plans to boost 2026 capital spending to $20 billion. Micron expects supply constraints to persist beyond 2026, with AI data center demand and cleanroom bottlenecks driving shortages.
18 December 2025
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