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NYSE:TSM 13 July 2026 - 10 August 2026

TSMC July Revenue Surges 45%, Q3 Outlook Calls for Greater Acceleration
Oil up 13% as AI stocks, Fed and CPI all in play

Oil up 13% as AI stocks, Fed and CPI all in play

Brent crude jumped about 13% in two days, raising worries that higher oil prices could pinch AI-linked stocks just as rate hike odds are rising. S&P 500 futures added 0.1% before the start of Tuesday’s U.S. session. Traders now see a 43.3% chance of a 0.25-point Fed rate hike at the July 28-29 meeting, up from 34.2% Friday. “The prospect of tighter monetary policy into a potential energy shock is rarely supportive for risk assets,” said Chris Weston, head of research at Pepperstone.
AI stocks signal memory premium starting to fade

AI stocks signal memory premium starting to fade

AI stocks ended Monday in the red, though losses varied across the sector. A group of three memory and storage plays tied to AI dropped 7.2%, nearly double the 3.7% loss for a set of four compute and foundry names. The split points to investors shortening their view on how long shortage-fueled gains can last, despite healthy order books and continued spend on infrastructure.
Semiconductor Stocks Drop as Korea’s $576 Billion Plan Rattles AI Supply Outlook

Semiconductor Stocks Drop as Korea’s $576 Billion Plan Rattles AI Supply Outlook

U.S. chip stocks dropped hard Monday, with the Philadelphia semiconductor index sliding 3.6% in late-morning deals as Micron Technology, Sandisk, and SK Hynix paced the losses. Oil prices moved higher on renewed U.S.-Iran fighting, spurring a wider risk-off move. “The conflict is testing whether the stock market’s broad-based growth can hold,” said Alex Guiliano, chief investment officer at Resonate Wealth Partners.
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Taiwan Semiconductor

NYSE: TSM 96 / 100
#2 BUY

AerCap

NYSE: AER 95 / 100
#3 BUY ON PULLBACK

Constellation Energy

NASDAQ: CEG 93 / 100
#4 BUY

Walt Disney

NYSE: DIS 90 / 100
#5 ACCUMULATE

American International Group

NYSE: AIG 87 / 100
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Editorial model selection. Not personalised advice.