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NYSE:TSM 2 April 2026 - 24 May 2026

Asia Stocks Face Big Week as Oil, Bonds, AI Stay in Spotlight

Asia Stocks Face Big Week as Oil, Bonds, AI Stay in Spotlight

Asia’s stock markets open Monday with traders watching chips, as oil, yields, and regulators in China weigh on sentiment. Headlines out of Washington added some uncertainty. U.S. President Trump said a peace deal with Iran is “largely negotiated.” But Iranian media denied his claim that the Strait of Hormuz has reopened. Nikkei 225 jumped 2.68% Friday, while the Hang Seng rose 0.86% and Shanghai added 0.87%. Australia’s All Ordinaries was up 0.41%, data from LSEG showed. Bulls are still pushing, but the last cash session didn’t leave much room for comfort.
TSM Stock Jumps: Why Taiwan Semiconductor Shares Rose Today as AI Demand Resets the Chip Trade

TSM Stock Jumps: Why Taiwan Semiconductor Shares Rose Today as AI Demand Resets the Chip Trade

Shares of Taiwan Semiconductor Manufacturing Co. jumped Thursday, with the U.S.-listed stock closing up 4.5% at $417.72 after touching $421.97 earlier. The world’s top contract chipmaker lifted its long-term outlook for the semiconductor market—another boost for investors riding the artificial-intelligence wave. This shift is significant: TSMC holds a pivotal spot in AI-related outlays. Chipmakers like Nvidia and Apple count on foundries to manufacture their designs, and at the cutting edge, TSMC remains the industry’s heavyweight.
TSMC’s $1.5 Trillion AI Chip Call Puts the World’s Capacity Crunch on Display

TSMC’s $1.5 Trillion AI Chip Call Puts the World’s Capacity Crunch on Display

HSINCHU, Taiwan, May 15, 2026, 01:04 Taiwan Semiconductor Manufacturing Co Ltd bumped up its long-term forecast for the chip sector on Thursday, projecting the global semiconductor market will top $1.5 trillion by 2030. That’s a sharp increase from TSMC’s earlier $1 trillion estimate, with the company pointing to surging artificial intelligence demand spurring quicker expansion of advanced manufacturing.
SMH vs SOXX vs SOXL: AI Chip ETF Rally Hits Its Hardest Test Yet

SMH vs SOXX vs SOXL: AI Chip ETF Rally Hits Its Hardest Test Yet

Semiconductor ETFs took a steep dive on Tuesday. The leveraged Direxion Daily Semiconductor Bull 3X Shares plunged nearly 12.4% just before 11 a.m. in New York—a sharp swing for a fund that’s been one of 2026’s most popular AI hardware bets. Losses rippled across the sector: VanEck Semiconductor ETF fell around 3.5%, iShares Semiconductor ETF slipped 4.1%, and First Trust Nasdaq Semiconductor ETF dropped close to 4.5%. This move landed just a day after both the S&P 500 and Nasdaq notched record closes, coming on the heels of a U.S. inflation report that hit hotter than expected and dented optimism for looser policy. According to Reuters, consumer prices in April climbed 3.8% year-over-year, topping the 3.7% forecast from economists. Doug Beath, global equity strategist at Wells Fargo Investment Institute, pointed out that markets have been “slow to appreciate the economic damage” caused by higher prices.
Chip Stocks Roar Back: Why SMH, SOXX, EWT, EWY And Eaton Are Back In Focus

Chip Stocks Roar Back: Why SMH, SOXX, EWT, EWY And Eaton Are Back In Focus

Semiconductor stocks took off Friday, driving up AI-focused ETFs and putting fresh records on the boards for both the S&P 500 and the Nasdaq. Nvidia tacked on gains, while Micron and Sandisk each vaulted roughly 12%. The Philadelphia Semiconductor Index logged an almost 5% leap, according to Reuters. This shift is significant, as the AI trade keeps expanding. Investors aren’t sticking to chip designers—they’re moving into ETFs and snapping up companies supplying power gear for data centers. SMH climbed roughly 4.7% late in New York, SOXX advanced around 5.4%, EWT added 1.8%, and EWY jumped 7.4%. Eaton edged up about 0.8%, according to market data.
Taiwan Semiconductor Manufacturing Company Stock Jumps as AMD’s AI Surge Puts TSMC Capacity in Focus

Taiwan Semiconductor Manufacturing Company Stock Jumps as AMD’s AI Surge Puts TSMC Capacity in Focus

Shares of Taiwan Semiconductor Manufacturing Co jumped 6.36% in U.S. trading Wednesday, propelled by renewed appetite for artificial intelligence infrastructure plays after AMD’s results. Investors continued to see the Taiwanese foundry as one of the few sources for top-tier chip production. In Taipei, TSMC finished the local session flat at T$2,250 before the gains in New York. AMD handed investors a new set of numbers to chew over. First-quarter revenue landed at $10.3 billion, up 38%, with data-center sales surging 57% to $5.8 billion. Looking ahead, the chipmaker sees second-quarter revenue around $11.2 billion. CEO Lisa Su pointed to “accelerating demand for AI infrastructure” and expects server growth to “accelerate meaningfully” as AMD ramps up supply.
Intel Stock Rally Faces Its Biggest AI Test Yet as Apple Talks and AMD Forecast Lift Chips

Intel Stock Rally Faces Its Biggest AI Test Yet as Apple Talks and AMD Forecast Lift Chips

SANTA CLARA, California, May 6, 2026, 06:09 PDT Intel stock climbed ahead of Wednesday’s U.S. open, pushing its recent rally further as AMD’s bullish outlook fueled hopes that AI-driven demand is spreading past Nvidia’s GPUs and into the server processor segment—where Intel is a heavyweight. According to Reuters, Intel was up 6% premarket. AMD, meanwhile, surged close to 18%.
SMH ETF Is Back in the AI Chip Rally. One Risk Still Could Bite Investors

SMH ETF Is Back in the AI Chip Rally. One Risk Still Could Bite Investors

Wednesday morning saw the VanEck Semiconductor ETF jump back into the spotlight as U.S. chipmakers headed higher premarket, buoyed by Advanced Micro Devices’ bullish outlook and a fresh wave of interest in AI-related hardware. SMH traded at $522.69, marking a $16.25 climb from the previous close. Reuters flagged AMD surging almost 18% before the bell, with Intel, Arm, Qualcomm, and Micron also moving up. This shift is significant as the AI trade widens out. Instead of just chasing Nvidia-type GPUs—the specialized chips powering much of AI’s training—investors are eyeing more. AMD’s latest update flagged stronger appetite for CPUs, the general-purpose chips at the heart of everyday computing. As AI focus tilts toward “inference,” or deploying trained models in practical scenarios, fresh demand for these processors is emerging.
Taiwan Semiconductor Manufacturing Company Limited Stock Jumps as TSMC’s Longtan Fab Plan Returns

Taiwan Semiconductor Manufacturing Company Limited Stock Jumps as TSMC’s Longtan Fab Plan Returns

TAIPEI, May 4, 2026, 21:01 Taiwan Semiconductor Manufacturing Company Limited is back to requesting approval for an advanced wafer fab at Hsinchu Science Park’s Longtan campus, according to the park bureau Monday. The chipmaker’s expansion plan—on ice since three years ago—returns to the table. A wafer fab, for reference, is a facility that turns silicon wafers into chips.
TSMC’s Longtan Comeback: Taiwan Semiconductor’s Next AI Chip Bet Faces a Land Test

TSMC’s Longtan Comeback: Taiwan Semiconductor’s Next AI Chip Bet Faces a Land Test

TAIPEI, May 4, 2026, 02:03 Taiwan Semiconductor Manufacturing Co. could be back in the running for advanced chip plants at Longtan. UDN’s Economic Daily News, citing industry sources late Sunday, said a previously halted science park expansion is back on, with potential investment pegged between NT$500 billion and NT$600 billion. According to the report, the site might house so-called “angstrom-level” wafer fabs—referring to chip processes beyond the current nanometre technology.
Intel Stock Hits Record High as Google AI Chip Report Puts Foundry Turnaround in Play

Intel Stock Hits Record High as Google AI Chip Report Puts Foundry Turnaround in Play

SANTA CLARA, California, April 29, 2026, 11:05 PDT Intel Corporation stock surged roughly 10% late Wednesday morning, notching a new high after reports surfaced that Alphabet’s Google is considering Intel’s cutting-edge chip-packaging tech for an upcoming AI processor. Shares last traded at $93.23, with an intraday peak of $94.03, according to market data.
TSM Stock Drops on AI Worries — Why This Week Is the Bigger Test

TSM Stock Drops on AI Worries — Why This Week Is the Bigger Test

TSM’s U.S.-listed depositary receipts slipped 2.9% to $393.07 Tuesday afternoon, dragged down as chip stocks pulled back on renewed questions about AI spending. Shares of the iShares Semiconductor ETF lost 3.1%. ASML was off by 2.9%, and Nvidia—one of TSMC’s biggest customers—was also in the red. This is important at the moment: Taiwan Semiconductor Manufacturing Co. is now a key stock-market stand-in for the AI build-out. The company manufactures advanced chips for firms designing processors and custom silicon inside data centers, so if AI capital spending stutters, TSM stock feels it almost immediately.
Why Cadence Stock Is Back in Focus Before Earnings as TSMC AI Chip Push Builds

Why Cadence Stock Is Back in Focus Before Earnings as TSMC AI Chip Push Builds

SAN JOSE, California, April 24, 2026, 10:58 PDT Cadence Design Systems shares rebounded Friday, gaining 5.2% to $330.66 after Thursday’s 5.21% drop left them at $314.33. Investors shifted their attention to the company’s deepening collaboration with Taiwan Semiconductor Manufacturing Co. and the upcoming earnings release.
TSMC Debuts A13, Holds Off on ASML’s High-NA EUV Tools Until 2029

TSMC Debuts A13, Holds Off on ASML’s High-NA EUV Tools Until 2029

Santa Clara, California, April 22, 2026, 13:16. Taiwan Semiconductor Manufacturing Co introduced its A13 chip technology on Wednesday, outlining plans for smaller and faster processors without upgrading to ASML’s latest High-NA EUV equipment. The company remains committed to its existing EUV infrastructure, even as A13 targets production in 2029.
22 April 2026
US Stock Market Before Open Today: S&P 500 Futures Hold Near Records as Oil Falls and Netflix Slumps

US Stock Market Before Open Today: S&P 500 Futures Hold Near Records as Oil Falls and Netflix Slumps

NEW YORK, April 17, 2026, 04:48 EDT. U.S. stock futures barely budged ahead of Friday’s open, the S&P 500 hanging near its highs while oil slipped below $100 a barrel as traders bet on more U.S.-Iran talks. Netflix’s sharp drop in premarket action, triggered by its lackluster short-term outlook, pointed to early losses for the Nasdaq.
US Stock Market Today: S&P 500, Nasdaq Hit Record Highs as Wall Street Bets on Ceasefire, Earnings

US Stock Market Today: S&P 500, Nasdaq Hit Record Highs as Wall Street Bets on Ceasefire, Earnings

The S&P 500 and Nasdaq pushed to new intraday records Thursday, with Wall Street staying in rally mode amid optimism that Middle East tensions could cool. As of 11:38 a.m. ET, the S&P 500 had climbed 0.27% to 7,041.34, while the Nasdaq advanced 0.38% to 24,106.40. The Dow inched up, adding 0.06% to reach 48,494.13. That’s significant: U.S. stocks bounced hard, reversing what had threatened to be a steeper March drop as war worries intensified. The S&P 500 finished Wednesday at a record 7,022.95, wiping out its war-era losses. It had been down almost 9% from January’s high.
Tokyo Stock Market Today: Nikkei Hits Record Close Above 59,000 as Peace Hopes Fuel Tech Rally

Tokyo Stock Market Today: Nikkei Hits Record Close Above 59,000 as Peace Hopes Fuel Tech Rally

Tokyo shares ripped higher Thursday, with the Nikkei 225 notching a fresh record finish at 59,518.34, a jump of 2.38%. The Topix index also advanced, gaining 1.17% to end at 3,814.46. This marks the Nikkei’s first all-time closing high since Feb. 27—just before the Middle East turmoil rattled global risk assets. This development stands out, given Japan took a hit when oil prices surged and investors pulled back on risk right after the war started in late February. On Thursday, with crude prices easing off their recent peaks and capital flowing back into growth stocks—especially after the Nasdaq notched a fresh closing record overnight—Japanese shares moved higher.
US Stock Market Week Ahead: Iran Talks, Bank Earnings and PPI Top What to Watch Before Monday’s Open

US Stock Market Week Ahead: Iran Talks, Bank Earnings and PPI Top What to Watch Before Monday’s Open

Wall Street’s Monday open could hinge on weekend U.S.-Iran discussions and initial tanker moves through the Strait of Hormuz. On Saturday, three supertankers navigated a trial passage while negotiators gathered in Islamabad, offering investors a glimpse at potential relief from the energy shock that rattled markets in March. The S&P 500 has almost erased its drop following the late-February U.S.-Israeli strikes on Iran, with Friday closing out the strongest week for major U.S. indexes since November. But expectations haven’t cooled off: According to Reuters, analysts are looking for S&P 500 companies to post first-quarter earnings growth of about 14% from last year, which doesn’t leave much cushion for disappointing forecasts.
Intel to Buy Back Apollo’s Ireland Fab Stake for $14.2 Billion Amid Rising AI Demand

Intel to Buy Back Apollo’s Ireland Fab Stake for $14.2 Billion Amid Rising AI Demand

Santa Clara, April 2, 2026, 04:57 PDT. Intel Corp. announced Wednesday a $14.2 billion deal to repurchase Apollo Global Management’s 49% interest in Fab 34, its Leixlip, Ireland chip plant. Intel regains complete control over the key factory—a stake it had sold off earlier in 2024 to shore up funds. Shares jumped more than 10% on the day.

Stock Market Today

  • Japan Moves to Defend Yen, Spends $74 Billion as Dollar Stays Strong
    July 1, 2026, 2:31 AM EDT. Japan logged nearly $74 billion in currency intervention as the yen sank to a 40-year low against the dollar. The country's latest move comes as the Bank of Japan raised rates to 1%, but that's still nowhere near U.S. levels, and the dollar keeps the upper hand. Traders say Tokyo's solo efforts face tough odds with the Fed sticking to higher rates. Some say a joint response with the U.S. might help, but the yen's latest slide is more about the rallying dollar than doubt in Japan itself. The popular carry trade-borrowing yen to chase returns in the U.S.-adds to the pressure.
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