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NYSE:TSM 3 January 2026 - 15 January 2026

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TSMC July Revenue Surges 45%, Q3 Outlook Calls for Greater Acceleration
Nvidia stock drops on China H200 curb — the next date AI investors are watching

Nvidia stock drops on China H200 curb — the next date AI investors are watching

Nvidia shares dipped early Wednesday after Reuters reported that Chinese customs officials told agents this week the company’s H200 AI chips cannot enter China. The report added that local tech firms were advised to avoid purchasing the chips unless absolutely necessary—a move one insider called “basically a ban for now.” Rhodium Group strategist Reva Goujon suggested Beijing might be “pushing to see what bigger concessions they can get” ahead of President Donald Trump’s planned April trip to Beijing.
14 January 2026
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Applied Materials stock rises on Susquehanna upgrade as chip gear spending call widens

Applied Materials stock rises on Susquehanna upgrade as chip gear spending call widens

Applied Materials shares climbed Monday following a more optimistic call from Susquehanna. The firm upgraded the chip-equipment maker to positive from neutral, citing an anticipated surge in factory spending across the industry. https://www.tipranks.com/news/the-fly/applied-materials-upgraded-to-positive-from-neutral-at-susquehanna-thefly-2
12 January 2026
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TSMC stock heads into the week after a $33 billion quarter — here’s what traders watch next

TSMC stock heads into the week after a $33 billion quarter — here’s what traders watch next

Taiwan Semiconductor Manufacturing Co’s revenue for the fourth quarter jumped 20.45% year-on-year, beating analysts’ estimates and offering fresh insight into demand for AI-related advanced chips. The world’s largest contract chipmaker posted revenue of T$1.046 trillion for October through December, based on monthly sales figures it released. Full earnings are set for Jan. 15.
11 January 2026
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Semiconductor stocks hit a record — here’s what could move SOXX next week

Semiconductor stocks hit a record — here’s what could move SOXX next week

U.S. semiconductor stocks drove Wall Street to a record close Friday, with the iShares Semiconductor ETF climbing 2.9% to $328.78, after swinging between $319.35 and $330.66. The PHLX semiconductor index, which tracks major chipmakers, surged 2.7% to a new high. Broadcom gained 3.8%, Lam Research jumped 8.7% following Mizuho’s price target hike to $220 from $200, and Intel rallied nearly 11%. The boost came after President Donald Trump described a “great meeting” with CEO Lip-Bu Tan. “Investors are getting granular and picking the winners and losers” in AI, noted Zachary Hill of Horizon Investments.
10 January 2026
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Nvidia stock rises premarket as China H200 buyers face stricter upfront-payment terms

Nvidia stock rises premarket as China H200 buyers face stricter upfront-payment terms

Nvidia shares rose about 1% to $189.11 in premarket trading on Thursday after the chip designer demanded full upfront payment from Chinese customers for its H200 artificial-intelligence chips, two people briefed on the matter said. Chinese technology companies have placed orders for more than 2 million H200 chips priced at around $27,000 each, outstripping Nvidia’s inventory of 700,000 units, the people said. Domestic chips such as Huawei’s Ascend 910C still lag Nvidia’s H200 for large-scale training of advanced AI models, they added. Reuters
8 January 2026
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AI ETFs before the bell: Nvidia CES chip push lifts funds as bubble warnings linger

AI ETFs before the bell: Nvidia CES chip push lifts funds as bubble warnings linger

AI-focused exchange-traded funds — baskets of stocks that trade like a single share — were mostly higher in U.S. premarket trading on Tuesday after Nvidia laid out fresh details on its next-generation AI chips at the CES tech show in Las Vegas. Roundhill’s Generative AI & Technology ETF rose about 0.7% and Global X’s Artificial Intelligence & Technology ETF gained about 1.1%. Reuters
6 January 2026
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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.