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NYSE:TSM 22 August 2025 - 13 October 2025

Stocks Retreat as AI Hype Meets Shutdown and Trade Fears – What’s Next?

Stocks Retreat as AI Hype Meets Shutdown and Trade Fears – What’s Next?

The Dow fell 1.9% (878 points) on Oct. 10, while the Nasdaq and S&P 500 dropped 3.5% and 2.7%, their steepest declines since April. Investors pulled $4.5 billion from U.S. stock funds last week as the government shutdown delayed economic data. Tech stocks led losses, with the VIX volatility index jumping 32% to its highest since June. Gold briefly hit a record $4,059 before retreating.
TSMC Stock Skyrockets on AI Chip Boom – Can the Rally Last?

TSMC Stock Skyrockets on AI Chip Boom – Can the Rally Last?

TSMC ADR hit a record above $300 in early October 2025, up 63% over 12 months and 45% year-to-date. Preliminary Q3 revenue reached NT$989.9 billion ($32.5B), up 30% year-on-year, beating forecasts. Market cap stands at $1.1 trillion. Taiwan rejected U.S. calls for a 50/50 chip production split as China held military drills near the island.
13 October 2025
Nasdaq Climbs Record Highs Then Retreats Amid Trade and Tech News

Nasdaq Climbs Record Highs Then Retreats Amid Trade and Tech News

The Nasdaq Composite hit record highs early in October, driven by strong tech and biotech gains, with AMD surging 24% on an OpenAI chip deal. The rally reversed sharply after trade tensions flared, sending the index down 3.6% on October 10 and ending the week 2.5% lower. Semiconductor stocks led both the early surge and the late-week losses. The index remained up about 15% for the year.
TSMC’s AI-Fueled Surge: Record Highs, Big Risks, and Bold Predictions (Oct 2025 Update)

TSMC’s AI-Fueled Surge: Record Highs, Big Risks, and Bold Predictions (Oct 2025 Update)

TSMC shares are trading near record highs after Q3 2025 sales rose about 30% year-on-year to $32.5 billion, slightly above forecasts. The stock is up roughly 45% in 2024, driven by soaring AI chip demand. Wall Street has raised price targets ahead of TSMC’s Oct 16 earnings. Tensions persist as Taiwan rebuffs U.S. chip relocation calls and Washington tightens export controls on China.
TSMC Stock Soars on AI Boom: Record Highs, Big Ambitions & Geopolitical Risks (Oct 2025 Update)

TSMC Stock Soars on AI Boom – Record Highs, Key News, Risks & 2025 Outlook

TSMC shares surged to around $294, briefly topping $300, after Q3 2025 revenue rose 30% year-on-year to T$989.9 billion ($32.5 billion), beating forecasts on strong AI chip demand. The stock is up 45% year-to-date, pushing market cap above $1.1 trillion. Taiwan rejected U.S. calls to shift half of TSMC’s production stateside, insisting the majority will remain in Taiwan. Q3 earnings are due October 16.
TSMC Stock Soars on AI Boom: Record Highs, Big Ambitions & Geopolitical Risks (Oct 2025 Update)

TSMC Stock Soars on AI Boom: Record Highs, Big Ambitions & Geopolitical Risks (Oct 2025 Update)

TSMC shares hover near record highs, up about 45% in 2024, as Q2 revenue surged 44% year-on-year to $30.1 billion on AI chip demand. Morgan Stanley and Bank of America raised targets ahead of Q3 results due Oct. 16. Taiwan rejected U.S. calls to split chip output, while Chinese drills raised energy security concerns. TSMC aims to start 2nm chip mass production by late 2025.
TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

TSMC’s 2025 Crossroads: AI Boom, 2‑nm Chips and Geopolitical Headwinds – What It Means for Investors

TSMC’s Taipei shares hit a record NT$1,370 on Oct. 2, closing at NT$1,365, while U.S. shares touched $292.19. Q2 revenue rose 44% to $30.1 billion, with full-year growth guided at 30%. The company is expanding in Arizona with a $165 billion investment. TSMC maintains most manufacturing in Taiwan despite U.S. pressure for a production split.
6 October 2025
Wall Street’s Wild 48 Hours: NYSE Hit by Fed Jitters, Tariff Shocks & Earnings Surprises

Wall Street’s Wild 48 Hours: NYSE Hit by Fed Jitters, Tariff Shocks & Earnings Surprises

U.S. stocks fell for a third straight session, with the Dow closing at 45,947 on Thursday and the S&P 500 and Nasdaq each down about 0.5%. President Donald Trump announced new tariffs, including 100% duties on imported branded pharmaceuticals, rattling global healthcare stocks. Weekly jobless claims dropped to 218,000, and Q2 GDP was revised up to 3.8%, dampening hopes for aggressive Fed rate cuts.
TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

TSMC shares closed at $282.80 on September 23, 2025, up 3.7% for the day and over 35% year-to-date, pushing its market cap to $1 trillion. August revenue rose 34% to $11.1 billion on strong AI chip demand. MediaTek is set to use TSMC’s new Arizona fab for next-gen chips. Analysts raised price targets, with Barclays at $325 and CFRA at $295, citing TSMC’s AI leadership.
23 September 2025
Intel vs TSMC: The High-Stakes Chip Stock Showdown of 2025 and Beyond

Intel vs TSMC: The High-Stakes Chip Stock Showdown of 2025 and Beyond

Intel shares have surged 45–50% in 2025, outpacing TSMC’s 13% rise, after Nvidia invested $5 billion for a 4% stake and the U.S. government took a 10% stake. Intel named Lip-Bu Tan CEO in March and is cutting costs sharply. TSMC remains the largest and most profitable chipmaker, expanding 3nm production and building new fabs in the U.S. and Germany. TSMC’s net profit margin is about 38%; Intel is posting losses.
AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

AI Chip Wars: USA vs China vs Taiwan – Inside the Trillion-Dollar Race to 2030

The global AI chip market is projected to surpass $400 billion by 2030, with data center GPU sales from NVIDIA alone hitting $80 billion in 2024. Taiwan’s TSMC manufactures about 90% of the world’s most advanced chips, making the island a key supply chain hub. The U.S. leads in design and has tightened export controls on China, which is investing heavily to boost domestic production. Demand for AI chips is surging across industries.
AI Stocks’ Wild Start to September: Mega-Rallies, Billion-Dollar Deals & Hype Under Fire

AI Stocks’ Wild Start to September: Mega-Rallies, Billion-Dollar Deals & Hype Under Fire

Nvidia fell 3.5% Tuesday, its sharpest drop in four months, as AI stocks led a tech sell-off and the Nasdaq and S&P 500 declined. Microsoft secured a $6 billion AI and cloud deal with the U.S. government, offering free Copilot access to federal users. Alibaba’s Hong Kong shares jumped 19% after strong AI revenue growth. Washington tightened chip export rules, affecting TSMC, Samsung, and SK Hynix.
Tech Turbulence: Big Antitrust Wins, Spy Satellites & Cyber Scares – Sept 2–3, 2025 Roundup

Tech Turbulence: Big Antitrust Wins, Spy Satellites & Cyber Scares – Sept 2–3, 2025 Roundup

A U.S. judge ruled Google will not have to sell Chrome or halt payments to Apple but must share search data with rivals. Washington revoked TSMC’s special export license for its China plant, tightening chip restrictions. Israel launched the “Ofek 19” spy satellite. TransUnion reported a hack exposing data of over 4 million consumers.
Chiplets & Advanced Packaging Market Report 2025: AI Demand Fuels 2.5D/3D Integration Boom

Chiplets & Advanced Packaging Market Report 2025: AI Demand Fuels 2.5D/3D Integration Boom

TSMC’s advanced CoWoS packaging is fully booked through 2025, despite doubling capacity yearly, as AI demand outpaces supply. Nvidia, AMD, Intel, Apple, and Amazon have adopted chiplet architectures, now generating over $40 billion in annual revenue. HBM chip lead times stretch up to a year, with prices up 20–30%. TSMC, Intel, ASE, and Amkor are racing to expand global advanced packaging capacity.
Tech Shockwaves: Gadget Surprises, Chip Gambles & Space Feats Rock the Globe (Aug 25–26, 2025)

Tech Shockwaves: Gadget Surprises, Chip Gambles & Space Feats Rock the Globe (Aug 25–26, 2025)

The U.S. government will take a 9.9% equity stake in Intel, valued at up to $10 billion, by converting CHIPS Act subsidies into stock. Google launched its Pixel 10 lineup in New York, with the base model at $799 and the Pixel 10 Pro at $1,799, adding a telephoto camera to the base version. SpaceX completed its 100th launch of 2025 with CRS-33, docking Dragon at the ISS on August 25.
Global Tech Tsunami: Gadget Surprises, Rocket Milestones & Chip Shake-Ups (Aug 24–25, 2025)

Global Tech Tsunami: Gadget Surprises, Rocket Milestones & Chip Shake-Ups (Aug 24–25, 2025)

Google launched the Pixel 10 series in New York, pricing the base model at $799 with a telephoto lens and the foldable Pixel 10 Pro at $1,799, holding prices steady despite tariff concerns. Spotify will raise Premium to €11.99 in many markets next month. The FTC warned Apple, Meta, and X that following European or UK digital laws could threaten U.S. data privacy or free speech. DaVita’s July ransomware attack exposed 2.7 million patients’ data.
AI Stocks Whipsaw as Tech Titans Unleash Big Moves – Aug 22–23, 2025 Roundup

AI Stocks Whipsaw as Tech Titans Unleash Big Moves – Aug 22–23, 2025 Roundup

Apple is in early talks to use Google’s Gemini AI for Siri, sending Alphabet shares up 3.7% and Apple up 1.6%. Meta signed a deal to license Midjourney’s image-generation tech for its AI products. Waymo received its first permit to test self-driving robotaxis in New York City. OpenAI is raising about $40 billion at a $500 billion valuation, with ChatGPT at 700 million weekly users.
Fed Jitters, Mega-Deals & Oil Rebound: Global Business Shockwaves (Aug 21–22, 2025)

Fed Jitters, Mega-Deals & Oil Rebound: Global Business Shockwaves (Aug 21–22, 2025)

Meta Platforms and Google signed a six-year, $10 billion cloud deal to expand Meta’s AI workloads on Google Cloud. The S&P 500 fell 0.4% as investors awaited Powell’s Jackson Hole speech. Cleveland Fed’s Beth Hammack said there is no case for rate cuts now, while futures showed a 70–75% chance of a September cut. Thoma Bravo will take Dayforce private for $12.3 billion at a 32% premium.
AI Stock Frenzy Hits Turbulence: Tech Titans Tumble, Chip Wars Heat Up (Aug 21–22, 2025 Roundup)

AI Stock Frenzy Hits Turbulence: Tech Titans Tumble, Chip Wars Heat Up (Aug 21–22, 2025 Roundup)

Palantir Technologies dropped 17% over six days, marking the S&P 500’s steepest weekly loss. The Nasdaq Composite and S&P 500 tech sector each fell about 2% by Wednesday as investors trimmed tech holdings ahead of Fed Chair Powell’s Jackson Hole speech. Nvidia shares slipped 5% for the week. The White House confirmed talks to take a 10% government stake in Intel.

Stock Market Today

  • Roblox Shares Fall 17% as CEO Cites Age Verification Issues for Lowered Outlook
    May 1, 2026, 3:13 PM EDT. Roblox shares plunged 17% after the company cut its full-year revenue and bookings guidance, attributing the dimmed outlook to "short-term friction" from new age verification measures designed to enhance child safety. CEO David Baszucki revealed that 35% of U.S. users have yet to complete an age check, limiting social engagement like chat features. First-quarter revenue grew 39% to $1.44 billion, beating estimates, while daily active users rose 35% to 132 million but missed expectations. Analyst concerns focus on user engagement declines in key markets due to the age verification rollout and a strategic shift favoring long-term retention over immediate revenue. Despite near-term challenges, Baszucki remains optimistic, highlighting growth in the 18-to-34 demographic and investments in AI content creation tools.

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UTime Stock Jumps After SEC Filing as Company Seeks to Scrap Resale Plan

UTime Stock Jumps After SEC Filing as Company Seeks to Scrap Resale Plan

1 May 2026
UTime Limited asked the SEC to withdraw a resale registration statement that was never declared effective and under which no securities were sold. The company’s shares (WTO) rose 8.36% to $2.01 in New York Friday, with volume topping 26.5 million. UTime recently granted 1 million RSUs to directors and adopted a new equity incentive plan covering up to 5 million shares.
Why iSpecimen Stock Whipsawed After Its 1-for-40 Reverse Split

Why iSpecimen Stock Whipsawed After Its 1-for-40 Reverse Split

1 May 2026
iSpecimen Inc. shares fell 8.2% to $4.80 Friday after volatile trading, following a 1-for-40 reverse stock split aimed at meeting Nasdaq’s minimum bid price. The split reduced outstanding shares from 52.6 million to about 1.3 million. Nasdaq has given the company until May 18 to regain compliance. The annual meeting is set for May 8 after previous adjournments due to lack of quorum.
Eaton Stock Just Hit a New High. The May 5 Earnings Test Is Bigger Than Usual

Eaton Stock Just Hit a New High. The May 5 Earnings Test Is Bigger Than Usual

1 May 2026
Eaton shares fell 1.5% to $426.44 Friday after hitting a record $437.98, as investors awaited first-quarter earnings due May 5. The stock had surged 5.4% on April 30 amid optimism over AI data-center demand. Eaton forecast Q1 organic growth of 5% to 7% and margins up to 22.6%. Peers like Schneider Electric also reported strong results tied to data-center spending.
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