Today: 29 April 2026
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TSX:3711 28 August 2025 - 15 December 2025

Taiwan AI Stocks Slide as “AI-Capex Trade” Cools: TSMC Drops 2% and TAIEX Breaks Below 28,000 (Dec. 15, 2025)

Taiwan AI Stocks Slide as “AI-Capex Trade” Cools: TSMC Drops 2% and TAIEX Breaks Below 28,000 (Dec. 15, 2025)

Taiwan’s TAIEX dropped 331.08 points (-1.17%) to 27,866.94 on December 15, 2025, as global tech stocks sold off. TSMC fell 2% to NT$1,450, Hon Hai lost 2.4%, and ASE slid nearly 4%. The selloff followed U.S. tech earnings warnings from Broadcom and Oracle, fueling doubts about AI investment returns. Turnover reached NT$436.78 billion.
15 December 2025
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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.
28 August 2025
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Stock Market Today

  • European Stocks Rise as Oil Prices Climb Amid Iran Conflict Concerns
    April 28, 2026, 9:58 PM EDT. European shares climbed on Thursday following losses in Asian markets, driven by rising oil prices sparked by escalating tensions around Iran. The spike in crude prices raised concerns over supply disruptions, bolstering energy stocks while weighing on more sensitive sectors. Traders remain cautious as geopolitical risks add volatility. The move dampens some risk appetite but underlines how conflicts in key oil-producing regions can impact global markets immediately.

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AST SpaceMobile Stock’s May 11 Moment: FCC Win Meets BlueBird 7 Reality

AST SpaceMobile Stock’s May 11 Moment: FCC Win Meets BlueBird 7 Reality

29 April 2026
AST SpaceMobile will hold its first-quarter update call on May 11 after winning FCC approval to deploy a 248-satellite constellation for direct-to-device service. Shares fell 6.8% Tuesday, following the loss of its BlueBird 7 satellite in a failed launch. The company expects insurance to cover the loss and is targeting 45 satellites in orbit by end-2026. Investors are watching launch progress and commercial service timing.
OpenAI Target Miss Report Sends Oracle, CoreWeave and AI Stocks Lower

OpenAI Target Miss Report Sends Oracle, CoreWeave and AI Stocks Lower

29 April 2026
Oracle shares fell 4% and CoreWeave dropped 5.9% Tuesday after a Wall Street Journal report said OpenAI missed recent revenue and user targets. Nvidia, AMD, and Arm Holdings also declined, with the iShares Semiconductor ETF down 3.7%. OpenAI denied internal divisions and said its AI coding product Codex reached 4 million users. Oracle’s credit default swaps hit a two-week high amid concern over its $300 billion cloud deal with OpenAI.
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