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Has the cease-fire rally pushed stocks too high, too quickly?

Here's what a handful of investing professionals say about the market's rapid recovery - and the fragile Middle East truce.

Apr 10, 2026 34 views

#Investment #stock market #earnings #stocks

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Has the cease-fire rally pushed stocks too high, too quickly?

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Search Results for: "tsmc q4"

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What bubble? TSMC posts $35.7bn quarter as AI chip demand drives 35% revenue surge

Technology

Apr 10, 2026

What bubble? TSMC posts $35.7bn quarter as AI chip demand drives 35% revenue surge

The world's largest contract chipmaker has beaten forecasts again, adding to a run of hardware results that suggest the AI investment cycle is holding firm...

#Investment #stock market #earnings +2

Broadcom flags supply constraints, says TSMC capacity a bottleneck

US Stocks

Mar 24, 2026

Broadcom flags supply constraints, says TSMC capacity a bottleneck

#Investment #stock market #earnings +1

TSMC CEO flags 3-nanometre chip production in Japan, investment reported at $17 billion

US Stocks

Feb 05, 2026

TSMC CEO flags 3-nanometre chip production in Japan, investment reported at $17 billion

#Investment #stock market #earnings +1

TSMC plans new Japan chip plant with investment reported at $17 bln

Technology

Feb 05, 2026

TSMC plans new Japan chip plant with investment reported at $17 bln

STORY: âEUR?"I am honored to be here to announce a new gigafab plan in Kumamoto, Japan.âEURÂ TaiwanâEUR(TM)s TSMC is stepping up its global expansion, wit...

#Investment #stock market #earnings +2

TSMC Says 'No More' To Nvidia: Why That Is Intel's Golden Ticket

Technology

Jan 17, 2026

TSMC Says 'No More' To Nvidia: Why That Is Intel's Golden Ticket

The AI boom just hit a constraint investors don't talk about enough: you can't ship what you can't build. Demand for AI chips is still surging, but the wor...

#Investment #stock market #earnings +2

BofA backs positive view of European chip gear makers after blowout TSMC results

Finance

Jan 16, 2026

BofA backs positive view of European chip gear makers after blowout TSMC results

#Investment #stock market #earnings +1

The Week in Numbers: Trump's credit card demand, Saks goes bankrupt

Technology

Jan 16, 2026

The Week in Numbers: Trump's credit card demand, Saks goes bankrupt

STORY: From Donald Trump's interest rate demand, to a famous name's bankruptcy...This is the Week in Numbers.:: Week in Numbers:: 10%10% was the interest r...

#stock market #earnings #nvidia +2

Micron's stock gets an $8 million vote of confidence from this industry veteran

Healthcare

Jan 16, 2026

Micron's stock gets an $8 million vote of confidence from this industry veteran

Former TSMC co-CEO Mark Liu just bought up Micron's stock at a time when it's essentially never been hotter. The purchase implies he thinks the stock's ral...

#Investment #stock market #earnings +1

Why TSMC's capex upgrade is a bigger win for ASML than peers?

US Stocks

Jan 16, 2026

Why TSMC's capex upgrade is a bigger win for ASML than peers?

#Investment #stock market #earnings +1

World's biggest chipmaker TSMC doubles down on AI, sees profit lift

Technology

Jan 15, 2026

World's biggest chipmaker TSMC doubles down on AI, sees profit lift

A surge in AI-driven demand has pushed TSMC's profits and investment plans higher, reinforcing its position as one of the world's most advanced semiconduct...

#Investment #stock market #earnings +1

TSMC smashes forecasts with record profit, flags more U.S. factories

US Stocks

Jan 15, 2026

TSMC smashes forecasts with record profit, flags more U.S. factories

#Investment #stock market #earnings +1

Taiwan computer chip maker TSMC's to expand investment as profit jumps 35%

Technology

Jan 15, 2026

Taiwan computer chip maker TSMC's to expand investment as profit jumps 35%

Taiwan-based TSMC, the worldâEUR(TM)s largest computer chip maker, plans to increase its capital spending by about 40% this year after it reported a 35% ju...

#Investment #stock market #earnings +2

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Has the cease-fire rally pushed stocks too high, too quickly?

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From on-device AI to the 'girlfriend index,' trading ideas from the research firm that nailed 2025's investment themes

European defense stocks slip following positive TrumpâEUR"Zelenskiy talks

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Search Results for: "tsmc q4"

📰 Latest Articles

What bubble? TSMC posts $35.7bn quarter as AI chip demand drives 35% revenue surge

Broadcom flags supply constraints, says TSMC capacity a bottleneck

TSMC CEO flags 3-nanometre chip production in Japan, investment reported at $17 billion

TSMC plans new Japan chip plant with investment reported at $17 bln

TSMC Says 'No More' To Nvidia: Why That Is Intel's Golden Ticket

BofA backs positive view of European chip gear makers after blowout TSMC results

The Week in Numbers: Trump's credit card demand, Saks goes bankrupt

Micron's stock gets an $8 million vote of confidence from this industry veteran

Why TSMC's capex upgrade is a bigger win for ASML than peers?

World's biggest chipmaker TSMC doubles down on AI, sees profit lift

TSMC smashes forecasts with record profit, flags more U.S. factories

Taiwan computer chip maker TSMC's to expand investment as profit jumps 35%

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