Taiwan Semiconductor Manufacturing will spend up to $56 billion on capital expenditures this year. It was taken as a vote of confidence in AI but it could be influenced by a U.S.-Taiwan trade deal.
2 minute read
Taiwan Semiconductor Manufacturing's heavy spending is great news for companies which sell machinery and other tools for chip manufacturing.
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The chip maker works with Nvidia, AMD, Qualcomm, and other major AI companies.
2 minute read
Oil prices fall as risk of military conflict between U.S. and Iran tapers off
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The IT consulting company meets quarterly earnings expectations and boosts its fiscal-year guidance.
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The currency fell to the lowest levels against the dollar since the summer of 2024 on Tuesday.
4 minute read
SK Hynix and Micron Technology are rivals in making high-bandwidth memory for AI chips.
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The tariff threat comes a day after President Donald Trump said Iran was “starting to” cross U.S. red lines, noting reports of civilian deaths.
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President Donald Trump has said he will tariff buyers of Iranian crude, sending prices higher
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Ten of the world’s top monetary policymakers are backing Fed Chair Jerome Powell, who faces the threat of criminal charges.
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Taiwan Semiconductor Manufacturing could build as many as a dozen plants in Arizona, according to The Wall Street Journal.
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This year’s panelists offered plenty of reasons beyond AI to expect gains in 2026. Plus, 13 investment ideas.
Long Read
Taiwan Semiconductor Manufacturing stock has risen strongly on the AI boom and its latest sales figures should support the rally.
1 minute read
Japan’s Prime Minister, Sanae Takaichi, and the Bank of Japan have a chance to steer post-deflation the country onto a stable growth path.
3 minute read
Micron could get a boost from Samsung's blowout profit forecast.
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International stocks and gold may be good bets for both gains and safety in a riskier global market.
4 minute read
Taiwan Semiconductor Manufacturing is the dominant AI chip manufacturer. Intel won't challenge it any time soon, according to J.P. Morgan.
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The company announced the first commercial version of its Atlas humanoid robot, designed for industrial work.
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Non-U.S. stocks look poised for another standout year, fueled by rising earnings and falling interest rates. Where to shop now.
Long Read
With gross domestic product per capita on par with Japan and a stagnant population, South Korea’s tigerish growth days are behind it.
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China keeps advancing its artificial-intelligence tech base. That can’t be ignored.
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Meta Platforms is buying AI start-up Manus, which could boost the social-media platform’s offering in the hot area of autonomous agents.
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The transaction is expected to close in the second half of 2026, SoftBank says.
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Exports, and global spending on artificial intelligence, will be critical for the market and for growth.
Long Read
Prediction sites are on fire, Clearwater Analytics is being taken private, Disney’s latest Avatar tops the box office, and more news to start your day.
Long Read