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Currency markets brace for a week that could reshape the dollar-yen relationship as both central banks prepare to move on rates The dollar held steady with the dollar index sitting around 99.15, while the …

Currency markets brace for a week that could reshape the dollar-yen relationship as both central banks prepare to move on rates The dollar held steady with the dollar index sitting around 99.15, while the Japanese yen hovered near a seven-month high against the greenback. USD/JPY was trading at 153.49, not far from the 152.89 low hit the previous week. The BOJ factor Market consensus points to the Bank of Japan delivering a 25 basis point rate hike at its September 17-18 meeting. Gloria See what insiders and Congress are actually buying. Gloria Finance surfaces the moves worth a second look. Follow the money → Speculators have turned net long on the yen for the first time since February 2026. Advertisement Analysts caution that if the BOJ hikes but fails to telegraph further tightening, USD/JPY could snap back toward the 157-160 range. US Treasury Secretary Scott Bessent’s recent comments have added another layer of pressure toward yen strength, reportedly affecting carry trade positions. The news moving money, markets, and the world—before your day starts. Daily. Free. Join 34,000+ readers across crypto, finance, and policy. Email address Subscribe free We respect your privacy. Unsubscribe anytime. The Fed’s hand Recent jobs and inflation data have pushed the estimated odds of a rate hike to somewhere between 60% and 86%, depending on which model you prefer. The 2-year Treasury yield was hovering around 4.61%, a level that reflects expectations for continued Fed hawkishness. Oil and geopolitics complicate everything Oil prices have climbed above $100 per barrel amid escalating geopolitical tensions involving the US and Israel in Iran. For Japan, which imports the vast majority of its energy, expensive oil is a structural headwind that widens the trade deficit, puts upward pressure on inflation, and complicates the BOJ’s calculus around further tightening. If the BOJ hikes and signals more to come while the Fed holds steady or strikes a balanced tone, USD/JPY could break convincingly below 153. If the BOJ hikes with no forward guidance paired with a hawkish Fed, USD/JPY could move back toward 157 or higher.

yemen.liveuamap.com (14/09/2026) SEP 11, 2026 AT 04:28 PM EDT SEP 11, 2026 AT 04:28 PM EDT By Tom O'Connor, Deputy Editor, National Security and Foreign Policy A rapid offensive by the Yemeni Ansar Allah …

yemen.liveuamap.com (14/09/2026) SEP 11, 2026 AT 04:28 PM EDT SEP 11, 2026 AT 04:28 PM EDT By Tom O'Connor, Deputy Editor, National Security and Foreign Policy A rapid offensive by the Yemeni Ansar Allah movement, also known as the Houthis, has put a powerful Iranian ally in control of the nation's Red Sea coast and, with it, another key maritime corridor at the mercy of the Axis of Resistance. The Bab el-Mandeb lies between Yemen's southwest and the East African nation of Djibouti, constituting a link between the Gulf of Aden and the Red Sea, which ties to the Mediterranean Sea via the Suez Canal. At its narrowest breadth, it's just 16 miles wide and Ansar Allah has a record of paralyzing global shipping from much farther away. With Saudi-backed Yemeni government forces in retreat, a new blockade backed by the Ansar Allah's missiles and drones would interrupt the flow of roughly 8.1 million barrels per day of crude oil, condensate and petroleum products. That's around 10 percent of global maritime oil trade, a figure made all the more strategically valuable by the Bab el-Mandeb's role as an alternative route since Iran moved to restrict shipping through the Strait of Hormuz chokepoint in response to the war launched on February 28 by the United States and Israel. "If the Houthis consolidate control over Yemen's western coast and the approaches to the strait, this becomes much more than a Yemeni issue," Hisham al-Omeisy, a Yemeni analyst and former information resource center director at the U.S. Mission to Yemen, told Newsweek. A map of Yemen shows areas controlled by government forces and the pro-Iran Ansar Allah rebels as of September 11, 2026, according to the Sana'a Cente...Read More | Paz Pizarro/Olivia Bugault/AFP/Getty Images A Triple Threat to Trade Omeisy emphasized that Ansar Allah's fighters do not necessarily even have to close the Bab el-Mandeb to make a difference. Rather, "they only need to make it dangerous enough that shipping companies decide the risk is too high," leading to "higher insurance costs, ships going around Africa, longer delivery times and ultimately higher prices." "And this becomes particularly dangerous when you look at what is happening in the Strait of Hormuz," Omeisy said. "If Iran can put pressure on Hormuz while the Houthis threaten Bab el-Mandeb, you essentially have pressure on both sides of the Arabian Peninsula at the same time." In addition to hosting 10 percent of global oil and 8 percent of global gas trade by sea, the Bab el-Mandeb also served as a gateway for some 30 percent of the world's container traffic before the war, according to Nitya Labh, academy associate fellow at Chatham House's International Security Program. "Since the closure of the Strait of Hormuz, countries like Saudi Arabia have diverted some of their oil exports from the Gulf to the Red Sea via overland gas pipelines, increasing the importance of the Red Sea in global energy markets," Labh told Newsweek. But overland routes are not immune to the conflict, either. After reports emerged of attacks against Saudi Arabia's east-west pipeline that runs from the eastern city of Abqaiq to the west coast port city of Yanbu, Riyadh confirmed Friday that damage had been inflicted by drones originating from Iraq, where other Iranian allies operate under the banner of the Islamic Resistance in Iraq. The Red Sea crisis also threatens to choke off the Suez Canal , which Labh described as "the last viable shipping pathway through the Middle East region." After Ansar Allah launched its initial campaign against Red Sea shipping in response to the October 2023 outbreak of the war in Gaza that precipitated the ongoing Middle East crisis, traffic through the vital waterway fell by more than two-thirds. Most vessels were forced to take the far longer and costlier route toward South Africa's Cape of Good hope in a situation reminiscent of an era before the Suez Canal's founding in 1869. Transits slowly recovered upon a U.S.-backed ceasefire reached between Israel and the Palestinian Hamas movement in October 2025 and had hit their highest wartime level just last month. Now that revival appears ill-fated and the impact looms for companies and consumers. "Diverting trade through this longer route introduces a number of risks: traffic congestion around ports in the Mediterranean and the coast of Africa create major supply chain disruptions," Labh said. "New routes and changing traffic patterns create greater risk of piracy and accidents. "They also add over 15 days and millions of dollars in fuel, insurance, and transport costs. These costs often get passed to consumers leading to higher rates of inflation globally. Some imports may become prohibitively costly, cutting off supplies completely. This is particularly impacting economies in small island states." The Axis Surrounds Saudi Arabia The impact may prove especially challenging for Saudi Arabia, already faced with the threats of attacks from Iran to the east, its Islamic Resistance in Iraq ally to the north and Ansar Allah to the south and west. The Yemeni front poses a particularly potent risk as Ansar Allah digs in for an open conflict with the kingdom. As Sanaa-based journalist Hussein Albukhaiti told Newsweek when Ansar Allah forces seized the key port city of Mokha on Thursday on their way toward Yemen's littoral Bab el-Mandeb shores, any intervention from Saudi Arabia, its traditional security partner, the U.S. or its Mecca Accord ally, Pakistan, would lead the group to "close the Red Sea for all the shipping belonging to these countries, either military or commercial." "They could also block the entire Red Sea exactly as Iran did in the Persian Gulf, because the Red Sea is one of our main weapons," Albukhaiti said. Albukhaiti warned that Ansar Allah's response to Saudi threats would not be limited to the sea. He asserted that the group would "also launch a major attack against Saudi Arabia, not only targeting Aramco in some areas, but they might also target the entire infrastructure of Saudi Aramco and airport and ports, and also they might launch a ground attack against Saudi Arabia in Najran, Jizan and Asir as well" in a combined offensive with the potential to "damage and threaten the stability of Saudi Arabia." Already, Ansar Allah has launched strikes against these southern Saudi cities and others, including attacks on energy infrastructure. The group has reported on Saudi warplanes launching airstrikes across western Yemen as well in recent days. Saudi intervention in Yemen dates to 2015, when Ansar Allah, led by Abdul Malik al-Houthi, seized the capital and forces the country's government into exile. The Ansar Allah-aligned Supreme Political Council considers itself to be the legitimate head of state of Yemen, while the rival Presidential Leadership Council, headed by President Rashad al-Alimi, retains international recognition from its seat in the southern port city of Aden. Prior to Yemen's current flare-up, the country's frontlines had been largely frozen since an April 2022 ceasefire backed by the United Nations. But as regional tensions boiled over amid the U.S.-Israeli war against Iran, which has fired missiles and drones on regional countries hosting U.S. military bases, including Saudi Arabia, Ansar Allah accused Riyadh of striking Sanaa International Airport in July, just as a group delegation was returning from Tehran. Ansar Allah, which had already vowed just a month earlier to resume targeting Israeli access to the Red Sea, then threatened to cut Saudi access . And events since have shown the group was poised to make good on its rhetoric. As for Saudi Arabia's local Yemeni allies, Omeisy said "a combination of factors" can explain the sudden collapse of their frontlines. "The Houthis have been able to concentrate significant forces on key fronts and use drones and missiles more effectively, while government forces continue to struggle with coordination and unified command, as well as lack of aerial support," Omeisy said. "Houthis have overwhelmed the government forces, and when one position falls or a unit withdraws, the Houthis have been very quick to exploit the gap." Newsweek has reached out to representatives of Ansar Allah and Saudi Arabia for comment. Fighters loyal to Ansar Allah gather during a rally to recruit more fighters, in Sanaa, Yemen, on September 10, 2026. | Mohammed Huwais/AFP/Getty Images Yemen's War Turns Global The Yemeni government's defeat is far from guaranteed, however, and its forces have in the past been able to turn the tide with help from Riyadh. In January, after suffering a swift takeover of territory by the United Arab Emirates-backed Southern Transitional Council, Yemeni government forces managed to retake Aden and other provinces in a Saudi-supported counteroffensive, leading to the dissolution of the southern separatist faction and the withdrawal of Emirati troops from the country. Now facing not only the potential defeat of its ally but direct threats to the Kingdom and its energy trade, Omeisy warned the current situation "has serious implications for Saudi Arabia, regional security and global energy markets." "It also reinforces something I think is increasingly important: supporting the Yemeni government in securing its Red Sea coast is no longer simply about Yemen's internal conflict," Omeisy said. "It is directly connected to freedom of navigation, energy security and the stability of global trade." Ultimately, he said much would "depend on whether government forces can regroup quickly, establish new defensive lines and coordinate an effective counteroffensive." But as reports emerge of a Saudi request for U.S. air support having been denied by President Donald Trump, who remains locked in a deepening conflict with Iran that has strained U.S. munitions stockpiles , Sherwan Hindreen Ali, Middle East manager at the Armed Conflict Location and Event Data (ACLED) monitor, warned that "the Saudis simply do not have a lot of options right now, and they all carry risks for the kingdom." "If the Saudis assess that both their economy and internal public opinion can sustain a prolonged conflict with the Houthis, they may decide to further escalate their military engagement and try to dislodge the Houthis from the Bab al-Mandeb and southern Red Sea coast," Ali told Newsweek. "This will inevitably lead to a sustained Houthi strike campaign on Saudi Arabia, especially its energy infrastructure." "The Kingdom already faced this in the past, but Houthi weaponry is more sophisticated now than it was back then, and the Saudis likely have less interceptor missiles available as a result of the U.S.-Iran conflict—Ukrainian expertise could be useful there. The Saudis could also attempt to make advances against the Houthis and put pressure on them in their heartland of Sada in the north of the country or toward the capital Sanaa." On the other hand, Ali argued that Riyadh could also "conclude that neither their economy nor internal public opinion can sustain a prolonged conflict with the Houthis, forcing them to finally make concessions to the group," particularly its demand to lift a blockade of Yemen. Doing so, he argued, "will likely increase expertise and weapons transfers from Iran, considerably strengthening the Houthis in the long term," while also "leaving the Houthis in control of the Red Sea and Bab al-Mandeb and the Saudis’ Yemeni allies in the lurch, presenting a lasting threat to global shipping." And the growing strain felt by energy-vulnerable countries seeking de-escalation marks an advantage for Iran and its Yemeni ally. "Ultimately, this means the Houthis and Iran can hold the world economy hostage to their individual conflicts," Labh said. "This leverage will matter at the negotiating table. Overtime, more countries outside of both conflicts will put pressure on countries like the United States, Saudi Arabia, Israel, etc. to bring an end to the war[s]." Source: https://www.newsweek.com/map-irans-ally-poised-to-choke-additional-10-percent-of-oil-trade-by-sea-12431842

Euro zone inflation could turn out higher than already elevated projections and the development of natural gas and power prices is becoming a key concern, European Central Bank policymaker Peter Kazimir said on Monday. …

Euro zone inflation could turn out higher than already elevated projections and the development of natural gas and power prices is becoming a key concern, European Central Bank policymaker Peter Kazimir said on Monday. The ECB raised interest rates for the se… Euro zone inflation could turn out higher than already elevated projections and the development of natural gas and power prices is becoming a key concern, European Central Bank policymaker Peter Kazi…

Member of the European Central Bank (ECB) Governing Council and National Bank of Slovakia (NBS) Governor Peter Kazimir defended on Monday the former institution's decision to raise its interest rates,... Member of the European …

Member of the European Central Bank (ECB) Governing Council and National Bank of Slovakia (NBS) Governor Peter Kazimir defended on Monday the former institution's decision to raise its interest rates,... Member of the European Central Bank (ECB) Governing Council and National Bank of Slovakia (NBS) Governor Peter Kazimir defended on Monday the former institution's decision to raise its interest rates…

The European Central Bank may need to raise interest rates further to contain inflation as higher fuel costs linked to the Iran conflict risk feeding into wages and consumer prices. Policymaker Martins Kazaks said …

The European Central Bank may need to raise interest rates further to contain inflation as higher fuel costs linked to the Iran conflict risk feeding into wages and consumer prices. Policymaker Martins Kazaks said gradual tightening remains possible. The European Central Bank may need to gradually raise interest rates further to contain inflation before higher fuel costs caused by the Iran war feed into wages and broader prices, ECB policymaker M…

Euro zone inflation could turn out higher than already elevated projections and the development of natural gas and power prices is becoming a key concern, European Central Bank policymaker Peter Kazimir said today. The …

Euro zone inflation could turn out higher than already elevated projections and the development of natural gas and power prices is becoming a key concern, European Central Bank policymaker Peter Kazimir said today. The ECB raised interest rates for the second time this year on Thursday and raised many of its inflation projections, fuelling market bets for up to three more rate hikes in the coming year. While Kazimir, an outspoken policy hawk, stopped short of calling for higher rates unlike some other colleagues, he said that policymakers' open mind to the next move should not be taken for hesitation and the bank will be decisive when evidence warrants action. "My attention is now focused less on oil and fuel prices, but increasingly on gas and electricity prices," Kazimir, Slovakia's central bank chief, said in a blog post. "Food inflation, so important for perceptions and expectations, is also expected to pick up," he added. Natural gas prices are at a four-year high as European nations hesitated to fill gas storages over the summer in the hopes the Iran conflict would end and gas prices would fall sharply. With storage levels far below historic norms, they are now rushing to store gas and prices are surging, likely pushing up heating and electricity costs and fuelling inflation more broadly. Food price growth is meanwhile unexpectedly low but a perfect storm of factors, including a European drought, the El Nino weather phenomenon and soaring diesel and fertiliser prices, key inputs in agriculture, are expected to push up prices in the coming months. "Inflation risks are clearly tilted to the upside," Kazimir said. "The energy shock has already lasted longer than many expected. Yet its full consequences have not yet passed through to the economy." The ECB will next meet on October 29 and financial markets see a roughly 60% chance of a rate hike then while a move by the end of the year is fully priced in.

The recent spike in crude oil prices will likely result in a fresh rate hike by the Fed this week, according to data from CME Group, cited by The National today. As much as …

The recent spike in crude oil prices will likely result in a fresh rate hike by the Fed this week, according to data from CME Group, cited by The National today. As much as 90% of respondents from trading circles expect a rate hike of 25 basis points, after l… The recent spike in crude oil prices will likely result in a fresh rate hike by the Fed this week, according to data from CME Group, cited by The National today.As much as 90% of respondents from tra…

If you're looking to supercharge your savings, a high-yield savings account can provide a competitive interest rate to help your balance grow faster. However, not all banks offer high savings account rates, so it's …

If you're looking to supercharge your savings, a high-yield savings account can provide a competitive interest rate to help your balance grow faster. However, not all banks offer high savings account rates, so it's important to shop around and find the most competitive savings interest rates available. Read on to learn more about where to find the best savings interest rates today. Where to find the best savings interest rates today The average interest rate on a traditional savings account is only 0.38%, according to the FDIC. However, today's best high-yield savings accounts pay around 3%-4%. Today, Tuesday, September 15, 2026, the highest savings account rate available from our partners is 4.10% APY. This rate is offered by CIT Bank. Here is a look at some of the best savings rates available today: How much interest can I earn with a high-yield savings account? The amount of interest you can earn from a savings account depends on the annual percentage rate (APY). This is a measure of your total earnings after one year when considering the base interest rate and how often interest compounds (savings account interest typically compounds daily). Say you put $1,000 in a savings account at the average interest rate of 0.38% with daily compounding. At the end of one year, your balance would grow to $1,003.81 — your initial $1,000 deposit, plus just $3.81 in interest. Now, let's say you choose a high-yield savings account that offers 4% APY instead. In this case, your balance would grow to $1,040.81 over the same period, which includes $40.81 in interest. The more you deposit in an HYSA, the more you stand to earn. If we took our same example of a high-yield savings account at 4% APY, but deposited $10,000, your total balance after one year would be $10,408.08, meaning you'd earn $408.08 in interest. ​​ Read more: What is a good savings account rate? What impacts HYSA rates? Deposit account rates — including savings rates — are tied to the federal funds rate. This is the target interest rate set by the Federal Reserve; when it increases its target rate, deposit account rates usually increase. Conversely, when the Fed lowers its rate, deposit rates fall. Savings account interest rates have fluctuated quite a bit over the past couple of decades. From 2010 to about 2015, rates were rock-bottom, hovering between 0.06% and 0.10%. This was largely due to the 2008 financial crisis​ and the Federal Reserve's decision to lower its target rate to near zero in order to spur economic growth. From 2015 to 2018, interest rates gradually increased. However, they remained low by historical standards. Then, the onset of the COVID-19 pandemic in 2020 led to another sharp decrease in rates as the Fed cut rates again to stimulate the economy. This brought average savings interest rates down to new lows, around 0.05% to 0.06%, by mid-2021. Since then, savings account rates have recovered considerably, largely driven by the Fed's interest rate hikes in response to skyrocketing inflation. However, the Fed finally lowered the federal funds rate toward the end of 2024 and continued to do so throughout 2025. As a result, deposit rates have steadily declined. So far in 2026, the Fed has kept rates unchanged Is now a good time to put your money in a high-yield savings account? Choosing where to put your money is an important decision, and there are a few factors you should consider when evaluating your options. A high-yield savings account could make sense if you're looking for a secure place to hold shorter-term savings while earning a solid return. Here are a few key considerations: Interest rates: One of the most important features of a savings account is the interest rate. It's important to shop around and compare the best offers to ensure your money will grow over time. Considering that savings rates will likely drop in the near future, opening a high-yield savings account now will allow you to take advantage of historically high rates. Goals: Today's high-yield savings accounts offer rates we haven't seen in more than a decade. That said, savings rates still don't match average returns for the stock market. If you're saving for a long-term goal like retirement, a savings account probably isn't the best place to put your money, since your balance won't grow at a pace that will allow you to reach your target. However, if you're saving for a financial emergency, a down payment on a home or car, holiday gifts, or another short-term goal, a savings account is a great place to hold those funds. Accessibility: Certain types of accounts and investments may provide higher returns than a savings account, but may make it difficult to access your funds in a pinch. For example, if you put your savings in a certificate of deposit (CD) and need to access the money before the maturity date, you could be subject to an early withdrawal penalty. So, if you want to be able to dip into your savings as needed, a high-yield savings account is likely the better choice. Security: In most cases, savings accounts are insured by the FDIC up to the federal limit. They also can't lose money due to fluctuations in the market, making them a low-risk option. Read more: Can you negotiate a higher savings account rate with your bank? Do online banks have the best savings account rates? Online banks operate exclusively via the web. This significantly reduces their overhead costs, so they're able to pass those savings onto customers in the form of high deposit rates and low fees. In fact, many of the best high-yield savings accounts also come with zero monthly fees or minimum opening deposit requirements. If you're searching for the best savings interest rates, online banks are a great place to start. That said, online banks aren't the only place you can find savings accounts with rates that range between 3% and 4% APY. Credit unions are not-for-profit financial cooperatives known for offering competitive rates and fewer fees. Many credit unions have requirements that must be met to become a member, though some allow just about anyone to join. How to open a high-yield savings account The requirements involved in opening a savings account vary by financial institution. However, if you're ready to open an account, you can follow these general steps: Research savings account rates: Of course, when choosing a savings account, one of the most important factors to evaluate is the interest rate. Be sure that you select a savings account with a competitive rate to help your money grow. Figure out your must-haves: Although savings account interest rates should be top of mind, that's not the only factor to consider. You'll also want to think about what else you need from your account, whether it's no minimum-balance requirement, low fees, or other perks. Finding a savings account with a solid rate that also helps you achieve your goals is key. Prepare documentation: Opening a bank account requires you to provide a few important personal details and documents. Before you start your application, be sure you have your Social Security number, driver's license or passport number, and proof of address. Fill out the application: In many cases, you can apply for a savings account online. However, some financial institutions may require you to visit the branch in person to apply. Either way, the application for a new savings account should only take a few minutes to complete. In many cases, you'll get your approval decision instantly. Fund your account: Once your savings account application is approved, you'll need to add funds to the account. Be sure you're aware of any minimum opening deposit requirements and the timeline for funding. Read more: Step-by-step instructions for opening a high-yield savings account Is a high-yield savings account right for you? A high-yield savings account is a good fit if you want to earn a competitive return on money you'll need in the near future while keeping it safe and accessible. It's important to not only consider whether the interest rate is attractive, but whether the account matches the purpose of your savings. An HYSA may be right for you if... You want to maximize your emergency fund. You're saving for a goal within the next one to five years. You have extra cash sitting in a low-interest checking or traditional savings account. You prioritize safety over higher potential investment returns. You don't need to write checks or use the money for everyday spending. An HYSA may not be the best choice if...

iHub News 1 day ago Five Things to Watch in Markets This Week: AI, Fed, BOJ, BOE and HormuzSeptember 14, 2026 6:10 AM IH Market News Artificial intelligence policy, three major central bank decisions …

iHub News 1 day ago Five Things to Watch in Markets This Week: AI, Fed, BOJ, BOE and HormuzSeptember 14, 2026 6:10 AM IH Market News Artificial intelligence policy, three major central bank decisions and developments surrounding the Strait of Hormuz are among the main issues for markets this week. Comments from Anthropic CEO Dario Amodei about slowing the development of advanced AI models have drawn attention to the potential implications for technology investment. Meanwhile, the Federal Reserve and Bank of Japan are expected to raise interest rates, while the Bank of England is expected to leave policy unchanged. Oil markets are also monitoring Middle East developments after a planned meeting between Gulf states and Iran concerning the Strait of Hormuz was postponed and Brent crude briefly moved above $108 a barrel. 1. AI Safety Debate Draws Market Attention Anthropic CEO Dario Amodei called on artificial intelligence companies to slow the development of advanced models in an essay published on Saturday, citing risks that increasingly capable systems could be misused. “Progress will still seem fast, and we must make wise use of the time we gain,” Amodei wrote. The comments followed Anthropic’s disclosure that several actors had used its Claude AI models in activities ranging from weapons development to fraud. Markets also assessed support for concerns surrounding the pace of AI development from OpenAI CEO Sam Altman and xAI chief Elon Musk, particularly for the potential implications for capital spending on AI infrastructure. Deutsche Bank analysts said the debate could affect the “composition of AI capex rather than its scale,” with companies potentially redirecting a greater proportion of investment towards safety, monitoring and governance. Altman also said OpenAI would not proceed with a potential public offering this year because of safety concerns. AI-linked stocks declined in Asian trading, including SoftBank in Japan and Taiwan Semiconductor Manufacturing Company (NYSE:TSM). SK Hynix (NASDAQ:SKHY) and Samsung Electronics (USOTC:SSNHZ) also fell in South Korea, while European equities came under pressure. 2. Federal Reserve Rate Decision The Federal Reserve is due to conclude its two-day policy meeting on Wednesday, with markets expecting an increase in interest rates. US data released last week showed stronger-than-expected underlying consumer price growth in August, contributing to expectations for tighter monetary policy. Fed Chair Kevin Warsh has not provided a detailed path for future interest rates. In a recent speech, he said the central bank must be confident that underlying inflation is moving to “our objective, clearly and at sufficient speed.” President Donald Trump, who appointed Warsh as Fed Chair earlier this year, has continued to oppose higher interest rates and has threatened to restrict a large portion of US trade if the Fed raises rates. 3. Bank of Japan Expected to Raise Rates The Bank of Japan is expected to raise its policy rate to 1.25% at its September 18 meeting. A Reuters poll also indicated that the BOJ could increase rates by another 25 basis points to 1.75% during the second quarter of next year, earlier than previously expected by many observers. Most respondents said a reported joint US-Japan intervention involving purchases of the yen, following the currency’s decline to a four-decade low, had added to the case for higher Japanese interest rates. US Treasury Secretary Scott Bessent told BOJ Governor Kazuo Ueda this month that he would support “decisive” action by the central bank to prevent further yen weakness and stabilise the currency. 4. Bank of England Expected to Hold at 3.75% The Bank of England is expected to leave its Bank Rate at 3.75%, according to a Reuters poll, with economists forecasting that the rate will remain at that level for the rest of this year and at least until the middle of 2027. Economists surveyed said UK inflation had not been sufficient to support an increase in borrowing costs. At the same time, elevated energy prices linked to the Middle East conflict have reduced expectations for near-term monetary easing, with respondents not expecting a potential rate cut to be considered until late 2027. Deutsche Bank analysts said they expect the Monetary Policy Committee to remain “relatively cautious compared with some other major central banks.” The European Central Bank raised rates for the second time this year last week and increased its inflation forecasts, citing higher energy prices associated with the Iran conflict. 5. Strait of Hormuz Talks Postponed A planned meeting between Gulf states and Iran concerning the Strait of Hormuz has been postponed. Oman’s foreign minister, who has been involved in efforts to reach an agreement with Tehran concerning the waterway, said the meeting had been delayed “in the interests of consensus.” Iran’s foreign ministry said it would coordinate with Oman to arrange another date, according to Fars news agency. Iranian officials had previously said an agreement with Oman on reopening the Strait of Hormuz would be presented to Gulf Arab states. Before the latest Middle East fighting began in late February, approximately one-fifth of global oil and liquefied natural gas flows passed through the waterway. Separately, attacks on Saudi Arabia by Iran-backed Houthi militants in Yemen led to the closure of a major oil pipeline, while attacks on vessels in the Gulf added to disruption affecting regional energy shipments. Brent crude futures rose following the developments and briefly traded above $108 a barrel. Taiwan Semiconductor stock price SK Hynix stock price Samsung stock priceThe post Five Things to Watch in Markets This Week: AI, Fed, BOJ, BOE and Hormuz appeared first on US Editors. Original: Five Things to Watch in Markets This Week: AI, Fed, BOJ, BOE and Hormuz iHub News 2 days ago US Stock Futures Fall as AI Safety Concerns and Middle East Developments Weigh on Markets: Dow Jones, S&P, Nasdaq, Wall StreetSeptember 14, 2026 5:29 AM IH Market News US stock futures moved lower on Monday as investors assessed calls for a slowdown in advanced artificial intelligence development, upcoming Federal Reserve policy decisions and renewed uncertainty surrounding oil supplies from the Middle East. At 03:04 ET (07:04 GMT), Dow futures were down 63 points, or 0.1%, while S&P 500 futures declined 46 points, or 0.6%. Nasdaq 100 futures fell 431 points, or 1.5%. US equities had ended the previous week higher as investors monitored the possibility of talks between Gulf states and Iran over reopening tanker traffic through the Strait of Hormuz. The planned meeting has since been postponed. Separately, stronger-than-expected underlying US consumer price inflation in August contributed to expectations that the Federal Reserve could raise interest rates this week. Anthropic CEO Calls for Slower AI Development Artificial intelligence stocks came under pressure after Anthropic CEO Dario Amodei called for AI companies to slow the pace of development of advanced models. In an essay published on Saturday, Amodei raised concerns about the potential misuse of increasingly capable AI systems. “Progress will still seem fast, and we must make wise use of the time we gain,” Amodei wrote. The comments followed Anthropic’s disclosure last week that several actors had used its Claude AI models in activities ranging from weapons development to fraud. OpenAI CEO Sam Altman and xAI chief Elon Musk also expressed support for concerns surrounding the pace of AI development, prompting markets to assess the potential implications for investment in AI infrastructure. Deutsche Bank analysts said the debate could affect the “composition of AI capex rather than its scale,” with companies potentially directing more investment towards safety, monitoring and governance. Altman also said OpenAI would not proceed with a potential initial public offering this year because of safety concerns. AI-linked shares declined in Asia, including SoftBank in Japan and Taiwan Semiconductor Manufacturing Company (NYSE:TSM). SK Hynix (NASDAQ:SKHY) and Samsung Electronics (USOTC:SSNHZ) also fell in South Korea, while European technology shares traded lower. Trump Comments on US Position in AI US President Donald Trump said on Sunday that he wanted the United States to maintain its position relative to China in artificial intelligence. “We’re leading China in AI. We’re the most sophisticated country in the world and, frankly, I want to keep it that way — because whoever wins AI wins,” Trump told reporters in Ireland. “We can put guardrails, we can do this and that, but I think you have a lot of negative forces that are bringing it up that shouldn’t be bringing it up, and they’re bringing up things that won’t happen,” he added. Gulf-Iran Meeting on Strait of Hormuz Postponed A planned meeting between Gulf states and Iran concerning the Strait of Hormuz was postponed, adding uncertainty to diplomatic efforts surrounding the waterway. Oman’s foreign minister said the meeting had been delayed “in the interests of consensus.” Iran’s foreign ministry said it would coordinate with Oman to arrange another date, according to Fars news agency. Iranian officials had previously said they intended to present an agreement with Oman to Gulf Arab states concerning the reopening of the Strait of Hormuz. Before the latest Middle East conflict began in late February, approximately one-fifth of global oil and liquefied natural gas flows passed through the waterway. Separately, attacks by Iran-backed Houthi militants in Yemen resulted in the closure of a major Saudi east-west oil pipeline, while attacks on vessels in the Gulf added to concerns about regional supply routes. Brent Crude Moves Above $108 Oil prices rose on Monday following the latest developments. Brent crude futures briefly moved above $108 a barrel, while US West Texas Intermediate futures also gained. ANZ analysts said Saudi Arabia “has now lost the option to use western exports if the Strait of Hormuz deteriorates again.” “This is likely to put further upward pressure on oil prices this week,” the analysts added. Taiwan Semiconductor stock price SK Hynix stock price Samsung stock priceThe post US Stock Futures Fall as AI Safety Concerns and Middle East Developments Weigh on Markets: Dow Jones, S&P, Nasdaq, Wall Street appeared first on US Editors. Original: US Stock Futures Fall as AI Safety Concerns and Middle East Developments Weigh on Markets: Dow Jones, S&P, Nasdaq, Wall Street iHub News 5 days ago TSMC August Revenue Rises 53.3% to T$514.8 BillionSeptember 10, 2026 6:23 AM IH Market News Taiwan Semiconductor Manufacturing Co (NYSE:TSM), or TSMC, reported a 53.3% year-on-year increase in August revenue as demand for its advanced semiconductor manufacturing processes continued. Revenue reached T$514.8 billion ($16.35 billion) for the month, compared with the same period a year earlier. On a month-on-month basis, revenue increased 10.1%. For the year to date, TSMC reported revenue of T$3.38 trillion, representing an increase of 39.3% from the corresponding period last year. Advanced Chip Processes Support Revenue Growth According to the supplied information, August’s revenue growth was supported primarily by sales from TSMC’s most advanced chipmaking processes. Demand for these manufacturing technologies has increased in recent years alongside demand for advanced artificial intelligence processors. The increase in demand has constrained TSMC’s overall production capacity, according to the supplied information. The company has been expanding capacity while prices charged to contract manufacturing customers have also increased. TSMC is a supplier to Nvidia and manufactures semiconductors on behalf of customers as a contract chipmaker. TSMC Shares Rise Over Past 12 Months TSMC shares have doubled in value over the past 12 months, according to the supplied information. The stock has increased approximately sixfold since late 2022. The reported share-price performance describes historical movements and does not indicate future returns. Taiwan Semiconductor stock priceThe post TSMC August Revenue Rises 53.3% to T$514.8 Billion appeared first on US Editors. Original: TSMC August Revenue Rises 53.3% to T$514.8 Billion BottomBounce 1 month ago 🥈 + AI = a powerful silver thesis. Data centers need massive amounts of electrical infrastructure, and silver's conductivity makes it valuable across electronics and power systems. AI growth could add another structural demand source to an already-tight market. ⚡️🚨 $TSM iHub News 1 month ago TSMC and Sony plan $4.69 billion Japan chip venture for next-generation image sensorsAugust 11, 2026 6:41 AM IH Market News TSMC (NYSE:TSM) and Sony Group (NYSE:SONY) are joining forces on a $4.69 billion semiconductor venture in Japan focused on developing and manufacturing next-generation image sensors, with mass production targeted for 2029. The companies announced the agreement on Tuesday, outlining plans for a new manufacturing operation in Kumamoto, southern Japan, where TSMC already operates its Japan Advanced Semiconductor Manufacturing chip facility. Sony to take controlling stake in semiconductor venture Sony will hold the controlling interest in the new company and plans to invest 465 billion yen ($2.92 billion). TSMC will contribute 282 billion yen to the partnership, giving both companies substantial financial exposure to the development of the new manufacturing operation. The venture will operate under the name Advanced Vision Semiconductor Manufacturing Corp. New facility to target smartphone image sensors The partnership will establish a central facility for the development and production of image sensors designed for smartphones using advanced semiconductor manufacturing technology. Combining Sony’s position in image sensors with TSMC’s semiconductor manufacturing capabilities gives the companies a shared platform for developing and producing future generations of imaging technology. The decision to locate the operation in Kumamoto also places the venture alongside TSMC’s existing Japanese semiconductor manufacturing presence. Government support could contribute to additional funding Sony and TSMC’s announced investments will account for a substantial portion of the project’s financing, but further capital will be required to reach the planned production capacity. The companies said they are considering additional funding on the expectation that support from the Japanese government will be available. For investors, the $4.69 billion commitment represents a significant long-term expansion of the relationship between two major semiconductor industry players. Attention will now turn to additional financing, government support and development of the Kumamoto operation ahead of the planned start of mass production in 2029. The post TSMC and Sony plan $4.69 billion Japan chip venture for next-generation image sensors appeared first on US Editors. Original: TSMC and Sony plan $4.69 billion Japan chip venture for next-generation image sensors iHub News 2 months ago TSMC plans chip price increases of up to 10% from 2027, report says (NYSE:TSM)July 22, 2026 6:46 AM IH Market News Contract chipmaker looks to offset rising production costs TSMC (NYSE:TSM) is planning to increase chip manufacturing prices by as much as 10% beginning in 2027, according to two sources familiar with the matter. The planned price adjustments are intended to help offset rising expenses linked to raw materials, semiconductor manufacturing equipment and the construction of fabrication plants outside Taiwan, one of the sources said. Nikkei Asia first reported the proposed pricing changes on Tuesday. Both mature and advanced process technologies affected According to the sources, the base price increase could reach up to 10%, with the final adjustment varying depending on individual customers and product categories. Production using mature manufacturing processes, including 12-nanometre, 16-nanometre and 28-nanometre technologies, is expected to see increases of up to 10%. Advanced chip production using process technologies below 6 nanometres is also expected to be subject to price increases of as much as 10%, one of the sources said. Nikkei Asia reported that pricing negotiations with customers began in June and concluded in July, with the revised pricing structure scheduled to take effect at the beginning of 2027. TSMC maintains long-term pricing strategy A TSMC spokesperson declined to comment directly on pricing discussions when contacted by Reuters on Tuesday. “Our pricing strategy is strategic, not opportunistic. We will continue to work closely with customers and sell our value to them,” the spokesperson said. Chief Executive Officer C.C. Wei said in June that he would like to increase prices, although he indicated the company would avoid the kind of sudden price hikes implemented by some memory chip manufacturers. Strong AI demand continues to support earnings The potential pricing changes come shortly after TSMC reported stronger-than-expected second-quarter results, underlining continued demand for artificial intelligence chips. Last week, the world’s largest contract chipmaker posted a 77% year-over-year increase in second-quarter profit to a record T$706.6 billion ($22 billion), reinforcing its position as one of the key beneficiaries of the AI infrastructure boom. Taiwan Semiconductor stock priceThe post TSMC plans chip price increases of up to 10% from 2027, report says (NYSE:TSM) appeared first on US Editors. Original: TSMC plans chip price increases of up to 10% from 2027, report says (NYSE:TSM) iHub News 2 months ago TSMC sees long-term AI chip demand as Arizona investment expands to $265 billionJuly 20, 2026 6:07 AM IH Market News TSMC (NYSE:TSM) expects demand for artificial intelligence chips to remain strong for years as it accelerates investment in its manufacturing operations in Arizona, although the company acknowledges labour and infrastructure challenges could affect the pace of expansion. Following stronger-than-expected second-quarter results, Chief Financial Officer Wendell Huang said the chipmaker remains confident in its long-term outlook and has increased its planned investment in Arizona to $265 billion. AI demand continues to drive expansion Huang said TSMC remains encouraged by customer demand and intends to continue investing in production capacity with support from the U.S. government. “We will continue to invest,” he said, adding that the company was very grateful for U.S. government support. “We continue to see customers’ strong demand — multi-year structural demand.” As the world’s leading manufacturer of advanced AI semiconductors and a key supplier to Nvidia, TSMC has become a closely watched indicator of global demand across the semiconductor industry. The expansion also represents a significant boost for U.S. President Donald Trump’s efforts to increase domestic semiconductor manufacturing. Trump has repeatedly argued that Taiwan captured a significant share of America’s chip industry and has said that by the time he leaves office, the United States will account for 50% of global semiconductor manufacturing capacity. Arizona facilities continue to expand According to Huang, TSMC’s first fabrication plant in Arizona is now operational and delivering manufacturing yields comparable with the company’s flagship facility in Taiwan. The second fabrication plant is preparing to install production equipment, while construction is progressing on a third facility. Preparatory work has also begun on a fourth fabrication plant and the site’s first advanced chip packaging facility. Once all current and planned projects are completed, TSMC’s Arizona campus will include 12 fabrication and advanced packaging facilities along with a research and development centre. Huang did not provide a timetable for the latest investment plans. He noted that expansion remains constrained by practical issues. “However, there are physical constraints — the number of construction workers available, the infrastructures available,” Huang said. “We’ll work closely with the government to solve these issues.” Taiwan remains central to advanced chip production While expanding internationally, TSMC continues to invest heavily in Taiwan, where it plans to build 13 advanced fabrication and packaging facilities over the coming years. “Land is a scarce resource in Taiwan,” Huang said. “Therefore, whenever there are available lands, we will use them for the most leading-edge technologies.” “When you ramp the most leading-edge technologies, you need very close collaboration between the R&D and operation functions,” he added. “It has to be in Taiwan. And after it stabilizes, then we can consider transferring overseas.” Export controls remain a key challenge Huang also said the company could consider raising additional capital through bond sales if market conditions become favourable. Asked whether TSMC might issue shares in the United States, he said the company would “not rule out issuing new bonds.” The chipmaker continues to navigate geopolitical tensions between Washington and Beijing, particularly around U.S. export controls on advanced semiconductors destined for China. Regarding reports of a U.S. investigation linked to a chip that was ultimately used in a Huawei AI processor, Huang said TSMC continues to review its internal compliance systems while referring questions about the case to U.S. authorities. “I have to say there is (only) so much we can do in terms of complying with all the rules and regulations, but when the customers sell to customers, they sell to customers,” he said. “At some point in time, you lose the visibility. That’s the reality.” Despite recent investor concerns over the long-term sustainability of AI-related spending, TSMC remains confident in its competitive position. Although its Taipei-listed shares fell following earnings, the stock is still up nearly 50% this year. Huang said the company remains focused on maintaining its technology leadership despite growing competition. “We do not intend to leave anything on the table,” he said. “Our competitors are good, but we are even better.” Taiwan Semiconductor stock priceThe post TSMC sees long-term AI chip demand as Arizona investment expands to $265 billion appeared first on US Editors. Original: TSMC sees long-term AI chip demand as Arizona investment expands to $265 billion iHub News 2 months ago Tech Stocks Tumble as Netflix Plunges and Oil Surges Past $80: Dow Jones, S&P and Nasdaq FuturesJuly 17, 2026 9:16 AM IH Market News Tech stocks slide as Netflix plunges on weak guidance and oil tops $80 amid Middle East tensions. Get the latest market updates. Dow Jones, S&P 500 and Nasdaq futures are currently pointing to a notably lower open on Friday, with stocks likely to extend the pullback seen in the previous session. Technology stocks are likely to lead the way lower once again, as reflected by the 1.9 percent slump by the tech-heavy Nasdaq 100 futures. A steep drop by shares of Netflix (NASDAQ:NFLX) is likely to weigh on the tech sector, with the streaming giant plunging by 11.3 percent in pre-market trading. Netflix is under pressure after reporting second quarter results roughly in line with estimates but providing disappointing third quarter guidance. Concerns about valuations may also weigh on tech stocks ahead of earnings news from tech giants Alphabet (NASDAQ:GOOGL), Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT) and Meta Platforms (NASDAQ:META) next week. The downward momentum on Wall Street also comes amid a sharp increase by the price of crude oil, with U.S. crude oil futures surging back above $80 a barrel amid concerns about the escalating conflict in the Middle East. Tehran launched strikes against several countries across the Gulf and wider region after the U.S. launched a wave of strikes against Iran for the sixth night in a row over control of the Strait of Hormuz. Stocks moved mostly lower during trading on Thursday, giving back ground following the upward move seen over the two previous sessions. The major averages all moved to the downside, with the Nasdaq showing a significant decline. The major averages regained some ground going into end of the day but still closed in negative territory. The Nasdaq tumbled 387.28 points or 1.5 percent to 25,881.95, the S&P 500 slid 38.63 points or 0.5 percent to 7,533.77 and the Dow dipped 105.67 points or 0.2 percent to 52,552.97. The pullback on Wall Street came amid renewed weakness among technology stocks, as reflected by the slump by the tech-heavy Nasdaq. Computer hardware stocks turned in some of the worst performances, with the NYSE Arca Computer Hardware Index plummeting by 4.6 percent. Substantial weakness is also visible among semiconductor stocks, as reflected by the 4.3 percent plunge by the Philadelphia Semiconductor Index. Shares of Taiwan Semiconductor (NYSE:TSM) tumbled by 2.3 percent after the chipmaker reported better than expected second quarter results but forecast an increase in capital spending. “While the case for boosting capacity is clear at a time when there is a large gap between supply and demand, shareholders will want TSMC to retain some discipline even as it looks to meet orders piling up,” said AJ Bell head of markets Dan Coatsworth. Outside of the tech sector, gold stocks moved sharply lower along with the price of the precious metal, dragging the NYSE Arca Gold Bugs Index down by 4.4 percent. Brokerage and steel stocks also saw notable weakness, while transportation stocks showed a significant move to the upside, resulting in a 3.2 percent surge by the Dow Jones Transportation Average. Commercial real estate, housing and healthcare stocks also saw considerable strength, limiting the downside for the broader markets. In U.S. economic news, a report released by the Labor Department showed first-time claims for U.S. unemployment benefits unexpectedly dipped to a two-month low last week. The Labor Department said initial jobless claims fell dipped to 208,000 in the week ended July 11th, a decrease of 8,000 from the previous week’s revised level of 216,000. Economists had expected jobless claims to rise to 220,000 from the 215,000 originally reported for the previous week. With the unexpected decrease, jobless claims dropped to their lowest level since hitting 199,000 in the week ended May 2nd. Meanwhile the Commerce Department released a separate report on Thursday showing a modest increase in U.S. retail sales in the month of June. The Commerce Department said retail sales crept up by 0.2 percent in June after climbing by an upwardly revised 1.0 percent in May. Economists had expected retail sales to rise by 0.3 percent compared to the 0.9 percent increase originally reported for the previous month.The post Tech Stocks Tumble as Netflix Plunges and Oil Surges Past $80: Dow Jones, S&P and Nasdaq Futures appeared first on US Editors. Original: Tech Stocks Tumble as Netflix Plunges and Oil Surges Past $80: Dow Jones, S&P and Nasdaq Futures iHub News 2 months ago U.S. stocks set for weaker open as technology shares and oil prices weigh on sentiment: Dow Jones, S&P, Nasdaq, Wall Street FuturesJuly 16, 2026 9:18 AM IH Market News U.S. stock index futures pointed to a lower start on Thursday, suggesting Wall Street could surrender part of the gains recorded over the previous two trading sessions as investors reacted to weakness in technology stocks and renewed geopolitical tensions. Nasdaq 100 futures led the declines, falling 1.1% in premarket trading as semiconductor stocks came under pressure. TSMC weighs on technology sector One of the biggest drags on sentiment was Taiwan Semiconductor (NYSE:TSM), whose U.S.-listed shares dropped 4.4% before the opening bell. Although the chipmaker reported second-quarter results that exceeded expectations, investors reacted negatively to its plans for higher capital spending. “While the case for boosting capacity is clear at a time when there is a large gap between supply and demand, shareholders will want TSMC to retain some discipline even as it looks to meet orders piling up,” said AJ Bell head of markets Dan Coatsworth. Rising oil prices add to market caution Higher crude prices also contributed to the cautious mood after U.S. benchmark oil futures climbed back above $80 a barrel. Oil rallied following fresh U.S. military strikes on multiple targets across Iran overnight, with Tehran responding by launching new attacks on U.S. military bases in neighbouring Gulf states. Iran also warned it would target “all the infrastructure in the region” if President Donald Trump follows through on threats to strike Iranian power plants and bridges. Wall Street closed higher on Wednesday Despite losing early momentum, U.S. equities finished Wednesday’s session in positive territory. The Nasdaq gained 162.22 points, or 0.6%, to close at 26,269.23, while the S&P 500 rose 28.81 points, or 0.4%, to 7,527.40. The Dow Jones Industrial Average added 150.37 points, or 0.3%, ending the session at 52,658.64. Softer inflation data supports rate expectations Wednesday’s gains were supported by fresh inflation figures showing producer prices declined more than expected in June. The U.S. Labor Department reported that its Producer Price Index for final demand fell 0.3% during the month after an upwardly revised 0.6% increase in May. Economists had expected a smaller decline of 0.1%. Annual producer price inflation also eased to 5.5% from a revised 6.0%, below forecasts of 6.2%. Combined with softer consumer inflation data released earlier in the week, the figures reinforced expectations that the Federal Reserve will avoid raising interest rates in the near term. “Traders are rapidly retreating from rate-hike bets,” FHN Financial Chief Economist Chris Low. “Fed funds futures see the odds of a hike this month now at 9% and have a hike fully priced in by December. Yesterday, it was September.” Sector performance remains mixed Despite the encouraging inflation data, investor appetite remained restrained as markets monitored developments in the Middle East. In an interview with Fox News, President Donald Trump warned that the United States could target Iran’s power plants and bridges next week “unless they get to the table and negotiate.” Brokerage firms were among Wednesday’s strongest performers, with the NYSE Arca Broker/Dealer Index climbing 2.1% to a record closing high. Airline shares also advanced, with the NYSE Arca Airline Index gaining 1.6%, while software, banking and retail stocks finished higher. By contrast, computer hardware, networking and semiconductor shares underperformed the broader market. Taiwan Semiconductor stock priceThe post U.S. stocks set for weaker open as technology shares and oil prices weigh on sentiment: Dow Jones, S&P, Nasdaq, Wall Street Futures appeared first on US Editors. Original: U.S. stocks set for weaker open as technology shares and oil prices weigh on sentiment: Dow Jones, S&P, Nasdaq, Wall Street Futures iHub News 2 months ago TSMC posts record Q2 profit as AI demand drives higher revenue and investment outlook (TSM)July 16, 2026 6:46 AM IH Market News Taiwan Semiconductor Manufacturing Company, or TSMC (NYSE:TSM), reported record second-quarter earnings on Thursday as booming demand for artificial intelligence chips continued to fuel strong growth across its business. The chipmaker also raised its full-year revenue outlook and significantly increased its planned capital spending for 2026. AI demand fuels another record quarter TSMC posted net income of T$706.56 billion (US$21.98 billion) for the three months ended June 30, comfortably exceeding Bloomberg consensus estimates of T$623.73 billion. The result represented a 77.4% increase from a year earlier and marked the fifth consecutive quarter in which the company delivered record earnings. Quarterly revenue also reached a new high of T$1.27 trillion (US$39 billion), up 36% year over year, highlighting continued strength in demand for the company’s advanced semiconductor manufacturing services. Arizona expansion and higher capital spending Chief Executive C.C. Wei said TSMC will invest an additional US$100 billion to expand production capacity in Arizona, strengthening its manufacturing footprint in the United States alongside its existing operations in Taiwan and Japan. The company also sharply increased its 2026 capital expenditure forecast to between US$60 billion and US$64 billion, compared with its previous guidance of US$52 billion to US$56 billion. “The AI megatrend continues to drive the need for more and more computation, which supports the demand for leading-edge silicon,” CEO C.C. Wei said during the post-earnings conference call. Wei added that customer demand remains exceptionally strong, requiring TSMC to accelerate capacity expansion. Revenue outlook lifted despite margin pressure Chief Financial Officer Wendell Huang forecast third-quarter revenue of between US$44.6 billion and US$45.8 billion, with an operating margin of 56% to 58%. Huang also cautioned that gross margin will come under pressure due to the “extreme” production ramp-up of the company’s advanced 2-nanometre manufacturing technology. Reflecting continued momentum in AI-related spending, TSMC now expects its 2026 revenue to grow by more than 40% in US dollar terms, compared with its previous outlook for growth of more than 30%. AI boom continues to support long-term growth The latest results reinforce TSMC’s central role in the global semiconductor industry as investment in artificial intelligence infrastructure continues to accelerate. As the primary manufacturing partner for companies including NVIDIA Corporation (NASDAQ:NVDA) and Apple Inc. (NASDAQ:AAPL), TSMC produces advanced chips used in AI servers, smartphones, consumer electronics and a wide range of high-performance computing applications. Taiwan Semiconductor stock priceThe post TSMC posts record Q2 profit as AI demand drives higher revenue and investment outlook (TSM) appeared first on US Editors. Original: TSMC posts record Q2 profit as AI demand drives higher revenue and investment outlook (TSM) iHub News 2 months ago Nvidia expands AI and robotics collaboration with leading Japanese manufacturers (NVDA)July 16, 2026 6:35 AM IH Market News Nvidia (NASDAQ:NVDA) has announced new partnerships with several Japanese industrial companies, including Fanuc and Yaskawa Electric, as it seeks to accelerate the adoption of artificial intelligence and robotics across the manufacturing sector. Nvidia deepens its presence in Japan Speaking at a media event in Tokyo, Nvidia Chief Executive Jensen Huang outlined the company’s vision for the next generation of intelligent automation. “With AI, robots will become smart, easily adaptable and accessible,” Huang said. The collaborations are expected to combine Nvidia’s AI technologies with Japan’s expertise in industrial automation and robotics, supporting the development of more advanced manufacturing systems. Huang attracts strong attention during Japan visit Huang’s visit to Japan has generated significant public interest, reflecting his growing profile across Asia. On Wednesday, he attended an event hosted by gaming company Sega Sammy in Tokyo’s Akihabara district before later dining at a traditional Japanese izakaya. His appearances drew large crowds, particularly among technology enthusiasts and visitors familiar with his role in the global AI industry. “I think he’s the most influential man on Earth,” said Chang Hui-Yu, a 57-year-old Taiwanese tourist, speaking outside the Sega event. “It was my first time seeing Jensen Huang in person and I was so excited,” said Brian Yang, 37, who is Taiwanese and lives in Tokyo. AI investment cycle remains under the spotlight Huang was also photographed with senior executives from several major Japanese semiconductor supply chain companies, including the chief executives of Kioxia and Tokyo Electron. The meetings come as investors continue to assess the strength of global spending on artificial intelligence infrastructure. Earlier this week, ASML (EU:ASML) raised its sales outlook and confirmed plans to expand manufacturing capacity, while Taiwan Semiconductor Manufacturing Company (NYSE:TSM) is widely expected to report a fifth consecutive quarter of record earnings, supported by sustained demand for AI chips. Nvidia stock priceThe post Nvidia expands AI and robotics collaboration with leading Japanese manufacturers (NVDA) appeared first on US Editors. Original: Nvidia expands AI and robotics collaboration with leading Japanese manufacturers (NVDA) iHub News 2 months ago US markets steady as TSMC delivers record profit and investors await key economic data: Dow Jones, S&P, Nasdaq, Wall Street FuturesJuly 16, 2026 6:00 AM IH Market News US stock futures traded close to flat on Thursday as investors weighed encouraging inflation data, another strong round of corporate earnings and ongoing geopolitical tensions in the Middle East. Market attention also turned to a busy schedule of economic releases and earnings reports that could shape sentiment for the remainder of the week. Futures pause after inflation-driven gains Wall Street futures were little changed in early trading following Wednesday’s rally, which was fuelled by softer-than-expected US inflation figures. By 04:00 ET, S&P 500 futures were down 0.2%, Nasdaq 100 futures had fallen 0.4% and Dow Jones futures were broadly unchanged. The latest inflation data strengthened expectations that the Federal Reserve will leave interest rates unchanged in the near term. However, investors remained cautious as military tensions between the United States and Iran continued to create uncertainty, while recent volatility across semiconductor stocks kept valuations in the artificial intelligence sector under scrutiny. With inflation concerns easing, market attention has shifted back to whether corporate earnings can continue to support this year’s strong equity rally. TSMC reinforces confidence in AI demand Taiwan Semiconductor Manufacturing Company (NYSE:TSM) reported record quarterly earnings, highlighting continued strength in global demand for artificial intelligence chips. The company posted a 77% increase in second-quarter net profit to T$706.6 billion (US$22 billion), comfortably exceeding analysts’ expectations. As the world’s largest contract chip manufacturer, supplying customers including Nvidia and Apple, TSMC is widely viewed as a key indicator of investment trends across the AI industry. The results followed upbeat guidance from ASML earlier this week, reinforcing confidence that companies supporting AI infrastructure continue to benefit from robust customer demand despite recent share price volatility. Apple secures AI approval in China Chinese technology stocks also attracted investor attention after Apple (NASDAQ:AAPL) received regulatory approval to introduce Apple Intelligence features in China. Alibaba (NYSE:BABA) rose nearly 5%, while Baidu (NASDAQ:BIDU) gained around 4% after China’s cyberspace regulator approved Apple’s on-device generative AI services for iPhone users. The approval removes a significant regulatory obstacle for Apple as it expands its artificial intelligence offering in one of its largest markets, while also creating opportunities for domestic technology companies supporting its AI ecosystem. Middle East tensions remain a key risk Despite improving sentiment surrounding inflation and earnings, geopolitical developments continued to influence financial markets. The US military carried out another round of strikes against Iran, with US Central Command stating that operations targeted sites linked to attacks on commercial vessels passing through the Strait of Hormuz. President Donald Trump also reiterated that military action would continue until Iran agreed to negotiations. Although markets have become less sensitive to daily headlines, investors remain alert to the possibility of disruptions to one of the world’s most important oil shipping routes. Any sustained increase in energy prices could reignite inflation pressures and complicate the Federal Reserve’s policy outlook. Busy calendar ahead Investors are also preparing for another busy session of corporate earnings and economic releases. Netflix (NASDAQ:NFLX), GE Aerospace (NYSE:GE), State Street (NYSE:STT) and U.S. Bancorp (NYSE:USB) are all due to publish quarterly results. Meanwhile, June retail sales figures and the latest weekly jobless claims data are expected to provide fresh insight into the health of US consumer spending and labour market conditions. Stronger-than-expected earnings and economic data would reinforce confidence in the resilience of the US economy, while weaker figures could revive concerns over slowing growth following this year’s strong stock market gains. Taiwan Semiconductor stock price Apple stock price Alibaba Group Holdings stock price Baidu stock price Netflix stock price GE Aerospace stock price State Street Corporation stock price U.S. Bancorp stock priceThe post US markets steady as TSMC delivers record profit and investors await key economic data: Dow Jones, S&P, Nasdaq, Wall Street Futures appeared first on US Editors. Original: US markets steady as TSMC delivers record profit and investors await key economic data: Dow Jones, S&P, Nasdaq, Wall Street Futures iHub News 2 months ago TSMC Delivers Record Second-Quarter Revenue as AI Chip Demand Accelerates (TSM)July 13, 2026 6:58 AM IH Market News AI Boom Drives Record Quarterly Sales TSMC (NYSE:TSM) reported record second-quarter revenue on Monday as robust demand for artificial intelligence chips continued to fuel growth for the world’s largest contract semiconductor manufacturer. Revenue for the April-to-June period climbed 36% year-on-year to T$1.27 trillion (US$39.62 billion), according to Reuters calculations, narrowly exceeding the T$1.264 trillion LSEG SmartEstimate compiled from 20 analysts. TSMC is a key manufacturing partner for major technology companies including Nvidia and Apple. Revenue Exceeds Company Guidance During its April earnings update, TSMC projected second-quarter revenue of between US$39.0 billion and US$40.2 billion, a forecast issued in U.S. dollars rather than New Taiwan dollars. June alone generated revenue of T$442.68 billion, representing a 67.9% increase from the same month last year and a 6.2% rise from May. The monthly sales figures had originally been scheduled for release last Friday but were postponed after Typhoon Bavi forced the closure of financial markets in Taipei. Investors Await Full Earnings Report Despite reporting record sales, TSMC did not provide updated guidance or additional commentary alongside its preliminary revenue announcement. The company is due to publish its full second-quarter earnings on Thursday, when management is expected to outline its outlook for the current quarter and the remainder of the year. According to an LSEG SmartEstimate, analysts expect second-quarter net profit to increase by 58.8% compared with the same period last year. Shares Continue Strong 2026 Performance TSMC, Asia’s largest listed company with a market capitalisation of approximately US$1.955 trillion, saw its Taipei-listed shares rise 1% on Monday ahead of the revenue release, while the broader market finished little changed. The stock has gained 57% since the beginning of the year, broadly matching the strong performance of the wider technology sector. Taiwan Semiconductor stock priceThe post TSMC Delivers Record Second-Quarter Revenue as AI Chip Demand Accelerates (TSM) appeared first on US Editors. Original: TSMC Delivers Record Second-Quarter Revenue as AI Chip Demand Accelerates (TSM) iHub News 2 months ago Markets Face Fresh Volatility as Oil Rises, Chip Stocks Retreat and Earnings Season Begins: Dow Jones, S&P, Nasdaq, Wall Street FuturesJuly 13, 2026 6:22 AM IH Market News Financial markets started the week on an uncertain note as renewed military tensions between the United States and Iran pushed oil prices sharply higher, pressured equity futures and shifted investor attention toward a crucial week of corporate earnings. At the same time, weakness across Asian semiconductor stocks has prompted questions about near-term sentiment toward artificial intelligence investments, despite continued strong demand for advanced chips. Geopolitical Tensions Pressure Equity Futures U.S. stock futures traded mixed on Monday following another round of military action involving Washington and Tehran, raising concerns over the potential impact on global markets. By 04:53 ET (08:53 GMT), S&P 500 futures were down 0.3%, Nasdaq 100 futures had fallen 1%, while Dow Jones futures edged 0.03% higher. Technology stocks were expected to lead declines after heavy selling in Asian semiconductor shares, while investors also positioned for a busy schedule of second-quarter earnings reports. This week, markets are expected to be driven primarily by geopolitical developments and corporate results. Higher energy prices could revive inflation concerns, while earnings will be closely watched for signs that spending on artificial intelligence continues to support profit growth. Strait of Hormuz Remains in Focus Investors continued to monitor developments in the Middle East after the United States and Iran exchanged further strikes over the weekend. U.S. Central Command said it had carried out a fresh series of attacks on multiple Iranian targets intended to reduce Tehran’s ability to threaten shipping through the Strait of Hormuz. President Donald Trump insisted that the strategic waterway remained open to commercial traffic, dismissing Iranian claims that it had been closed following recent U.S. military action. The conflicting statements have increased uncertainty surrounding global energy supplies, given that around one-fifth of the world’s seaborne oil normally passes through the Strait of Hormuz. A prolonged disruption could drive oil prices even higher, adding further inflationary pressure for households and businesses worldwide. Crude Prices Extend Their Rally Oil prices climbed sharply as traders reacted to the renewed conflict. Brent crude rose 4.8% to $79.65 per barrel, while U.S. West Texas Intermediate gained 5% to $74.98 per barrel after both benchmarks had already posted gains exceeding 4% last week. The rally followed Iran’s announcement that it had closed the Strait of Hormuz, although U.S. officials disputed the claim and said commercial shipping continued uninterrupted. Sustained increases in oil prices typically feed through to higher fuel and transport costs, potentially increasing inflation while benefiting energy producers. Conversely, sectors such as airlines, transportation and consumer discretionary companies could face additional headwinds. Semiconductor Shares Under Pressure Asian chipmakers came under significant selling pressure, led by SK Hynix, whose shares fell almost 14% in South Korea despite the company’s successful Nasdaq listing last week. The decline contributed to a drop of more than 5% in South Korea’s KOSPI index, prompting the Korea Exchange to temporarily suspend trading. Much of the selling appeared to reflect profit-taking and investor caution ahead of earnings season rather than weakening demand for artificial intelligence hardware. By contrast, Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) reported another strong quarter, with second-quarter revenue increasing 36% year-on-year to T$1.27 trillion, supported by sustained demand for AI chips. The contrasting performances underline the difference between short-term market sentiment and longer-term industry fundamentals. Earnings Season Takes Centre Stage Alongside geopolitical developments, investors are preparing for a packed week of second-quarter earnings announcements. After months of equity gains fuelled largely by optimism surrounding artificial intelligence, markets will now look for evidence that corporate earnings continue to justify current valuations. Technology companies are likely to remain under particular scrutiny as investors assess whether continued investment in AI infrastructure is translating into stronger revenues and profits. The results will also influence expectations for the wider economy, particularly regarding inflation and the future direction of U.S. interest rates. Taiwan Semiconductor stock priceThe post Markets Face Fresh Volatility as Oil Rises, Chip Stocks Retreat and Earnings Season Begins: Dow Jones, S&P, Nasdaq, Wall Street Futures appeared first on US Editors. Original: Markets Face Fresh Volatility as Oil Rises, Chip Stocks Retreat and Earnings Season Begins: Dow Jones, S&P, Nasdaq, Wall Street Futures iHub News 2 months ago Citi Raises TSMC Price Target on Strong AI Outlook Ahead of Earnings (TSM)July 6, 2026 6:55 AM IH Market News Broker Expects Higher 2026 Growth Guidance Citi has increased its price target on Taiwan Semiconductor Manufacturing (NYSE:TSM), saying the world’s largest contract chipmaker is well positioned to upgrade its 2026 revenue outlook and long-term growth expectations when it reports quarterly results later this month. The brokerage lifted its target price to NT$3,800 from NT$2,875 while maintaining its Buy rating, arguing that sustained demand for advanced artificial intelligence semiconductors continues to strengthen the company’s earnings outlook ahead of its analyst meeting on 16 July. Shares Advance as Investors Price in Strong AI Demand TSMC shares gained around 2.3% to NT$2,500 in early trading in Taipei on Monday, leaving the stock roughly 1.4% below its 52-week high as investors responded to Citi’s more optimistic assessment before the upcoming earnings announcement. The brokerage expects demand to remain strong across multiple advanced semiconductor applications, extending beyond AI graphics processors to include custom AI chips, cloud-based TPUs, networking silicon, optical interconnect technologies and high-performance CPUs. Citi also anticipates wafer pricing will continue to strengthen into next year as demand accelerates for TSMC’s advanced N2 and N3 manufacturing processes. Scale and Advanced Packaging Seen as Key Advantages According to Citi, TSMC’s competitive strength increasingly lies in its manufacturing scale and leadership in advanced packaging technologies rather than process technology alone. The brokerage estimates production capacity for the company’s leading-edge manufacturing nodes could reach between 350,000 and 400,000 wafers per month by the end of 2028, supporting higher factory utilisation, stronger pricing power and resilient profit margins despite rising depreciation costs. Capital Spending Expected to Increase Further Citi also raised its capital expenditure forecasts for 2027 and 2028 to between $75 billion and $80 billion, reflecting expectations that TSMC will continue expanding advanced fabrication capacity alongside next-generation packaging capabilities. The brokerage believes demand for advanced packaging is broadening well beyond AI graphics processors to include custom AI accelerators, CPUs and networking processors, making it one of the company’s fastest-growing business segments. Continued investment in technologies such as CoWoS, SoIC and future packaging platforms is expected to reinforce TSMC’s market leadership as global spending on artificial intelligence infrastructure continues to expand. Taiwan Semiconductor stock priceThe post Citi Raises TSMC Price Target on Strong AI Outlook Ahead of Earnings (TSM) appeared first on US Editors. Original: Citi Raises TSMC Price Target on Strong AI Outlook Ahead of Earnings (TSM) BottomBounce 3 months ago $TSM $HPQFF ⚡ 25 AI-Driven Reasons Some Investors Build a Bullish Thesis on HPQ Silicon (HPQFF) 🌐 Macro Forces: AI + Silicon Demand AI chip demand exploding — NVIDIA, AMD, and Intel require ultra-pure silicon for advanced semiconductors. Data-center buildout accelerating — AI hyperscale campuses need massive volumes of silicon-based solar, batteries, and power electronics. Silicon shortages emerging — High-purity silicon supply is tightening as AI and EV demand converge. Silicon anode batteries rising — AI data centers need higher-density storage; silicon anodes outperform graphite. AI energy crisis — Silicon-based solar + storage is becoming essential for powering AI clusters. 🔬 HPQ Technology Fit High-purity silicon production — HPQ’s PUREVAP QRR tech aims to produce 4N+ silicon at lower cost. Nano-silicon materials — Critical for next-gen batteries used in AI-powered data centers. Silicon for solid-state batteries — Solid-state storage is a major target for hyperscale energy systems. Low-carbon silicon production — AI companies face pressure to decarbonize their supply chains. On-site silicon production potential — Modular reactors could theoretically support regional AI manufacturing hubs. 🏭 Manufacturing & Strategic Partnerships Partnership with PyroGenesis — Advanced plasma tech supports high-purity silicon production. PUREVAP QRR reactor progress — Designed to simplify silicon production vs. traditional carbothermic processes. Silicon battery material pilot lines — Aligns with global battery-storage demand for AI campuses. Low-CAPEX production approach — Attractive for scaling into emerging AI-energy markets. Potential licensing model — Could allow HPQ tech to be deployed globally without massive capital requirements. 🌍 Policy & Market Positioning North American silicon independence — U.S. and Canada want domestic supply for chips and batteries. IRA incentives for battery materials — Silicon anode materials qualify for major tax credits. AI companies pushing for clean supply chains — HPQ’s low-carbon silicon fits ESG requirements. Silicon demand from solar expansion — AI campuses are increasingly pairing solar + storage. Silicon demand from EV fleets — AI-driven autonomous fleets increase battery demand. 📈 Market & Investment Narrative Silicon anode market projected to surge — Expected to grow from ~$1B to ~$20B+ this decade. AI infrastructure is a multi-trillion market — Silicon is foundational to chips, storage, and power electronics. HPQ is one of few pure-play silicon innovators — Unique positioning among micro-caps. Optionality across multiple sectors — Batteries, solar, semiconductors, energy storage, and materials. Low market cap vs. ambition — Micro-caps often attract speculative interest when tied to megatrends like AI. iHub News 3 months ago Semiconductor stocks climb to record 19.7% of the S&P 500 as AI rally reshapes the indexJune 30, 2026 8:28 AM IH Market News Chipmakers reach unprecedented share of the benchmark Semiconductor companies now account for a record 19.7% of the S&P 500, almost four times their weighting of around 5% in June 2020, according to Citadel Securities strategist Scott Rubner. The sector’s influence has grown well beyond previous market peaks. Before the dotcom crash, semiconductor stocks represented just over 8% of the index, less than half their current share, highlighting the unprecedented concentration seen today. Nvidia (NASDAQ:NVDA) has been the biggest contributor to the sector’s expanding index weight during the artificial intelligence boom. However, gains have broadened to include companies such as Broadcom (NASDAQ:AVGO), TSMC (NYSE:TSM), ASML (NASDAQ:ASML), AMD (NASDAQ:AMD), along with memory-chip makers Micron (NASDAQ:MU) and SanDisk (NASDAQ:SNDK), further increasing the sector’s dominance. Passive investing continues to reinforce market concentration Rubner said the concentration has become self-perpetuating. As semiconductor shares outperform, their weighting within the index rises, prompting passive investment funds to allocate even more capital to the same companies. That additional demand then supports further price gains and increases index weights again. The trend has been amplified by exceptionally strong fund flows. According to Rubner’s analysis, exchange-traded funds attracted more than $1 trillion in inflows year-to-date through late June 2026, approximately 45% above the record pace seen during the same period last year. Valuation concerns continue to build Several market indicators are now signalling elevated valuations across the semiconductor sector. According to a Reuters report published on June 30, Bank of America’s proprietary Bubble Risk Indicator reached 0.91 for the PHLX Semiconductor Sector and 0.82 for the Technology Select Sector on a scale where one represents extreme bubble-like conditions. Meanwhile, LSEG head of earnings research Tajinder Dhillon noted that the S&P 500’s price-to-sales ratio has climbed to 3.22, well above its long-term average of 1.84. The widely followed Buffett Indicator, which compares total U.S. stock market capitalisation with gross domestic product, currently stands at 231.8%, indicating the market is “significantly overvalued.” Investors remain divided over the AI-driven rally Despite growing valuation concerns, not all market participants believe the concentration reflects a speculative bubble. JJ Kinahan, head of retail expansion and alternative investment products at Cboe Global Markets, argued that semiconductor suppliers remain well positioned compared with the companies investing heavily in artificial intelligence infrastructure. “The folks selling the picks and shovels are in incredibly good stead. Those buying them still have to prove that the billions and billions of dollars they’re spending is worth it.” The debate over whether hyperscale AI spending will ultimately generate returns sufficient to justify current semiconductor valuations has become one of Wall Street’s central investment questions. New-quarter fund flows could provide another boost Recent market performance has hinted at an early rotation away from the largest technology names. During the previous week, the S&P 500 declined 1.94% while small- and mid-cap stocks outperformed, suggesting investors may be broadening their exposure beyond megacap chip companies. Even so, Rubner highlighted July 1 as a potential near-term catalyst, with retirement contributions, target-date funds and systematic investment strategies expected to deploy fresh capital at the start of the new quarter. Given semiconductor companies’ record weighting within the S&P 500, those inflows could provide additional support for the sector in the short term. Over a longer horizon, however, future interest-rate decisions under Federal Reserve Chair Kevin Warsh could alter valuation assumptions and encourage institutional investors to reduce exposure to the sector. Nvidia stock price Broadcom stock price Taiwan Semiconductor stock price ASML Holding stock price Advanced Micro Devices stock price Micron Technology stock price SanDisk stock priceThe post Semiconductor stocks climb to record 19.7% of the S&P 500 as AI rally reshapes the index appeared first on US Editors. Original: Semiconductor stocks climb to record 19.7% of the S&P 500 as AI rally reshapes the index iHub News 3 months ago Intel Jumps After Trump Says Apple Will Partner on U.S. Chip Production (INTC)June 18, 2026 6:48 AM IH Market News Intel Corporation (NASDAQ:INTC) shares surged in premarket trading on Thursday after U.S. President Donald Trump said Apple Inc (NASDAQ:AAPL) had agreed to work with the chipmaker on designing and manufacturing semiconductors in the United States, a move that could bolster efforts to expand domestic chip production. Intel stock climbed more than 8% before the opening bell by 04:40 ET (08:40 GMT) following Trump’s comments. Trump Highlights Domestic Manufacturing Push In a social media post on Wednesday, Trump said that “Apple has agreed to work with Intel to design and build its Chips in America,” although he did not provide further details regarding the scope or timing of the collaboration. The president presented the reported agreement as part of a broader strategy aimed at strengthening the U.S. semiconductor industry and reducing reliance on overseas manufacturing. Trump also pointed to Intel’s partnerships with Nvidia and Elon Musk’s TerraFab venture as examples of progress in rebuilding America’s chipmaking capabilities. Government Stake in Intel Gains Value Trump further noted that the U.S. government’s investment in Intel has increased substantially in value since earlier this year. According to the president, the administration’s 10% holding in the company has risen from approximately $10 billion to $60 billion, reflecting the recent improvement in Intel’s market performance. The comments added to investor optimism surrounding the company’s turnaround efforts and strategic importance to U.S. industrial policy. Apple and Intel Reportedly Deepening Ties The latest remarks follow reports that Apple and Intel had already begun exploring a closer relationship. According to The Wall Street Journal, the two companies reached a preliminary agreement in early May to collaborate on chips for future Apple devices. Neither company has publicly disclosed detailed information regarding the potential partnership. Intel Seeks to Rebuild Foundry Leadership Once regarded as the world’s leading semiconductor manufacturer, Intel has spent recent years attempting to regain ground lost to competitors such as TSMC (NYSE:TSM) and Samsung Electronics Co Ltd (USOTC:SSNHZ). The company’s foundry ambitions have faced significant challenges, particularly during the rapid expansion of artificial intelligence, which accelerated demand for advanced chip manufacturing capabilities. As rivals captured a larger share of next-generation semiconductor production, Intel fell behind in the race to deliver cutting-edge process technologies. Advanced Manufacturing Progress Supports Recovery Efforts Recent reports indicate that Intel has begun producing chips using its latest 18A-P process technology, a key milestone in the company’s strategy to restore its competitive position. The new manufacturing node is expected to play a central role in Intel’s efforts to attract major customers and expand its contract chipmaking business. With support from Washington and potential collaborations with leading technology companies, investors are increasingly focused on whether Intel can successfully re-establish itself as a major force in advanced semiconductor manufacturing. Apple stock price Intel stock price Taiwan Semiconductor stock price Samsung stock price The post Intel Jumps After Trump Says Apple Will Partner on U.S. Chip Production (INTC) appeared first on US Editors. Original: Intel Jumps After Trump Says Apple Will Partner on U.S. Chip Production (INTC) iHub News 3 months ago TSMC Shares Slip as Taiwan Considers Tougher Restrictions on AI Chip Exports to China (TSM)June 9, 2026 8:51 AM IH Market News Taiwan Semiconductor Manufacturing (NYSE:TSM) shares fell around 1% in premarket trading on Tuesday following a Bloomberg report that Taiwan is evaluating stricter controls on the export of advanced artificial intelligence chips to China. If implemented, the proposed measures would mark one of the most significant steps taken by President Lai Ching-te’s administration to protect Taiwan’s technological leadership and address national security concerns. According to Bloomberg, citing sources familiar with the discussions, Taiwanese officials are examining regulations that would limit AI chip sales to all Chinese customers rather than only those already subject to restrictions, such as Huawei Technologies. The proposals are reportedly being discussed as part of broader trade negotiations with the United States and would, for the first time, provide Taiwan with legal authority to prosecute unauthorized exports of advanced AI chips to China as a criminal offense. While U.S. regulations already prohibit certain sales of advanced semiconductors to China, Taiwan currently does not classify such exports as criminal violations under domestic law. This has limited the ability of local authorities to pursue enforcement actions. Taiwan’s first publicly known detentions linked to alleged semiconductor smuggling occurred only last month and involved narrower allegations related to document falsification. Under the framework under consideration, Taiwan would restrict exports of AI chips that exceed a specified computing performance threshold to Chinese buyers. The approach would closely resemble export controls introduced by Washington beginning in 2022. The report noted that details of the proposal remain under review and that senior officials from both Taiwan and the United States have not yet formally approved any final agreement. The discussions come as U.S. policymakers increasingly focus on preventing advanced computing hardware from reaching China through indirect channels. Concerns have grown over shipments of AI servers equipped with Nvidia chips being diverted from Taiwan to Chinese entities. Last week, the Trump administration moved to address what it viewed as a potential loophole that could allow advanced semiconductors to be supplied to overseas subsidiaries of Chinese companies. Separately, U.S. senators Jim Banks of Indiana and Andy Kim of New Jersey sent a letter on Monday to Jeffrey Kessler, head of the Bureau of Industry and Security, urging regulators to tackle the practice of Chinese firms using overseas subsidiaries to order custom-designed chips from contract manufacturers such as TSMC. Taiwan Semiconductor stock price Original: TSMC Shares Slip as Taiwan Considers Tougher Restrictions on AI Chip Exports to China (TSM) iHub News 3 months ago TSMC Sees Strong Long-Term Growth as AI Demand Continues to Accelerate (TSM)June 4, 2026 6:08 AM IH Market News Taiwan Semiconductor Manufacturing Company (NYSE:TSM) remains confident in its long-term growth trajectory, with Chief Executive C.C. Wei highlighting sustained demand for advanced computing infrastructure and cutting-edge semiconductors driven by the rapid expansion of artificial intelligence. Speaking at the company’s annual shareholder meeting on Thursday, Wei said customer sentiment toward AI-related spending remains highly positive, reinforcing expectations that demand for advanced chips will continue to support growth in the years ahead. According to Wei, TSMC is working closely with customers to expand manufacturing capacity and meet increasing requirements for high-performance semiconductors used in artificial intelligence applications. He indicated that demand continues to outpace available supply in some areas of the market, underscoring the industry’s ongoing investment cycle. Wei also addressed the company’s growing manufacturing footprint in the United States. TSMC is currently investing approximately $165 billion in a major expansion programme in Arizona, where it is constructing multiple semiconductor fabrication facilities. While the investment is expected to play a significant role in supporting U.S. customers over the long term, Wei acknowledged that fully meeting domestic demand through American production alone will take a “very long time.” He did not provide a specific timeline for when the new facilities could satisfy the full requirements of U.S.-based customers. The comments come as governments and technology companies increasingly prioritise supply-chain resilience and local semiconductor manufacturing capacity. TSMC’s Arizona expansion forms part of a broader effort to diversify production while maintaining its position as the world’s leading contract chip manufacturer. In addition to discussing growth opportunities, Wei emphasised the company’s commitment to its workforce, stating that TSMC remains focused on supporting and investing in its employees as the business expands globally. His remarks follow recent developments in the wider semiconductor industry, including an agreement reached last month between Samsung Electronics and its labour union that helped avert potential strike action in South Korea. The discussions centred on issues including compensation and profit-sharing arrangements. With artificial intelligence continuing to drive unprecedented demand for advanced processors, TSMC remains one of the key beneficiaries of the global AI investment cycle. The company’s leadership believes sustained customer demand, ongoing capacity expansion and technological leadership will continue to underpin future growth. More About Taiwan Semiconductor Manufacturing Company Taiwan Semiconductor Manufacturing Company is the world’s largest dedicated semiconductor foundry, manufacturing chips for many of the leading technology companies globally. Its customers include major players in artificial intelligence, cloud computing, smartphones, consumer electronics and high-performance computing. The company is at the forefront of advanced semiconductor manufacturing, producing some of the industry’s most sophisticated chips using leading-edge process technologies. As demand for AI infrastructure grows, TSMC plays a critical role in supplying the processors that power data centres, machine learning applications and next-generation computing platforms worldwide. Original: TSMC Sees Strong Long-Term Growth as AI Demand Continues to Accelerate (TSM) BottomBounce 3 months ago Why Silver Demand Is Set to Explode: 7 Industries That Can’t Survive Without It https://x.com/safehavenmoney/status/2046014942348730819 $TSM iHub News 3 months ago TSMC Expands Use of NVIDIA AI Technologies Across Chip Production OperationsJune 1, 2026 5:41 AM IH Market News NVIDIA (NASDAQ:NVDA) revealed that Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is deploying a range of its artificial intelligence and accelerated computing technologies throughout semiconductor development and manufacturing processes, deepening the partnership between the two companies. The initiative spans multiple areas of chip production, from lithography and materials research to factory optimization and defect detection, as semiconductor manufacturers increasingly adopt AI-driven tools to improve efficiency and performance. AI-Powered Lithography Delivers Efficiency Gains One of the key technologies being implemented is NVIDIA’s cuLitho platform, which TSMC is using for computational lithography applications. According to the companies, the solution has generated improvements of between 20% and 50% in either cost efficiency or processing cycle times compared with traditional CPU-based approaches. The technology is designed to accelerate one of the most computationally intensive stages of semiconductor manufacturing, helping optimize chip patterning and production workflows. Faster Materials Research Through Accelerated Simulation TSMC is also leveraging NVIDIA’s cuEST software for electronic structure simulation, enabling significantly faster analysis of semiconductor materials. The companies stated that the platform can deliver chemistry simulations up to 50 times faster than conventional methods, supporting the design and development of advanced semiconductor materials. By shortening simulation times, engineers can evaluate a broader range of material candidates and accelerate research and development cycles. Machine Learning Enhances Process Control For manufacturing process optimization, TSMC has incorporated NVIDIA’s cuML machine learning library into its advanced process control systems. The platform enables the analysis of hundreds of thousands of manufacturing parameters across thousands of production stages, allowing engineers to identify inefficiencies and reduce process variation more effectively. According to TSMC, the technology has contributed to meaningful improvements in process consistency and operational performance. GPU Computing Improves Fab Productivity The semiconductor manufacturer is also deploying NVIDIA H200 GPUs to support production scheduling and factory management. By using GPU-accelerated computing for scheduling calculations, TSMC has been able to better manage complex manufacturing constraints and optimize production flows within its fabrication facilities. The companies said these enhancements have resulted in measurable productivity improvements across fab operations. AI Vision Systems Strengthen Defect Detection Another area of collaboration focuses on quality control and inspection. TSMC is utilizing NVIDIA’s Metropolis platform alongside the NVIDIA TAO Toolkit to develop advanced vision AI systems capable of identifying semiconductor defects at nanometer scale. The technology improves defect classification accuracy while reducing the amount of manual labeling and model retraining required, helping streamline inspection processes and improve manufacturing yields. Digital Twin Technology Supports Virtual Factory Design TSMC is additionally evaluating NVIDIA Omniverse libraries as part of its FabTwin initiative, a virtual manufacturing environment designed to simulate and optimize fabrication facilities. The digital platform allows engineers to test equipment layouts, production scenarios and workflow configurations in a virtual setting before implementing changes in physical facilities. This approach can help reduce deployment risks, improve planning efficiency and accelerate factory optimization efforts. NVIDIA Highlights Growing Role of AI in Manufacturing Commenting on the partnership, NVIDIA founder and Chief Executive Officer Jensen Huang emphasized the increasing role of artificial intelligence within advanced semiconductor production. “TSMC is bringing NVIDIA AI and accelerated computing into the fab itself, tackling some of the world’s most complex design and manufacturing challenges,” said Jensen Huang, NVIDIA’s founder and CEO. The announcement was made during NVIDIA’s GTC Taipei event, where the company showcased a range of technologies aimed at expanding the use of AI across industrial, enterprise and manufacturing applications. Nvidia stock price Taiwan Semiconductor stock price Original: TSMC Expands Use of NVIDIA AI Technologies Across Chip Production Operations Diogenes of Sinope 4 months ago https://investorshub.advfn.com/stock-market/NYSE/taiwan-semiconductor-man-TSM/stock-news/98615019/form-6-k-report-of-foreign-issuer-rules-13a-16 Diogenes of Sinope 4 months ago https://investorshub.advfn.com/stock-market/NYSE/taiwan-semiconductor-man-TSM/stock-news/98605718/form-6-k-report-of-foreign-issuer-rules-13a-16 Monksdream 4 months ago TSM, buy the dip iHub News 4 months ago Intel pushes PC makers toward next-generation chips amid AI demand surge (INTC)May 19, 2026 6:44 AM IH Market News Intel encourages wider adoption of processors built on 18A technology Intel (NASDAQ:INTC) is urging laptop and PC manufacturers to accelerate adoption of processors produced using its latest semiconductor manufacturing technology, as booming demand for artificial intelligence computing continues to strain supplies of advanced chips, Nikkei Asia reported Tuesday.According to the report, which cited industry sources, Intel has asked key computer manufacturing partners in the United States, China and Taiwan to increase usage of processors manufactured with the company’s 18A process technology, which became available late last year.Intel reportedly informed partners that supply availability for its newest processor families, including Panther Lake and Wildcat Lake, is stronger than for chips manufactured using older process technologies. Intel looks to regain ground in advanced chip manufacturing The company’s push to promote next-generation processors comes as Intel attempts to strengthen its position in the global AI semiconductor race and recover lost ground in advanced chip production after trailing rival TSMC (NYSE:TSM) during the rapid expansion of artificial intelligence demand.Intel is also working with several major technology companies, including Tesla (NASDAQ:TSLA) and SpaceX’s Terrafab project, as part of efforts to manufacture advanced semiconductors and revive its foundry operations.Intel stock priceTaiwan Semiconductor stock priceTesla stock price Original: Intel pushes PC makers toward next-generation chips amid AI demand surge (INTC) iHub News 4 months ago Applied Materials (AMAT) and TSMC Expand Partnership to Advance Next-Generation AI ChipsMay 11, 2026 9:42 AM IH Market News Applied Materials Inc. (NASDAQ:AMAT) has unveiled a new strategic collaboration with Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) aimed at accelerating the development of advanced semiconductor technologies for artificial intelligence applications.The companies said they will work together at Applied Materials’ EPIC Center in Silicon Valley, focusing on next-generation materials engineering, semiconductor equipment innovation and advanced process integration technologies. Collaboration Builds on Decades-Long Relationship The latest agreement extends a partnership between the two companies that has spanned more than three decades.Gary Dickerson, President and CEO of Applied Materials, said the initiative is designed to deepen cooperation between the companies and help speed up development across increasingly complex semiconductor manufacturing roadmaps.“We are strengthening our collaboration to accelerate the development of technologies needed to address growing complexity in the chipmaking roadmap,” Dickerson said.Dr. Y.J. Mii, Executive Vice President and Co-Chief Operating Officer at TSMC, said large-scale AI development requires close cooperation across the semiconductor industry.“Meeting AI challenges at a global scale requires industry-wide collaboration,” Mii stated, adding that Applied’s EPIC Center offers an environment capable of accelerating equipment and process readiness for future semiconductor technologies. Focus on AI, 3D Chip Structures and Advanced Manufacturing The partnership will target several critical technology areas linked to AI and high-performance computing.The companies plan to develop process technologies designed to improve power efficiency, performance and chip density across advanced logic nodes used in AI processors.The collaboration will also explore new semiconductor materials and manufacturing equipment capable of supporting increasingly complex 3D transistor and interconnect architectures.In addition, Applied Materials and TSMC intend to work on advanced process integration methods aimed at improving production yields, reliability and variability control for vertically stacked semiconductor designs. EPIC Center Represents Major Semiconductor Investment Applied Materials said its EPIC Center reflects a planned $5 billion investment in advanced semiconductor equipment research and development within Silicon Valley.The facility has been designed to shorten the timeline required to move breakthrough technologies from research stages into commercial manufacturing. The company said investment levels are expected to scale toward approximately $5 billion over time as customer-related projects expand.The EPIC Center is intended to provide semiconductor manufacturers with earlier access to Applied’s research capabilities, faster technology development cycles and accelerated pathways into high-volume production within a secure collaborative environment.Applied Materials stock priceTaiwan Semiconductor stock price Original: Applied Materials (AMAT) and TSMC Expand Partnership to Advance Next-Generation AI Chips Monksdream 4 months ago TSM, new highs iHub News 4 months ago TSMC posts strong April revenue growth driven by AI chip demandMay 8, 2026 6:01 AM IH Market News Taiwan Semiconductor Manufacturing Co (NYSE:TSM) reported a solid increase in April revenue on Friday as continued demand for advanced artificial intelligence semiconductors supported sales growth.The world’s largest contract chip manufacturer said April revenue reached NT$410.73 billion ($13.08 billion), representing an increase of 17.5% compared with NT$349.57 billion recorded in the same month last year. On a monthly basis, however, revenue slipped 1.1% from NT$415.19 billion in March.According to the company’s statement, revenue for the first four months of 2026 rose 29.9% year over year to NT$1.54 trillion. AI infrastructure spending continues to support growth TSMC, which supplies major technology companies including Apple (NASDAQ:AAPL) and Nvidia (NASDAQ:NVDA), has continued to benefit from strong global investment in artificial intelligence infrastructure and high-performance computing chips.The company reported record quarterly profit for the first quarter of 2026 last month, highlighting the ongoing strength of demand tied to AI-related technologies.For the current quarter, TSMC expects revenue between $39 billion and $40.2 billion, compared with $35.9 billion generated during the first quarter. Investors monitor geopolitical and supply chain risks Market participants remain focused on whether geopolitical tensions could eventually weigh on semiconductor demand and industry investment.Investors are particularly watching the impact of ongoing U.S.-China technology restrictions, along with broader supply chain risks that could affect global chip production and capital spending plans across the semiconductor sector.Shares of TSMC listed in Taipei were down 0.9% at NT$2,290.0 by 06:13 GMT.Taiwan Semiconductor stock price Original: TSMC posts strong April revenue growth driven by AI chip demand Diogenes of Sinope 4 months ago From just about 1 year ago and my sentiments remain the same; https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176331887 iHub News 4 months ago U.S. futures rise after Trump pauses Hormuz mission; AMD rallies on AI-driven earnings beat: Dow Jones, S&P, Nasdaq, Wall StreetMay 6, 2026 5:27 AM IH Market News U.S. stock futures moved higher on Wednesday after President Donald Trump paused a military initiative aimed at reopening the Strait of Hormuz and signalled progress toward a possible peace agreement with Iran.At the same time, oil prices retreated from recent highs, while strong artificial intelligence-related demand boosted earnings at Advanced Micro Devices (NASDAQ:AMD). In Asia, Samsung Electronics (USOTC:SSHNZ) surpassed a $1 trillion market valuation for the first time. Futures advance as investors welcome easing geopolitical tensions By 03:31 ET, Dow Jones futures were higher by 79 points, or 0.2%, while S&P 500 futures gained 20 points, or 0.3%. Nasdaq 100 futures climbed 186 points, or 0.7%.Wall Street indices had already closed modestly higher in the previous session as the White House attempted to calm concerns following renewed violence around the Strait of Hormuz earlier in the week.Investors were also encouraged by a generally resilient U.S. earnings season, suggesting that major companies have so far managed to withstand economic uncertainty linked to the conflict involving Iran.Attention is now turning toward another wave of quarterly earnings later this month, including results from AI chip giant Nvidia (NASDAQ:NVDA) and retail heavyweight Walmart (NYSE:WMT). Trump suspends “Project Freedom” Trump announced on Tuesday that “Project Freedom” — the U.S. military operation designed to reopen the Strait of Hormuz by escorting commercial vessels through the strategic waterway — would be halted “for a short period of time.”The mission had only recently begun and was quickly followed by fresh attacks across the strait and wider Gulf region.In a social media statement, Trump said the decision was partly made at the request of Pakistan, which has frequently acted as a mediator between Washington and Tehran. He also stated that “great progress” had been achieved toward a peace agreement with Iran.The announcement came shortly after talks between Iranian and Chinese foreign ministers. China remains a major importer of Iranian oil, and reports suggest Beijing may be attempting to discourage Tehran from escalating tensions with Washington ahead of a scheduled meeting next week between Chinese President Xi Jinping and Trump. Oil prices retreat but remain elevated Crude oil prices declined following Trump’s announcement, with Brent crude futures falling 1.5% to $108.22 per barrel.Despite the pullback, Brent prices remain significantly above pre-conflict levels near $70 per barrel.The Strait of Hormuz — through which roughly 20% of global oil supplies are transported — remains effectively closed to tanker traffic, with both the United States and Iran maintaining blockades in the area.The continued disruption to shipping routes has intensified concerns over higher global inflation and slower economic growth. AMD beats forecasts as AI demand drives data center growth Shares of Advanced Micro Devices (NASDAQ:AMD) surged in extended trading after the chipmaker reported stronger-than-expected quarterly results, driven by robust demand in its data center business.AMD posted first-quarter net income of $1.38 billion, compared with $709 million a year earlier. Adjusted earnings per share reached $1.37, ahead of Wall Street forecasts of $1.28.Revenue jumped 38% year on year to $10.25 billion, also exceeding analyst estimates. Sales within the company’s data center division rose 57%, supported by demand for EPYC processors and increased shipments of Instinct graphics processing units.Chief executive Lisa Su said server growth is expected to “accelerate meaningfully” as AMD expands supply capacity to meet strong demand.However, analysts continue to compare AMD’s competitive position against rivals including Nvidia and Broadcom (NASDAQ:AVGO).Analysts at BofA Securities noted that while they remain “big believers in AMD’s execution,” the company “is still exposed to uncertain share allocation” among competitors supplying OpenAI, the developer of ChatGPT. Samsung surpasses $1 trillion valuation Samsung Electronics (USOTC:SSHNZ) exceeded a $1 trillion market capitalisation on Wednesday for the first time, becoming only the second Asian company after Taiwan Semiconductor Manufacturing Company (NYSE:TSM) to achieve the milestone.Samsung shares have recently reached consecutive record highs and have more than doubled in value this year.Part of the latest rally was linked to a Bloomberg report indicating that Apple (NASDAQ:AAPL) has held exploratory discussions with Samsung and Intel (NASDAQ:INTC) regarding production of processors for future devices.Samsung has also benefited from strong demand for memory chips used in AI systems, particularly high-bandwidth memory products, amid tight global supply conditions.Advanced Micro Devices stock priceSamsung stock priceNvidia stock priceWalmart stock priceBroadcom stock priceTaiwan Semiconductor stock priceApple stock priceIntel stock price Original: U.S. futures rise after Trump pauses Hormuz mission; AMD rallies on AI-driven earnings beat: Dow Jones, S&P, Nasdaq, Wall Street iHub News 4 months ago Intel Shares Rise as Apple Explores Expanding Chip Supply ChainMay 5, 2026 6:29 AM IH Market News Apple Inc. (NASDAQ:AAPL) has reportedly begun early-stage discussions with Intel Corporation (NASDAQ:INTC) and Samsung Electronics Co. Ltd. (USOTC:SSHNZ) over the potential production of core processors for its devices, according to a Bloomberg report citing sources familiar with the matter.The reported talks come as the iPhone maker looks to broaden its supplier base beyond long-standing partner Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM). Market Reaction Intel shares climbed 3.3% in U.S. premarket trading following the news, while Samsung Electronics ended the day at a record high of KRW232,500, up 5.4%. Early-Stage Discussions The conversations are still in their initial phase and reflect Apple’s intention to reduce dependence on a single manufacturer for its custom-designed chips, which power products such as iPhones, iPads and Macs.Bloomberg reported that Apple has approached Intel regarding the possible use of its foundry capabilities. In addition, Apple executives have visited Samsung’s new semiconductor fabrication facility currently under construction in Texas. Potential Strategic Shift Any move to diversify suppliers would represent a notable shift in Apple’s supply chain approach, although no definitive decisions have been reached at this stage, the report noted.Apple stock priceIntel stock priceSamsung stock priceTaiwan Semiconductor stock price Original: Intel Shares Rise as Apple Explores Expanding Chip Supply Chain iHub News 4 months ago U.S.-Iran Ceasefire Under Pressure; AMD Earnings in Focus: Dow Jones, S&P, Nasdaq, Wall Street FuturesMay 5, 2026 5:47 AM IH Market News Futures tied to major U.S. indices edged higher on Tuesday, pointing to a potential rebound after the previous session was hit by renewed tensions around the Strait of Hormuz. Investor sentiment had been shaken by fresh attacks, as uncertainty persists over the stability of the fragile ceasefire between the U.S. and Iran.Washington continues efforts to reopen the strategically vital shipping route, while markets also turn attention to upcoming corporate results, including chipmaker Advanced Micro Devices Inc. (NASDAQ:AMD), which is set to report after the close. Meanwhile, Apple Inc. (NASDAQ:AAPL) is reportedly exploring ways to diversify its semiconductor supply chain. Futures Signal Market Recovery As of 03:34 ET, Dow futures were up 131 points, or 0.3%, while S&P 500 futures gained 19 points, also 0.3%. Nasdaq 100 futures rose 112 points, or 0.4%.Wall Street had declined in the prior session, weighed down by escalating hostilities in the Gulf region. Oil prices surged back above $110 per barrel, as the U.S. intensified efforts to reopen the largely blocked Strait of Hormuz.Energy stocks benefited from the rise in crude prices, but transport names came under pressure. FedEx Corporation (NYSE:FDX) and United Parcel Service Inc. (NYSE:UPS) both dropped after Amazon.com Inc. (NASDAQ:AMZN) unveiled a new service expected to heighten competition in the delivery sector. Escalation Raises Concerns Over Ceasefire Fresh attacks were reported on Monday, with Tehran responding to U.S. President Donald Trump’s push to reopen shipping lanes through the Strait of Hormuz, a route responsible for roughly 20% of global oil flows.Several merchant vessels in the Gulf reported fires or explosions. The U.S. said it had successfully escorted two American-flagged ships through the strait while repelling attacks from Iranian drones and small armed boats.The situation also appeared to widen across the Middle East. In the United Arab Emirates, air defence systems intercepted missiles and drones launched from Iran, while an oil terminal in Fujairah was targeted.Trump has offered limited details about the plan to reopen the waterway, referred to as “Project Freedom,” while Iran’s foreign minister warned that the U.S. risks becoming entangled in a “quagmire.” Oil Prices Remain Elevated For much of the conflict, which has now lasted more than two months, tanker traffic through the Strait of Hormuz has been heavily restricted due to the threat of Iranian strikes. This has pushed oil prices higher and raised concerns about inflation and global economic growth.However, some signs suggest the U.S. effort to escort vessels may be easing pressure in the region. Shipping group A.P. Moller-Maersk A/S indicated that a U.S.-flagged vehicle carrier operated by one of its subsidiaries successfully exited the Gulf with military support.Brent crude slipped 0.8% to $113.56 per barrel but remains significantly above pre-conflict levels. AMD Earnings in Spotlight Investors are closely watching results from Advanced Micro Devices, which will report after markets close. The update is expected to provide insight into the company’s efforts to compete with AI chip leader Nvidia.Earlier this year, AMD forecast first-quarter revenue of around $9.8 billion, plus or minus $300 million, down slightly from $10.27 billion in the previous quarter. The cautious outlook came despite improved sales to China, highlighting ongoing competitive pressures.Elsewhere, Palantir Technologies Inc. (NASDAQ:PLTR) exceeded quarterly expectations and raised its revenue forecast. However, its shares fell in extended trading after finance chief David Glazer indicated that costs are expected to rise in 2026.Overall, the earnings season has offered some reassurance to investors unsettled by geopolitical risks, with strong results from AI-focused companies. Firms in the S&P 500 are projected to deliver combined profit growth of around 28% year-on-year for the first quarter, significantly above early expectations. Apple Explores Chip Supply Options Apple Inc. (NASDAQ:AAPL) has reportedly held preliminary discussions with Intel Corporation (NASDAQ:INTC) and Samsung Electronics Co. Ltd. (USOTC:SSHNZ) about producing processors for its devices, according to Bloomberg.The talks reflect Apple’s effort to reduce reliance on long-time partner Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), which currently produces its custom chips.Discussions remain at an early stage, with no final decisions taken, but any shift would mark a notable change in Apple’s supply chain strategy.Advanced Micro Devices stock priceApple stock priceFedEx stock priceUnited Parcel Service stock priceAmazon stock pricePalantir Technologies stock priceIntel stock priceSamsung stock priceTaiwan Semiconductor stock price Original: U.S.-Iran Ceasefire Under Pressure; AMD Earnings in Focus: Dow Jones, S&P, Nasdaq, Wall Street Futures Monksdream 4 months ago TSM, new all time high Monksdream 5 months ago TSM, new all time high makinezmoney 5 months ago $TSM: Thoseeeeeeee calllllllllllllllsssssssssssssss............... $TSM now $408 WOW WOW WOWWWWWWwwwwwwwwwwwwwwwwwwwwww https://investorshub.advfn.com/boards/read_msg.aspx?message_id=177455305 Told ya ! GO $TSM iHub News 5 months ago Intel Soars in Premarket After Blowout Results, Eyes Record HighApril 24, 2026 7:12 AM IH Market News Shares of Intel Corp (NASDAQ:INTC) surged about 28% in premarket trading on Friday after the chipmaker delivered stronger-than-expected first-quarter results and issued an upbeat outlook for the second quarter, driven by robust demand for its AI-focused data center chips.The stock climbed to around $85, putting it on track to surpass its all-time high reached during the dot-com era more than two decades ago.Intel forecast second-quarter 2026 earnings per share of $0.20, well above the $0.09 consensus estimate. Revenue for the period is expected to range between $13.8 billion and $14.8 billion, also ahead of forecasts of $13.04 billion. AI Demand Fuels Turnaround After years of strategic missteps that left it trailing in the artificial intelligence race, Intel has been working to regain momentum under CEO Lip-Bu Tan. The turnaround strategy has included asset disposals, cost reductions and efforts to strengthen the balance sheet.Tan has also secured key partnerships and investments, including collaborations with the U.S. government, SoftBank Group Corp (TYO:9984) and NVIDIA Corporation (NASDAQ:NVDA), aimed at boosting manufacturing capabilities and restoring investor confidence. Strong First-Quarter Performance Intel reported first-quarter revenue of $13.6 billion, up 7% from $12.7 billion a year earlier and above analyst expectations of $12.41 billion.Revenue from its data center and AI division rose 22% year-on-year to $5.1 billion, highlighting accelerating demand in this segment.The company posted earnings per share of $0.29 for the quarter, beating estimates by $0.27.“We delivered robust Q1 results, reflecting the growing and essential role of the CPU in the AI era and unprecedented demand for silicon, as well as our disciplined execution to expand available supply,” said David Zinsner. Strategic Partnerships and Manufacturing Push Earlier this week, Elon Musk said Tesla plans to use Intel’s next-generation 14A process technology for chip production at its planned Terafab AI facility in Austin.Such a deal would represent a significant milestone for Intel, potentially marking its first major external customer for its latest manufacturing node—an important step as it seeks to compete with Taiwan Semiconductor Manufacturing Company (NYSE:TSM).Intel has also recently expanded its collaboration with Alphabet Inc (NASDAQ:GOOGL), with plans to deploy Intel Xeon processors across Google’s infrastructure, including the latest Xeon 6 chips powering advanced cloud instances. The partnership also includes joint development of custom ASIC-based infrastructure processing units to improve efficiency and scalability for AI workloads. Analyst Reactions Mixed Analysts at Stifel raised their price target on Intel to $75 from $65 after the company “significantly beat expectations.”“While we remain encouraged with INTC’s solid execution over the past few quarters, we continue to believe that gross margin durability is likely to remain uncertain, and improvement from here is not linear. The valuation reset has been significant, and, we believe, prices in continued execution on several challenging dynamics ahead,” they added.Intel stock price Original: Intel Soars in Premarket After Blowout Results, Eyes Record High US Market News 5 months ago TSMC stellt die A13-Technologie auf dem North America Technology Symposium 2026 vorApril 23, 2026 2:23 PM Business Wire Der neueste Knoten setzt neue Maßstäbe bei der Dichteskalierung und Energieeffizienz, um den anspruchsvollsten Anwendungen der Branche gerecht zu werden TSMC (TWSE: 2330, NYSE: TSM) hat heute auf dem 2026 North America Technology Symposium des Unternehmens seine neueste Innovation im Bereich seiner fortschrittlichsten Prozesstechnologie vorgestellt. Der neue A13-Prozess von TSMC ist eine direkte Verkleinerung des 2025 angekündigten, branchenführenden A14-Knotens und ermöglicht noch kompaktere und effizientere Designs, um der unstillbaren Kundennachfrage nach Rechenleistung für künstliche Intelligenz der nächsten Generation, Hochleistungsrechnen (HPC) und mobile Anwendungen gerecht zu werden. Als Ausdruck des Engagements von TSMC für kontinuierliche Verbesserung bietet A13 eine Flächenersparnis von 6 % gegenüber A14. Die Designregeln sind vollständig abwärtskompatibel mit A14, sodass Kunden ihre Designs schnell auf die neueste Nanosheet-Transistortechnologie von TSMC umstellen können. Darüber hinaus bietet A13 durch die gemeinsame Optimierung von Design und Technologie eine höhere Energieeffizienz und Leistungssteigerungen; die Produktion soll 2029, ein Jahr nach A14, anlaufen. A13 war eine von vielen technologischen Innovationen, die auf dem TSMC North America Technology Symposium in Santa Clara, Kalifornien, vorgestellt wurden, das in den kommenden Monaten den Auftakt zu einer weltweiten Veranstaltungsreihe bildet. Unter dem Motto „Expanding AI with Leadership Silicon“ sind die Technologiesymposien die größten jährlichen Kundenveranstaltungen von TSMC, auf denen das Unternehmen seine bahnbrechenden Fortschritte in der Technologieentwicklung und im Fertigungsservice präsentiert. „Wir bei TSMC wissen, dass unsere Kunden stets auf ihre nächste Innovation blicken und sich an uns wenden, um einen zuverlässigen Strom neuer Halbleitertechnologien wie A13 zu erhalten, die sorgfältig entwickelt wurden, um genau dann für die Massenproduktion bereit zu sein, wenn ihre visionären neuen Designs dies erfordern“, sagte Dr. C.C. Wei, Chairman

My back-to-work morning reads: • What Years of Inflation Have Done to American Prices: Life has gotten a lot more expensive over the past few years. Across the economy, the cost of goods and …

My back-to-work morning reads: • What Years of Inflation Have Done to American Prices: Life has gotten a lot more expensive over the past few years. Across the economy, the cost of goods and services has soared. Consumer prices overall have risen more than 30… My back-to-work morning reads:What Years of Inflation Have Done to American Prices: Life has gotten a lot more expensive over the past few years. Across the economy, the cost of goods and services ha…