Stock market today: Dow, S&P 500, Nasdaq jump as TSMC boosts AI hopes, bank stocks rally
View original at finance.yahoo.comStock market today: Dow, S&P 500, Nasdaq jump as TSMC boosts AI hopes, bank stocks rally US stocks rose Thursday, signaling a recovery from back-to-back losses as chip linchpin TSMC's strong outlook boosted AI hopes and bank stocks rallied after upbeat earnings reports from two Wall Street heavyweights…
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Supply tightness in TSMC's packaging business will be tailwind for Intel
80% confidenceUS was 100 percent net-import reliant for 12 critical minerals and 50 percent or greater reliant for 29 critical minerals in 2024
80% confidenceIntel will get front-end foundry customers as yields on 18A-P and 14A processes improve
80% confidenceFed is acting only for economic reasons according to its mandate
80% confidenceTSMC expects business to be supported by continuous strong demand for leading edge process technologies
80% confidenceIt may be appropriate to impose tariffs if satisfactory trade agreements on critical minerals are not reached in timely manner
80% confidenceDOJ probe and accusations against Lisa Cook are an assault on Fed independence
80% confidenceMarket environment has created a lottery-ticket mentality among retail traders
80% confidenceIran authorities will stop killing protesters
80% confidenceSingle stocks have become where the center of gravity of volatility is
80% confidenceUS will not implement tariffs on critical minerals
80% confidenceIntel is a formidable competitor but it takes time and we don't underestimate their progress
80% confidenceTSMC capital spending will be significantly higher in the next three years
80% confidenceStablecoin legislation delay creates probability for US to be one of only major digital assets hubs without clear capital markets rulebook in 2026
80% confidence