Semiconductor stocks rallied Thursday morning, after stronger-than-expected results from an industry giant pointed to growing demand for AI hardware.
Shares of Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM) are surging to record highs, leading the rest of the chip sector higher after a blockbuster earnings report.
Major stock indexes advanced Thursday as tech shares surged on record earnings from AI chipmaking giant TSMC, while oil prices sank as President Donald Trump dialed down the threat of a U.S. military
Markets need to maintain the TSMC (TSM) rally to keep AI enthusiasm hot. Kevin Green says a push to all-time highs in broader markets will cement Thursday's AI rally.

TSMC pops on Q4 earnings beat

10:59am, Thursday, 15'th Jan 2026
CNBC's Kristina Partsinevelos joins ‘Squawk on the Street' with the latest on chip stocks.
Morning Brief anchor Julie Hyman breaks down the latest market news for January 15, 2025. Barclays Head of US Equity Strategy Venu Krishna discusses strategies for trading in a 'tough and treacherous

Why Taiwan Semiconductor Stock Surged Today

10:45am, Thursday, 15'th Jan 2026
TSMC is a buy. Full stop.
Taiwan Semiconductor Manufacturing Co. (TSM) has outlined a sharper-than-expected step-up in capital spending, signaling management's view that the artificial i
Cathie Wood's ARK Investment Management trimmed its stake in Tesla (TSLA) and added to positions in Broadcom (AVGO) and Klarna Group (KLAR), according to the fi

Why ASML Stock Is Climbing Today

10:11am, Thursday, 15'th Jan 2026
Chip equipment maker ASML (ASML) climbed more than 5% on early Thursday after Taiwan Semiconductor Manufacturing Co (TSM) raised its 2026 capital spending plan.
Live Updates Starbucks' Star Rises 39 minutes ago Live BWG Global upgraded Starbucks (Nasdaq: SBUX) stock to "positive" this morning, citing "better service, strong premium beverage and food sales and

Prediction: TSMC Stock Will Soar After Jan. 15

09:41am, Thursday, 15'th Jan 2026
Taiwan Semiconductor Manufacturing's upcoming results could give the stock a boost.
TSMC surpassed $100 billion in annual revenue for the first time in 2025 and expects capital spending to surge to as much as $56 billion in 2026. The stronger-than-anticipated projection signals its c
Taiwan Semiconductor Manufacturing Co Ltd (NYSE: TSM) didn't just beat earnings — it forced a rethink on investor positioning. The stock surged to fresh all-time highs after a blowout quarter, but t

5 Things to Know Before the Stock Market Opens

09:15am, Thursday, 15'th Jan 2026
Stock futures are pointing to a higher open Thursday amid a chip stock rally, while investors also digest a new slate of earnings from major banks; Oil futures are sliding as tensions around Iran's re
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