TSMC
In a definitive signal that the artificial intelligence revolution is only gaining momentum, Taiwan Semiconductor Manufacturing Company (NYSE: TSM) reported record-breaking fourth-quarter 2025 financial results on January 15, 2026. The world’s largest contract chipmaker surpassed even the most optimistic analyst projections, posting a staggering net income of $16.01
S&P 500
Wall Street’s major indices staged a decisive comeback on Friday, January 16, 2026, as investors aggressively bought the dip in semiconductor stocks following a brief mid-week wobble. The tech-heavy Nasdaq Composite led the charge, building on momentum from the previous session to stabilize near record territory. This resurgence underscores
VIX
NEW YORK — As of January 15, 2026, the long-standing "volatility vacuum" that has characterized the U.S. equities market for much of the new year has finally met its match. For the first two weeks of January, investors navigated a dense thicket of economic data and geopolitical tension
Cerebras Systems
As of January 15, 2026, the artificial intelligence landscape is bracing for its most significant structural shift since the debut of ChatGPT. Cerebras Systems, the Silicon Valley unicorn known for its radical "wafer-scale" computing, has officially signaled its intent for a blockbuster Initial Public Offering (IPO) in the
TSMC
The global semiconductor market experienced a seismic shift on January 15, 2026, as Taiwan Semiconductor Manufacturing Company (NYSE:TSM) released a fourth-quarter earnings report that shattered even the most optimistic analyst projections. The results, characterized by record-breaking revenue and a massive upward revision in capital spending, sent an unmistakable signal
Nvidia
In a landmark shift for the global semiconductor industry, NVIDIA Corporation (NASDAQ: NVDA) has entered a complex new era of "monetized competition" following a series of dramatic trade policy reversals by the U.S. government. As of January 15, 2026, the company is pivoting to capitalize on the
Microsoft
The technology sector entered a period of intense volatility this week as Microsoft Corp. (NASDAQ: MSFT) saw its shares slide following the White House’s formal implementation of a 25% "Silicon Surcharge" on high-performance semiconductors. The new trade policy, part of a broader "Pax Silica" initiative
Amazon
The dawn of 2026 has brought a chilling draft to the technology sector, as shares of Amazon.com Inc. (NASDAQ: AMZN) tumbled today following the official implementation of a 25% tariff on high-end semiconductors. As of mid-day trading on January 15, 2026, Amazon shares have retreated to the $236–$237
Semiconductors
WASHINGTON D.C. — In a move that has fundamentally redrawn the map of the global technology trade, the United States government yesterday finalized a 25% tariff on select high-end semiconductor imports. The proclamation, signed on January 14, 2026, marks the conclusion of a contentious nine-month investigation into the national security
ASML
The global semiconductor landscape reached a historic fever pitch on January 15, 2026, as ASML Holding N.V. (Euronext: ASML / NASDAQ: ASML) officially crossed the $500 billion market capitalization threshold. This milestone, which cements the Dutch firm’s status as Europe’s most valuable technology company, was propelled by a
TSMC
The silicon landscape shifted decisively today as Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) reported a monumental fourth-quarter earnings beat, fueled by an insatiable global appetite for artificial intelligence. The world’s largest contract chipmaker reported a net profit of NT$505.74 billion (approx. US$16 billion) for the quarter
Micron Technology
As of mid-January 2026, the global semiconductor industry finds itself at a dizzying crossroads. Micron Technology (NASDAQ: MU) has just closed a year that defied even the most optimistic projections, fueled by a relentless "AI Memory Supercycle" that has sent its stock price soaring toward the $400 mark.