Stock market today: Dow, S&P 500, Nasdaq rise as TSMC boosts AI hopes, bank stocks rally
View original at finance.yahoo.comStock market today: Dow, S&P 500, Nasdaq rise as TSMC boosts AI hopes, bank stocks rally US stocks rose on 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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Intel will get front-end foundry customers as yields improve on 18A-P and 14A processes
80% confidenceFed is acting only for economic reasons according to its mandate
80% confidenceMarket drawdown could extend to pension funds, insurers, banks, and private credit
80% confidenceTransition investing is perfect AI bubble hedge
80% confidenceIran authorities will stop killing protesters
80% confidenceIt may be appropriate to impose tariffs on critical minerals if satisfactory trade agreements are not reached in timely manner
80% confidenceConviction in multiyear AI megatrend remains strong, demand for semiconductors will continue to be very fundamental
80% confidenceCutting interest rates could make inflation worse
80% confidenceUS was 100% net-import reliant for 12 critical minerals and 50%+ reliant for 29 more in 2024
80% confidenceBig Tech firms like Microsoft and Alphabet would see limited impacts due to diversified business models
80% confidenceIntel is a formidable competitor in chip manufacturing
80% confidenceIntel's progress takes time but TSMC doesn't underestimate it
80% confidenceSupply tightness in TSMC packaging business will be tailwind for Intel
80% confidenceDefense, infrastructure, and transition metals sectors have market correlation to AI of less than 50%
80% confidenceAI is fundamental revolution that is about to change everything
80% confidenceIf AI bubble bursts with 40% loss in AI company values, it would have far-ranging credit consequences
80% confidenceDOJ probe and accusations against Lisa Cook are an assault on Fed independence
80% confidenceDelay in stablecoin legislation is concerning as it creates probability for US to be only major digital assets hub without clear capital markets rulebook in 2026
80% confidence
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