tsmc-earnings

10
Apr

EverHint Stock Market News — April 10, 2026 — (last 12 hours, Morning Update, PT)

CPI cools more than feared as S&P and Nasdaq open higher. TSMC Q1 revenue beats. CoreWeave surges 14% on Anthropic AI deal. Bessent and Powell warn banks on AI risks. Iran toll tops 8,000 as Vance pushes talks. Lockheed lands $4.7B Patriot contract. Fund inflows nearly double.
8 min read
16
Jan

EverHint - Latest Market News — January 16, 2026 (Last 12 Hours) — Breaking Developments

Wall Street rises as chipmakers rally on TSMC blowout earnings. Micron +5%, memory sector strength drives tech gains. Mitsubishi announces $7.5B US shale gas acquisition. Canada-China slash EV/canola tariffs. Novo Wegovy launches strong. ClickHouse valued at $15B in AI boom.
13 min read
15
Jan

EverHint - AI Bubble Radar — January 15, 2026

TSMC CEO dismisses bubble fears as chip demand soars, but AI hits energy wall. Hyperscalers committing $400B while Goldman's Solomon validates infrastructure boom. Supply can't meet demand despite Nvidia's sluggish stock. Nuclear emerges as the new AI constraint.
4 min read