Hello Capitalist Insiders!
TSMC just banked $23.6B in a sixth record profit and shares still sank
JPMorgan says Alphabet can still soar 24% while AI fears rage
AI power stocks tumble as Venture Global locks in 10 GW off-grid capacity
Apple just closed above $5 trillion for the first time while tech dumped
Rising rates are about to kill Wall Street’s trading golden goose
Morgan Stanley named Quantinuum its top quantum pick and upgraded it
TSMC just banked $23.6B in a sixth record profit and shares still sank
Taiwan Semiconductor reported a sixth straight record quarter Thursday with net profit up 68.7% and raised sales guidance, yet shares fell about 4% as AI financing worries overrode the demand confirmation.
