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TSMC

Markets React to CPI, Fed Expectations & Earnings Season 

Markets opened with mixed sentiment as investors digested cooler-than-expected inflation data, a wave of strong bank earnings, and continued volatility across the technology sector....

NVIDIA, AI Infrastructure & The Next Big Tech Trade

The AI trade dominated the first half of 2026, fueled by surging capital spending, record cloud demand, and exploding token consumption. But beneath the...