Taiwan Semiconductor Manufacturing Co Ltd

• Tesla tops estimates for quarter, but wraps up first annual revenue drop on record - Tesla's earnings report comes weeks after Elon Musk's automaker reported another decline in vehicle deliveries.
• Chip stocks rally after bumper earnings and a report of a game-changing China approval for Nvidia - Reuters reported that China has approved sales of Nvidia's H200, sending the AI chip giant's shares higher in premarket trade.
• Chip giant ASML posts record orders and upbeat 2026 guidance as AI boom continues - ASML is experiencing several tailwinds including an expectation of increased chipmaking capacity and continued demand for AI semiconductors.
• Nvidia set to supplant Apple as TSMC's top customer, signaling chip industry's 'changing dynamic' - The positional swap will mark a fundamental shift in the semiconductor industry, reflecting Nvidia's growing importance amid the AI infrastructure buildout.
• TSMC is set to expand its $165 billion U.S. investment — here’s what we know - TSMC is set to accelerate its multibillion-dollar expansion in Arizona, coming off the back of a U.S.-Taiwan trade agreement and strong earnings.
• Asia markets trade mixed after Wall Street rallies; chip shares in focus after U.S-Taiwan deal - Australian markets climbed marginally to start the day, while Hong Kong is set for a stronger open.
• Taiwan will invest $250 billion in U.S. chipmaking under new trade deal - The U.S. and Taiwan have reached a trade agreement to build chips and chip factories on American soil, the Department of Commerce announced on Thursday.
• European chip stocks surge after TSMC posts record fourth-quarter profit; ASML pops 7% - European stocks open broadly higher Thursday as traders digest the latest geopolitical news around Greenland and Iran.
• Jim Cramer says don’t trade Apple and Nvidia as money rotates into overlooked stocks ahead of earnings season - Jim Cramer says a broad market rally is underway, with money rotating out of Apple and Nvidia and into overlooked stocks ahead of earnings season.
• Intel stock rises after Trump touts 'very successful' CEO, applauds government's investment - In a post on Truth Social, President Trump said he just met with Intel CEO Lip-Bu Tan, and applauded the company for launching a processor in the U.S.