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TSMC's Strong Earnings Still Sent AI Stocks Falling. Here's Why.
Artificial Intelligence Business Finance 

TSMC’s Strong Earnings Still Sent AI Stocks Falling. Here’s Why.

Palawan @QUE.com 159 Views 0 Comments , , , ,

TSMC posted upbeat earnings, yet the stock and broader AI sector still fell, reflecting genuine investor anxiety about AI spending sustainability. Meanwhile Citi projects $800 billion in combined 2027 big tech capex, and Caterpillar emerged as the Dow’s top 2026 performer, up 67% on the infrastructure boom rather than AI. Here’s what this earnings season reveals for investors.

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Chipmakers Fall Into a Bear Market as SpaceX's Slump Wipes Out $1 Trillion
Artificial Intelligence Business Finance 

Chipmakers Fall Into a Bear Market as SpaceX’s Slump Wipes Out $1 Trillion

Palawan @QUE.com 143 Views 0 Comments , , , ,

Semiconductor stocks fell into a bear market on worries the AI spending spree is harder to justify, the same week SpaceX’s slump wiped out $1 trillion in value from its peak. Yet AI’s boom still minted 19 new billionaires. Here’s what this genuinely dual market reality means for investors right now.

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