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Posts Strong Q4 2025 Results and Ramps Up 2026 Capex to Sustain Chipmaking Lead","url":"https://stock-news.laohu8.com/highlight/detail?id=2603360212","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603360212?lang=en_us&edition=fundamental","pubTime":"2026-01-15 20:18","pubTimestamp":1768479503,"startTime":"0","endTime":"0","summary":"TSMC ( ($TSM) ) has provided an announcement. 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Semiconductor Is Maintained at Buy by Needham","url":"https://stock-news.laohu8.com/highlight/detail?id=2603602674","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603602674?lang=en_us&edition=fundamental","pubTime":"2026-01-15 20:16","pubTimestamp":1768479360,"startTime":"0","endTime":"0","summary":"Ratings actions from Benzinga: https://www.benzinga.com/quote/TSM/analyst-ratings \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 15, 2026 07:16 ET (12:16 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These are the stock moves to make.","url":"https://stock-news.laohu8.com/highlight/detail?id=2603604785","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603604785?lang=en_us&edition=fundamental","pubTime":"2026-01-15 20:01","pubTimestamp":1768478460,"startTime":"0","endTime":"0","summary":"Leuthold warns that three hot market themes increasingly converging. The Leuthold Group sees an increasingly entangled bitcoin, AI and private credit themes as a big risk for investors.Coming into 2026, investors have been somewhat spoiled.The S&P 500 SPX last year pulled off a rare three-peat of 15%-plus returns in three straight years, noted The Leuthold Group in its Green Book research publication for January. The first was in 1995-1997, while the second in 2019 -2021 plus the most recent one means investors have seen two such events in the past seven years, the investment management firm said.What usually follows those periods is higher volatility warns The Leuthold Group. Investors face an even bigger worry, they say in our call of the day, flagging a \"risky trinity\" of three major market themes becoming increasingly entangled.\"You're going to have big corrections, even crashes in multiple interconnected asset classes, because they're just exposed to the same underlying risk,\" 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Offer Insights on Technology Companies: Inseego (INSG) and TSMC (TSM)","url":"https://stock-news.laohu8.com/highlight/detail?id=2603110604","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603110604?lang=en_us&edition=fundamental","pubTime":"2026-01-15 19:50","pubTimestamp":1768477822,"startTime":"0","endTime":"0","summary":"Analysts have been eager to weigh in on the Technology sector with new ratings on Inseego (INSG – Research Report) and TSMC (TSM – Research Report)...","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/blurbs/analysts-offer-insights-on-technology-companies-inseego-insg-and-tsmc-tsm-blurbs?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/blurbs/analysts-offer-insights-on-technology-companies-inseego-insg-and-tsmc-tsm-blurbs?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["BK4512","LU2089284900.SGD","LU2860962120.EUR","LU2111349929.HKD","LU2471134523.USD","LU2106854487.HKD","LU2237443622.USD","LU0124676726.USD","LU0823414551.USD","LU0109392836.USD","LU0572939691.SGD","LU2357125470.USD","BK4605","BK4527","SGXZ99366536.SGD","LU1037948541.HKD","IE00BZ199S13.USD","LU2471134952.CNY","BK4602","LU1712237335.SGD","LU2458330243.SGD","IE00B5TLWC47.USD","LU0082616367.USD","LU2089283258.USD","LU0823421416.USD","LU2506951792.HKD","BK4554","BK4526","LU2023250504.SGD","LU0965509010.AUD","IE00BHPRN162.USD","IE0004445239.USD","LU0823421333.USD","LU1282649067.USD","LU0488056044.USD","LU0541502299.USD","LU0878004406.USD","LU0823414478.USD","IE00BKPKM429.USD","BK4550","BK4591","LU0861579265.USD","LU1211504680.USD","LU2491050071.SGD","LU1989772923.USD","LU0353189680.USD","IE00BFXG0V08.USD","IE00BD6J9T35.USD","LU2211815571.USD","LU1989764748.USD","LU2458330169.SGD","LU2087625088.SGD","LU1868837722.USD","LU2133065610.SGD","LU1623119135.USD","LU0158827948.USD","IE00BQXX3F31.USD","TSM","LU0359202008.SGD","LU0353189763.USD","LU0359201612.USD","BK4141","LU2360106780.USD","IE00BYQQ9H92.USD","LU0289960550.SGD","SGXZ81514606.USD","IE0004086264.USD","LU1023057109.AUD","BK4020","LU2237443978.SGD","IE00B3M56506.USD","LU2237443549.SGD","BK4581","LU2063271972.USD","LU0384037296.USD","LU0719512351.SGD","SG9999004220.SGD","LU0889565833.HKD","LU0889566641.SGD","BK4588","LU1989772840.SGD","BK4505","BK4534","LU2298321311.HKD","LU2237443382.USD","LU2663582299.SGD","LU0316494557.USD","LU1803068979.SGD","SG9999000418.SGD","LU2271345857.HKD","LU0882747503.HKD","LU0175139822.USD","LU1934455277.USD","LU2294711713.HKD","LU1934455863.HKD","LU0158827781.USD","03145","IE00BQXX3C00.GBP","BK4533","LU0238689110.USD","LU0965509283.SGD","LU2054465674.USD","LU1852331112.SGD","LU2250418816.HKD","LU1989764664.SGD","LU2360108059.USD","LU2491050154.USD","LU2092937221.SGD","LU2211814178.USD","LU0541501648.USD","LU0792757196.USD","INSG","LU0264606111.USD","LU0689626769.HKD","BK4585","LU0323591593.USD","LU0965509101.SGD","LU2028103732.USD","LU2471134879.HKD","LU0878005551.USD","LU2360032135.SGD","SGXZ51526630.SGD","LU1934455194.USD","LU2041044095.USD","LU0359201885.HKD","LU2125154778.USD","LU2023251221.USD","LU0642271901.SGD","LU1508157978.USD","BK4543","LU2750360997.AUD","BK4503","LU1868837565.USD","LU0143863784.USD","LU1316542783.SGD","LU1974910355.USD","LU2491049909.HKD","LU1267930813.SGD","LU0056508442.USD","BK4532","LU1282649810.SGD","LU2125154935.USD","IE00BQXX3D17.EUR","LU0965508806.USD","LU2750360641.GBP","LU2543165471.USD","LU0572940350.SGD","BK4548","LU2471134796.USD","LU0094547139.USD","LU0143863198.USD","LU2247934214.USD","BK4612","LU0198837287.USD","IE0004091025.USD","LU1868838027.USD","LU1917777945.USD","LU0348723411.USD","LU2249611893.SGD","LU1037948897.HKD"],"gpt_icon":0},{"id":"2603960462","title":"AI Stocks Give Mixed Messages. But There's One Clear Takeaway for Markets. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2603960462","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603960462?lang=en_us&edition=fundamental","pubTime":"2026-01-15 19:50","pubTimestamp":1768477800,"startTime":"0","endTime":"0","summary":"Market action suggests investors are falling out of love with the artificial-intelligence trade, but here's the rub -- earnings from Taiwan Semiconductor Manufacturing  and industry surveys indicate spending on the technology is only set to grow. So someone is getting it wrong on AI.Judging by the performance of tech stocks so far in 2026, this is the year when AI will run out of steam. Shares of chip leader Nvidia have drifted since last summer while Microsoft is at its lowest level in seven months. Things are even worse for pure-play software companies -- players such as Salesforce, which has championed AI agents, are on the brink of multiyear lows.On the other hand, TSMC -- the dominant manufacturer of AI chips -- is planning record capital expenditure, which it promises is justified by months of checks with major customers. 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Buzz: Wallstreetbets Stocks Mostly Advancing Pre-Bell Thursday; Taiwan Semiconductor, Nvidia to Open Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=2603360451","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603360451?lang=en_us&edition=fundamental","pubTime":"2026-01-15 19:48","pubTimestamp":1768477686,"startTime":"0","endTime":"0","summary":"The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before Thursday's opening bell.Taiwan Semiconductor Manufacturing  advanced by 6% pre-bell, reversing a 1.2% fall from Wednesday's session.Nvidia  was up 1.8% premarket, reversing a 1.4% decline from the previous session.Netflix  was 0.6% higher in premarket hours, swinging from a 2% fall at Wednesday's close.DTE Energy  advanced by 0.5% pre-bell following a 1.3% increase at Wednesday's close.Strategy  was up 0.5% premarket after closing Wednesday with a 3.7% increase.Microsoft  rose 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Stocks to Watch: TSMC, Lam Research, Applied Materials, Goldman Sachs, Morgan Stanley, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=2603606053","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603606053?lang=en_us&edition=fundamental","pubTime":"2026-01-15 19:00","pubTimestamp":1768474826,"startTime":"0","endTime":"0","summary":"Stock futures were rebounding Thursday after President Donald Trump appeared to play down the chances of U.S. military intervention in Iran.Taiwan Semiconductor Manufacturing jumped 5.7% in premarket trading. The Taiwanese chip manufacturer's fourth-quarter earnings beat analysts' expectations. TSMC also said that it expects to spend heavily to meet rising demand for artificial-intelligence processors, forecasting capital expenditures for this year of between $52 billion and $56 billion. That suggests confidence the AI chip surge is set to be a long-term phenomenon.Shares in chip-manufacturing tool makers rallied following TSMC's report. Lam Research rose 6.4%, Applied Materials added 6.3%, and KLA gained 5.4%, making them the S&P 500's three biggest winners ahead of the opening bell.Goldman Sachs slipped 0.5% and Morgan Stanley climbed 0.7%, with both investment banks set to report their fourth-quarter earnings Thursday. 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