Nvidia initiated, DraftKings upgraded: Wall Street's top analyst calls
Dow Jones financial giant Goldman Sachs posted mixed results early Thursday. Morgan Stanley surges on its Q4 beat.
Companies that provide picks and shovels for the artificial-intelligence boom jumped after record earnings from Taiwan Semiconductor Manufacturing Co. suggested that the AI rally still has room to run. U.S.-listed shares of TSMC jumped 4%. The world’s largest contract chip maker said it plans to increase capital expenditure this year to up to $56 billion, a sign that demand remains strong from clients such as Apple, Google and Nvidia.
Investors have been buffeted by industry losses and geopolitical issues.
Investing.com -- Bernstein says the accelerating AI-driven data boom is reshaping the technology landscape, lifting memory and storage providers while pressuring hardware makers struggling with surging component costs.
Nvidia's chip manufacturer Taiwan Semiconductor Manufacturing Company (TSMC) posted a strong forecast for AI revenue growth and capital expenditures.
The bank reported record annual revenue in its core Wall Street engine of investment banking and trading. Morgan Stanley also benefited from a surge in dealmaking activity.
MIAMI, FLORIDA / ACCESS Newswire / January 15, 2026 / Bebuzee Inc. ($BBUZ), the all-in-one digital super-app, today announced a major acceleration phase aimed at global scale-positioning itself as the next-generation platform for social networking, ...
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Analyst upgrade and foundry progress keep momentum alive
A surge in AI-driven demand has pushed TSMC’s profits and investment plans higher, reinforcing its position as one of the world’s most advanced semiconductor producers.View on euronews
Japan glass cloth emerges as bottleneck
LONDON, January 15, 2026--According to Omdia’s latest research, mainland China’s smartphone market declined 1% year on year in 2025, and full-year shipments reached 282.3 million units. With a shipment of 46.8 million units, Huawei returned to the top spot, accounting for a 17% market share. vivo closely followed in second place with 46.0 million units shipped and a 16% market share. Benefiting from its strong performance in the fourth quarter, Apple maintained its position in the top three with
ASML surged above the symbolic level after TSMC on Thursday forecast capital spending to rise to as much as $56 billion in 2026, more than expected, showing how the chipmaker is benefiting from the artificial intelligence boom. “The milestone means a lot for the market sentimentally,” said Barclays Plc strategist Emmanuel Cau.
In response, investors are pouring a record amount of money into US startups, providing support to an industry that also plays a key role in the energy transition. China controls roughly 60% of the world’s rare earth mining output and more than 90% of the global refining capacity, according to an October report by the International Energy Agency. Venture capitalists invested more than $628 million in US startups working on rare earth minerals in 2025, according to PitchBook data, accounting for 90% of all funding globally.
Another quarter of record earnings puts the world’s largest contract chip maker in a strong position.
STORY: TSMC smashed profit forecasts in the fourth-quarter as the AI boom continued.The world's main producer of advanced AI chips said Thursday (January 15) profits jumped 35% to $16 billion during the October-December period.It further predicted strong growth this year and said it was working on building more U.S. manufacturing capacity.The Taiwanese firm - which counts Nvidia and Apple as major customers - announced plans last year to invest $100 billion in the U.S.That was on top of $65 billion pledged for three plants in the state of Arizona.TSMC said more land had been bought in the state.The New York Times has also reported the Trump administration is close to a trade deal with Taiwan.It aims to reduce its tariff rate to 15% and Washington wants TSMC to commit to building at least five more facilities in Arizona.Looking ahead, TSMC believes first-quarter revenue could surge as much as 40% from a year earlier to $35.8 billion.The AI boom has helped TSMC outshine its rivals and its Taipei-listed shares jumped 44% last year.The firm's stock is up around 9% so far this year.
Taiwan Semiconductor Manufacturing beat expectations for its fourth-quarter earnings on Thursday. TSMC reported a net profit of $505.74 billion New Taiwan dollars ($16.02 billion), up 35% from the same period a year earlier. The biggest surprise from the earnings was TSMC’s annual capital expenditure forecast for this year, which it put in the range of $52 billion to $56 billion, well ahead of market expectations and its $40.9 billion capex for 2025.
Bitcoin extended its recent gains on Thursday, rising roughly 1.4% over the past 24 hours.