TSMC shares climbed after Taiwan’s financial regulator eased limits on single-stock fund holdings, a move that JPMorgan said could draw more than $6 billion in new inflows https://t.co/pQn1I4hxHr ...

從另一角度看，Terafab 找 Intel 的關鍵也是因為沒其他選擇。台積電未來數年產能已被高毛利訂單填滿，Samsung 則可持續享受記憶體超級週期的超額報酬，兩者的能見度都到 2028–2030 年，沒理由為了不確定性高的 Terafab 重置資源。https://t.co/sCIiJx1qFQ https://t.co/RB1hEh3VTV ...

The narrowing gap between TSMC’s Taiwanese shares and its US-listed stock is creating a new trading opportunity, according to a UBS client note https://t.co/6giK7RPdU0 ...

Not ever. Shanghai, Shenzhen, it here in Hong Kong. You're watching the China show.I'm Yvonne Man with David English. Good morning. We're counting down to the opening of markets in Greater China as we approach the Friday session last one of the week.Here's the approach. Oil down. Stocks are trading cautiously.That's image, of course. Investors digesting this barrage of headlines coming through on the Middle East. President Trump says the US may clinch a permanent cease fire with Iran, with talks possibly re ...

MATT: STOCKS HAVE NEVER BEEN THIS HIGH. DANI: BLOOMBERG OPEN INTEREST STARTS RIGHT NOW. MATT: STOCKS AT RECORD HIGHS, THE S&P TOPPING 7000 FOR THE FIRST TIME ON A CLOSING BASIS ON SIGNS THE U.S. AND IRAN MAY EXTEND THE CEASE-FIRE.DANI: THAT RALLY BOOSTED BY TSMC RESULTS. IT RAISED ITS OUTLOOK, REINFORCING CONFIDENCE IN AI DEMAND. MATT: IT IS SHOWTIME FOR NETFLIX.THE STREAMING GIANT REPORTS RESULTS AFTER LOSING THE BATTLE FOR WARNER BROS. BUT MAYBE THAT IS SOMETHING INVESTORS WERE HAPPY ABOUT. DANI: PEPSI AN ...

Good morning. It's 5:06 a. m.in New York City. 10:06 in London. I'm Matt Miller in for Vonnie Quinn with your Bloomberg Brief.Let's get you set up for the day. Taking a look at markets first because we hit all new closing highs yesterday, finishing the session above 7000 for the first time ever. S&P futures now up 1/10 of 1% and more.NASDAQ futures gaining a third. Take a look at what's going on in treasuries right now. We don't see a lot of action there, to say the least.The two year yield at 3.75% holding ...

Good morning. It's Thursday, April 16th, and this is what is on our minds this morning. Global stocks rally with that talk of an extension to the cease fire.China's economy revs up despite the war. And we hear from anthropic about its new ai tool so powerful the company restricted its release. Okay, let's talk about these markets.What started a few days ago was the short covering rally has turned and morphed into this epic chase. Does it continue this morning. At the moment it looks like it does.Euro stoxx ...

>> LIVE FROM LONDON, THIS IS BLOOMBERG DAYBREAK: EUROPE. GLOBAL EQUITIES HIT ALL-TIME HIGHS AS INVESTORS PILED BACK INTO STOCKS AT THE SIGNS THAT THERE MIGHT BE AN EXTENT IN THE CEASE-FIRE. THE FASTEST PACE IN THREE QUARTERS.SUGGESTING LIMITED SPILLOVER SO FAR FROM THE WAR IN THE MIDDLE EAST. AI BACK IN FOCUS AS THE WORLD'S TOP CHIPMAKER TSMC REPORT THIS HOUR. WE BRING YOU NUMBERS FROM PERNOD RICARD.LET'S CHECK IN ON THE MARKETS THEN. THE NASDAQ 100, 11 DAYS OF STRAIGHT GAINS FOR THE NASDAQ 100. S&P 500 AT ...

Charlotte, what do you make of these results and TSMC. Yes. So looking at the results, the first impression that it is a clean beat as the world's largest contract maker has managed to deliver again, another quarter of strong earnings growth.So we're looking at 58% of growth in net income, and that is ahead of consensus estimates, also for gross profit margin and we're looking at 66.2%. And that's also ahead of what analysts were expecting before of around 64%. So I think what this the immediate takeaway fo ...

A surge of retail investor buying has helped drive shares of TSMC to a record high as the AI trade roars back to life https://t.co/BXZwXnoNnI ...