Group 1 - The article emphasizes the rapid development of artificial intelligence (AI) technology, presenting extensive opportunities in the market [2] - Xiaopeng Motors is set to announce significant breakthroughs in physical AI at its upcoming AI Technology Day, focusing on a foundational model that utilizes the largest dataset ever for physical AI [4] - The partnership between NBA China and Alibaba Cloud aims to enhance fan experience through AI and cloud technology, including the introduction of a "360-degree real-time replay technology" [5][6] Group 2 - Solana's 375ai has completed a $5 million funding round led by Delphi Ventures, focusing on capturing physical world data to better understand consumer behavior [7] - TSMC reported a 30% year-over-year revenue increase in Q3, driven by substantial investments in AI from major U.S. tech companies, with total revenue reaching approximately $32.5 billion [8] - Alphabet plans to invest €5 billion (approximately $5.8 billion) in Belgium over the next two years for cloud and AI infrastructure, creating 300 new jobs [10][11] Group 3 - Bank of America reported a 54% increase in traffic for Google's AI assistant Gemini in September, driven by the popularity of its new AI image generation tool [12] - Sensor Tower data indicates a significant rise in mobile users for AI applications, with Gemini adding 8 million daily users in September [13] - NVIDIA's CEO confirmed participation in funding for Elon Musk's xAI, expressing excitement about the investment opportunities in generative AI [14]

Futures tied to the S&P 500 (ES=F), Nasdaq 100 (NQ=F), and Dow Jones Industrial Average (YM=F) hovered just above the flat line in early trading. The E-mini S&P 500 December contract stood at 6,802.00, up 0.75 points, or 0.01%, as of 6:15 AM ET. The S&P 500 and Nasdaq Composite closed at new all-time highs on Wednesday, extending Wall Street’s rally after a brief pause earlier in the week. Sentiment strengthened following the release of Federal Reserve September meeting minutes, which showed officials rema ...

Group 1 - Major U.S. stock index futures are experiencing slight declines, with Dow futures down 0.02%, S&P 500 futures down 0.07%, and Nasdaq futures down 0.11% [1] - Chinese concept stocks are mostly down, with Alibaba down 1.71%, Li Auto down 1.21%, and Xpeng down 2.85% [1] - The Israeli military has ceased operations in Gaza, leading to a slight decline in spot gold prices, which fell 0.09% to $4038 per ounce [1] Group 2 - The U.S. has approved Nvidia to export chips worth billions to the UAE, following a bilateral AI agreement, resulting in Nvidia's stock rising by 1.1% [1] - OpenAI's CEO Sam Altman anticipates significant future deals and increased demand for upcoming products, indicating a strong investment in infrastructure [2] - JPMorgan CEO Jamie Dimon warns of increased risks of a significant U.S. stock market correction in the next six months to two years due to geopolitical tensions and economic uncertainties [2] Group 3 - HSBC plans to privatize Hang Seng Bank for approximately $13.6 billion, with HSBC's shares dropping over 6% following the announcement [2] - TSMC reported a 31.4% year-over-year increase in September sales, with third-quarter revenue also exceeding analyst expectations, although TSMC's stock fell by 0.33% [3]

Key Points The rise of AI helped Nvidia to become the most valuable company in the world. Its GPUs remain crucial to generative AI development, but the company relies heavily on Taiwan Semiconductor Manufacturing's foundry services. Alphabet is quietly building a comprehensive ecosystem stitched together by multiple AI-powered products. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Over the past few years, Nvidia has become synonymous with the artificial intelligence (AI) rev ...

About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup ...

受美国大型科技公司在人工智能(AI)领域持续投入数十亿美元的推动，台积电(TSM.US)第三季度销售额 同比增长30%。 根据台积电公布的月度销售数据测算，截至9月底的三个月，该公司营收总额达9899亿新台币(约合325 亿美元)，超出市场分析师平均预期的9628亿新台币。得益于市场对AI的长期乐观情绪，这家亚洲市值 最高的公司股价今年以来已累计上涨逾30%。 作为行业核心芯片制造商，台积电是英伟达(NVDA.US)、AMD(AMD.US)、博通(AVGO.US)等主流AI加 速器设计企业的首选合作伙伴，同时也为苹果(AAPL.US)的iPhone及其他设备生产处理器。尽管近期消 费电子市场增长乏力，但台积电通过向更先进制程工艺转型，显著提升了单颗芯片的盈利能力。 在AI领域，从英伟达到OpenAI，多家美国科技企业正斥资数十亿美元扩充云计算能力——台积电管理 层将这一趋势视为公司长期增长的重要驱动力。尽管有观点担忧，这些企业近期达成的部分"循环交 易"可能催生巨大泡沫，但台积电最新公布的销售数据表明，目前市场对AI相关芯片的需求依然稳固。 这家芯片制造巨头将于10月16日完整披露第三季度财务报告。 ...

台积电9月营收3309.8亿新台币，同比增长31.4%，环比下降1.4%。截至9月的三个月，台积电营收总计9899亿新台币，高于分析师9628亿新台币的平均预期。 https://t.co/ECSYYtgdH3 ...

Financial Performance - TSMC reports a 30% rise in third-quarter sales [1] Industry Trends - Major US tech firms continue to make multibillion-dollar bets on AI [1]

Group 1 - The core point of the article is that Taiwan Semiconductor Manufacturing Company (TSMC) reported a revenue of approximately NT$330.98 billion for September 2025, which represents a 1.4% decrease from the previous month but a 31.4% increase compared to the same month last year [1][2]. Group 2 - In September 2025, TSMC's revenue was NT$330.98 billion, down from NT$335.77 billion in August 2025 [2]. - Year-over-year, the revenue increased from NT$251.87 billion in September 2024, marking a growth of 31.4% [2]. - For the first nine months of 2025, TSMC's revenue reached NT$2,762.96 billion, which is a 36.4% increase compared to NT$2,025.85 billion in the same period of 2024 [2].

TSMC , the world's largest contract chipmaker, reported on Thursday third-quarter revenue of T$989.92 billion ($32.48 billion), beating market forecasts, and up 30% on the year ago period on surging i... ...