TSMC(US:TSM) Ge Long Hui·2025-10-16 12:31Group 1 - US stock index futures are all up, with Nasdaq futures rising by 0.48%, S&P 500 futures up by 0.36%, and Dow futures increasing by 0.23% [1] - European stock indices show mixed results, with Germany's DAX down by 0.16%, UK's FTSE 100 down by 0.25%, France's CAC up by 0.92%, and the Euro Stoxx 50 up by 0.4% [1] - Tesla has achieved a shareholder return of 39,140% since its IPO, significantly outperforming the S&P 500 and other peers [1] - TSMC reported Q3 revenue growth of 30.3% year-on-year to NT$989.92 billion, with net profit up by 39.1% year-on-year to NT$452.3 billion, setting a record high [1] - Apple’s AI department faces a setback as Ke Yang, the head of the core Siri redesign, leaves for Meta [1] - Amazon founder Jeff Bezos has reduced his stake to below 10%, having sold over 100 million shares in the past year [1] - Google has launched a new video generation model, Veo 3.1, which shows improvements in audio output and image-to-video conversion [1] - Oracle has introduced a large-scale cloud AI supercomputer, Oracle Cloud Infrastructure (OCI) Zettascale10 [1] Group 2 - Salesforce has set a long-term goal to achieve over $60 billion in revenue by the fiscal year 2030 [2] - Carlyle and Boyu are reportedly leading a bid for Starbucks' China business, with a valuation potentially reaching around $4 billion [2] - Nestlé plans to lay off 16,000 employees over the next two years while further increasing its cost-saving targets [2] - Stellantis is relocating Jeep production to the US, with Canada threatening legal action against the move [2] - XPeng Motors' September export volume exceeded 5,000 units, marking a month-on-month increase of 65.8% and a year-on-year increase of 79.4% [2] - United Airlines reported Q3 revenue of $15.23 billion, slightly below expectations, with net profit down by 1.7% year-on-year to $949 million [2]