Taiwan Semiconductor Manufacturing Co. Ltd.2330
▼ ネガティブ資本関連度
Raised capex forecast to $64B stoked fears that AI infrastructure spending is unsustainable, contributing to sell-off.
銘柄への影響 10
Semiconductors
Taiwan Semiconductor Manufacturing Co. Ltd.
SK Hynix Inc000660
▼ ネガティブ需要関連度
Historic crash in South Korean markets triggered circuit breakers, sending SK Hynix tumbling.
Artificial Intelligence
Alphabet Inc Class CGOOG
▼ ネガティブ資本関連度
TSMC's raised capex forecast stoked fears of unsustainable AI spending, contributing to a sell-off that hit Alphabet.
NVIDIA CorporationNVDA
言及
Quantum Computing
International Business MachinesIBM
▼ ネガティブ需要関連度
IBM reported customers redirecting software budgets to hardware, causing its worst day since 1987.
Climate Adaptation & Water
The Travelers Companies IncTRV
▲ ポジティブ資本関連度
Travelers reported earnings of $10.26 per share, nearly double analyst expectations, causing a 7.9% surge.
Spatial Computing / AR/VR
Meta Platforms Inc.META
▼ ネガティブ資本関連度
TSMC's raised capex forecast stoked fears of unsustainable AI spending, contributing to a sell-off that hit Meta Platforms.
Communication Services
Netflix IncNFLX
▼ ネガティブ資本関連度
TSMC's raised capex forecast stoked fears of unsustainable AI spending, contributing to a sell-off that hit Netflix.
Space Economy
Aging Population
