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stocks are the biggest winners as TSMC earnings supercharge the AI trade","url":"https://stock-news.laohu8.com/highlight/detail?id=2603825989","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603825989?lang=en_us&edition=fundamental","pubTime":"2026-01-16 01:04","pubTimestamp":1768496640,"startTime":"0","endTime":"0","summary":"Taiwan Semiconductor is making a lot of money - and spending heavily within the AI ecosystem. TSMC detailed plans to accelerate the building of new plants in Taiwan and the U.S.Taiwan Semiconductor Manufacturing's earnings are breathing new life into the artificial-intelligence trade on Thursday, highlighting both robust demand and aggressive plans to spend across the ecosystem.See also: This could be a better - and safer - way into the AI trade in 2026. That's as TSMC's management rolled out big spending targets. Analysts previously expected the company's capital expenditures to be about $40 billion to $50 billion for this year, but the company's guidance is now in the range of $52 billion to $56 billion. The company is investing in a new Arizona facility and building out fabrication plants in Taiwan.CFO Wendell Huang also upped TSMC's guidance on operating margins, now calling for 54% to 56%, versus 52% beforehand. Revenue growth is expected to reach 30% in 2026, again in advance of 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Stock Rises After NTSB Crash Report. Analysts Remain Bullish. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2603982373","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603982373?lang=en_us&edition=fundamental","pubTime":"2026-01-16 01:03","pubTimestamp":1768496580,"startTime":"0","endTime":"0","summary":"Boeing stock is having another good day. That wasn't a sure thing heading into Thursday trading.Shares of the commercial jet maker were up 1.9% at $247.28 in midday trading, while the S&P 500 and Dow Jones Industrial Average were up 0.6% and 0.8%, respectively.The move came after an accident update from the National Transportation Safety Board regarding the United Parcel Service MD-11 cargo jet that crashed shortly after takeoff in Kentucky on Nov. 4, 2025, killing 14 and injuring 23 more.The engine separated from the wing, catalyzing the tragic series of events. The engine mount was subject to a 2011 service letter that informed MD-11 operators of four prior incidents. Boeing recommended inspecting bearings every 60 months.\"We continue to support the investigation led by the NTSB,\" said Boeing in an emailed statement when asked about the report. \"Our deepest condolences go out to the families who lost loved ones, and our thoughts remain with all those affected.\". The report calls 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Facing Smartphone Growth Pressure, Limited Data Center Progress, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2603817129","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603817129?lang=en_us&edition=fundamental","pubTime":"2026-01-16 00:05","pubTimestamp":1768493118,"startTime":"0","endTime":"0","summary":"Qualcomm  is facing pressure from slower smartphone growth and limited data center progress, RBC Capital Markets said in a note Wednesday.The handset segment, which makes up over 60% of sales, is expected to see revenue declines through fiscal 2027, mainly due to Apple's  replacement of Qualcomm modems with its own, the investment firm said.RBC also cited headwinds such as high memory prices and rising competition from Samsung in premium phones, as well as uncertainty over licensing deals with Apple and Huawei.In contrast, Qualcomm's automotive, extended reality, and Internet of Things businesses are showing strong growth, with management targeting $8 billion in auto revenue by fiscal 2029, RBC analysts noted.The data center segment remains in early development stages despite the recent launch of AI accelerators and the acquisition of Alphawave, RBC said.While Qualcomm's deal with HUMAIN could bring in $1 billion to $2 billion in revenue by fiscal 2027, larger cloud customers will be 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smartphone market dips 1% last year, Huawei reclaims top spot, Omdia says","url":"https://stock-news.laohu8.com/highlight/detail?id=2603981437","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603981437?lang=en_us&edition=fundamental","pubTime":"2026-01-15 23:59","pubTimestamp":1768492778,"startTime":"0","endTime":"0","summary":"BUZZ-China's smartphone market dips 1% last year, Huawei reclaims top spot, Omdia says** China's smartphone market fell 1% last year and Huawei reclaimed the top spot with 17% market share after five 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The primary focus begins at 8:30AM ET with a large cluster of releases including initial and continuing jobless claims, the January Philly Fed Manufacturing Business Outlook Survey, January Empire Manufacturing, and import and export price data. These reports will shape expectations around labor market strength, inflation pressures, and overall economic momentum, all of which remain central to near term Fed policy decisions. Early reactions to this data often produce fast and aggressive price swings as markets recalibrate expectations.Now, we will discuss SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, and 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Aerospace announces leadership reshuffle and CES expansion","url":"https://stock-news.laohu8.com/highlight/detail?id=2603985941","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603985941?lang=en_us&edition=fundamental","pubTime":"2026-01-15 22:14","pubTimestamp":1768486495,"startTime":"0","endTime":"0","summary":"An announcement from GE Aerospace ( ($GE) ) is now available. On January 15, 2026, GE Aerospace announced a major leadership reshuffle and 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Raised to Overweight From Equal-Weight by Wells Fargo","url":"https://stock-news.laohu8.com/highlight/detail?id=2603985642","media":"Dow Jones","labels":["rating"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603985642?lang=en_us&edition=fundamental","pubTime":"2026-01-15 22:11","pubTimestamp":1768486260,"startTime":"0","endTime":"0","summary":"Ratings actions from Benzinga: https://www.benzinga.com/quote/AVGO/analyst-ratings \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 15, 2026 09:11 ET (14:11 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