War, Watts, and the AI Buildout That Won’t Stop
War and rising anti-AI sentiment have investors questioning the trade. But TSMC just reported 30%-plus revenue growth and raised its full-year guidance. When the company that physically makes every AI chip says demand is "extremely robust," the buildout isn't slowing. It's just starting.
Special Report
It's the long-duration tech stuff that has been really booming this week.
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Nasdaq working on a 12-day win streak to ATHs. Historical precedents:
- January 1992: 12-month forward return +9% / ~10% correction over subsequent 5 ...
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