• TSMC chip capacity is ‘fierce’ battleground for AI customers, amid record quarter | 2026-10-15
  TSMC had a record quarter, but it can't make chips for everyone as Nvidia, Apple, Broadcom and AMD fight for capacity.
• AI Build-Out Has ‘Broken the Old Demand Cycle,’ Chip Veteran Says as TSMC Posts Record Profit | 2026-10-15
  Applied Materials veteran Steve Williams says AI has broken the old semiconductor demand cycle as TSMC posts record profit.
• SK Hynix’s Worst 7-Day Loss Since 2008: AI Bubble Bursting Or Historical Opportunity? | 2026-10-15
  SK Hynix lost 31% in seven sessions, its worst drop since 2008, as SOXX extended a seven-day slide. Chip valuations sit near multi-year lows.
• Investors Are Sorting AI Winners and Losers, Saxo Says | 2026-10-15
  Stock markets are starting to separate the AI wheat from the chaff, says investment bank Saxo. "For much of the rally, accelerating AI investment was enough to lift almost everything exposed to the theme," said Charu Chanana, Saxo's chief investment strategist. "Now markets are becoming more...
• Citi says ASML results show AI chip demand outlook extending to 2030 | 2026-10-15
  - Citi analysts said ASML’s third-quarter results show AI-driven semiconductor demand remains stronger and more durable than investors expected. The commentary comes amid growing concerns that AI-driven enthusiasm is pushing valuations to unsustainable levels.
• Can TSMC earnings help settle AI jitters? | 2026-10-15
  TSMC posted a $23.59 billion net profit for the third quarter of 2026, a 68.7% year-over-year surge that marked its sixth consecutive record quarter, yet the earnings beat has done little to arrest a deepening selloff across AI-linked semiconductor stocks.
• Dow Industrials, Treasurys Rise as Investors Rotate Out of Tech | 2026-10-15
  Fears around the AI trade are sending the Nasdaq slumping for its fourth-straight day, with investors turning away from tech and toward government bonds for safety. The Dow industrials are in the green.
• European chipmakers tumble as inflation data fuels rate-hike fears, AI rout | 2026-10-15
  - European semiconductor stocks fell sharply Thursday, following a rout in AI-related shares in the U.S. and Asia after fresh U.S. inflation data stoked fears of further Federal Reserve interest-rate increases.
• European shares trip on global tech bump and U.S. inflation spike  | 2026-10-15
  European equity bourses slipped on Thursday, tracking a severe global tech sell-off that migrated from Wall Street overnight into Asian trading hubs as hotter-than-expected U.S. inflation data sent borrowing costs surging worldwide.
• TSMC Q3 profit surges more than expected to record high on AI-fueled demand | 2026-10-15
  - Taiwan Semiconductor Manufacturing Co, or TSMC, clocked a stronger-than-expected third-quarter profit on Thursday, with earnings hitting another record high on robust demand from the artificial intelligence industry.
• Market picks CoreWeave as AI rout deepens | 2026-10-15
  A look at the day ahead in European and global markets from Tom Westbrook
• Global Tech Stocks Slump as AI Rout Intensifies | 2026-10-15
  A selloff in technology stocks exposed to artificial intelligence was gaining pace Thursday.
• AP gets first look at Ukraine’s new ‘StarGate’ evacuation drone being tested on the front line | 2026-10-15
  
• Backlash in Kashmir over proposal for uniform Friday sermons across mosques | 2026-10-15
  Political and religious critics accuse India's Modi government of curbing Kashmir's freedom of religion and expression.
• Can space infrastructure companies convert backlog into revenue? | 2026-10-15
  Space stocks face big demand but high execution risk—can backlog turn into revenue before new funding? Get analyst insights on RKLB, LUNR, ASTS
• Meta releases open-weight Muse Spark model for coding, agentic tasks | 2026-10-15
  Meta Platforms on Thursday released an open-weight version of its Muse Spark ​artificial intelligence model for coding and ‌AI agents, expanding developers' ability to download and adapt the technology.
• Meta releases open-weight Muse Spark model for coding, agentic tasks | 2026-10-15
  Oct 15 : Meta Platforms on Thursday released an open-weight version of its Muse Spark artificial intelligence model for coding and AI agents, expanding developers' ability to download and adapt the technology.Open-weight models make trained parameters available for developers to modify, unlike proprietary mod
• Meta and Apple team up on AI model tailored for Mac computers | 2026-10-15
  Partnership between Big Tech rivals offers ‘open’ system that users can download to their own devices
• Nvidia and Cisco confirm multimillion-dollar donations to Trump's White House ballroom | 2026-10-15
  Big Tech gave millions to Trump's White House ballroom, documents show
• Here's our monthly update on our 32 stocks, including 2 more names to buy | 2026-10-15
  Jim Cramer identified two of his favorite stocks to buy and the names he's not willing to touch just yet.

News source: finlight