๐ $TSM falls 4%+ despite a 77% earnings surge โ chips bleed midday
Taiwan Semiconductor reported a stunning 77% annual earnings increase but shares still slid more than 4%, dragging Micron, AMD, Intel, and Broadcom down roughly 3% each. The market is questioning whether massive AI infrastructure spending will ever justify sky-high chip valuations, with rising oil prices pushing bond yields higher adding more pressure. Not financial advice. Has the AI-chip trade hit a wall, or is this just a mid-rally breather?
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