Good MorningU.S. stocks finished mixed Wednesday, with the S&P 500 and Nasdaq 100 slipping into negative territory after giving up early gains. Technology shares were uneven as AI-related optimism competed with renewed valuation concerns. NVIDIA rose after Elon Musk said SpaceX would exclusively buy its chips, while shares of SpaceX and AMD declined.
Earnings continued to drive sharp individual-stock moves. AppLovin fell following mixed second-quarter results and a softer-than-expected third-quarter outlook. Western Digital and SanDisk also declined despite earnings beats, while HubSpot, E.l.f. Beauty and Axon fell after their reports. IonQ rose after beating estimates and raising its 2026 outlook, while Block advanced following a quarterly beat.
Energy and geopolitical developments remained in focus as Iran announced a Strait of Hormuz plan and calls for a deal prompted investor caution. Higher oil prices supported several producers: Devon Energy beat estimates on stronger output and pricing, while Kinetik posted record results and raised full-year guidance. Corporate actions included Celestica’s planned $3 billion equity offering to fund AI-infrastructure growth, while Darling Ingredients authorized a $1 billion share-repurchase program. Featured: Your First Trade Playbook is expiring (Ad) 
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Communication Services | |
SpaceX (NASDAQ: SPCX) is a great company to follow and love, being well-positioned in the global race to commercialize space. It provides numerous opportunities for humanity and investors, but now may not be the best time to buy the stock.
Still suffering from its post-IPO malaise, the market show... Read the Full Story |
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It's a single-page, seven-point filter designed to help traders identify weak setups before placing any options trade. Print it, keep it at your desk, and run it before every trade. The download link expires soon. | | Download your free copy of the Smart Trade Options Checklist now |
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Consumer Discretionary | |
Ulta Beauty (NASDAQ: ULTA) has proven to Wall Street that it can grow faster than expected. Now it needs to convince investors to stop worrying.
The beauty retailer has spent years proving to be one of the steadier growth stories in the discretionary retail sector. Its latest quarter did little to... Read the Full Story |
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Industrials | |
The artificial intelligence (AI) revolution is running into a severe physical roadblock: the electrical grid. Data centers consume extraordinary amounts of electricity, and tech giants are scrambling to secure reliable, carbon-free baseload power. Wind and solar lack the consistency required to run... Read the Full Story |
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From Our Partners | | Bespoke Data crunched the numbers on the SPY during the current bull market and found something surprising: Friday and Monday have outperformed every other weekday by a wide margin.
While most traders chase midweek moves, this data points to a specific window that has quietly driven returns all along. | | See the full breakdown of this weekend trading pattern now |
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Communication Services | |
Meta Platform’s (NASDAQ: META) Q2 earnings distinctly disappointed investors, as demonstrated by the stock’s 8% fall after the report.
Wall Street analysts did not react well to the report either, with many issuing substantial price target decreases afterward.
These decreases were also more signif... Read the Full Story |
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Technology | |
Contrarian as it may sound, Advanced Micro Devices' (NASDAQ: AMD) August price pullback looks like a strong signal to buy. The pullback was triggered by a typically understated earnings report and lofty expectations; however, nothing in the release warranted closing out positions or shorting the st... Read the Full Story |
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From Our Partners | | AI is expanding beyond software into robots, factories, vehicles, and intelligent machines. That shift could create a new group of market leaders before most investors notice.
A complimentary report, 5 Stocks Powering the Physical AI Revolution, identifies five companies positioned at the center of this shift, along with the technologies, growth drivers, and risks to understand. | | Get your free copy before physical AI becomes Wall Street's next crowded trade |
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Technology | |
Everyone has already made money on the AI buildout. The next money gets made by whoever's actually using it.
For the past two years, the easiest trades in the market were the ones tied directly to AI infrastructure: the chips, the data centers, the power contracts. That money has largely been made.... Read the Full Story |
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Healthcare | |
As the rotation out of high-flying tech stocks continues, the healthcare sector has been a major beneficiary. Over the past three months, that corner of the market has been one of the strongest performers among the S&P 500’s 11 sectors with a nearly 12% gain.
Hims & Hers Health (NYSE: HIMS)... Read the Full Story |
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Materials | |
Concentration in a relatively small number of mega-cap stocks, inflation, elevated oil and gas prices, and other concerns have not been enough to stop the S&P 500's bull run in the first half of 2026. Buoyed by strong corporate earnings and capital spending on AI-related projects, the economy h... Read the Full Story |
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Consumer Staples | |
Archer-Daniels-Midland (NYSE: ADM) delivered one of its strongest quarters in years before the market opened on Aug. 4. But out of the gate, ADM only gained about 1%. The muted reaction could be due to valuation concerns. ADM is up over 35% in 2026, and a nuance in the report could be giving invest... Read the Full Story |
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Technology | |
Institutional capital is aggressively rotating out of legacy software and flooding into the physical backbone of the artificial intelligence (AI) economy. Sitting at a market capitalization that hovers around $41.7 billion, CoreWeave (NASDAQ: CRWV) represents a direct opportunity in this monumental... Read the Full Story |
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Thursday's Early Bird Stock Of The Day Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides a range of wafer fabrication processes, including processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others. The company also offers customer and engineering support services; manufactures masks; and invests in technology start-up companies; researches, designs, develops, manufactures, packages, tests, and sells color filters; and provides investment services. Its products are used in high performance computing, smartphones, Internet of things, automotive, and digital consumer electronics. The company was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan. | Should I Buy Taiwan Semiconductor Manufacturing Stock? TSM Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Taiwan Semiconductor Manufacturing was last updated on Thursday, September 17, 2026 at 6:02 PM.
Taiwan Semiconductor Manufacturing Bull Case -
August revenue accelerated sharply by 53%, signaling strong AI chip demand that could drive additional earnings growth and potentially exceed analyst forecasts.
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The launch of a flagship smartphone chip by MediaTek using the company's 2-nanometer technology provides near-term commercial visibility for the newest manufacturing node, benefiting from existing partnerships with major technology customers.
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Analysts identify the company as a picks-and-shovels beneficiary of the AI infrastructure buildout because it manufactures advanced processors for multiple chip designers, reducing reliance on a single AI-chip winner.
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A capacity bottleneck for advanced chips is leaving customers unable to secure enough supply, which potentially strengthens the company's pricing power and long-term growth prospects.
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The stock is currently trading at $429.35, which is below the consensus price target of $523.22, suggesting potential upside for investors given the recent positive momentum.
Taiwan Semiconductor Manufacturing Bear Case -
A shortage of skilled workers in U.S. semiconductor manufacturing could raise hiring costs, slow factory expansion, or complicate efforts to scale U.S. operations.
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GlobalFoundries is experiencing faster percentage growth in a particular business area, highlighting that competition remains relevant even as the company maintains greater scale and technological leadership.
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The company has a beta of 1.39, indicating higher volatility than the overall market, which may result in larger price swings during market downturns.
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Recent reports indicate that AI-linked Asian stocks have slumped after top lab CEOs called for slowing down technology's development, which could impact investor sentiment and stock performance.
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The company's payout ratio is currently 25.25%, which may limit the amount of cash available for reinvestment in growth initiatives or share buybacks.
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