A. AI & Technology 🤖 I’ll be -To The Moon - Tiger Brokers Online Investing Community - To The Moon

A. AI & Technology 🤖

I’ll be watching AI policy most closely, especially any changes around chip export controls, data-centre power infrastructure, AI regulation and government incentives for domestic semiconductor production. These could have significant implications for the entire AI supply chain, from Nvidia and AMD to hyperscalers, utilities and data-centre operators.

Around the midterms, even shifts in expectations for future policy could move valuations before any legislation actually changes.

Banks Fire Earnings Season, TSMC Next — How Do You Read Week One?

U.S. equities rallied Friday: Nasdaq +0.64% to 27,366.17, S&P 500 +0.59% to 7,811.54, Dow +0.83% to 51,654.95, QQQ +0.49% to $751.27. Earnings season opens this week: JPMorgan and Wells Fargo go first, TSMC reports Thursday, with CPI and PPI alongside. Bulls say high rates lift bank net interest margins and TSMC's CoWoS capacity is locked in; bears say consumer confidence is near recent lows and Friday's rally may not hold if guidance disappoints. Bank earnings or TSMC — which matters more this week?

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