Mmastodon TechnologySemiconductors first seen 1 d ago, last 17 h ago, peak #3

CPI report and TSMC earnings to test AI stock rally

Original: CPI, ASML and TSMC: can AI survive a 5.24% bond market? 📊🔥 Wednesday's CPI decides if Fed hike talk returns. Thursday's

Investors are bracing for a pivotal week as Wednesday's US CPI report could revive Federal Reserve rate-hike talk, with Treasury yields near 5.24% putting pressure on high-valuation AI and semiconductor stocks. Thursday brings TSMC's earnings outlook, seen as a key test for chip-sector sentiment, alongside results from Dutch chip-equipment maker ASML.

Why now: Traders are weighing whether inflation data and chipmaker guidance will sustain or break the AI-driven semiconductor rally amid elevated bond yields.

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• CPI, ASML and TSMC: can AI survive a 5.24% bond market? 📊🔥 Wednesday's CPI decides if Fed hike talk returns. Thursday's TSMC outlook is the big test for $SMH and $SOXX, my two largest positions. My full week ahead on eToro 👇 https:// med.etoro.com/aw.aspx?A=129366… · RudolfdeLeeuw · 1

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