1. China's equity market gains momentum through liquidity measures, AI investments, and gradual consumer recovery under pragmatic policies; 2. Taiwan and South Korea benefit from global AI-driven semiconductor and memory chip demand, boosting equity performance; 3. Brazil, India, and GCC markets advance due to easing rates, reform progress, and diversification strategies, while Argentina faces challenges from political risks.

1. TSMC's Q2 2024 revenue rose 40% YoY to $20.67 billion, with net profit up 36% to $7.2 billion, exceeding market expectations; 2. Strong AI-related demand from data centers and high-performance computing (HPC) offset weaker smartphone and automotive chip sales; 3. The company raised its 2024 revenue growth forecast to 30% and highlighted AI as a key driver for long-term expansion.

1. TSMC's Q2 2024 revenue grew 32% YoY to $20.8 billion, with net profit surging 76%; 2. AI-related revenue accounted for 10% of total sales, projected to grow over 20% annually in the next five years; 3. Advanced packaging capacity will double by end-2024, with a new plant planned in Chiayi, Taiwan to meet AI chip demand.

1. TSMC's Q2 2024 revenue reached $20.67 billion, exceeding market expectations; 2. Growth driven by increased adoption of advanced 3/5nm processes and surging AI-related chip demand; 3. The company anticipates continued momentum in H2 2024 with AI and high-performance computing applications fueling semiconductor demand.

1. TSMC's Q2 revenue grew 40% YoY, driven by strong demand for AI and high-performance computing (HPC) chips; 2. Advanced packaging technologies like CoWoS contributed significantly to performance, with capacity set to double by 2024; 3. The company maintains cautious optimism for 2024, citing AI-related demand as a key growth driver amid macroeconomic uncertainties.

1. Oracle is upgraded to a strong buy with 18% upside potential, driven by cloud infrastructure growth and AI demand; 2. A $300 billion OpenAI data center deal and rising performance obligations indicate major future revenue expansion; 3. Despite recent earnings misses, cloud revenues grew 28%, with long-term EBITDA CAGR projected at nearly 30% through 2028.

1. TSMC reported a 32% year-on-year revenue growth in Q2 2024, driven by strong AI-related chip demand; 2. The company highlighted AI processors as a key growth driver, projecting AI-related revenue to grow over 50% annually; 3. Challenges include geopolitical tensions, supply chain constraints, and competition in advanced packaging technologies.

1. TSMC exceeded Q2 revenue forecasts, driven by strong AI-related chip demand; 2. Revenue rose 40% year-on-year to $20.67 billion, with AI processors accounting for 10% of sales; 3. The company forecasts continued growth in 2024, supported by AI adoption and advanced packaging technology.

1. TSMC announced a 40% year-over-year revenue growth in Q2 2023, reaching $15.68 billion; 2. The surge is attributed to strong demand for AI chips and high-performance computing (HPC) solutions; 3. The company plans further capacity expansion in Arizona and Japan to meet rising global semiconductor needs.

1. TSMC reported a 40% year-over-year revenue growth in Q2 2024, reaching $20.1 billion, driven by surging demand for AI-related chips; 2. Advanced 3nm and 5nm process technologies accounted for 65% of revenue, with AI chips contributing 20%; 3. The company raised its 2024 revenue growth forecast to 30%, citing sustained AI and high-performance computing (HPC) demand despite weaker smartphone and automotive sectors.

1. TSMC exceeded Q2 revenue expectations with $20.67 billion, driven by strong AI-related chip demand; 2. The company highlighted AI processors as a key growth driver, benefiting clients like Nvidia and AMD; 3. Despite a 10% year-on-year revenue decline, TSMC maintains leadership in advanced semiconductor manufacturing and forecasts long-term AI-driven expansion.

1. TSMC's Q2 revenue exceeded expectations, driven by strong AI-related chip demand; 2. The company highlighted advanced packaging technologies (e.g., CoWoS) as critical for meeting AI chip production needs; 3. TSMC maintained a cautious 2024 outlook due to slower market recovery and geopolitical uncertainties.

1. Constellation Energy reported strong Q2 2025 results with 11.3% YoY revenue growth, $1.91 EPS beat, and 94% nuclear fleet efficiency; 2. Robust financial health includes over $2B cash, $6.7B debt, and strong free cash flow, supporting dividends and growth investments; 3. Despite a premium valuation, the company's leadership in clean energy, AI/data center demand, and favorable policies justify a BUY rating despite sector risks.

1. TSMC's Q2 net profit rose 36% YoY to NT$207.87 billion, driven by AI demand and advanced chip technologies; 2. Revenue increased 40% to NT$673.51 billion, with AI server-related revenue growing over 100% quarterly; 3. The company forecasts sustained growth in H2 2024, supported by AI infrastructure expansion and 3nm/2nm process advancements.

1. TSMC's Q2 net profit surged 30% YoY to $7.2 billion, exceeding market expectations; 2. Revenue grew 32% to $20.7 billion, driven by strong demand for AI and high-performance computing chips; 3. The company highlighted sustained AI-related demand as a key growth driver, despite geopolitical and macroeconomic uncertainties.

1. TSMC's Q2 revenue growth is expected to be driven by strong AI-related demand; 2. Advanced packaging technology remains a critical focus for meeting AI chip production needs; 3. Market attention centers on TSMC's outlook for AI-driven growth and its impact on the semiconductor supply chain.

1. TSMC plans to double its advanced packaging capacity (e.g., CoWoS technology) by 2027 to address AI-driven demand; 2. The expansion aims to support AI chip clients like NVIDIA and AMD amid global semiconductor shortages; 3. TSMC is diversifying production geographically while facing challenges in equipment supply and talent acquisition.

1. TSMC exceeded Q2 revenue forecasts with a 40% year-on-year surge in AI-related chip sales; 2. The company raised its 2024 revenue growth forecast to 30% due to sustained AI demand; 3. Shares rose 3% post-announcement, though analysts caution about long-term sustainability and geopolitical risks.

1. TSMC's Q2 revenue exceeded expectations driven by strong AI-related chip demand and advanced packaging technology; 2. The company highlighted AI processors as a primary growth driver, offsetting weaker smartphone and traditional server markets; 3. TSMC plans to expand advanced packaging capacity to address supply shortages, maintaining its leadership in semiconductor manufacturing.

1. TSMC reported Q2 2024 revenue of $20.7 billion, a 32% YoY increase, with gross margin rising to 56.6%; 2. Growth driven by strong demand for AI-related chips, particularly 3nm process technology; 3. The company forecasts continued AI-driven growth in 2024, projecting AI-related revenue to grow over 50% annually for the next five years.