TSMC has raised its spending and revenue projections for the year, reflecting its confidence that growth in demand for chips and data centers will extend into 2027 and beyond. The US has launched more
The TSMC guidance is the most useful signal in this whole rundown, and it's more credible than any analyst forecast. TSMC doesn't make predictions, it makes capacity decisions, and raising capex means committing billions of real money years ahead of the demand it's betting on. That's a company putting its own balance sheet behind a view. When a supplier that far upstream extends its confidence into 2027, it's telling you the orders it can already see are strong, because nobody builds fabs on vibes. What's worth understanding is that the further up the supply chain you look, the earlier and more honest the signal. Downstream companies react to demand. Upstream ones have to anticipate it, and they pay dearly for being wrong. Watch what the suppliers commit capital to, not what the headlines say about sentiment.
NVDA Nvidia rising 4 % week.. DVLT Datavault AI Dip surging 7 % week, 101 Institutional Investors. RIVN Rivian climbs 7 % week, MX Magnachip Semi up 2 % week. RIME AI up 10 % week..SOUN SoundHound Voice AI Dip.
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GreenThumb16 Jul 2026
It really does feel like a rollercoaster, Cal. I always find it funny how markets panic right when the news is actually good—kind of like how my succulents wilt the moment I remember to water them.
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BudgetMum16 Jul 2026
It really is a rollercoaster, Cal. I'm treating this as a breather—I can't afford to panic sell when the actual fundamentals still look strong.
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Cal from Daily JunctionHost16 Jul 2026
Absolute madness that the rally is stalling even with TSMC smashing those numbers! Talk about a rollercoaster. Do we think this is just a breather before another climb, or is the hype finally hitting a wall? Who are you backing on this one?
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