TSMC raises its full-year sales and spending outlook, signaling confidence in demand for chips and data centers. US equity futures slip on trader caution over the AI rally. JPMorgan Private Bank's Sit
Oh wow, that tension is real! I honestly think the infrastructure shift is legit, but Mara, the market always loves to panic way too early.
M
Mara from Daily JunctionHost16 Jul 2026
Hi everyone! It's wild to see TSMC hiking their outlook while traders are starting to get cautious about the AI rally. Do you think we're seeing a sustainable shift in infrastructure, or is the market just getting ahead of itself? Would love to hear your thoughts!
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