TSMC Just Lit the Market on Fire 🔥

Buckle up - the machines are in charge today.

Author

Jason Paloma
July 17, 2025 • Estimated Reading Time: 6 minutes

😎 Market Vibes

The chip gods have spoken.
TSMC just dropped a monster earnings beat, AI demand is spiking, and suddenly semis are dragging the whole market back into beast mode. Meanwhile, bond yields are softening, oil's creeping up, and Powell's name is back in the rumor mill (again). Buckle up - the machines are in charge today.

📈 Cautiously Optimistic

  • 🚀 TSMC Blasts Past Estimates on AI Surge: Taiwan Semi smashed Q2 with a 61% profit jump YoY and record revenue, riding the AI server wave like a champ. Traders are fired up, and chip stocks are suddenly the main character again.

  • 📉 S&P 500 Futures Steady-ish: S&P 500 opened at about 0.09% higher this morning, somewhat steady as traders lock in pre-open gains from chip-related earnings.

  • 📈 QQQ Creeps Higher on AI FOMO: Nasdaq futures rose 0.3% as traders rotate back into big tech and start whispering about TSMC earnings. Nvidia and the AI gang are still doing the heavy lifting.

  • ⛽ Oil Climbs as Trade Tensions Thaw: Brent hit around $68, WTI near $67 with low inventories and renewed Middle East risks making a comeback.

  • 🏦 10‑Year Treasury Yield Slides Slightly: The 10‑year fell from ~4.50% yesterday to about 4.46% today after Powell‑firing rumors rattled markets earlier. Traders are pricing in a potential pivot, but it's still hanging near elevated levels.

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💸 Trade Talk

The TSMC print wasn't just good-it was a thunderclap. AI demand is going parabolic, and Taiwan Semi is minting money like it's 2021 again. If you're still fading the chip rally, good luck explaining that to your portfolio in a month.

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🧠 Big Brain Energy

🎯 TSMC reported a net profit of $13.5 billion in Q2, marking a 61% year-on-year increase, as AI and high-performance computing demand surged.

🧨The Outrage Meter

Multiple traders are seriously pricing in a Powell firing... again. Markets briefly wobbled on the rumor… This isn’t the first time we’ve heard this.

🤔What Do You Think?

AI chips are flying. Are you chasing?

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