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Source document· January 15, 2026

Stock market today: Dow, S&P 500, Nasdaq jump as TSMC boosts AI hopes, bank stocks rally

View original at finance.yahoo.com
Stock market today: Dow, S&P 500, Nasdaq jump as TSMC boosts AI hopes, bank stocks rally US stocks rose Thursday, signaling a recovery from back-to-back losses as chip linchpin TSMC's strong outlook boosted AI hopes and bank stocks rallied after upbeat earnings reports from two Wall Street heavyweights…
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  • US will not implement tariffs on critical minerals

    80% confidence
  • Intel is a formidable competitor but it takes time and we don't underestimate their progress

    80% confidence
  • DOJ probe and accusations against Lisa Cook are an assault on Fed independence

    80% confidence
  • Market environment has created a lottery-ticket mentality among retail traders

    80% confidence
  • Iran authorities will stop killing protesters

    80% confidence
  • TSMC capital spending will be significantly higher in the next three years

    80% confidence
  • Supply tightness in TSMC's packaging business will be tailwind for Intel

    80% confidence
  • US was 100 percent net-import reliant for 12 critical minerals and 50 percent or greater reliant for 29 critical minerals in 2024

    80% confidence
  • Intel will get front-end foundry customers as yields on 18A-P and 14A processes improve

    80% confidence
  • Stablecoin legislation delay creates probability for US to be one of only major digital assets hubs without clear capital markets rulebook in 2026

    80% confidence
  • Fed is acting only for economic reasons according to its mandate

    80% confidence
  • Single stocks have become where the center of gravity of volatility is

    80% confidence
  • TSMC expects business to be supported by continuous strong demand for leading edge process technologies

    80% confidence
  • It may be appropriate to impose tariffs if satisfactory trade agreements on critical minerals are not reached in timely manner

    80% confidence
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Ce que nous observons
Q4 2026 Biotech Catalyst Cluster: Late-Stage Data and PDUFA Dates Converge
Early-to-mid November 2026 is a dense run of clinical readouts and Q3 earnings at AHA, AASLD, ACR and ASH. Mid-cap biotechs (Vir, Mineralys, Arrowhead, Oryzon, Novartis, J&J) are reporting data that feeds into regulatory decisions. The next ones are the ivonescimab BLA (Nov 14) and the lorundrostat PDUFA (Dec 22), followed by ECLIPSE 2/3 and Maritime-1 readouts in Q1 2027. The list also includes an unrelated delisting track (EGM Nov 19, application Jan 25, 2027), and the facts have no AI or fintech content.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Stock market today: Dow, S&P 500, Nasdaq jump as TSMC boosts AI hopes, bank stocks rally: Source | Via News | fr.via.news