According to @KobeissiLetter, Taiwan Semiconductor (TSMC, TSM) reported a 35% year-over-year increase in net profit for Q4 2025, driven by surging AI chip demand. Source: @KobeissiLetter. TSMC has posted year-over-year profit growth for eight consecutive quarters, underscoring sustained earnings momentum. Source: @KobeissiLetter. Revenue grew 21% year-over-year in Q4 2025; the post did not reference any cryptocurrency market impacts. Source: @KobeissiLetter.

According to @StockMKTNewz, a $10,000 investment in Intel (INTC) made when the U.S. government took a stake would now be worth $20,000, marking a 2x return from that reference point (source: @StockMKTNewz).

According to @StockMKTNewz, TSMC reported EPS of $3.14, beating expectations of $2.79 (source: @StockMKTNewz). According to @StockMKTNewz, revenue was $33.7B, topping the $33.3B consensus (source: @StockMKTNewz). According to @StockMKTNewz, TSMC shares rose about 5% in overnight trading on the results (source: @StockMKTNewz).

According to CNBC, Taiwan Semiconductor Manufacturing Company (TSMC) reported fourth-quarter profit rose 35% year over year and beat analyst estimates as demand for AI chips remained strong. According to CNBC, the performance was attributed to sustained strength in AI-related semiconductor orders, reflecting resilient foundry utilization late in the quarter. According to CNBC, the brief update did not provide further financial details or any direct reference to cryptocurrency markets.

According to @KobeissiLetter, semiconductor and semiconductor equipment stocks now account for 7.5% of total global hedge fund market exposure, the highest on record, and this share has doubled since 2022 as sector prices surged, source: @KobeissiLetter. For cross-asset context relevant to crypto traders, Bitcoin (BTC) showed a significantly higher correlation with US equities during 2020–2022, indicating crypto can respond to equity risk cycles, source: International Monetary Fund, 2022.

According to @StockMKTNewz, citing the Wall Street Journal, Taiwan Semiconductor (TSM) spent $197 million at a public auction last week to acquire 900 acres adjacent to its existing Arizona property, reportedly for planned new facilities. According to @StockMKTNewz, citing the Wall Street Journal, the land is directly next to TSMC’s current Arizona site, indicating the purchase is intended to support the company’s planned facility build-out.

According to @StockMKTNewz, AMD (AMD) started today’s U.S. trading session up about 5%, indicating a strong early move on January 13, 2026 (source: @StockMKTNewz). The update did not provide a catalyst or any direct cryptocurrency market implications beyond noting the 5% opening gain (source: @StockMKTNewz).

According to @StockMKTNewz, Intel (INTC) closed up almost 11%, marking its best single-day performance since September. According to @StockMKTNewz, the surge coincided with Donald Trump stating he had a great meeting with Intel’s CEO. According to @StockMKTNewz, the post did not reference any cryptocurrencies or direct crypto market effects.

According to @CNBC, Intel (INTC) stock rose after Donald Trump praised the company's 'very successful' CEO and applauded government investment, as reported on Jan 8, 2026. According to @CNBC, the move was framed as a reaction to the public remarks tied to Intel leadership and government support, with details available in the CNBC report at cnbc.com/2026/01/08/intel-stock-rises-after-trump-touts-ceo-government-investment.html. According to @CNBC, the report did not indicate any direct cryptocurrency market impact.

According to @QCompounding, Micron Technology (MU) produces memory chips used in data centers, consumer electronics, and AI infrastructure (source: @QCompounding). The author indicates AI and data centers are booming, positioning Micron to benefit from this demand trend (source: @QCompounding). For traders, this frames MU as a direct play on rising AI and data center spending via memory demand exposure (source: @QCompounding).

According to @StockMKTNewz, Micron (MU) will break ground on its New York megafab in Onondaga County on January 16, source: @StockMKTNewz. The post attributes this to a Micron announcement made today but shares no additional details on capacity, capex, or construction timelines, source: @StockMKTNewz. The post does not mention any impact on cryptocurrencies or digital assets, source: @StockMKTNewz.

According to @CNBC, Loop Capital expects two semiconductor stocks that underperformed in 2025 to do well in 2026. @CNBC notes that the brief post does not disclose the tickers or any price targets in the excerpt, so traders should review the full CNBC report for the specific names, target prices, and catalysts cited by Loop Capital before taking positions. @CNBC does not mention any direct cryptocurrency market impact in the post.

According to @StockMKTNewz, the average Wall Street price target for Nvidia (NVDA) is around $277 per share, providing a clear consensus reference level for trade planning and risk management. Source: @StockMKTNewz.

According to @StockMKTNewz, Micron (MU) began the first trading day of 2026 up by more than 7% (source: @StockMKTNewz, Jan 2, 2026). The post highlights a strong early-session move in MU shares, indicating notable upside momentum at the start of the year (source: @StockMKTNewz, Jan 2, 2026). No cryptocurrencies or digital assets are mentioned in the update (source: @StockMKTNewz, Jan 2, 2026).

According to @StockMKTNewz, a new video offers a deep dive on ASML’s lithography machines and how they enable the world’s most advanced semiconductors. According to ASML company materials, ASML is the sole supplier of EUV lithography systems used to manufacture sub-7nm logic at leading foundries including TSMC, Samsung, and Intel, making its tool shipments a direct driver of advanced-node capacity. According to ASML technology disclosures, EUV is essential for the N5/N4 class of processes that underpin cutting-edge CPUs and GPUs, which ties tool availability to downstream chip output. According to ASML and Intel statements, ASML shipped the first High-NA EUV system to Intel in 2023, and ASML positions High-NA (EXE series) to enable future 2nm-class nodes, a catalyst traders watch for node transitions and capital spending cycles at top customers. According to the Netherlands government and ASML company statements, export controls introduced in 2023 and subsequent U.S.-driven license actions in early 2024 restrict certain advanced DUV/EUV shipments to China, creating regional revenue mix risk and order timing volatility. According to Nvidia, the H100 accelerator is built on TSMC’s 4N (5nm-class) process, and according to TSMC technology briefs, the N5/N4 family extensively uses EUV, linking ASML’s EUV throughput to AI GPU supply and high-performance computing buildouts. According to the Ethereum Foundation, Ethereum’s 2022 Merge ended mainstream GPU mining, so any crypto market impact from AI GPU supply is now indirect and largely narrative-driven around blockchain compute rather than direct mining demand.

According to @CNBC, U.S. premarket leaders include Intel (INTC), Hyatt Hotels (H), and Taiwan Semiconductor (TSM) among the biggest movers ahead of the open, flagging heightened single-stock volatility into the cash session, source: CNBC. For sector read-throughs at the open, traders typically track semiconductor baskets such as the iShares Semiconductor ETF (SOXX) and VanEck Semiconductor ETF (SMH) when chip leaders like TSM and INTC are active, source: iShares; VanEck. The post does not cite catalysts or any crypto-market linkage; no direct cryptocurrency impact is noted in the source, source: CNBC.

According to @CNBC, Broadcom (AVGO) currently presents a favorable risk-reward setup, and the network highlighted an options-based way to trade the AI chipmaker in a segment promoted on its official X account on Dec 30, 2025 (source: CNBC). @CNBC described the setup as too good to ignore and directed traders toward defined-risk options exposure rather than stock-only positions in the segment teaser (source: CNBC). @CNBC’s post did not disclose specific strikes, expirations, or pricing details, and it did not reference any cryptocurrency market implications (source: CNBC).

According to @StockMKTNewz, Intel (INTC) confirmed it completed the issuance and sale of 214,776,632 common shares to Nvidia (NVDA) at $23.28 per share, totaling $5.0 billion, as reported by the source (source: @StockMKTNewz). With INTC quoted at $36.85 in the source, the execution price implies a $13.57 per-share gap, equating to roughly a $2.915 billion mark-to-market gain on the position and about a 36.8% discount to that spot price based on the figures provided (source: @StockMKTNewz). The transaction injects $5.0 billion of cash into Intel and positions Nvidia as holder of 214,776,632 newly issued INTC shares at a $23.28 cost basis; no direct cryptocurrency market impact was cited by the source (source: @StockMKTNewz).

According to @StockMKTNewz, AMD CEO Dr. Lisa Su will deliver a CES keynote on January 5 at 9:30 PM ET, outlining AMD's vision for next-generation AI solutions and innovations across industries, source: @StockMKTNewz (Twitter, Dec 26, 2025). For traders, this sets a clearly timed headline event for AMD (AMD) tied to AI strategy and industry innovations to monitor, source: @StockMKTNewz. Crypto market participants tracking AI infrastructure narratives can also note the AI-focused theme of the keynote timing, source: @StockMKTNewz.

According to CNBC, Nvidia (NVDA), Micron (MU), and SanDisk were among the biggest premarket movers on December 26, 2025, signaling notable pre-open activity in semiconductor shares. According to CNBC, the update highlights these tickers as key premarket movers for traders monitoring early-session volatility.