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Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys strong Q3 results and raised full-year outlook have been overshadowed by a sharp selloff, with traders focused on negative cash flow, elevated capital spending, and the stocks high valuation. Bulls see the spending as investment in capacity to meet data-center power demand and are buying the dip, while skeptics question whether growth will translate into cash and whether the AI-related selloff has further to run.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

A leak of Phase 3 data for Modernas personalized melanoma vaccine with Keytruda showed a reduced risk of recurrence or death, but shares sold off sharply after a major rally as traders debated whether the results met lofty expectations and justified the vaccines commercial potential. Bulls view the findings as meaningful validation of the platform, while skeptics question its scalability and whether results will extend beyond melanoma.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credos selloff has traders focused on Amazon withdrawing a planned Virginia data-center project, alongside broader weakness in AI stocks and concerns about insider selling and competition. Some see the project as too early-stage to affect Credos business materially and are buying the dip, while others remain worried about demand and continued executive sales.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

A sharp gold selloff has pushed GLD toward its yearly lows, prompting debate over whether the metal is still acting as a safe haven as it falls alongside risk assets. Bears cite a stronger dollar, higher yields and rate concerns, while dip buyers are watching for support and a rebound.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

Renewed Middle East tensions, including concerns about Iran, Strait of Hormuz shipping and Houthi threats, are fueling fears of oil-supply disruption and lifting USO. Traders are split between riding the momentum and expecting a pullback if tensions ease, with some warning the rally is overextended.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Traders are focused on DJTs steep decline and question its value, citing perceived dilution, cash burn and reliance on Trump-linked promotions and merger speculation. The conversation is overwhelmingly bearish, with political and Iran-related headlines adding uncertainty while a few traders look for a technical bounce.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention amid a volatile tech selloff over concerns that heavy AI and data-center spending may not generate adequate returns, with rising oil and Iran-related risks adding macro pressure. Traders are split between expecting further losses and viewing the rebound in oversold tech as a buying opportunity, with major tech earnings also in focus.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Strong reported demand for Apples new foldable iPhone Duo and its launch are drawing attention as shares hold near record highs, even amid broader tech weakness. Bulls view Apple as a defensive haven and see demand as supportive, while skeptics question its valuation and argue the rally could reverse, especially around earnings.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candels anticipated FDA BLA submission for CAN-2409 in localized prostate cancer, supported by positive Phase 3 results, dominates discussion. Traders debate the share-price pullback, with concerns about dilution, the CEOs share sales and biotech-sector weakness competing with bullish views that the regulatory milestone and other pipeline data could improve sentiment.

Axsome Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which engages in the development of novel therapies for the management of central nervous system disorders. Its portfolio consists of Products Overview and Pipeline Overview. The Products Overview includes Auvelity and Sunosi. The Pipeline Overview refers to AXS-05, AXS-07, AXS-12, and AXS-14. The company was founded by Herriot Tabuteau on January 12, 2012 and is headquartered in New York, NY.

Axsome Therapeutics Inc

AXSMs steep selloff is fueling debate over whether Auvelitys launch for Alzheimers-related agitation is gaining traction: some traders see prescription growth as too slow, while others argue samples and long-term-care channels may be undercounted. With management offering little clarity, investors are looking to Q3 results for evidence on uptake, sales growth and the path to profitability.

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Taiwan Semiconductor and ASML Are Incredible, but 1 of These Monopoly Chip Stocks Is Far Safer.

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China tech soars in 2025 as AI, EVs and AR lead the way. Investors can buy ATHM, GCT, TSM and BEKE as they capitalize on this opportunity.

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The AI revolution continues to create opportunities, with Taiwan Semiconductor (TSM), BWX Technologies (BWXT), and ASML Holding (ASML) each positioned to continue benefiting. 

Can GFS' Manufacturing Expansion Boost Its Future Growth Prospects?

GLOBALFOUNDRIES is set to operate two new semiconductor plants in New York under a U.S.-Japan initiative worth up to $21 billion, boosting U.S. chip capacity.

Zacks Investment Ideas feature highlights: Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing shares have dipped 14% from record highs despite surging earnings, rising advanced-chip demand and upgraded guidance, creating renewed investor interest.

Buy Top-Ranked Tech Stock TSMC Now on the Dip and Hold

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TSMC reported 3Q26 revenue of NT$1.49T, up 50.9% year over year; net income was NT$763.06B, up 68.7%, diluted EPS was NT$29.43, and gross margin was 66.4%.

TSMC cited gross-margin dilution during the initial N2 ramp, lower non-operating gains without prior-quarter VIS share gains, and risks from intense competition and significant-customer orders.

TSMC reported quarter-over-quarter revenue growth supported by strong leading-edge demand, advanced technologies at 79% of wafer revenue with 2nm at 8%, and free cash flow of NT$476.56B.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSMC’s ‘Leave No Food On The Table’ Pledge Signals More AI Chip Investment, Morningstar Says

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Neutral Sentiment

<ul class="summary-bullets"><li>Morningstar estimated that matching the full scale of Tesla’s proposed Terafab project could triple TSMC’s effective manufacturing capacity.</li><li>The firm estimated TSMC’s capital expenditure could reach $98 billion in 2028, up 53% from its 2026 estimate.</li><li>It also noted that TSMC’s fourth-quarter revenue guidance came in about $7 billion above its previous forecast, reflecting a faster ramp-up in 2-nanometer production and advanced packaging.</li></ul>Taiwan Semiconductor Manufacturing (TSM) shares edged lower in early morning trade on Friday, on track to post their biggest&nbsp;weekly loss since July, but Morningstar believes the stock is currently trading 27% below its fair value.&nbsp;Analyst Phelix Lee said TSMC’s outlook reflects persistent demand for advanced semiconductors and the company’s scope to expand production. He noted that TSMC’s pledge to “leave no food on the table” signals that it could increase investment to capture more of that demand.<a href="https://stocktwits.com/symbol/TSM">TSM stock</a> fell 0.6% in pre-market trade, with retail sentiment on Stocktwits around the firm dropping to ‘bullish’ from ‘extremely bullish’ over the past day. Chatter, however, continued to rise to ‘extremely high’ from ‘high’ levels. Platform data showed an over 200% jump in message volumes over the past week.<figure class="image"><img src="https://news.stocktwits-cdn.com/image_18_96289d13e4.png" alt="image (18).png" width="1274" height="686"><figcaption>TSM stock retail sentiment on October 16 as of 6:25 a.m. ET | Source: Stocktwits</figcaption></figure>Morningstar’s fair value estimate of $534 for TSM implies a roughly 26.5% upside from Thursday’s close.&nbsp;<h2 class="st-heading-2">TSM Stock Is ‘Undervalued’</h2>Morningstar said it viewed TSMC as “undervalued,” with sustained AI demand and investment in advanced manufacturing supporting its long-term outlook. The firm said its $534 fair value estimate reflects its view that TSMC can benefit from demand growth while expanding the capacity needed to serve customers.Meanwhile, Barclays analyst Simon Coles raised the price target on TSMC stock to $670 from $665, which implies an even higher potential upside of almost 60%. In a note to investors cited by TheFly, the analyst kept an ‘Overweight’ rating on the shares and raised its fiscal 2026 revenue guidance, citing increasing demand and having strong visibility on customer roadmaps.<h2 class="st-heading-2">Tesla’s Terafab Plans Could Expand TSMC’s Capacity</h2>Morningstar said TSMC confirmed discussions with Tesla (TSLA) about the electric-vehicle maker’s proposed Terafab chipmaking project. Any arrangement would require TSMC to operate the fabrication facilities, the analyst noted. TSMC is also evaluating a potential expansion in Texas, although no agreement has been reached.Morningstar said it had not incorporated the proposed Texas project into its forecasts. However, it estimates that matching the full scale of Tesla’s proposed Terafab could triple TSMC’s effective manufacturing capacity.The report noted that further U.S. expansion could also help TSMC shorten shipping times and strengthen collaboration with Texas’ semiconductor industry. It estimated that the potential project would add to the $265 billion the company has already committed to investing in the U.S.The firm said it has not included the potential Texas project in its forecasts. However, it estimated that matching the full scale of Tesla’s proposed Terafab could triple TSMC’s effective capacity.<h2 class="st-heading-2">TSMC Capital Expenditure Could Reach $98B</h2>TSMC kept its 2026 capital expenditure outlook unchanged following its third-quarter results but signaled that spending could accelerate beyond this year, according to Lee.&nbsp;Morningstar estimated that capital expenditure could reach $98 billion in 2028, up 53% from its 2026 estimate, as the company expands production of its 2-nanometer and 1.4-nanometer chips.The firm pointed to Lasertec and Tokyo Electron as potential beneficiaries as TSMC invests in additional manufacturing capacity.Morningstar said further U.S. expansion could benefit TSMC through faster shipping and closer collaboration with Texas’ semiconductor industry. The plans would add to the $265 billion the company has already committed to U.S. investment.<h2 class="st-heading-2">AI Demand Supports Morningstar’s Long-Term Outlook</h2>Morningstar said TSMC’s fourth-quarter revenue guidance was about $7 billion above its previous forecast, reflecting a faster ramp-up in 2-nanometer production and advanced-packaging capacity.Lee adjusted the firm’s 2026 forecasts to account for the updated guidance but left longer-term estimates unchanged while awaiting clearer signs that supply-chain constraints are easing.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-4-day-slide-coreweave-debt-test-analysts-split-selloff/cZxWuGmRBAA">CRWV Stock On Track For 4-Day Slide Amid CoreWeave’s Debt Test: Analysts Split On Whether Selloff ‘Grossly Overexaggerated’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

2024 World Semiconductor Congress in Nanjing

Taiwan Semiconductor Manufacturing (TSM) shares edged lower in early morning trade on Friday, on track to post their biggest weekly loss since July, but Morningstar believes the stock is currently trading 27% below its fair value.

Morningstar estimates Taiwan Semiconductor Manufacturing trades about 27% below its fair value, with a $534 price target.


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Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$5.06	--	--	N/A
Q3 '26	$4.46	$4.54	1.75%	BEAT
Q2 '26	$3.81	$4.22	10.78%	BEAT
Q1 '26	$3.30	$3.50	6.09%	BEAT
Q4 '25	$2.90	$3.09	6.64%	BEAT

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Latest Earnings Results: Q3 '26

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