Equities were off to the races early today. Taiwan Semiconductor’s earnings report breathed fresh life into tech names as bulls found comfort in TSMC’s outlined $56 billion in capex for 2026. The rising tide did lift peers with other semiconductor stocks rallying premarket, including ASML and NVDA, both of which TSMC is a key manufacturer. Some economic data also helped lift sentiment as jobless claims hit the lowest level since November, further evidence of a resilient labor market. However, t…
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