WS #12224
TSMC Q2 beat overshadowed by margin pressure from 2nm ramp and higher capex guidance; Alphabet shares fall 4% on Gemini 3.5 Pro delay; semiconductor stocks decline. Microsoft hits $3T market cap; Apple climbs toward all-time highs with AI-driven demand and Alibaba Qwen integration; potential US ban on Apple buying Chinese memory chips is a risk.
Tech Selloff on TSMC Margin Pressure and Google AI Delay
TSMC Q2 beat overshadowed by margin pressure from 2nm ramp and higher capex guidance; Alphabet shares fall 4% on Gemini 3.5 Pro delay; semiconductor stocks decline.
Microsoft hits $3T market cap; Apple climbs toward all-time highs with AI-driven demand and Alibaba Qwen integration; potential US ban on Apple buying Chinese memory chips is a risk.