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Claire Yubin Oh11/10/25

TSMC rises after reporting that sales grew 17% in October, the slowest pace since February 2024

TSMC shares are up on Monday after the company reported a 16.9% rise in sales for October.

That was its slowest pace since February 2024 — adding to the debate on whether the global AI complex can continue its breakneck growth — but it broadly matches analyst expectations.

Last month’s revenue came at $11.9 billion (NT$367 billion). For the current quarter, analysts are expecting sales to increase 16% year on year (estimates compiled by Bloomberg), down from the whopping 41% growth in Q3.

Despite last week’s slump in Asian tech shares, which mildly affected TSMC, the chip supplier has been riding an AI- and semiconductor-powered rally, up more than 40% so far this year. The firm counts a swath of Big Tech names on its client list, including Nvidia, AMD, and Qualcomm, with Nvidia CEO Jensen Huang saying over the weekend that he has asked TSMC for more chip supplies, as demand remains strong.

TSMC’s Slowing Monthly Sales Fuel AI Sustainability Debate

TSMC’s Slowing Monthly Sales Fuel AI Sustainability Debate

Last month’s revenue came at $11.9 billion (NT$367 billion). For the current quarter, analysts are expecting sales to increase 16% year on year (estimates compiled by Bloomberg), down from the whopping 41% growth in Q3.

Despite last week’s slump in Asian tech shares, which mildly affected TSMC, the chip supplier has been riding an AI- and semiconductor-powered rally, up more than 40% so far this year. The firm counts a swath of Big Tech names on its client list, including Nvidia, AMD, and Qualcomm, with Nvidia CEO Jensen Huang saying over the weekend that he has asked TSMC for more chip supplies, as demand remains strong.

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Amazon just matched its longest losing streak in 20 years

Amazon shares marked their ninth straight day of losses — the company’s longest losing streak since 2006.

The milestone follows a fourth-quarter earnings miss, downbeat guidance, and a plan to spend a whopping $200 billion on capital expenditure this year.

Amazon is hoping that by spending big on AI infrastructure now, it will reap rewards from the technology later. Investors aren’t so sure.

Interestingly enough, the current situation sounds quite similar to the one Amazon was in two decades ago. Back then, Amazon endured a similar stretch as it was upping spending on tech and an online toy store — moves that would eat into its profits.

At the time, an asset manager told Bloomberg, “They want to capture as many eyeballs as they can on the Internet and be the go-to place on the Internet, but that’s costing them earnings, at least right now.”

Sound familiar? In case you’re wondering, Amazon stock has risen 14,849% since that quote.

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BISHOP'S STORTFORD, ENGLAND - JANUARY 25: Snowfall in the Essex countryside on January 25, 2021 in Bishop's Stortford, Essex, United Kingdom.

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Max Knoblauch22h

Rivian is on pace for its best-ever trading day as analysts dig into Q4 results

EV maker Rivian is on track to log its best trading day on record Friday, as investors pour in following its fourth-quarter earnings report and 2026 guidance and analysts issue bullish appraisals of the shares.

Rivian shares are up more than 30% on Friday afternoon, easily surpassing its previous best trading day, which came in January 2025.

“We continue to remain confident in the long-term vision that RIVN is amid a massive transformation,” Wedbush Securities’ Dan Ives wrote in a fresh note on Friday. The firm maintained its $25 price target and “outperform” outlook and said that the launch of Rivian’s upcoming lower-cost SUV, the R2, is “crucial.”

Rivian received upgrades from Deutsche Bank (to “buy” from “hold”) and UBS (to “neutral” from “sell”) following its results.

On its Thursday earnings call, Rivian said it expects its delivery volume of its existing vehicle lineup to land “roughly in line with... 2025 total volumes.” Given the automaker’s full-year delivery guidance, that statement implies 2026 R2 deliveries to land between 20,000 and 25,000 units.

Self-driving features also appear to be boosting investor optimism. On Thursday’s earnings call, CEO RJ Scaringe said the company would enable “point-to-point” driving in its vehicles later this year. In a podcast interview released Thursday, Scaringe predicted that by 2030, it will be “inconceivable to buy a car and not expect it to drive itself.” Rivian is targeting “a little sooner than that,” he added.

Rivian shares are also likely benefiting from something of a snapback: before the release of its Q4 results, Rivian shares had been hammered recently, down 38% since their recent high in December.

Rivian climbs after posting better-than-expected Q4 results; sees R2 SUV hitting the market in Q2

Rivian climbs after posting better-than-expected Q4 results; sees R2 SUV hitting the market in Q2

“We continue to remain confident in the long-term vision that RIVN is amid a massive transformation,” Wedbush Securities’ Dan Ives wrote in a fresh note on Friday. The firm maintained its $25 price target and “outperform” outlook and said that the launch of Rivian’s upcoming lower-cost SUV, the R2, is “crucial.”

Rivian received upgrades from Deutsche Bank (to “buy” from “hold”) and UBS (to “neutral” from “sell”) following its results.

On its Thursday earnings call, Rivian said it expects its delivery volume of its existing vehicle lineup to land “roughly in line with... 2025 total volumes.” Given the automaker’s full-year delivery guidance, that statement implies 2026 R2 deliveries to land between 20,000 and 25,000 units.

Self-driving features also appear to be boosting investor optimism. On Thursday’s earnings call, CEO RJ Scaringe said the company would enable “point-to-point” driving in its vehicles later this year. In a podcast interview released Thursday, Scaringe predicted that by 2030, it will be “inconceivable to buy a car and not expect it to drive itself.” Rivian is targeting “a little sooner than that,” he added.

Rivian shares are also likely benefiting from something of a snapback: before the release of its Q4 results, Rivian shares had been hammered recently, down 38% since their recent high in December.

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