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TSMC Rides Retail Frenzy to New Stock Highs as AI Boom Returns

A surge of retail investor buying has helped drive shares of Taiwan Semiconductor Manufacturing Co. to a record high as the artificial intelligence trade roars back to life.

The Taiwan Semiconductor Manufacturing Co. (TSMC) 12-inch Fab 16 facility in Nanjing, China, on Friday, Jan. 9, 2026. TSMC's revenue topped estimates, reinforcing hopes of sustained global AI spending in 2026 despite concerns about an industry bubble.
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TSMC Rides Retail Frenzy to New Stock Highs as AI Boom Returns

A surge of retail investor buying has helped drive shares of Taiwan Semiconductor Manufacturing Co. to a record high as the artificial intelligence trade roars back to life.

The Taiwan Semiconductor Manufacturing Co. (TSMC) 12-inch Fab 16 facility in Nanjing, China, on Friday, Jan. 9, 2026. TSMC's revenue topped estimates, reinforcing hopes of sustained global AI spending in 2026 despite concerns about an industry bubble.
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China’s Drone Exports to Russia Use a New Route Through Thailand

On the 30th floor of the Chartered Square building in downtown Bangkok, the low-key office of Skyhub Technologies Ltd. serves as a nexus for a burgeoning and contentious trade.

Autel Eco Max 4 T drone. Skyhub Technologies’ imports came from Autel Robotics, one of China’s major drone manufacturers, the documents compiled by Big Trade Data showed.
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The Weather Is Changing. Renewables Are Feeling the Impact

On Monday, President Donald Trump’s administration paused five leases on wind farms already being built. The reason? National security concerns.

Wind turbine tower sections and blades at the Revolution Wind project assembly site at State Pier in New London, Connecticut, US, on Tuesday, Sept. 30, 2025. Orsted A/S will resume work on its nearly-completed wind farm off the coast of Rhode Island after a US judge ruled construction can continue during a lawsuit challenging the Trump administration’s stop-work order, a major win for the beleaguered Danish energy giant. Photographer: Joe Buglewicz/Bloomberg
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