WS #12853
Dark pool alerts show large institutional orders in SMH ($3.09B), RIVN ($240M), and LQD ($212M), indicating significant institutional activity. ASML stock slides on reports China is mass-producing immersion lithography machines, threatening ASML's monopoly and pressuring semiconductor equipment stocks. TSMC reports Q4 revenue +25.5%, gross margin 62.3%, net margin +5.2 pts, with target raised to $565, reinforcing the AI infrastructure buildout thesis.
Large Institutional Dark Pool Orders
Dark pool alerts show large institutional orders in SMH ($3.09B), RIVN ($240M), and LQD ($212M), indicating significant institutional activity.
ASML stock slides on reports China is mass-producing immersion lithography machines, threatening ASML's monopoly and pressuring semiconductor equipment stocks.
TSMC reports Q4 revenue +25.5%, gross margin 62.3%, net margin +5.2 pts, with target raised to $565, reinforcing the AI infrastructure buildout thesis.