WS #12987
TSMC raises long-term revenue CAGR to 25% through 2029, UMC raises capex to $2B on AI demand, but Fiverr tumbles 21.6% on AI headwinds and SMCI falls on AI chip probe, creating a mixed AI narrative. South Korea's Finance Ministry restricts leveraged ETF trading and implements measures to stabilize the stock market after SK Hynix earnings sink KOSPI.
AI capex and semiconductor divergence
TSMC raises long-term revenue CAGR to 25% through 2029, UMC raises capex to $2B on AI demand, but Fiverr tumbles 21.6% on AI headwinds and SMCI falls on AI chip probe, creating a mixed AI narrative.
South Korea's Finance Ministry restricts leveraged ETF trading and implements measures to stabilize the stock market after SK Hynix earnings sink KOSPI.