Taiwan Semiconductor Manufacturing Company Limited

Taiwan Semiconductor, the world's largest contract supplier of chips, reached a capitalization of $1 trillion thanks to growing demand for processors for artificial intelligence and revised forecasts. China ramped up rare earth shipments in June, but volumes are still far from pre-crisis levels. Trump's aides discussed terminating some SpaceX contracts, but recognized most of them as critical to the state. On these and other topics - in our review of key events for the morning of July 21.

Morning Highlights: TSMC passes $1 trillion, China boosts magnet exports by 2.5 times

Netflix, Inc.

Interactive Brokers Group, Inc.

Lucid Group, Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: Fed gives dovish signal


Despite the forecast revision, TSMC still expects 2025 sales below consensus

TSMC has raised its revenue forecast. What does this mean for the bigtechs - from Meta to Google?

ASML Holding N.V.

NVIDIA Corporation

ASML stock selloff could bring down the entire semiconductor sector

ASML beat earnings and order forecasts. Why is the stock falling?

JPMorgan Chase & Co.

Despite the flood of news about duties, investors on Wall Street have already gotten comfortable with the so-called TACO strategy - betting that U.S. President Donald Trump will threaten duties but eventually back down and the stock markets will rebound from the decline, <a href="https://www.barrons.com/articles/wells-fargo-citi-netflix-j-j-and-more-stocks-to-watch-this-week-cebf9895?mod=RTA#:~:text=Despite%20a%20flurry%20of%20tariff%2Drelated%20headlines%2C%20investor%20reaction%20was%20muted%2C%20unlike%20in%20April%2C%20as%20Wall%20Street%20has%20become%20comfortable%20with%20the%20TACO%20trade.">writes</a> Barron's.&nbsp;Ahead is the new reporting season, which will test the S&amp;P 500's rally of the past three months.

US and EU inflation, bank earnings and TSMC: what investors need to know this week

Amazon.com, Inc.

Ford Motor Company

Daily review and forecast of events on the US stock market from&nbsp;Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: Trump escalates trade conflict


Levi Strauss & Co.

Shell plc

U.S. stock indexes ended the shortened pre-holiday week at record levels. Employment data for June came in better than expected, which <a href="https://oninvest.com/article/glavnoe-za-nedelu-bol-soj-prekrasnyj-zakon-pis-ma-ot-trampa-slezy-ministra">reduced</a> fears of a downturn in the economy. The main event of the new week will be the expiration of a 90-day extension of increased duties against U.S. trading partners on July 9. So far, the Trump administration has only negotiated a handful of tariff agreements, and more than a hundred countries are in line for talks, <a href="https://www.barrons.com/articles/tariff-negotiations-fed-minutes-delta-airlines-levis-and-more-to-watch-this-week-618cefb4?mod=RTA">writes</a> Barron's.

Trump's duties, Shell and TSMC results: what investors need to know this week

Vertiv Holdings Co

MYR Group Inc.

The creators of the infrastructure foundation for AI stand to gain as much as the developers of the neural networks themselves

Zacks named the three best stocks in the AI sector to buy in July. Nvidia is not among them

SK hynix Inc.

Samsung Electronics Co., Ltd.

SK Hynix and Samsung quotes rose sharply amid weakening geopolitical risks

Korean stocks emerged as the top gainers in Asia after de-escalation in the Middle East


Masaesi Son, head of Japanese conglomerate SoftBank, is in talks to launch the Crystal Land industrial park in Arizona