Stock earnings pick of the week: Can TSMC keep the AI boom running as US CPI looms?
Published . Updated .
Stock earnings pick of the week: Can TSMC keep the AI boom running as US CPI looms? investingLive
Directly affected
- TSM Taiwan Semiconductor Manufacturing
Named in this report.
Indirectly affected
- NVDA NVIDIA
Chip makers and their suppliers move when export rules or Taiwan risk changes
- ASML ASML
Chipmaking-equipment sales follow export rules
- AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
- TLT iShares 20+ Year Treasury Bond
Long-term bonds move when yields change
- IEF iShares 7-10 Year Treasury Bond
Treasury bonds move when yields change
- AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials
Chip-equipment makers feel export controls
- LRCX Lam Research
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
- UGA UNITED STATES GASOLINE FUND LP
Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations.
Price reaction, T-5 to T+3
Stock earnings pick of the week: Can TSMC keep the AI boom running as US CPI looms? investingLive
Source: investingLive
How far United States Gasoline Fund (UGA) has moved since 12 Oct 2026
Since the first closing price after “Stock earnings pick of the week: Can TSMC keep the AI boom running as US CPI looms?,” United States Gasoline Fund (UGA) is -1.70%. The S&P 500 fund (SPY) is -1.47% over the same days, a -0.23% difference versus the market.
| Company | When | Move | Status |
|---|---|---|---|
| AMAT | that day | -1.85% | final price |
| AMAT | the next day | -8.47% | final price |
| AMAT | two days later | -11.90% | final price |
| AMAT | three days later | -15.16% | final price |
| AMAT | three days earlier | +2.71% | final price |
| AMAT | five days earlier | +6.91% | final price |
| AMD | that day | -2.23% | final price |
| AMD | the next day | -0.39% | final price |
| AMD | two days later | -6.07% | final price |
| AMD | three days later | -7.52% | final price |
| AMD | three days earlier | +6.26% | final price |
| AMD | five days earlier | +3.96% | final price |
| ASML | that day | -1.67% | final price |
| ASML | the next day | -3.58% | final price |
| ASML | two days later | -7.36% | final price |
| ASML | three days later | -6.84% | final price |
| ASML | three days earlier | +1.39% | final price |
| ASML | five days earlier | +4.48% | final price |
| AVGO | that day | -1.87% | final price |
| AVGO | the next day | -1.15% | final price |
| AVGO | two days later | -4.20% | final price |
| AVGO | three days later | -4.77% | final price |
| AVGO | three days earlier | +4.13% | final price |
| AVGO | five days earlier | +0.27% | final price |
| IEF | that day | +0.04% | final price |
| IEF | the next day | +0.16% | final price |
| IEF | two days later | +0.34% | final price |
| IEF | three days later | +1.06% | final price |
| IEF | three days earlier | -0.31% | final price |
| IEF | five days earlier | -0.55% | final price |
The Taiwan Strait count beside this story
Taiwan Strait has 48 linked stories in the last 7 days and 48 in the last 30 on the page that also carries “Stock earnings pick of the week: Can TSMC keep the AI boom running as US CPI looms?.” The recent pace is rising.
Who gains and who pays if Taiwan Strait stays in the story
Companies carried with this story
- UGA United States Gasoline Fund
In “Stock earnings pick of the week: Can TSMC keep the AI boom running as US CPI looms?,” United States Gasoline Fund (UGA) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
- GSG iShares S&P GSCI Commodity-Indexed Trust
iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Stock earnings pick of the week: Can TSMC keep the AI boom running as US CPI looms?.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
- DBA Invesco Db Agriculture Fund
For “Stock earnings pick of the week: Can TSMC keep the AI boom running as US CPI looms?,” Invesco Db Agriculture Fund (DBA) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
- MOO Vaneck Etf Trust
For “Stock earnings pick of the week: Can TSMC keep the AI boom running as US CPI looms?,” Vaneck Etf Trust (MOO) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
- XME Spdr Series Trust
In “Stock earnings pick of the week: Can TSMC keep the AI boom running as US CPI looms?,” Spdr Series Trust (XME) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
- IEI Ishares Tr
Ishares Tr (IEI) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Stock earnings pick of the week: Can TSMC keep the AI boom running as US CPI looms?.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
- XLY Select Sector Spdr Tr
Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Stock earnings pick of the week: Can TSMC keep the AI boom running as US CPI looms?.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
- IWM Ishares Tr
In “Stock earnings pick of the week: Can TSMC keep the AI boom running as US CPI looms?,” Ishares Tr (IWM) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
From Taiwan Strait to United States Gasoline Fund (UGA)
On 12 Oct 2026, “Stock earnings pick of the week: Can TSMC keep the AI boom running as US CPI looms?” is the story that connects United States Gasoline Fund (UGA) to Taiwan Strait.
The link for United States Gasoline Fund (UGA) is this: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
iShares S&P GSCI Commodity-Indexed Trust (GSG) is here too. Its reason reads: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
Price levels for United States Gasoline Fund (UGA)
DBA traded between 27.85 and 28.86 across 20 sessions. The latest close on file is 28.19. GSG traded between 35.09 and 37.22 across 10 sessions. The latest close on file is 37.04. UGA traded between 140.00 and 152.81 across 20 sessions. The latest close on file is 143.49.
A simple score for United States Gasoline Fund (UGA)
46 out of 100
“Stock earnings pick of the week: Can TSMC keep the AI boom running as US CPI looms?” scores 46 out of 100. The score uses 1 sources, and 17 linked companies.