TSMC Stock And 2 AI Infrastructure Shares Riding The AGI Spending Wave
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Artificial intelligence arms races rarely move in straight lines. The latest spending plans from Meta, OpenAI partners and Anthropic are pouring billions into chips, cloud and power, and that flood of capital can lift some stocks while squeezing others that misjudge demand or
Directly affected
- TSM Taiwan Semiconductor Manufacturing-10.2% 30d
Named in this report.
Indirectly affected
- QQQ Invesco QQQ-9.8% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- AIQ Global X Artificial Intelligence & Technology ETF-6.1% 11d
Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- SMH VanEck Semiconductor ETF-16.2% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “tsmc” (semiconductors) in this story.
- ITA iShares U.S. Aerospace & Defense ETF+1.2% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “arms” (defense) in this story.
- NVDA Nvidia-8.2% 30d
Nvidia (semiconductors and related devices): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- ASML ASML Holding N.V-13.3% 10d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “tsmc” (semiconductors) in this story.
- MSFT Microsoft+1.6% 30d
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- META Meta Platforms-13.3% 30d
Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| TSM | +6.26% | +5.43% | base | +3.61% | +5.69% | +10.16% | +8.11% |
| QQQ | +3.80% | +5.39% | base | +3.80% | +2.82% | +5.29% | +4.86% |
| AIQ | +3.81% | +5.20% | base | +3.27% | +2.59% | +5.22% | +4.51% |
| SMH | +9.57% | +8.79% | base | +5.09% | +4.32% | +9.38% | +8.24% |
| ITA | +3.67% | +2.77% | base | +3.82% | +4.91% | +6.16% | +3.87% |
| NVDA | +8.30% | +7.21% | base | -4.60% | -9.60% | -6.88% | -11.05% |
| ASML | +7.09% | +5.03% | base | +6.21% | +5.85% | +7.71% | +5.10% |
| MSFT | -4.44% | +4.80% | base | +3.24% | +0.49% | -1.99% | -1.43% |
| META | -0.57% | +3.24% | base | +5.11% | +5.13% | +3.12% | +2.19% |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
TSMC Stock And 2 AI Infrastructure Shares Riding The AGI Spending Wave Yahoo Finance
Source: Yahoo Finance
Taiwan Strait
| Company | When | Move | Status |
|---|---|---|---|
| AIQ | that day | +3.27% | final price |
| AIQ | the next day | +2.59% | final price |
| AIQ | two days later | +5.22% | final price |
| AIQ | three days later | +4.51% | final price |
| AIQ | three days earlier | +5.20% | final price |
| AIQ | five days earlier | +3.81% | final price |
| ASML | that day | +6.21% | final price |
| ASML | the next day | +5.85% | final price |
| ASML | two days later | +7.71% | final price |
| ASML | three days later | +5.10% | final price |
| ASML | three days earlier | +5.03% | final price |
| ASML | five days earlier | +7.09% | final price |
| ITA | that day | +3.82% | final price |
| ITA | the next day | +4.91% | final price |
| ITA | two days later | +6.16% | final price |
| ITA | three days later | +3.87% | final price |
| ITA | three days earlier | +2.77% | final price |
| ITA | five days earlier | +3.67% | final price |
| META | that day | +5.11% | final price |
| META | the next day | +5.13% | final price |
| META | two days later | +3.12% | final price |
| META | three days later | +2.19% | final price |
| META | three days earlier | +3.24% | final price |
| META | five days earlier | -0.57% | final price |
| MSFT | that day | +3.24% | final price |
| MSFT | the next day | +0.49% | final price |
| MSFT | two days later | -1.99% | final price |
| MSFT | three days later | -1.43% | final price |
| MSFT | three days earlier | +4.80% | final price |
| MSFT | five days earlier | -4.44% | final price |
| NVDA | that day | -4.60% | final price |
| NVDA | the next day | -9.60% | final price |
| NVDA | two days later | -6.88% | final price |
| NVDA | three days later | -11.05% | final price |
| NVDA | three days earlier | +7.21% | final price |
| NVDA | five days earlier | +8.30% | final price |
| QQQ | that day | +3.80% | final price |
| QQQ | the next day | +2.82% | final price |
| QQQ | two days later | +5.29% | final price |
| QQQ | three days later | +4.86% | final price |
| QQQ | three days earlier | +5.39% | final price |
| QQQ | five days earlier | +3.80% | final price |
| SMH | that day | +5.09% | final price |
| SMH | the next day | +4.32% | final price |
| SMH | two days later | +9.38% | final price |
| SMH | three days later | +8.24% | final price |
| SMH | three days earlier | +8.79% | final price |
| SMH | five days earlier | +9.57% | final price |
| TSM | that day | +3.61% | final price |
| TSM | the next day | +5.69% | final price |
| TSM | two days later | +10.16% | final price |
| TSM | three days later | +8.11% | final price |
| TSM | three days earlier | +5.43% | final price |
| TSM | five days earlier | +6.26% | final price |
Congressional trades in the stocks in this story
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 30 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 47 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 25 Aug 2026. That is 75 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Nvidia (NVDA), worth $1,001 - $15,000 on 23 Oct 2026. That is 16 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 7 Oct 2026. That is 32 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Pete Sessions sold Nvidia (NVDA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 37 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 16 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Microsoft (MSFT) (held by a dependent child), worth $1,001 - $15,000 on 28 Oct 2026. That is 11 days before publication. Filed 5 Nov 2026. View the filing.
- Sen. Shelley M Capito sold Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 21 Oct 2026. That is 18 days before publication. Filed 4 Nov 2026. View the filing.
- Sen. Sheldon Whitehouse sold Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 15 Oct 2026. That is 24 days before publication. Filed 2 Nov 2026. View the filing.
- Rep. Rohit Khanna bought Meta Platforms (META) (held by a dependent child), worth $1,001 - $15,000 on 28 Oct 2026. That is 11 days before publication. Filed 5 Nov 2026. View the filing.
- Sen. Shelley M Capito sold Meta Platforms (META) (held by a spouse), worth $1,001 - $15,000 on 21 Oct 2026. That is 18 days before publication. Filed 4 Nov 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Where this story sits: Taiwan Strait
Geopolitics Alpha has 13 stories about Taiwan Strait from the past 7 days and 57 stories from the past 30. That is about its usual pace over the past month. “TSMC Stock And 2 AI Infrastructure Shares Riding The AGI Spending Wave” is tagged to Taiwan Strait.
Taiwan Strait
12 out of 100
“TSMC Stock And 2 AI Infrastructure Shares Riding The AGI Spending Wave” scores 12 out of 100. The score uses 1 sources.