economy

January 15, 2026

Taiwan Semi's blowout quarter is a positive sign for 3 of our tech stocks

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

Taiwan Semi's blowout quarter is a positive sign for 3 of our tech stocks

TL;DR

  • Stock market averages are up due to positive news, including President Trump's statement on not firing Fed Chair Jerome Powell.
  • BlackRock and Goldman Sachs shares saw significant gains.
  • The S&P 500 Short Range Oscillator is technically overbought, making it difficult to buy at current levels.
  • The club booked profits in Dover and trimmed Honeywell.
  • Taiwan Semiconductor announced strong earnings and raised revenue forecasts for 2026, citing AI demand.
  • Positive outlook for chipmakers Nvidia and Broadcom, and Apple.
  • Stocks discussed in rapid fire included Morgan Stanley, Applied Materials, Draft Kings, and GE Healthcare.

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