1. TSMC forecasts potential revenue stagnation in H2 after strong Q1 performance. 2. Citi maintains TSMC's 2025 revenue growth guidance around mid-20%, raises target price. 3. Meta faces scrutiny due to Zuckerberg's significant voting power over shares. 4. Netflix sees advertising business growth and increased international market focus. 5. Magnite's stock surges after court ruling against Google's advertising monopoly.
TSMC's revenue guidance and target price increase reflect strong investor sentiment despite uncertainty. Historically, TSMC's announcements often influence tech stocks positively, as they are leaders in semiconductor manufacturing.
TSMC's performance is crucial for Taiwan's semiconductor industry, impacting TW directly. Changes in market sentiment surrounding TSMC could influence TW’s stock performance.
Immediate reactions in TSMC's performance will likely affect TW and related stocks. Short-term implications come from investors reacting to TSMC's revenue guidance.