Shares of most artificial intelligence (AI)-related semiconductor stocks, including Taiwan Semiconductor Manufacturing (NYSE: TSM), Broadcom (NASDAQ: AVGO), and Marvell Technology (NASDAQ: MRVL), were falling hard on Wednesday, down 4.5%, 4.3%, and 6.6%, respectively, as of 12:49 p.m. ET.Most AI-related hardware stocks, including Nvidia, were down sharply on three bits of news. One, the U.S. added about 50 Chinese companies and 80 total companies to the export “entity list," which could restrict semiconductor sales globally.Second, analysts at TD Cowen released a note today saying that Microsoft had canceled some data center projects totaling about 2 gigawatts (GW), which is a significant amount.Continue readinghttps://www.fool.com/investing/2025/03/26/why-ai-focused-semiconductor-leaders-taiwan-semico/
No jobs report again. But these numbers show how the U.S. economy is doing.
November 1, 2025
Investors are set to miss out on the second U.S. jobs report in a row due to the government shutdown, but there’s enough scattered evidence to suggest the economy is hanging in there.
