TAIWAN SEMICONDUCTOR MANUFACTURING CO

NVIDIA

ADVANCED MICRO DEVICES

INTEL

APPLIED MATERIALS INC /DE

LAM RESEARCH

ASML HOLDING

$500B US-Taiwan chip deal caps tariffs at 15%, triggers massive semiconductor reshoring. TSMC to build 'giant industrial parks' in Arizona.

US and Taiwan Seal Historic $500 Billion Chip Deal to Reshape Global Semiconductor Map

DEVON ENERGY CORP/DE

Coterra Energy

EXXON MOBIL

CHEVRON

CONOCOPHILLIPS

Diamondback Energy

Devon Energy and Coterra Energy in early merger talks that would create a $44B shale giant. All-stock deal would reshape Permian landscape.

Devon and Coterra Explore $44 Billion Shale Mega-Merger

TAPESTRY

Capri Holdings

Richemont posts record €6.4B Q3 sales as Cartier jewellery surges 14%. China turns positive for second straight quarter. What it means for luxury investors.

Cartier Powers Richemont to Record €6.4B Quarter as China Finally Turns

NETFLIX

Sony Group

Warner Bros. Discovery

Paramount Global

Walt Disney

Netflix secures $7B+ global Pay-1 rights to Sony films in industry-first deal. Spider-Verse, Zelda, Beatles films head to 190+ countries.

Netflix and Sony Strike $7 Billion Global Streaming Deal in Industry First

Broadcom

MICROSOFT

OpenAI commits $10B+ to Cerebras for 750MW of wafer-scale compute through 2028, marking the largest high-speed AI inference deployment in history.

OpenAI Signs $10 Billion Deal With Cerebras, Largest AI Inference Deployment Ever

Apple

TSMC posts record $16B Q4 profit on 35% jump, raises 2026 capex to $56B. Phoenix gigafab accelerated to 2027 as AI chip demand soars.

TSMC Smashes Earnings with Record $16B Profit, Unveils $56B Capex for Arizona Gigafab

News