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WALLER said evidence indicates the economy is strengthening in H2 2026.
2026-10-08
WALLER said evidence indicates the economy is strengthening in H2 2026.
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2026-10-08
Citigroup analysts said TSMC's revenue growth could remain above 40% through 2027, driven by strong AI compute demand, expansion of AI agents and an emerging co‑packaged optics (CPO) network cycle. With most AI‑chip customers — including NVIDIA, AMD
Citigroup analysts said TSMC's revenue growth could remain above 40% through 2027, driven by strong AI compute demand, expansion of AI agents and an emerging co‑packaged optics (CPO) network cycle. With most AI‑chip customers — including NVIDIA, AMD and Broadcom — expected to accelerate, Citigroup said TSMC's AI‑related revenue growth could nearly double next year, prompting further market upgrades to earnings estimates. Citigroup sees TSMC capex rising to $81bn in 2027 and $90bn in 2028. It maintained a buy rating and raised its PT to NT$4,000 from NT$3,800.
2026-10-07
The U.S. EIA crude oil inventories, Cushing crude oil inventories, and strategic petroleum reserve inventories for the week ending October 2 will be released in ten minutes.
The U.S. EIA crude oil inventories, Cushing crude oil inventories, and strategic petroleum reserve inventories for the week ending October 2 will be released in ten minutes.
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