Bernstein analysts say the rise of AI agents earlier this year should accelerate CPU demand and could make CPUs a new growth engine for TSMC. They forecast TSMC’s CPU-related revenue could reach the upper end of $30.0 bln in 2027, roughly the midpoint of a 10–20% share of total revenue, and judge CPUs may be as important for chip revenue by 2027 as AI accelerators (GPUs and ASICs). Bernstein raised its target on TSMC to NT$3,300 from NT$2,780 and said the stock remains cheap versus peers.

Insiders told foreign media Apple still plans a glass‑centric redesign for its 20th‑anniversary iPhone, contradicting analyst reports that the project was scrapped. Apple expects to launch next year (2027) an iPhone Pro with a new glass exterior on both front and back that curves to the sides with a metal midframe; internal codenames are V73 and V74. A more radical, near‑all‑glass variant was abandoned in early development after engineers could not meet mass‑production requirements for joining the glass panels.

EIA Short-Term Energy Outlook projects U.S. crude oil production will rise 210,000 b/d in 2026, revised up from a prior estimate of 190,000 b/d.