AI stocks diverge as Nvidia, TSMC slip but earnings stay strong

Maeil Business Newspaper reported Nvidia fell about 8% and TSMC about 4% in the week to the 15th, with GPU-leasing NeoCloud firms dropping more, reflecting worries over AI infrastructure profitability and financing. Chip demand remains strong: TSMC's Q3 net profit rose 68.7% year on year to a sixth straight record and it kept capex at $60-64 billion, while ASML posted €11.7 billion revenue and €4.96 billion net profit.

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