SPYSPXTSMCNVDA It was unconfirmed until the meeting this afternoon on the exact implementation of the Tariffs on Canada, Mexico, China. While the dates and amounts were earlier suggested, the market believed there would be negotiations preventing their enactment, or lowering their rate. This was not the case. While the conference today was titled for TSMC, the markets reaction, and the real news that came out of that press conference, is not related to that.
SPY so TSMC is investing $100 Billion in U.S. chip manufacturing plants. I don't know what else will be included in the delayed Trump announcement. TSM