Wall Street Today in the Buzz

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Your pulse on Wall Street! WallStreetBuzz delivers real-time market intelligence, breaking news, and expert analysis. From opening bell to closing bell, we cover major movers, market trends, sector rotation, institutional flows, and the stories moving stocks. Stay ahead of the curve with our comprehensive market coverage.
 

•  15 Jan 2026
 

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$TSM Wall Street is trading higher with the session still underway, and Taiwan Semiconductor is setting the tone after reporting another record quarter. Fourth-quarter profit jumped 35%, and the company outlined aggressive 2026 capital spending of $52–56 billion, reinforcing confidence that demand for AI and advanced computing remains durable. With markets recently shaken by tariff and export headlines, TSMC guidance is helping investors refocus on long-term fundamentals rather than short-term fear.

$NVDA Nvidia is trading about 2% higher during the session as investors respond to renewed optimism across the semiconductor space. Despite ongoing concerns around US tariffs and China-related export limits, the stock is benefiting from the view that AI infrastructure spending remains strong enough to offset near-term policy risks.

$AMD Advanced Micro Devices is also moving higher, tracking the broader chip rally. Traders appear encouraged that demand visibility in AI and data centers continues to improve, keeping the growth narrative intact even as regulatory uncertainty lingers.

$AMAT Applied Materials is among the stronger gainers as the market prices in higher capital spending from chip manufacturers. If foundries continue to expand capacity for AI workloads, equipment suppliers like Applied Materials stand to see a meaningful pickup in orders.

$LRCX Lam Research is advancing as well, supported by expectations that spending on advanced process technology will accelerate. The move reflects confidence that the AI cycle is still in its early innings.

$KLAC KLA is trading higher, highlighting investor interest in companies tied to process control and inspection. As chip designs grow more complex, demand for KLA tools is seen as structurally resilient.

$CAMT Camtek is surging in active trading, standing out among Israeli-linked semiconductor names. The sharp move suggests investors are rotating into smaller, specialized players that can benefit disproportionately from AI-driven investment.

$NVMI Nova Measuring Instruments is also posting solid gains, supported by the same sector-wide momentum lifting semiconductor equipment and metrology stocks.

$META Meta Platforms is trading lower during the session after announcing layoffs of around 1,500 employees in its Reality Labs unit. The move signals a further retreat from the costly metaverse push, with investors weighing the balance between cost discipline and long-term innovation.

$BLK BlackRock is trading higher after reporting a strong quarter, with assets under management reaching a record $14 trillion. The results are being read as a sign of resilience in global capital markets despite ongoing macro uncertainty.

$XOM Exxon Mobil is under pressure as oil prices slide more than 3% after comments suggesting US military action against Iran is not imminent. Lower crude prices ease inflation concerns but weigh on energy stocks during today session.

$CVX Chevron is also trading lower, reflecting the same pullback in oil prices and a recalibration of near-term geopolitical risk.

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