What Happened? A number of stocks fell in the afternoon session after sales growth from industry bellwether Taiwan Semiconductor (TSM) came in below expectations, sparking wider concerns about industry demand. TSM, a crucial foundry for the world's leading chip designers, reported that its 2026 sales growth is currently tracking at a 30% year-over-year pace, missing the consensus view of 33%. Whil...
What Happened? A number of stocks fell in the afternoon session after sales growth from industry bellwether Taiwan Semiconductor (TSM) came in below expectations, sparking wider concerns about industry demand. TSM, a crucial foundry for the world's leading chip designers, reported that its 2026 sales growth is currently tracking at a 30% year-over-year pace, missing the consensus view of 33%. While the slowdown in February might be partially impacted by the Chinese Lunar New Year, the softer-than-expected figures have raised questions about near-term strength. This, coupled with broader downward revisions in industry demand forecasts, created uncertainty and is weighing on investor sentiment across the entire semiconductor space. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Analog Semiconductors company Impinj (NASDAQ:PI) fell 2.7%. Is now the time to buy Impinj? Access our full analysis report here, it’s free. Semiconductor Manufacturing company IPG Photonics (NASDAQ:IPGP) fell 5.1%. Is now the time to buy IPG Photonics? Access our full analysis report here, it’s free. Zooming In On IPG Photonics (IPGP) IPG Photonics’s shares are quite volatile and have had 19 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 12 days ago when the stock dropped 8% on the news that the company announced an unfavorable ruling in a patent infringement case in Germany. The Unified Patent Court ruled that certain designs of IPG's adjustable mode beam (AMB) lasers, used in welding and cutting, infringed on a patent held by Trumpf SE & Co. KG. The decision affected certain AMB laser products sold in seven European countries, including Germany and France. While the company state...
One of Tesla Inc's biggest competitive advantages has never been the cars. It's the chargers. For years, Tesla's Supercharger network has set the benchmark for EV infrastructure, enabling drivers to recharge quickly and travel long distances with minimal planning. For many EV buyers, that charging network remains Tesla's biggest practical advantage over a growing wave of Chinese EV rivals. But Chi...
One of Tesla Inc's biggest competitive advantages has never been the cars. It's the chargers. For years, Tesla's Supercharger network has set the benchmark for EV infrastructure, enabling drivers to recharge quickly and travel long distances with minimal planning. For many EV buyers, that charging network remains Tesla's biggest practical advantage over a growing wave of Chinese EV rivals. But Chinese EV giant BYD Co., Ltd. may be testing the limits of that advantage. The company has unveiled a new 1.5-megawatt Flash Charging system capable of charging an electric vehicle from 10% to 97% in roughly nine minutes, according to company announcements. Don't Miss: That's dramatically faster than the typical experience at Tesla's charging stations. A New Charging Benchmark Tesla's current fast-charging network typically delivers up to 250 kilowatts at its widely deployed Supercharger V3 stations. In practical terms, that usually translates into about 25–30 minutes to charge a battery from roughly 10% to 80%, depending on the vehicle. BYD's Flash Charger, by comparison, delivers up to 1,500 kilowatts of power through a single connector — roughly six times the output of Tesla's fastest chargers today. The company says it has already installed more than 4,000 Flash Charging stations across China and plans a global rollout. Trending: Disney Was Built on Character IP — This Pre-IPO Company Is Using the Same Playbook The Fine Print There is an important caveat. The nine-minute charging time requires BYD's second-generation Blade Battery and a compatible vehicle architecture capable of handling extremely high charging speeds. To manage the enormous power demand, the chargers are paired with energy storage systems that act as power reservoirs, storing electricity and releasing it rapidly during charging sessions to bypass grid constraints. Still, the broader implication is clear. If ultra-fast charging technologies like this scale globally, the EV industry's competitive battlegro...
A Hong Kong property tycoon has called for a more prudent approach to the city’s development rather than accelerating projects amid global uncertainties, saying the industry’s willingness to invest in the Northern Metropolis hinges on the health of the market. Far East Consortium chairman David Chiu Tat-cheong also described the megaproject’s new land disposal approach – which requires winning bid...
A Hong Kong property tycoon has called for a more prudent approach to the city’s development rather than accelerating projects amid global uncertainties, saying the industry’s willingness to invest in the Northern Metropolis hinges on the health of the market. Far East Consortium chairman David Chiu Tat-cheong also described the megaproject’s new land disposal approach – which requires winning bidders to handle multiple developments on a large plot – as good intentions with unintended negative consequences, as it could make it challenging for smaller developers to take part. Advertisement Chiu, a standing committee member of the Chinese People’s Political Consultative Conference , the country’s top political advisory body, warned that surging fuel prices could prompt the US to slow the pace of interest rate cuts, affecting Hong Kong’s economy, even though Middle East investment in the city remained limited. “If you had asked whether [Hong Kong] should move faster six months ago, I might have said ‘maybe’,” Chiu said. “But today, I believe we should not rush. We should progress while ensuring stability, because the world is constantly changing and we cannot control it.” Advertisement He added: “We as businesses and the Hong Kong government are very small players. We cannot control the overall situation. If we move too quickly in such a chaotic world, I am afraid we will stumble.”
The US launched its war against Iran on February 28, convinced that decapitating Tehran’s leadership would produce swift political capitulation. A week later, Iran was still firing missiles across the Gulf, some 150 oil tankers were stalled at the Strait of Hormuz and an Iranian Revolutionary Guard commander has threatened to set ablaze any vessel attempting passage. A recent analysis in The Diplo...
The US launched its war against Iran on February 28, convinced that decapitating Tehran’s leadership would produce swift political capitulation. A week later, Iran was still firing missiles across the Gulf, some 150 oil tankers were stalled at the Strait of Hormuz and an Iranian Revolutionary Guard commander has threatened to set ablaze any vessel attempting passage. A recent analysis in The Diplomat argues the strikes signal the end of China’s westward strategic march . The diagnosis captures real costs but mistakes a disruption for a defeat. For Beijing, the more consequential question is not whether Iran has fallen, but whether Washington has stepped into its deepest quagmire since Iraq. The case for a Chinese calamity rests on one assumption: that Iran collapses quickly, freeing US resources for an Indo-Pacific pivot. That assumption is already fraying. Air power can destroy facilities and eliminate commanders, but it cannot legislate political outcomes. For a case in point, consider Libya in 2011. Nato pressure succeeded only because there were organised rebel forces already on the ground, while no comparable force exists in Iran today. Advertisement Iran’s response has also exposed a deeper shift in modern warfare: missile volume is no longer the decisive variable. Tehran’s Shahed drones – which cost an estimated US$20,000-US$50,000 apiece – have imposed disproportionate costs on US and allied air defences. A single interceptor runs 10 times that figure or more, and the Stimson Centre’s Kelly Grieco has calculated that for every dollar Iran spends manufacturing a Shahed, it costs adversaries US$20-US$28 to bring it down. Protracted, asymmetric attrition is increasingly the logic of contemporary conflict, a calculus that extends well beyond the Gulf. More damaging is the context in which the strikes were launched. On February 27, Oman’s Foreign Minister Badr Al-Busaidi announced a diplomatic breakthrough: Iran had agreed to zero uranium stockpiling and full ver...
(RTTNews) - The Indonesia stock market on Tuesday snapped the two-day losing streak in which it had tumbled more than 370 points or 5 percent. The Jakarta Composite Index now sits just above the 7,440-point plateau and it's likely to see little movement on Wednesday. The global forecast for the Asian markets is fairly flat as traders await further developments in the Middle East conflict. The Euro...
(RTTNews) - The Indonesia stock market on Tuesday snapped the two-day losing streak in which it had tumbled more than 370 points or 5 percent. The Jakarta Composite Index now sits just above the 7,440-point plateau and it's likely to see little movement on Wednesday. The global forecast for the Asian markets is fairly flat as traders await further developments in the Middle East conflict. The European markets were up and the U.S. bourses were mixed and flat and the Asian markets are likely to follow the latter lead. The JCI finished sharply higher on Tuesday following gains from the finance, telecom, cement and resource sectors. For the day, the index jumped 103.54 points or 1.41 percent to finish at 7,440.91 after trading between 7,372.82 and 7,499.82. Among the actives, Bank CIMB Niaga rose 0.29 percent, while Bank Mandiri jumped 1.87 percent, Bank Danamon Indonesia climbed 1.18 percent, Bank Negara Indonesia sank 0.70 percent, Bank Central Asia collected 1.45 percent, Bank Rakyat Indonesia fell 0.28 percent, Indosat Ooredoo Hutchison spiked 2.50 percent, Semen Indonesia soared 5.16 percent, Indofood Sukses Makmur dropped 0.83 percent, United Tractors added 0.68 percent, Astra International accelerated 2.56 percent, Energi Mega Persada expanded 1.20 percent, Astra Agro Lestari lost 0.34 percent, Aneka Tambang surged 5.24 percent, Vale Indonesia vaulted 4.12 percent, Timah skyrocketed 12.28 percent, Bumi Resources advanced 9.09 percent and Indocement was unchanged. The lead from Wall Street offers little clarity as the major averages opened lower but quickly moved higher and spent most of the day in the green before a late fade saw them end mixed and little changed. The Dow dipped 34.29 points or 0.07 percent to finish at 47,706.51, while the NASDAQ perked 1.16 points or 0.01 percent to close at 22,697.10 and the S&P 500 fell 14.51 points or 0.21 percent to end at 6,781.48. The choppy trading on Wall Street came amid substantial volatility by the price of crude oil...