Taiwan Semiconductor reports 45% YoY sales growth in July, lifts 2026 CapEx outlook

TSM posted $14.5 billion in July sales, up 45% YoY, and lifted its 2026 CapEx forecast to $60-64 billion. The results reinforce the AI chip demand cycle that benefits TSM, Nvidia, and Apple. 52 clean stories shaped this window, with sentiment bullish at 58/100. Also in focus: Jefferies downgrades AAPL to Underperform, cuts PT to $263.66.