Stock Movers TSMC and Salesforce Higher; Hewlett Packard and United Lower
Oct 16, 2025
Taiwan Semiconductor is surging after a strong earnings report, thanks to rising demand for AI components. Hewlett Packard faces challenges, posting a disappointing forecast and planning job cuts as margins tighten due to costly AI chips. Meanwhile, Salesforce is on the rise with an optimistic outlook, projecting double-digit revenue growth in the future. United Airlines faces a troubling trend, showing signs of saturation in premium seating. The tech and airline sectors reveal intriguing market dynamics!
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TSMC Signals Sustained AI Chip Demand
- Taiwan Semiconductor beat estimates with a 39% profit jump and raised 2025 revenue and capex forecasts, reinforcing AI-driven chip demand.
- Suppliers like ASML, Applied Materials, KLA, and Lam Research rose as investors priced in sustained AI spending.
HPE Faces Margin Pressure From AI Servers
- Hewlett Packard Enterprise warned full-year profit and cash flow would miss estimates and cut jobs amid its Juniper integration.
- HPE's margins are pressured by building servers with costly AI chips that lower profitability.
Salesforce Reassures With Long-Term Growth Target
- Salesforce forecast revenue growth accelerating to double digits and expects $60 billion annual revenue by FY2030, excluding Informatica.
- The company also announced a $7 billion share buyback to reassure investors after a near 29% pullback.