Stock Movers TSMC Down, ASML Soars, Boston Scientific Drops on Penumbra Deal
Jan 15, 2026
Carmen Reinecke, a Bloomberg Equities reporter and deputy team leader, dives into the latest shifts in the stock market. She discusses TSMC's forecast for a 30% sales growth by 2026, despite a drop in its ADRs. ASML is thriving, bolstered by TSMC's optimism, hitting a market value of over $500 billion. Boston Scientific faces challenges as it announces a $14 billion acquisition of Penumbra, impacting its shares negatively while Penumbra enjoys a boost. Tune in for a detailed analysis of these market movements!
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TSMC's Big Bet On AI Growth
- Taiwan Semiconductor (TSM) plans heavy CapEx and expects ~30% revenue growth in 2026, signaling strong confidence in AI-driven demand.
- Carmen Reinecke notes this outlook far exceeded analyst expectations and underpins a tech rebound today.
ASML Surges With TSMC Momentum
- ASML shares rose alongside TSMC because ASML is a key supplier, pushing ASML's market value above $500 billion.
- Carmen Reinecke highlights ASML as one of few major European tech companies to hit that milestone.
Boston Scientific's Large Penumbra Acquisition
- Boston Scientific agreed to buy Penumbra in a deal valuing the target at more than $14 billion to expand cardiovascular treatments.
- Carmen Reinecke reports Penumbra jumped while Boston Scientific (BSX) fell on the transaction details and deal terms.