Morgan Stanley & TSMC

Morgan Stanley: Morgan Stanley's strategist, Michael Wilson, offered an optimistic outlook on the market, suggesting the recent correction was healthy.

TSMC: TSMC's stock gained, contributing to the rise in Taiwan's Taiex, reflecting the positive impact of the AI boom on major chipmakers.

Morgan Stanley: Morgan Stanley provided estimates on big tech's spending on data centers, highlighting the significant investment in AI infrastructure.

TSMC: TSMC, a supplier to Nvidia, represents 40% of the Taipei stock market due to high demand for AI chips.

Morgan Stanley: Morgan Stanley provided estimates on the increasing cost share of memory in AI platforms, highlighting the growing financial significance of HBM.

TSMC: TSMC is a major semiconductor manufacturer that likely produces components for Nvidia's platforms, benefiting from increased production demands, though not explicitly mentioned in the context of Vera Rubin production in these articles.