TSMC September sales hit record as AI boom rolls on
TSMC record sales → AI chip demand ↑ → Nvidia, Apple & Nasdaq futures bullish
NVDA ▲ bullish 70%AAPL ▲ bullish 70%MNQ ▲ bullish 70%
// USD release guide
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Monthly change in US retail spending, released mid-month at 8:30 AM ET.
Consumer spending drives most of the US economy, so surprises move growth expectations, the dollar and consumer stocks.
TSMC record sales → AI chip demand ↑ → Nvidia, Apple & Nasdaq futures bullish
Tesla sales beat lifts TSLA and S&P micro futures
Tesla sales beat → TSLA bullish, index sentiment lifts MES
delivery drop expectation → TSLA down