TSMC Raises Outlook in Vote of Confidence for AI ‘Megatrend’

⚙️ BlackRock, Nvidia-backed group strikes $40 billion AI data center deal

An investor group including BlackRock, Microsoft and Nvidia is buying one of the world’s biggest data center operators with nearly 80 sites in a deal worth $40 billion to secure coveted computing capacity for artificial intelligence.

The purchase of U.S.-based Aligned Data Centers from Australian Macquarie Asset Management on Wednesday is the first deal for the AI Infrastructure Partnership formed last year which also includes Abu Dhabi-based fund MGX and Elon Musk’s startup xAI among its backers.

“With this investment in Aligned Data Centers, we further our goal of delivering the infrastructure necessary to power the future of AI,” said BlackRock CEO Larry Fink. Reuters reports.


📊 Salesforce forecasts stronger-than-expected revenue of over $60 billion in 2030

Salesforce expects revenue of more than $60 billion in 2030, above Wall Street estimates, as the company rapidly rolls out AI features across its cloud services.

Investors are pressuring cloud firms to show returns on the billions poured into AI, while an uncertain macro environment and volatile customer spending weigh on growth prospects.

Salesforce shares rose 4% in premarket trading on Thursday. Yahoo Finance reports.


✈️ United reports Q3 earnings beat and better Q4 guidance as premium business grows

United Airlines reported a third quarter earnings beat after the bell on Wednesday, a week after rival Delta saw premium and business travelers boost its results.

Chicago-based United posted operating revenue of $15.2 billion versus $15.28 billion, per Bloomberg consensus, a slight miss but up 3% compared to a year ago.

United posted adjusted EPS of $2.78 versus $2.66 estimated, with available seat miles coming in at 87.42 billion versus the 86.51 billion expected.

The highly watched metric of passenger revenue per available seat mile came in at $73.77 billion versus $72.71 billion estimated

United stock fell almost 2% in premarket trading on Thursday. Yahoo Finance reports.


🏷 Trump confirms US-China trade war as Bessent leaves door open to tariff pause extension

President Trump on Wednesday confirmed that trade tensions with China remain high, telling a reporter who asked whether the two countries are headed for a prolonged trade war, "Well you're in one now."

The president's comments came despite Treasury Secretary Scott Bessent suggesting that an extension of the tariff pause between the US and China was possible, and Trump still plans to meet with Chinese President Xi Jinping later this month.

Over the past week, relations between the two countries have been increasingly strained, though there's been some mixed signals about just how serious the fallout may be. Yahoo Finance reports. Yahoo Finance reports.


🏛️ Morgan Stanley profit beats estimates on dealmaking boost, shares soar

Morgan Stanley's profit beat estimates in the third quarter as a surge in dealmaking drove revenue to records, and the company's finance chief said its investment banking pipeline is at "all-time highs."

Shares were last up 6.7% after earlier touching a record high. They have risen 32% this year.

"Our equities business affirmed its number one position with a standout quarter," CEO Ted Pick told analysts on a conference call. "A rebound in the investment banking environment reopened the door to strategic M&A and renewed financing activity." Reuters reports.

*Estimate and Actual numbers represent Earnings Per Share in US Dollars


INFY: Infosys
Q2 2026
Before Market Open
Estimate: 0.190
Actual: N/A

TSM: Taiwan Semiconductor
Q3 2025
Before Market Open
Estimate: 2.590
Actual: 2.920

TRV: Travelers Companies
Q3 2025
Before Market Open
Estimate: 6.130
Actual: N/A

“The key to trading success is emotional discipline. If intelligence were the key, there would be a lot more people making money.”

– Victor Sperandeo

Sourced in: AZQuotes

TradeZero America, Inc., a United States broker dealer, registered with the Securities and Exchange Commission (SEC) and member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC); TradeZero, Inc., a Bahamian broker dealer, registered with the Securities Commission of the Bahamas ; TradeZero Canada Securities ULC, a Canadian broker dealer, member firm of Canadian Investment Regulatory Organization (CIRO) and member of the Canadian Investor Protection Fund (CIPF); and TradeZero Europe B.V., a Dutch broker dealer, authorized and regulated by the Dutch Authority for the Financial Markets (AFM) (collectively, the “TradeZero Broker Dealers”).

TradeZero Broker Dealers offer self-directed electronic securities trading to their customers. TradeZero Broker Dealers do not provide financial or trading advice and do not make investment recommendations to their customers. This communication does not constitute an offer to sell or a solicitation to buy any security or instrument which it may reference. There is a risk of loss in online trading of securities including equities and options. Trading on margin is for experienced investors whereby the loss can be greater than your initial investment. Likewise, short selling as a securities trading strategy is extremely risky and can lead to potentially unlimited losses. Options trading is not suitable for all investors as it can involve risk that may expose investors to significant losses. Please read the Characteristics and Risks of Standardized Options, also known as the Options Disclosure Document (ODD) at OCC.

If you have any specific questions about TradeZero's brokerage services, please reach out to the TradeZero Broker Dealer servicing your jurisdiction.