🔴 Taiwan Semiconductor is trading 3.2% down today after broader tech selloff amid AI spending concerns

TSM is trading at $331.50 (-3.2%) as semiconductor stocks decline, weighed down by a sharp tech sector pullback and concerns over Microsoft's Azure growth.

• The broader market downturn was exacerbated by Microsoft's 6-7% drop and its record $37.5B AI capex spending.
• Positive fundamentals, including strong Q4 earnings and 2026 revenue growth guidance of 30%, were overshadowed by investor anxiety over prolonged AI profitability timelines.
• The company guided for $54B in capex, even as the NASDAQ Composite fell 2.33% overall.