My top 10 things to watch Thursday, Oct. 17 1. Taiwan Semiconductor Manufacturing Company reported a true blowout quarter. All you need to know from
: "Our customer's demand far exceeds our ability to supply." Confirms that one customer, presumably Nvidia , has insane demand, and it's just beginning. 2. shares surged roughly 10% on Thursday, pulling Club names Nvidia, Advanced Micro Devices and Broadcom along for the ride. 's results are a refutation of semiconductor equipment maker ASML , which knocked down chip stocks Tuesday. 3. Riding the chip and broad tech stock rally, Wall Street was heading for a higher open that would add to Wednesday's bounce-back rally from the prior session's sharp declines. The Dow eked out a new record-high close.
: "Our customer's demand far exceeds our ability to supply." Confirms that one customer, presumablyRiding the chip and broad tech stock rally, Wall Street was heading for a higher open that would add to Wednesday's bounce-back rally from the prior session's sharp declines. The
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