CNBC Daily Open: TSMC earnings draw investors' eyes back to AI

Thursday offered markets a uncommon respite from nonstop geopolitical upheaval. Yet the week's headlines inactive reflected larger planetary dynamics.

Case successful point: Taiwan's $250 cardinal concern successful spot accumulation successful the U.S. is not conscionable a commercialized determination for the participating companies, but besides portion of a sweeping commercialized woody with Washington. It'll spot the U.S. lowering tariffs connected Taiwanese imports to 15% from 20%, and removing them altogether connected different products, specified arsenic generic pharmaceuticals and craft components.

Taiwan Semiconductor Manufacturing Co. has already bought onshore and could grow successful Arizona as portion of this deal, Commerce Secretary Howard Lutnick told CNBC's Brian Sullivan successful an interrogation Thursday.

The world's starring declaration chipmaker besides announced blowout earnings connected Thursday, posting a 35% summation successful fourth-quarter nett connected the year, giving it 8 consecutive quarters of year-over-year nett growth. TSMC besides said it's raising its expected superior expenditure for 2026, indicating that request for artificial quality remains precocious this year.

This question of optimism helped powerfulness banal markets higher. Semiconductor and AI-related stocks specified arsenic Nvidia, Advanced Micro Devices and Applied Materials precocious successful the U.S., portion European producers of chip-making equipment, specified arsenic ASML and ASM International, besides climbed.  

Better-than-expected net from Goldman Sachs and Morgan Stanley besides boosted show successful U.S. markets.

Oil prices slid aft U.S. President Donald Trump said helium could clasp disconnected connected attacking Iran, easing a large root of near-term risk.

But tensions stay elsewhere. Several NATO nations announced they've deployed troops to Greenland arsenic portion of a associated workout to bolster Arctic security. These movements travel strained transatlantic discussions over U.S. proposals to acquire the semi-autonomous Danish territory — a proposition that has unsettled European partners and raised cardinal questions astir the alliance.

— CNBC's Kif Leswing contributed to this report.

Oil markets are being pulled successful each direction. Here's however marketplace watchers are navigating it

Energy markets person been rocked by volatility successful caller days, arsenic investors measurement a convulsive crackdown connected civilian unrest successful oil-rich Iran — and the effect from Washington.

However, Ed Bell, acting main economist and radical caput of probe astatine Emirates NBD, 1 of the UAE's biggest lenders, told CNBC's "Access Middle East" connected Thursday that, though markets were watching the concern closely, small had really changed.

— Chloe Taylor and Sam Meredith