# Futures up: Dow 0.1%, S&P 500 0.3%, Nasdaq 0.7%.Jobless claims ​estimated to rise to 215,000 in Jan.

*semiconductor · news · 2026-01-15 · Reuters*

## Key points

- TSMC forecasted robust annual growth and signaled expanded U.S. manufacturing capacity.
- Shares of U.S. chipmaking tool companies surged after TSMC's strong quarterly results.
- Financial stocks are pressured by concerns over a proposed one-year cap on credit card interest rates.
- Investors are rotating from tech stocks into undervalued sectors like materials and industrials, which hit new highs.

**Companies:** BlackRock, Goldman Sachs, Morgan Stanley, TSMC, Applied Materials, Lam Research, KLA
**Countries:** Taiwan, United States

[Read the full story on Reuters](https://www.reuters.com/business/wall-st-futures-rise-tsmc-sparks-semiconductor-rally-financial-earnings-deck-2026-01-15/)

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