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US Stocks Rally as TSMC ADR Gains; Investors Await Nvidia Earnings

Electronic Technology · Semiconductors · economic_daily · 2026-08-26

US markets closed higher as Nvidia snapped a seven-day losing streak ahead of its earnings report, while Taiwan stocks reclaimed the 45,000-point mark.

What Happened

US Market Performance: US equities finished the session in positive territory, with the Dow, S&P 500, and Nasdaq all posting gains, while the Philadelphia Semiconductor Index surged 1.44%. Investors are also weighing the impact of recent US economic sanctions on Iran, which appear milder than initially feared by market analysts.

Taiwan Market and ADRs: Taiwan stocks experienced significant volatility, dropping over 500 points intraday before recovering to close up 407.14 points, reclaiming the 45,000-point threshold. TSMC ADR and UMC ADR both saw notable gains, reflecting a stabilization in investor sentiment toward the semiconductor sector.

Nvidia Earnings Focus: Nvidia shares rose 2.19%, ending a seven-day losing streak as the market anticipates the company's upcoming earnings release. Investors are closely watching for potential beats on revenue and profit, as well as updates regarding the growth outlook for the next-generation Vera Rubin platform.

Institutional Activity and Outlook: Institutional investors net sold 5.336 billion TWD, indicating a cautious stance during the current earnings lull, characterized by shrinking trading volumes. Analysts suggest that future market direction will be heavily influenced by Nvidia's guidance and the broader outlook for AI-driven industry growth.

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