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Equities Slip as Escalating Middle East Tensions Stoke Inflation Fears","url":"https://stock-news.laohu8.com/highlight/detail?id=1186883185","media":"Deep News","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1186883185?lang=en_us&edition=fundamental","pubTime":"2026-09-03 00:40","pubTimestamp":1788367251,"startTime":"0","endTime":"0","summary":"European stock markets closed lower on Friday as renewed conflict in the Middle East pushed oil prices and government bond yields higher, rattling investor sentiment over the inflation outlook. 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June 22 turned out to be the all-time high on both the iShares semiconductor exchange-traded fund and SK Hynix, perhaps the sector bellwether after its meteoric rally of the previous year.Michael Cembalest examines what he got right and what he got wrong in his latest note.Within five weeks, the SOXX ETF SOXX tumbled almost 30%, SK Hynix  more than halved and other chip companies like Taiwan Semiconductor Manufacturing Company  and Micron Technology  dropped sharply in value.How did Cembalest, the chairman of market and investment strategy at JPMorgan Asset Management, manage to time the peak of the memory trade so 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Chatter: Taiwan Semiconductor Manufacturing's Demand for Chipmaking Tools Near Double","url":"https://stock-news.laohu8.com/highlight/detail?id=2664049813","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664049813?lang=en_us&edition=fundamental","pubTime":"2026-09-02 18:44","pubTimestamp":1788345856,"startTime":"0","endTime":"0","summary":"Taiwan Semiconductor Manufacturing  chipmaking tool needs have nearly doubled since the end of 2025, Bloomberg reported Wednesday, citing a senior executive's comments at a conference.The company raised its own estimate of quarterly equipment purchases to about 1.9 times what it projected in December last year, Deputy Co-Chief Operating Officer Cliff Hou said, according to Bloomberg.Taiwan Semiconductor did not immediately reply to MT Newswires' request for 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Shares Kick Off September with Losses, Ending a Five-Month Winning Streak as Investors Await Fresh Catalysts","url":"https://stock-news.laohu8.com/highlight/detail?id=1140388734","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1140388734?lang=en_us&edition=fundamental","pubTime":"2026-09-02 01:00","pubTimestamp":1788282050,"startTime":"0","endTime":"0","summary":"European stock markets fell on Tuesday, snapping a five-month winning streak. Rising oil prices fueled inflation worries and pushed global bond yields to levels not seen in nearly two decades. 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Escalation to Raise Alarm Bells at Bank of Canada","url":"https://stock-news.laohu8.com/highlight/detail?id=2664785979","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664785979?lang=en_us&edition=fundamental","pubTime":"2026-09-01 20:41","pubTimestamp":1788266460,"startTime":"0","endTime":"0","summary":"0841 ET - The Bank of Canada's rate-policy decision and statement Wednesday might have a dovish tone due to crossborder trade tensions, says TD Securities economist Robert Both. \"The BOC has been vocal about trade tensions and tariffs as a downside risk to its outlook,\" Both tells WSJ. New US tariffs of 50% on certain Canadian goods, and the threat of higher auto duties, are likely to add to uncertainty, Both says. 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