Thursday, October 15, 2026. $TSM profit jumps 69% on AI, Trump doubles down on $50B Korea Alaska LNG, and Seoul opens sharply lower on AI and US inflation.

$TSM profit soars 69% in another record quarter. AI demand is still the cleanest earnings signal in tech. Watch $INTC supplier Qnity pushing local production to win business. Netanyahu says Israel will not attack Iran again before the election. Tokyo is seeking information on Russia detaining a Japanese reporter. North Korea may boost drones via workers at a Russian factory. China-North Korea traffic rises with a new bridge. Canara Bank $CANBK net profit up 8.4%, but treasury losses weigh. Indian banks are still printing profits, but bond mark-to-market is the drag. Good signal for loan growth, bad signal for rate cuts. Mazda $MZDAY reshores wire harness production by rethinking it for robots. This is the supply chain story: automation makes local production viable. Watch $INTC supplier Qnity doing the same for chips. Seoul stocks open sharply lower on AI and US inflation. Prediction markets price 85.5% odds Fed funds upper bound above 3.75% after March 2027, 95% odds CPI above 3.3% fo

$TSM profit soars 69% in another record quarter. AI demand is still the cleanest earnings signal in tech. Watch $INTC supplier Qnity pushing local production to win business.