TSMC Raises Forecast on AI Chip Boom
According to Reuters, “TSMC lifts revenue forecast, pledges more capital spending to meet AI chip demand”, the company raised full‑year guidance and said CAPEX will sit at the high end of $52–$56B to expand 3‑nm capacity — demand called EXTREME. ([za.investing.com](https://za.investing.com/news/stock-market-news/tsmc-lifts-revenue-forecast-pledges-more-capital-spending-to-meet-ai-chip-demand-4214857)) [Reuters](https://za.investing.com/news/stock-market-news/tsmc-lifts-revenue-forecast-pledges-more-capital-spending-to-meet-ai-chip-demand-4214857)
Arrest After Attack on OpenAI CEO’s Home
According to AP, “Man accused in Molotov cocktail attack of OpenAI CEO’s home charged with attempted murder”, prosecutors say the suspect traveled from Texas, wrote anti‑AI documents and faces state and federal counts, raising urgent SECURITY concerns for AI executives and campuses. ([apnews.com](https://apnews.com/article/b10d8ae447dbddb1a1a6e72bec13a02d)) [AP News](https://apnews.com/article/chatgpt-sam-altman-fire-arrest-b10d8ae447dbddb1a1a6e72bec13a02d)
CoreWeave to Power Anthropic’s Claude at Scale
According to CoreWeave, “CoreWeave Announces Multi‑Year Agreement With Anthropic”, the cloud provider will supply production‑scale GPU capacity for Claude later this year — an INFRASTRUCTURE move that highlights fierce competition for scarce AI compute. ([coreweave.com](https://www.coreweave.com/news/coreweave-announces-multi-year-agreement-with-anthropic)) [CoreWeave](https://www.coreweave.com/news/coreweave-announces-multi-year-agreement-with-anthropic)
S&P 500 hits record
According to AP, “Wall Street hits a record as S&P 500 continues its 2-week rally on hopes for an end to the Iran war,” as investor risk appetite lifts major indexes and trims safe‑haven flows; keyword: rally. [AP News](https://apnews.com/article/7659569791b1f5e108489360d18e50f1)
U.S. Treasury yields near 4.3%
According to Advisor Perspectives, “Treasury Yields Snapshot: April 10, 2026” shows the 10‑year yield around 4.31%, a move that is lifting borrowing costs and weighing on mortgage and fixed‑income markets; keyword: Treasury. [Advisor Perspectives](https://approd.advisorperspectives.com/dshort/updates/2026/04/10/treasury-yields-snapshot-april-10-2026)
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