Julie Morgan

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I'm your host, Julie Morgan.

Go out and make it a great day.

Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.

Good morning.

Today is Thursday, January 15th.

I'm Julie Morgan.

The biggest movers list this morning includes names like Dell, Nokia, Lam Research, and Taiwan Semiconductor.

Let's look at the latter two.

Taiwan Semiconductor is up 5%.

The major supplier to companies including Nvidia and Apple reported a net profit of $16 billion for the October to December quarter, a 35% surge from a year earlier, better than what analysts were estimating.

TSMC also said it plans to boost its capital expenditure budget to $52 to $56 billion for 2026.

This is up from about $40 billion last year.