TSMC reported consolidated revenue of about NT$511.86 billion (approximately USD 16.07 billion) for September 2026. That was up 54.6% from September 2025. Revenue edged down 0.6% from August 2026, according to a company release.

The Delhi High Court has stayed the Food Safety and Standards Authority of India (FSSAI) directive targeting PepsiCo and Monster Beverage over the “Energy Drink” label, allowing both companies to sell existing inventory carrying the descriptor. The court said the interim relief does not permit manufacturing new products bearing the “Energy Drink” tag. The stay will remain in effect until the next hearing on November 5. It also halted the July 17 communication that had asked state enforcement authorities to implement the order.

U.S. Treasury yields surged to their highest levels since 2002, with the 10-year and 30-year reaching 5.32% and 5.66%, pushing Dow futures to a three-month low. Micron Technology’s results beat expectations and helped lift semiconductor shares, with Lam Research, Applied Materials and Nvidia among the gainers. Alphabet rose 2.3% after unveiling its Gemini 4 flagship AI model, while Nasdaq 100 futures edged higher.

Anthropic’s IPO prospectus, disclosed for the first time, shows the company reported a $42 billion net loss in 2025 and an operating loss of more than $8 billion. It also plans $518 billion in cloud, computing and infrastructure obligations in the coming year. Revenue rose 12-fold in 2025 to nearly $4.6 billion, but the scale of spending and losses is drawing investor attention. The public sale could value Anthropic at more than $2 trillion and set a key benchmark for how Wall Street prices leading AI companies.

Brazil’s central bank cut the Selic rate by 25 basis points for a fifth straight meeting, taking it to 13.75% in line with most economists’ expectations. The move comes ahead of Brazil’s presidential election and on the same day the U.S. Federal Reserve raised its benchmark rate, heightening attention on a potentially narrowing interest-rate gap. Policymakers said further adjustments will depend on new information to bring inflation back to target. Election uncertainty and higher oil prices are adding to the risks around the economic outlook.

The Federal Reserve raised interest rates for the first time in three years to rein in high inflation, which has been worsened by military tensions between the U.S. and Israel and Iran. U.S. stock indexes fell at the open before clawing back some losses, while tech shares held up better than the broader market. Saudi Arabia offered additional crude supplies, easing fears of Middle East disruptions and pushing oil prices lower, which weighed on energy stocks.

European equities fell to a three-month low on Tuesday as surging oil prices and higher bond yields weighed on risk appetite ahead of the Federal Reserve’s rate decision this week. The pan-European STOXX 600 slipped 0.8% to 630.99, with financial services and banks leading declines and UBS down 4.2%. Sentiment also weakened after Bank of America CEO Brian Moynihan said investment banking fees are projected to drop by at least 10% in the third quarter. Markets are watching the Fed’s policy decision later this week.

U.S. stocks fell on Monday, led by losses in Nvidia and other chipmakers after executives at major AI companies voiced safety concerns around artificial intelligence development. The benchmark 10-year Treasury yield briefly moved above 5%, adding to investor unease ahead of a Federal Reserve meeting. Persistently high inflation and rising borrowing costs also weighed on sentiment.

U.S. stocks fell on Monday as chipmakers including Nvidia slid after executives at major AI companies called for a slowdown in AI development over safety concerns. The 10-year Treasury yield climbed above 5% for the first time since 2023, adding to jitters ahead of a Federal Reserve policy meeting. Worries about U.S. fiscal health and Middle East energy supply also weighed on sentiment.