Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Nvidia-backed Lumentum Holdings (LITE) is leading gains among optical-components makers as the firm said demand from the biggest US tech companies is accelerating. 
- Taiwan Semiconductor Manufacturing (TSM) reported a 35% increase in quarterly revenue, suggesting global AI chip demand remained intact during the first weeks of war in the Middle East.The main chipmaker for Nvidia Corp. and Apple Inc. reported revenue for the first quarter of $35.6 billion, beating projections, after sales in March alone rose 45%.
- Shares of software companies fell on Thursday, in the latest example of the group slumping amid concerns about disruption from artificial intelligence services.The iShares Expanded Tech-Software Sector ETF, ticker IGV, fell 3.9%, closing at its lowest level since November 2023. It has dropped more than 27% this year. An index of software-as-a-service stocks shed 4.8%, bringing its week-to-date decline to 9% and its 2026 drop to almost 40%.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Nvidia-backed Lumentum Holdings (LITE) is leading gains among optical-components makers as the firm said demand from the biggest US tech companies is accelerating. - Taiwan Semiconductor Manufacturing (TSM) reported a 35% increase in quarterly revenue, suggesting global AI chip demand remained intact during the first weeks of war in the Middle East.The main chipmaker for Nvidia Corp. and Apple Inc. reported revenue for the first quarter of $35.6 billion, beating projections, after sales in March alone rose 45%. - Shares of software companies fell on Thursday, in the latest example of the group slumping amid concerns about disruption from artificial intelligence services.The iShares Expanded Tech-Software Sector ETF, ticker IGV, fell 3.9%, closing at its lowest level since November 2023. It has dropped more than 27% this year. An index of software-as-a-service stocks shed 4.8%, bringing its week-to-date decline to 9% and its 2026 drop to almost 40%.

Listen for five-minute conversations on today's biggest winners and losers in the stock market. 

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Listen for five-minute conversations on today's biggest winners and losers in the stock market.&nbsp;
Subscribe for analysis on the companies making news in global equity markets. Episodes are published throughout the day to track stock moves from New York, London, Frankfurt and Paris. Join us for investment news covering technology, energy, finance, health care, communications, industrials, utilities, consumer staples, materials, real estate and more.

Listen for news on today's biggest winners and losers in the stock market.

Stock Movers

Lumentum Leads Optical Peers Higher; TSMC Sales Beat Estimates; Software Stocks Extend Selloff 

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