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AMP shares fall as mortgage book drops $400m over Q3. TSMC profit surges but AI stocks keep falling. 5:10am today The news: TSMC shares fell on Thursday despite the semiconductor giant beating earnings expectations, with third-quarter net profit jumping 68.7% from a year earlier. The company reported revenue of USD46.72 billion ($67 billion) and net income of 763 billion Taiwan dollars ($33.9 billion). LSEG's weighted analyst forecasts were USD45 billion in revenue and 746 billion Taiwan dollars in profit,according to CNBC. But the stronger-than-expected result was not enough to halt an aggressive sell-off in AI-related stocks. TSMC itself fell 2%, although it outperformed Taiwan's benchmark index which dropped 3.4%. South Korea's benchmark index fell 7.6%, with heavyweight chipmakers dropping sharply. Samsung Electronics fell 9.5% and SK Hynix lost 11%. Japan's benchmark index fell 4.9%, while investor SoftBank dropped 9.4% and other chip-related stocks fell between 5% and 14%. The context: Investors have been selling AI-related stocks all week following a string of negative news stories and pressure from higher borrowing costs. The latest selling came after Anthropic disclosed slower-than-hoped revenue growth and some CoreWeave bonds reached distressed levels - partly in response to Firmus' pulled IPO. Get Letter of Intent in your inbox.

7 leaders from North Carolina, Greater Philadelphia, and the BioHealth Capital Region named to parity's 100 Women in HealthTech 2026. Parity's 100 Women in HealthTech 2026 list, created in partnership with LSEG, recognizes the founders, executives, engineers, investors, and changemakers breaking barriers in medical technology, advancing patient care, and driving innovations that improve lives. Among this year's honorees are seven leaders based across North Carolina, Greater Philadelphia, and the BioHealth Capital Region. Health technology runs on many kinds of expertise: clinical leadership, engineering, data and analytics, partnerships, and commercial growth. This year's regional honorees reflect that range, from physician executives and technology chiefs to data and partnership leaders building the systems that connect patients, providers, and payers. North Carolina. 1. Azita Hamedani, MD, Bunkerhill Health Chief Clinical Officer | Raleigh-Durham-Chapel Hill Dr. Hamedani brings 25 years of health system leadership to Bunkerhill Health. She founded and chaired the Emergency Medicine department at the University of Wisconsin School of Medicine and Public Health, and most recently served as President and CEO of UNC Health Faculty Physicians. 2. Jessica Factor Landin, Vori Health Chief Executive Officer | Raleigh Landin has more than 20 years of experience leading value-based care organizations at the intersection of clinical strategy, technology, and care delivery. She previously served as COO and President of DispatchHealth and as co-founder and CEO of Evolent Care Partners. She holds a Master of Health Administration from UNC-Chapel Hill and is a Fellow of the American College of Healthcare Executives. 3. Denise Hatzidakis, Vori Health Chief Technology, Product and Security Officer | Raleigh-Durham-Chapel Hill Hatzidakis is a CIO, CTO, and CISO and certified Agile leader with more than 20 years of experience leading complex technology initiatives across healthcare and financial services, overseeing strategy across product, engineering, data, and cybersecurity. 4. Carolyn Minnock, Eon Regional Sales Director | Charlotte Minnock brings more than 15 years of experience across healthcare technology, sales, and business development. She previously served as Vice President of National Accounts at Suki and Chief Growth Officer at PeraHealth, where she led growth strategy and cross-functional commercial teams. Greater Philadelphia and pennsylvania. 5. Jill Kirchner, Rightway Vice President, Strategic Partnerships | Greater Philadelphia Kirchner has built her career in healthcare business development, strategic partnerships, and growth, with a long-standing focus on improving the healthcare experience and expanding access to care. She previously held leadership roles at Pager Health, Accolade, BioTelemetry Healthcare, and Walgreens, and is a Penn State graduate. 6. Lauren Krauth, Nordic Global Head of Data Analytics | Mountain Top, PA Krauth is a data and analytics executive with 10 years of experience driving enterprise analytics strategy and organizational transformation across complex healthcare organizations, partnering with executives to modernize analytics capabilities. BioHealth Capital Region. 7. Christa Zimmerman, Pluribus Digital Senior Director of Account Delivery | Falls Church, VA Zimmerman is a leader dedicated to advancing federal missions and improving lives. She is known for building trusted partnerships and guiding large-scale programs across the federal health landscape. Stay in the loop. You'll get news for your region. Change topics or unsubscribe from any email.

Japan economy minister stresses BOJ independence, rejects reflationist label. Published on 10/15/2026 at 05:01 am EDT - Modified on 10/15/2026 at 07:11 am EDT TOKYO, Oct 15 (Reuters) - Japanese Economy Minister Minoru Kiuchi said monetary policy should be left to the Bank of Japan, reiterating the government's stance on respecting the central bank's independence, as markets assess the outlook for further interest rate hikes. "Generally speaking, the government understands that the BOJ is entrusted with conducting monetary policy to achieve the 2% inflation target," Kiuchi said at a Reuters NEXT Newsmaker event hosted by LSEG in Tokyo on Thursday. "It is important that monetary policy adjustments are left to the BOJ's judgment," said Kiuchi, who is often viewed by markets as a reflationist, a reputation stemming from his past caution over rate hikes and his ties to a pro-stimulus group of lawmakers. He also disputed the reflationist label, saying that Japan is no longer in a situation where reflationary policies would be adopted and that Prime Minister Sanae Takaichi's government has never pursued such policies. He said Japan is "transitioning towards a new, growth-oriented economy" and global investors should judge the country on its current situation rather than on perceptions shaped by decades of deflation. "The Japanese economy is no longer the same economy it was during the long years of deflation. I would encourage you to assess Japan on the basis of this changing reality," he said. "I believe now is the time to invest in Japan." Kiuchi also emphasised fiscal sustainability alongside growth, seeking to reassure investors wary of rising public spending under Takaichi's administration. "Some may hear the words 'proactive public finances' and assume that they simply mean relaxation of fiscal discipline - that is not what we are pursuing," he said. Instead, he argued that strategic investments would boost Japan's growth potential, leading to higher wages, incomes and tax revenue while preserving fiscal sustainability. The government has rolled out a growth strategy targeting more than 370 trillion yen ($2.34 trillion) in public and private investment by fiscal 2040 in areas including semiconductors, artificial intelligence, quantum technologies and content industries. ($1 = 157.8400 yen) (Reporting by Rocky Swift and Makiko Yamazaki; Editing by Jamie Freed and Hugh Lawson) By Rocky Swift and Makiko Yamazaki (C) Reuters - 2026