The latest Dow Jones Newswires Market Talks highlighted diverging developments across technology, media and telecommunications. Bank of America expects Taiwan Semiconductor Manufacturing’s capital expenditure to reach US$80 billion to US$85 billion in 2027, above the US$75 billion Wall Street consensus, and maintained its buy rating and NT$3,100 target price on expectations for strong AI demand. Kuaishou Technology was downgraded to hold from buy by Daiwa, which cited e-commerce and advertising weakness and forecast a 10% year-on-year decline in second-half gross merchandise value (GMV). In Malaysia, Rakuten Trade said AI investment could expand beyond data centers into semiconductor equipment, automation and advanced manufacturing.