Chip Stocks Surge on Ceasefire — But Helium Was the Real Risk
SK Hynix surged 15%, TSMC 4.8%, Tokyo Electron 10% on ceasefire news. The hidden driver: Iran had been strangling the chip industry’s helium supply.
SK Hynix surged 15%, TSMC 4.8%, Tokyo Electron 10% on ceasefire news. The hidden driver: Iran had been strangling the chip industry’s helium supply.
Wall Street traders have a new acronym for Trump’s pattern of dramatic threats followed by sudden retreats — and it’s reshaping how markets price geopolitical risk in 2026.
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