Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.

Good morning. Today is Thursday, January 15th. I'm Julie Morgan.

The biggest movers list this morning includes names like Dell, Nokia, Lamb Research, and Taiwan Semiconductor.

Let's look at the latter, too. Taiwan Semiconductor. Let's look at the latter, too.

Taiwan Semiconductor is up 5%. The major supplier to companies, including Nvidia and Apple,

reported a net profit of $16 billion for the October to December quarter, a 35% surge from a year earlier, better than what analysts were estimating.

TSM also said it plans to boost its capital expenditure budget to $52 to $56 billion for

$2026.

This is up from about $40 billion last year.

Stiefel is forecasting water fabrication equipment spending to increase by 10 to 15% in calendar year 2026, which could benefit Terradine, Lamb Research, and KLA.

This equates to a $10 to $15 billion year-over-year increase, which will be led by advanced foundry,

Logic, and DRAM. The financial firm had expected water fabrication equipment growth of 7 to 8% in a previous

forecast. Terradine is up 4% pre-market and KLA is up 5%.

Verizon says it has restored network service after a major nationwide outage on Wednesday

that left thousands of customers without mobile service.

The company issued the update at 10.15 p.m.

More than 170,000 outage reports were filed on down detector, most tied to a lost mobile

signal. Verizon apologized for the disruption and says it plans to issue account credits to affected

customers, with more details coming soon. The company has not said would cause the outage. In a statement, Verizon said it let customers down and promised to make it right.

AT&T and T-NT Mobile also reported some service issues, but on a much smaller scale.

Built is rolling out a new lineup of credit cards under the name Built 2.0, including the palladium,

obsidian, and blue cards. All three offer a 10% introductory interest rate for the first year.

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