Taiwan Semiconductor Manufacturing TSM Draws Billionaire Interest Amid BofAs Bullish Outlook on Foundry Leadership Pentagon Taps Shield AI for LowCost Drone Program Amid Rising Demand From Global Conflicts Southern SOJF Q1 2026 Earnings Surprise EPS 132 Up Significant Contango ORE CTGO Q1 2026 Earnings Miss by Significant Key Takeaways