Global Stocks to Watch in September: TSMC, Teck Resources, Oracle and More

As global markets navigate shifting interest rates, energy demands, and the ongoing wave of AI-driven growth, several international stocks have emerged as standout opportunities in September. Here are the key names investors should keep an eye on, based on reporting from Investors.com, Barron’s, WSJ, and Reuters.

TSMC: Riding the AI Chip Boom

Taiwan Semiconductor Manufacturing Company (TSMC) broke past resistance at $248.28, closing at $250.92. The rally was fueled by surging demand for AI chips, with revenue this quarter projected at $32 billion and EPS of $2.60.
As the world’s largest contract chipmaker, TSMC remains a long-term cornerstone for investors seeking exposure to the AI revolution.

Teck Resources & Anglo American: A $53 Billion Merger in Mining

Teck Resources and Anglo American announced a $53 billion merger, creating one of the world’s largest copper producers. Shares of Teck jumped 11.3% and Anglo climbed 9.1% on the news.
With copper demand rising due to electrification and renewable energy projects, this merger signals strong long-term potential for both companies.

CVR Energy: Benefiting From Higher Oil Margins

CVR Energy (CVI), controlled by billionaire Carl Icahn, surged 7.5% to $33.13 as refining margins widened.
Amid Middle East tensions and sustained global energy demand, CVR offers defensive exposure within the energy sector.

Oracle, UnitedHealth, Apple: Diverging Performances

Oracle (ORCL): Shares soared more than 20% in after-hours trading following a major contract win.

UnitedHealth (UNH): Gained 8.6% on optimism around Medicare.

Apple (AAPL): Fell 1.5% after unveiling the iPhone 17 Air, though it remains a core long-term holding.

This divergence highlights how market sentiment remains sensitive to corporate developments.

Infosys: Indian Tech Gains Momentum

In India, Infosys jumped over 4% after announcing a share buyback plan, lifting the broader IT sector by 2.3%. With India increasingly seen as a global supply chain alternative, Infosys offers exposure to fast-growing emerging markets.

Key Takeaways for Investors

Tech & AI: TSMC is the clear leader for long-term growth.

Commodities & Energy: Teck, Anglo, and CVR provide exposure to resource demand.

Healthcare & Consumer: UnitedHealth and Apple add balance to diversified portfolios.

Emerging Markets: Infosys reflects India’s rising role in global tech.

Conclusion

September has spotlighted several international stocks across technology, energy, and resources. Investors should continue monitoring global monetary policy shifts and geopolitical developments to capture opportunities while mitigating risks.