A report stating that TSMC (TSM) was ordered by the U.S. to halt A.I. chip exports to China sent shares falling. Dell Technologies (DELL) is up after an analyst's company forecasts "don't explicitly assume Supermicro (SMCI) share gains." Meanwhile, Salesforce (CRM) soars to a new all-time high after a notable price target hike. George Tsilis talks about the morning's biggest stories.