Emerging-market stocks are rallying as investors rotate from semiconductor giants like Taiwan Semiconductor and Samsung Electronics into smaller Asian data center infrastructure suppliers, with the MS…
Leopold Aschenbrenner's Situational Awareness LP, a hedge fund he grew from $225 million to about $45 billion, lost most of its value in about four weeks in July 2026 after a 439% net return in the fi…
David Tepper's Appaloosa Management trimmed its AI memory-chip positions and boosted holdings in megacap tech giants, according to its latest 13F filing. The hedge fund, which posted 32% gross returns…
Stock market losses led by Nasdaq and AI stocks dominated the weekly review, with Goldman, GE, Taiwan Semi, and IBM in focus.…
Surging AI demand has left data center capacity 'tapped out,' even with clients willing to pay double, according to Christopher Versace, CIO of Tematica Research. Versace distinguishes the current boo…
Taiwan Semiconductor (TSM) reported strong May sales, and UBS named the stock a top pick based on the outlook for agentic AI.…
Taiwan Semiconductor (TSM) is the top AI stock holding of a famous billionaire, highlighting the company's central role in the AI chip supply chain.…
Taiwan Semiconductor Manufacturing Co. (TSM) reported that demand for its advanced chips used in artificial intelligence applications is exceeding the company's current production capacity. The chipma…
An artificial intelligence chip stock has joined Nvidia, Broadcom, Taiwan Semiconductor, and Samsung in the $1 trillion market capitalization club, marking a significant milestone for the semiconducto…