Taiwan Semiconductor Manufacturing (TSM) trades at $410.12, down 4.84% over the past week despite Q2 2026 revenue of $40.20 billion (up 36.05% year over year) and gross margin of 67.7%, with Wall Stre…
The Investing for Beginners Podcast co-hosts Andrew Sather and Stephen Morris ranked five AI stocks by margin of safety, favoring structural chokepoints in the semiconductor and infrastructure tiers o…
OpenAI CEO Sam Altman admitted in a podcast that AI adoption is still at the 'palm pilot stage,' saying 'We've not had the iPhone moment' and that the economy's inertia means 'we've all been too ambit…
Taiwanese prosecutors indicted a senior Nvidia manager, surnamed Chang, and eight others for allegedly smuggling 74 servers containing high-end B300 AI chips into China via Japan and Indonesia, circum…
David Tepper's Appaloosa Management sold its entire 281,250-share SanDisk position in Q2 2026, worth about $179 million, after a 591% year-to-date rally, and redeployed capital into Amazon, Nvidia, Ta…
Taiwan Semiconductor Manufacturing (NYSE: TSM) and ASML (NASDAQ: ASML) are identified as the widest monopolistic plays in the semiconductor industry, with Taiwan Semiconductor having the wider economi…
Coatue Management, founded by Philippe Laffont, has invested nearly 23% of its public equity portfolio in three AI-related stocks, with the fund's public equity value reaching $48.6 billion in Q2 2026…
Taiwan Semiconductor Manufacturing (TSMC) trades at $413.41 as of August 18, with 24/7 Wall St. setting a price target of $539.60, implying 30.52% upside and a buy rating with 90% confidence. The comp…
Norway's $2.3 trillion sovereign wealth fund posted a record 1.75 trillion Norwegian crowns ($184.3 billion) profit in the first half of 2026, driven by strong equity markets, particularly Asian techn…
Asian stocks advanced for a second day as a rebound in chipmakers at the heart of the artificial intelligence boom offset concerns over rising oil prices, with the MSCI Asia-Pacific Index climbing 0.8…
Asian tech stocks surged after China mobilized state-linked institutions to buy tech ETFs, with the ChinaAMC STAR 50 ETF attracting a record 13.8 billion yuan ($2 billion) in inflows on Monday. South …
Asian stocks slipped on Friday after a selloff in chipmakers dragged down Wall Street as investors questioned whether massive artificial intelligence investments can justify lofty valuations. The MSCI…
Asian equities dropped on Thursday, led by a 4.5% decline in South Korea's Kospi, as a sell-off in semiconductor stocks revived concerns about the sustainability of the artificial intelligence trade. …
Meta plans to design its own AI chips starting in September under the internal project "Iris," aiming to reduce dependence on Nvidia and cut costs amid strained supply chains. The social media giant i…
Emerging market ETFs are increasingly tied to the AI chip trade as South Korea and Taiwan funds surpass China-focused funds in assets, pulling investors into the same global semiconductor cycle drivin…
Taiwan Semiconductor Manufacturing Co. is reinforcing its "silicon shield" strategy with a $250 billion US investment deal set for January 2026, while keeping its most advanced 2nm chip production in …
Taiwan Semiconductor Manufacturing Company (TSMC) has signed a major artificial intelligence deal with Nvidia, solidifying its role as the primary chip manufacturer for Nvidia's advanced AI processors…
Taiwan Semiconductor Manufacturing Company (TSM) has positioned itself as the critical linchpin in the global artificial intelligence compute supply chain. The company's advanced chip fabrication capa…
Taiwan Semiconductor Manufacturing (TSM) has been identified by artificial intelligence as one of the best stocks to buy. The AI analysis ranked TSM highly based on its market position and growth pote…