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Situational Awareness LP's latest 13F filing shows billions in put exposure to chip and AI names alongside growing long positions in bitcoin miners and energy infrastructure.
SoundHound AI and Aurora Innovation both have to execute on turning opportunity into revenue.
Investing.com -- U.S. President Donald Trump said he should have requested a larger ownership stake in Intel when the government took a 9.9% holding in the chipmaker last year.
Taiwan Semiconductor Manufacturing (NYSE:TSM) does one thing for a living. It runs the world’s most advanced chip fabs. That single trick happens to be the chokepoint of the entire AI economy, and the market is still pricing it like a normal cyclical foundry. The conviction starts with what the AI buildout actually requires. Hyperscalers can ... Taiwan Semiconductor – The One Trick Pony That’s Still a Multibagger
My children often tell me that “today” is the best or worst day ever. Sometimes both land on the same day. Apparently it is possible to have the worst day ever multiple times a week. Unrelated. The benchmark S&P 500 keeps tagging fresh records and the tech-heavy Nasdaq Composite refuses to roll over. And yet ... Michael Burry Says Today’s Top 10 Stocks Surged 784% in a Year. The Pre-Dot-Com Number Was 622%.
Watching what the hedge funds and top investment managers do in any given quarter can be a great source of ideas in just about any market. Instead of keeping tabs on just the big names, though, I think it’s also worth tracking down the hedge funds that have been making the timeliest moves with surgical ... This Fast-Rising Fund Has Been Crushing the Market — Nvidia, Micron and TSMC are Reasons Why
Tata Electronics plans India's first 300 mm commercial semiconductor fab in Gujarat with ASML technology support.
U.S. President Donald Trump said he "should have asked for more" of a stake in Intel on behalf of the U.S. government, in an interview with Fortune magazine published on Monday. (Reporting by Ananya Palyekar in Bengaluru; Editing by Alex Richardson)
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Best Fundamentally Strong Stocks to Buy Now. On May 14, Reuters reported that the company expects the global semiconductor market to surpass $1.5 trillion by 2030, topping the earlier forecast of $1 trillion. Reuters, while quoting Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), highlighted that AI and high-performance […]
Taiwan Semiconductor has raised its global 2030 chip market forecast to $1.5 trillion from $1 trillion.
TSMC (NYSE:TSM) plans to sell about 152 million shares of Vanguard International Semiconductor, cutting its stake from roughly 27% to 19%. The sale is framed as a move to focus more closely on TSMC’s core operations. TSMC has indicated there are no immediate plans for further divestments and that existing technology cooperation, including gallium nitride work, will continue. TSMC sits at the center of global chip manufacturing, supplying advanced production capacity to a wide range of...
Samsung hit a $1 trillion market cap this month, driven by an AI-fueled memory chip shortage expected to continue amid until at least 2027.
Ellington Financial focuses on mortgage and consumer credit assets, leveraging structured finance to pursue stable income streams.
Emerging markets investing has a recurring frustration. You buy the asset class for diversification and growth, then find that a handful of state-owned banks, commodity giants, and speculative tech names dominate the index. Fidelity Emerging Markets Multifactor ETF (NYSEARCA:FDEM) tries to fix that by screening the same universe through four lenses at once, value, quality, ... Value, Quality, Momentum, And Lower Volatility In One Emerging Markets Fund
Investing.com -- Emerging market (EM) equities are poised for a significant rally in the second half of the year, driven by attractive valuations, a projected reversal in hawkish central bank policies, and economic signs of recovery in China, according to a research note released by JPMorgan.
Taiwan Semiconductor Manufacturing Company (TSM) is up 40% in 2026 alone as investors price in a much larger chip market and a deeper role for the company in its most profitable layers. As demand for AI accelerates, TSMC just reported that it now sees the semiconductor market reaching $1.5 trillion ...
TSM ramps up AI chip and packaging capacity as soaring HPC demand drives its 2026 revenue growth outlook above 30%.
AI Chip Leader TSMC Drops After Unexpected Share Sale Announcement
Applied Materials (AMAT) appears well-positioned given its leading position in DRAM and advanced log
Investing.com -- Bank of America reiterated its Buy rating on Taiwan Semiconductor Manufacturing Co. in a note Friday following the chipmaker's technology symposium in Taiwan.
Cathie Wood Just Sold TSMC at an All-Time High
Intel (NASDAQ:INTC) has roughly tripled this year on a turnaround narrative wrapped around AI inference workloads, a fresh Google partnership, and selection as the host CPU for NVIDIA‘s (NASDAQ:NVDA) DGX Rubin systems. But here’s what you should actually be watching. The Intel Rally Is a Crowded Trade Dressed Up as a Comeback Intel is up ... Forget Intel. Its Own Executives Are Cashing Out and This Is the Chip Stock You Should Own Instead
AI demand could push semiconductor market toward $1.5 trillion
