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We just covered the Graham Stephan Stock Portfolio: Top 11 Stocks and Vanguard Total International Stock Index Fund ETF Shares (NASDAQ:VXUS) ranks 5th on this list. Vanguard Total International Stock Index Fund ETF Shares (NASDAQ:VXUS) is an index fund recommended by Graham Stephan. The Vanguard Total International Stock Index Fund ETF employs an indexing investment […]

Hedge fund manager Gavin Baker, founder and CIO of Atreides Management, offered a counterintuitive framing of the AI trade on a recent appearance on Patrick O’Shaughnessy’s Invest Like the Best program. Baker’s central paradox is that the very supply constraint holding NVIDIA (NASDAQ:NVDA) back is keeping AI infrastructure spending from tipping into a classic capex ... NVIDIA Could 10X Sales If It Weren’t for This One Bottleneck

A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.

A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.

A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.

A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.

Shares of memory chips maker Micron (NASDAQ:MU) fell 7.2% in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.

Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) fell 5.3% in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.

A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.

A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.

A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.

The semiconductor industry is one of the most advanced and complex in the world. The semiconductor industry relies on highly specialized supply chains and manufacturing equipment. This ecosystem becomes highly complex because advanced chip manufacturing requires many process steps. The process involves companies from all over the world. Since the sector requires atomic precision, the ... Semiconductor Equipment Stocks Powering the AI Chip Manufacturing Boom: Etching

ASML Surges as UBS Sees Massive Upside in AI Chip Boom

The Salzburg facility replaces circular wafers with square panels to cut dead space and lower cost per chip

Kingsoft Cloud and peers gain appeal as U.S.-China trade easing and policy shifts lift confidence in Chinese tech into 2026.

TSM, QGEN and AG recently raised dividends as inflation, rising Treasury yields and oil prices fuel market volatility and economic concerns.

The big takeaway on Taiwan Semi, Google is updating search for AI era, Toll Brothers earnings show luxury homes are selling, and more news to start your day.

The $3 trillion market cap club should have eight members by 2027.

Steve Cohen ranks among the richest hedge fund managers in the world. Accounting for a 1.59% share of the billionaire’s portfolio, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among Steve Cohen’s top stock picks. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) demonstrated advancements in its next-gen chipmaking and packaging technology at the 2026 Taiwan Technology Symposium […]

Steve Mandel ranks among the list of the richest hedge fund managers in the world. While Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) remains the billionaire’s largest position, Carvana Co. (NYSE:CVNA) ranks 3rd on the list of Steve Mandel’s top holdings with a 5.52% portfolio share. On May 6, Needham reiterated Carvana Co. (NYSE:CVNA) as its top […]

The semiconductor maker is closing the gap with its manufacturing rivals.

Trump says tariffs would have stopped Taiwan’s semiconductor boom — but the history of TSMC tells a far more American story.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best stocks to buy for next-gen data centers. On April 16, Reuters reported that TSMC raised its annual revenue forecast and said it would increase capital spending this year to meet demand for advanced AI chips. The company expects 2026 revenue to grow more than […]

In the battle between the two leading emerging market stock ETFs, iShares has the advantage. The iShares ETF, now trading around $78, has jumped 38% over the past year and 18% so far in 2026, while the Vanguard ETF, at about $58, has gained 22% in the past 12 months and 9% so far in 2026. The Korean market now accounts for about 20% of the iShares ETF, double its weighting of a year ago.

Taiwan Semiconductor's $106B cash pile fuels AI and advanced chip expansion as it ramps up spending and forecasts up to $40.2 billion Q2 revenues.

Comments from Donald Trump and Xi Jinping on Taiwan raised fresh geopolitical concerns, but some investors see the odds of a near-term invasion or blockade as remaining low—supporting Taiwan Semiconductor Manufacturing stock and the broader chip sector.

Nvidia earnings shock looms as chip stocks sink and bearish bets surge across AI sector

At $394, Taiwan Semiconductor Manufacturing (NYSE:TSM) screens favorably. The world’s largest contract chipmaker raised full-year guidance at a price still below the average Wall Street target, combining momentum with unfinished upside. TSMC fabricates the most advanced chips for leading AI and consumer technology customers. It controls a 72% share of the global foundry market and ... TSM at $394: Buy, Sell or Hold?