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Intel Corporation is back on Wall Street’s radar, as fresh AI-driven CPU buzz lures heavyweight investors back into the fold.

Taiwan Semiconductor Manufacturing (NYSE:TSM) at $404.35 looks attractive on weakness below $400 based on the setup discussed below. The stock has already touched $386.12 on May 12 and $391.47 on May 13 before bouncing back, and the setup heading into summer suggests sub-$400 prints look like an opportunity. TSMC fabricates the world’s most advanced logic ... Buy TSM Below $400

As AI demand surges, Bank of America believes investors should ignore the competitive noise and keep buying Taiwan Semi stock.

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.

Ellington Financial focuses on mortgage and consumer credit assets, leveraging structured finance to pursue stable income streams.

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.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.9% and the actively tr

Chip stocks have surged to new highs in the stock market, showing that the artificial intelligence trade continues to lure buyers after massive gains in 2025. In the IBD 50, however, that means most chip stocks are extended. Analysts polled by FactSet had targeted earnings of $1.29 a share on $9.9 billion in revenue.

The stock market hit highs as Nvidia led and AI chip IPO Cerebras soared in its debut, while Broadcom and Taiwan Semiconductor flashed buy signals. The Trump-Xi summit continues.

Both companies are critical to the AI build-out. But one's growth profile and order book make it the more compelling buy.

It’s an opportunity for investors to earn 50% while the company’s market capitalization marches toward $8 trillion. This, of course, is about Nvidia the artificial-intelligence chip giant that has transformed the stock market and may be on its way to transforming the entire U.S. economy. As CEO Jensen Huang accompanies President Donald Trump on his state visit to China and Nvidia prepares to report earnings after the close on May 20, the company is on the cusp of earning more than $190 billion in calendar year 2026.

The Cerebras IPO is the most significant debut in the semiconductor industry since Arm.

Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM), the world's largest contract chipmaker, now expects the global semiconductor market to exceed $1.5 trillion by 2030, a 50% upgrade on its previous forecast of $1 trillion, driven by surging demand for artificial intelligence and...

These companies' central positions in the artificial intelligence megatrend look secure.

These two chipmakers have two different investment profiles.

With results for its fiscal second quarter approaching after-market hours on Thursday, May 14, Applied Materials has quietly become one of Wall Street's hottest AI infrastructure plays.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 8, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) delivered April revenue figures that affirmed strong demand for artificial intelligence chips. The company’s April revenue was up 17.5% year over year to $13.08 […]

Sony Group Corporation (NYSE:SONY) is one of the 10 Best Affordable Stocks to Buy According to Wall Street Analysts. On May 11, 2026, Benchmark analyst Mike Hickey lowered the firm’s price target on Sony Group Corporation (NYSE:SONY) to 3,900 yen from 4,250 yen while maintaining a Buy rating following what the firm described as a […]

ASML is the sole provider of EUV lithography machines vital to advanced AI chips from Nvidia and more. ASML stock is testing a breakout to a record high.

This semiconductor leader has added more than $1 trillion in market cap over the past year. There's likely more to come.

Shares of computer processor maker Intel (NASDAQ:INTC) jumped 14.1% in the afternoon session after reports surfaced that Apple has engaged in preliminary discussions with the company about manufacturing processors in the United States.

Applied Materials (AMAT) is expected to post fiscal second-quarter results slightly above Wall Stree

Intel may have found its next AI growth catalyst with SK hynix partnership

Applied Materials Inc. (NASDAQ:AMAT) has unveiled a new strategic collaboration with Taiwan Semiconductor Manufacturing Co.

China’s access to advanced chip manufacturing tools is likely to be on the table when Trump and Xi meet later this week.

What's driving semiconductor stocks higher in the near term and long term?

These are all demonstrating impressive performance now and have long-term tailwinds.