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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.

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?

With Nvidia (NVDA) set to report first quarter 2027 earnings results on Wednesday, are Wall Street investors as bullish around the AI chip stock as years prior? Yahoo Finance Senior Reporters Brooke DiPalma and Ines Ferré examine the latest note out from Evercore ISI gauging bullish investor sentiment on Nvidia compared to other major chip players.

Eagle Point Capital, an investment firm, released its “Spring 2026 Portfolio Update” investor letter. A copy of the letter can be downloaded here. The firm reported a resilient performance for the quarter while emphasizing its long-term, fundamentals-driven strategy, noting that detailed quarterly returns would be reflected in client brokerage statements but reaffirming steady compounding aligned […]

Intel is having a moment again, with the Intel (NASDAQ:INTC) turnaround story dragging retail money back into a name that has spent the past four years as a cautionary tale. But the two companies that already won the war Intel is still trying to fight deserve your attention more. I think the Intel trade is ... Stop Buying Intel. You’ve Missed the Train. Buy This Instead

The update comes after TSMC questioned the high cost of the advanced tools.

Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) just delivered a quarter that should end the debate about who owns the AI buildout. Q1 2026 revenue hit $35.9 billion with a record 66.2% gross margin, and CEO C.C. Wei told investors that “AI-related demand continues to be extremely robust.” HPC alone now drives 61% of ... Can TSM’s Stock Reach $600 By 2028?

Why Citi Thinks AMD is a Key Winner in the AI CPU Race

The image from last week’s state banquet at the Great Hall of the People told two stories at once. Tim Cook, Jensen Huang, and Elon Musk sat in the room as guests of the first U.S. presidential visit to China in nearly a decade. The same day, Xi Jinping warned that if the Taiwan issue ... Did the US-China Summit Make TSMC More Vulnerable?

ASML expects to see the first ‌products created on the company's ‌new High-NA machines within months, the chief ​executive of the world's top computer chip equipment maker, Christophe Fouquet, said on Tuesday. The tool will bring ‌down costs ⁠for patterning, or creating the circuitry of the most ⁠advanced chips, for both logic and memory applications, Fouquet said, ​speaking at ​a conference ​in Belgium organised ‌by research firm imec. Fouquet's ​remarks come weeks after ‌top customer TSMC said ​High-NA ​tools, which can cost up to $400 million each, were too expensive.

Rising geopolitical tensions with China have sharpened focus on the risk of a potential blockade of Taiwan. Such a move could severely disrupt Taiwan Semiconductor Manufacturing’s chip production and shipments for key clients including Nvidia, AMD, Broadcom, and Apple. Investors are assessing how a prolonged disruption could affect global supply chains in technology, autos, and energy, while possibly shifting demand toward non Taiwanese chipmakers and shipping companies. Taiwan...

Cameron Dawson, chief investment officer at NewEdge Wealth, dropped a statistic on Thoughtful Money with Adam Taggart that should reframe how investors think about diversification in 2026. “10 years ago, the semiconductor index or weight in the S&P 500 was 2%. Today it’s 18%,” she said, adding that “that 18% is more than double what ... Semiconductor Exposure in S&P 500 Hits 18%. That’s More Than Double the Tech Bubble Peak.

<body><p>STORY: "I just continue to question whether or not the 'Mag 7' has as big an influence on the stock market returns as they did in previous years," Mahn said.</p><p>He therefore turned his focus to the "AIR 7," which Mahn said stands for "AI Revolution 7," a "stock basket" that spans memory and chip production, as well as data center owners, coolers and power providers.&nbsp;</p><p>Mahn's "AIR 7" stocks include Taiwan Semiconductor, Micron Technology, Digital Realty, Vertiv Holdings and American Electric Power. Two of the Magnificent 7 stocks, Nvidia and Alphabet, round out his "AIR 7" picks.</p></body>

​Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Best Stocks to Invest in For 5 Years According to Billionaires. On May 15, Bank of America Securities analyst Haas Liu reiterated a Buy rating on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) with a price target of 2,560 Taiwan dollars. ​The firm noted that competitive […]

AI chip leader Nvidia (NVDA) will be reporting its first quarter earnings this Wednesday, May 20. D.A. Davidson head of technology research Gil Luria sits down with Julie Hyman to dive into what he'll be listening for on Nvidia's earnings call later this week and what is being signaled about the chipmaker's margins.

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

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)

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...

Bill.com Holdings delivers cloud-based automation solutions for financial operations, serving small and midsize businesses worldwide.

This technology-driven insurer leverages data science and automation to streamline claims and attract digitally savvy policyholders.