News

Hedge funds are divided on TSMC, but record AI-driven results and strong U.S. expansion give the bulls plenty of reason to stay confident.

Intel just posted its strongest revenue growth in over 15 years, yet shares sit more than 30% below their recent peak after a massive stock offering rattled investors. Whether that gap is a buying opportunity or a warning sign depends entirely on one unresolved question about its foundry business.

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]

TSMC (TSM) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

TSMC’s stock traded below $400 for the first time since May, marking the seventh straight day of losses for the shares.

Advanced Micro Devices slipped premarket after Taiwan Semiconductor Manufacturing’s massive capex outlook raised investor concerns.

S&P Global's upgrade of Taiwan Semiconductor Manufacturing (NYSE:TSM) to an AA- long term issuer credit rating has put fresh attention on the stock, highlighting the company’s balance sheet strength and cash generation. See our latest analysis for Taiwan Semiconductor Manufacturing. The S&P Global upgrade comes after a strong run for Taiwan Semiconductor Manufacturing, with a 30.83% 90 day share price return and a 98.83% 1 year total shareholder return, which points to building momentum as...

Synopsys, Inc. (NASDAQ:SNPS) is among the Best Semiconductor Stocks. On June 23, Piper Sandler upgraded Synopsys, Inc. (NASDAQ:SNPS) to “Overweight” from Neutral. The analyst raised the price target to $550 from $450 on the shares. Analyst Clarke Jeffries said the firm expects a faster-than-anticipated recovery in Synopsys’ intellectual property business. The analyst noted improving expectations for […]

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the best tech stocks to buy now for the “Vera Rubin” chip cycle. On June 16, Aletheia Capital boosted its price objective for Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to NT$3,500 from an unknown previous level, keeping a Buy rating on the company’s shares. The firm also […]

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Analysts remain optimistic about AMD's AI and data center opportunities.

Lam Research Corporation (NASDAQ:LRCX) is one of the 15 Most Promising Stocks to Buy Right Now. On May 27, 2026, Mizuho raised the firm’s price target on Lam Research Corporation (NASDAQ:LRCX) to $380 from $330 and maintained an Outperform rating on the shares. Mizuho raised its wafer fab equipment spending estimate for 2026 to $153B […]

Lam Research (LRCX) is focused on adding more sensing and AI capabilities to its chip manufacturing

ASML Surges as UBS Sees Massive Upside in AI Chip Boom

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

Mizuho raised its price target on Intel (NASDAQ:INTC) stock to $124 from $100 on May 12, keeping a Neutral rating as the firm cited agentic AI continuing to drive server demand. The revision is part of a broader semiconductor and AI infrastructure estimate hike across multiple names. For long-term investors, the move signals that even cautious ... Mizuho Hikes Intel Price Target to $124 as Agentic AI Server Demand Validates the Turnaround

Applied Materials just received a new high price target from Seaport as the company solidifies its role in the AI semiconductor buildout.

Advanced Micro Devices (NASDAQ:AMD) stock received an analyst downgrade from HSBC on Monday, May 4, with the firm cutting its rating to Hold from Buy while nudging the price target to $340 from $335. The call lands one day before AMD reports its Q1 2026 earnings on May 5, and after a blistering 77% rally ... HSBC Downgrades AMD to Hold After 77% Rally: Is the AI Chip Trade Out of Steam?

ASML Holding (ENXTAM:ASML) raised its 2026 revenue projections on strong AI infrastructure and memory chip demand, as large orders from SK Hynix and Samsung offset timing uncertainty from TSMC’s delayed high NA EUV adoption. See our latest analysis for ASML Holding. The share price has moved with recent news, with a 2.5% 1-day share price return and 5.29% 30-day share price return, while the 1-year total shareholder return of 102.36% highlights strong longer-term momentum. If strong AI demand...