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A number of stocks fell in the afternoon session after TSMC paired topline strength with a free cash flow-compressing capital expenditure reset, compounding a sector-wide selloff that began with ASML the day before.
A number of stocks fell in the afternoon session after TSMC paired topline strength with a free cash flow-compressing capital expenditure reset, compounding a sector-wide selloff that began with ASML the day before.
<body><p>STORY: While the "long-term story" regarding Nvidia's success "remains intact," Casey noted the chipmaker's stock this year "has been outperformed by other areas" of the AI trade.</p><p>Casey named "picks and shovels" firms Taiwan Semiconductor and ASML as being sound investments, with the latter "a really strong business" that makes lithography machines used "to make the chips."</p><p>But he's tepid about cloud storage companies such as Western Digital, saying that some of those stocks went "from being dirt cheap to being super expensive overnight. That's not really the kind of beat and raise long-term growth story that we look for," he added.</p></body>
AI demand drove higher revenue and spending guidance despite a 3% premarket share decline.
Additional funding would add four chip plants, expanding TSMC's planned U.S. footprint to 10 fabs and two packaging facilities.
SOXL is a big bet on semiconductor stocks. That bet doesn't always work out as planned.
Second-quarter profit rose 77% to a record NT$706.6 billion.
The world's most advanced chip foundry provided clear evidence that AI adoption continues.
Taiwan Semiconductor shares are selling off despite a very strong earnings report. Is this a buying opportunity?
Why is the Dow holding up while the Nasdaq sinks? Healthcare gains are offsetting the semiconductor carnage.
Arm Holdings (NasdaqGS:ARM) CEO commented on US export restrictions for AI capable CPUs to China and highlighted complexity in enforcing potential bans. The CEO pointed to stronger demand for Arm's AGI CPU, with customers such as ByteDance and Oracle now using the product. Arm is working with partners including TSMC, Oracle and Microsoft to secure key components across its supply chain for next generation chips. Arm Holdings enters this news cycle with a current share price of $277.01 and...
Things are good at TSMC and will only get better.
The Number $40.20 billion in second-quarter revenue is the figure Taiwan Semiconductor Manufacturing (NYSE:TSM) disclosed in its 6-K filing on July 16, 2026, a record top line for the world’s largest contract chipmaker. Revenue climbed 36.0% year over year, and diluted ADR earnings landed at $4.31, beating the $3.89 consensus by 10.89%. This is reported ... Taiwan Semiconductors $40 Billion Q2 Shows It Is Only Just Getting Started
NVIDIA prints 75% margins while TSMC bets tens of billions on new fabs, and both companies insist they are winning the AI race. Only one business model can claim the better long-term edge, and the answer depends on which number you trust more.
Investors were wrong to sell TSMC stock today -- and probably wrong to sell Sandisk, too.
Investors are wrong to sell Micron stock today.
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) posted a 77% jump in second-quarter net profit and raised its capital spending forecast for the year, as the world's largest contract chipmaker rides sustained demand for AI processors. Net profit came in at $22.36 billion for the...
TSMC raised its 2026 revenue growth guidance above 40% and lifted capital spending on strong AI chip demand.
Chip stock weakness was taking its toll on Thursday, and tech stocks were losing steam. The Nasdaq was down 0.6%, while the S&P fell 0.1%. The Dow looked for direction near the flatline. Memory chip stocks, like Western Digital and Micron, were some of the worst performers premarket though the chip space struggled broadly.
TSMC just posted its biggest profit surge in years while the stock quietly slipped from its highs, and that gap between operating momentum and share price tells a complicated story about what comes next.
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