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The S&P 500 and Nasdaq rose solidly in a mixed stock market week. Delta Air fell despite strong guidance while SK Hynix began U.S. trading.
Shares of Meta Platforms (NASDAQ:META) are up 6% in Friday morning trading, changing hands at $670 after Thursday’s close of $631.48. The move extends a hot stretch for Meta Platforms stock, which have climbed 15% over the past week. The catalyst is a rethink of what Meta Platforms is building. A Reuters-reported internal memo and ... Meta Platforms Jumps 6% on AI Cloud Ambitions: Can It Challenge Amazon and CoreWeave?
Chip stocks just staged a vicious reversal that punished the shorts and rattled the bulls, and long-term investors now face a critical question: which semiconductor names actually deserve a spot in your portfolio before the next leg of the AI revolution kicks off?
Taiwan Semiconductor is quietly ramping a technology that could make today's AI chip bottlenecks look minor by comparison, and the window for investors to position ahead of the shift may be narrowing fast.
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” second-quarter 2026 investor letter. You can download a copy here. In Q2 2026, the Strategy achieved a net return of +12.71%, trailing the Russell 1000® and S&P 500® indices, which returned +15.14% and +15.20%, respectively. Stock picks in industrials and […]
TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Taiwan Semiconductor Manufacturing (NYSE:TSM) has been one of the defining AI infrastructure trades of the past year, and after a sharp 9.42% pullback in the past week, the question is whether the rally still has legs. Our 24/7 Wall St. price target for TSM is $502.60, implying meaningful upside from current levels. Here is how ... TSM Price Prediction: The Stock Will End The Year at This Price
AMD (AMD) has surged almost 4x in the past twelve months, with its market cap approaching $900 billion.
Taiwan Semiconductor Manufacturing (NYSE:TSM) presents one of the cleanest large-cap setups heading into next Thursday’s earnings report, and the setup gives retirement-focused investors a rare combination of visible earnings momentum, guided margin expansion and a valuation the growth rate already outruns. The Setup Into July 16 Monthly filings have already de-risked the earnings report. May ... Taiwan Semiconductor Is a No-Brainer Buy Before July 16 Earnings. Here’s Why
Taiwanese chip-testing company King Yuan Electronics (KYEC) plans to invest up to $1.4 billion to establish a facility in the United States, the supplier to chipmaker Nvidia said on Friday. King Yuan Electronics said the investment is intended to support operational growth and strengthen its position in the global supply chain. Taiwanese semiconductor and electronics companies have been expanding manufacturing in the United States since TSMC's multibillion-dollar investment in Arizona.
The S&P 500 is suddenly lagging other indexes, bringing rewards for investors who stuck with international, small-cap, and other parts of the stock market.
Semiconductor manufacturing was dominated by American companies before factories moved to countries like Taiwan and South Korea. Now, hints of that original vigor are emerging again as a fab construction boom promises to revive what once was the global standard: computer chips made in the USA. "Today, all of the major semiconductor manufacturers capable of building a state-of-the-art semiconductor are investing in the United States," said Joe Stockunas, president of the Americas unit of the SEMI industry trade group.
Keith White, manager of Vanguard Global Capital Cycles Fund, likes to invest with the odds of winning stacked in his favor.
In the latest monthly list of new buys by the best mutual funds, top money managers aggressively scooped up shares of 19 stocks, including Eli Lilly, GE Aerospace, Taiwan Semiconductor Manufacturing and CrowdStrike.
Taiwan Semiconductor (TSM) is perhaps the most important technology company in the world and one of the best long-term buy-and-hold stocks on Wall Street.
Your exchange-traded fund is flat. Remember that ETF you tucked away that invests in developed markets outside the U.S.—the one that looked cheap but has lagged behind the S&P 500 forever because it’s loaded with crusty old companies in Europe and Japan? By the way, both of these overseas funds, developed and emerging, beat the S&P 500 by a lot in 2025, too, but that was partly because the value of the dollar tanked last year as the Federal Reserve was cutting interest rates.
Name a French water company besides Perrier or Evian. How about Veolia Environnement a large global environmental services company that produces and distributes drinking water and treats wastewater (and has waste management and energy businesses). The company, then called Compagnie Générale des Eaux, or CGE, was founded in 1853 by Napoleon III’s imperial decree to supply France with drinking water.
Asking for a Trend Host Josh Lipton previews several of the biggest stories to come tomorrow, Friday, July 10, including SK Hynix (000660.KS) making its debut on the Nasdaq, Delta Air Lines (DAL) earnings, monthly sales results from Taiwan Semiconductor Manufacturing Co. (TSM), and the pending approval of Congress' housing affordability bill.
Chip factories have grown into some of the priciest buildings ever constructed. Machines packed inside actually cost more than the walls around them
(Bloomberg) -- SK Hynix Inc.’s US share sale is set to boost an ailing vehicle that was once essential for Asian firms looking West, and Wall Street is hoping the frenzy for artificial intelligence infrastructure will encourage competitors to follow their path.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches
TSMC heads into its July 16 earnings with strong AI chip demand, expanding advanced capacity and rising estimates. See what's driving expectations.
Record cash dividends and foreign outflows pressured the Taiwan dollar to its weakest level since April 2025.