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ASML Holdings (ASML): Best QQQ Stocks to Invest in
Insider Monkey34d agoneutral
ASML Holdings (ASML): Best QQQ Stocks to Invest in

ASML Holding (NASDAQ:ASML) is one of the best QQQ Stocks to invest in. On July 6, ASML reported the latest transactions conducted under its ongoing share buyback program. Between June 29 and July 3, the company repurchased a total of 48,397 shares. The daily transactions saw a total value of approximately €15.87 million for each […]

Investing.com34d agobearish
Meta falls as massive AI infrastructure spending plans overshadow chip progress

Investing.com -- Meta Platforms (NASDAQ:META) shares declined 2.6% Thursday morning as the company’s ambitious plans to double its computing capacity reminded investors of the astronomical capital expenditures required to win the artificial intelligence race. While the social media giant announced it will begin manufacturing its first in-house AI chip this September—a move intended to eventually lower computing costs—the sheer scale of the company’s near-term spending plans triggered immediate a

Veteran analyst drops massive Micron valuation prediction
TheStreet35d agobearish
Veteran analyst drops massive Micron valuation prediction

Wall Street is becoming more confident in Micron Technology (MU). A Melius analyst now says the chipmaker could become the sixth-largest public company in the United States. That would make it worth more thanBroadcom (AVGO) and even Taiwan Semiconductor (TSM). The analyst's claim is a bold ...

Revenue and Growth Outlook Affirm Why Taiwan Semiconductor Manufacturing Co. (TSM) is a Top AI Stock on Wall Street’s Radar
Insider Monkey35d agoneutral
Revenue and Growth Outlook Affirm Why Taiwan Semiconductor Manufacturing Co. (TSM) is a Top AI Stock on Wall Street’s Radar

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is one of the AI stocks on Wall Street’s radar. On July 6, Citi reiterated that Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is well-positioned to raise its 2026 revenue growth outlook and long-term growth targets. The research firm has already reiterated a Buy rating on the stock and raised the price […]

Wall Street Thinks AI Is Slowing. Wall Street Is Wrong
24/7 Wall St.35d agoneutral
Wall Street Thinks AI Is Slowing. Wall Street Is Wrong

The narrative around artificial intelligence has shifted several times over the past year. Investors have worried about stretched valuations, slowing cloud spending, and whether businesses will generate enough return on their investment to justify the billions pouring into AI infrastructure. Yet the latest long-term forecasts suggest the investment cycle is still in its early innings. ... Wall Street Thinks AI Is Slowing. Wall Street Is Wrong

Intel’s Breakout Was Violent and It May Still Be in its Early Innings
24/7 Wall St.35d agoneutral
Intel’s Breakout Was Violent and It May Still Be in its Early Innings

Intel‘s (NASDAQ:INTC) historic breakout came fast and from out of nowhere, as the chip laggard made massive leaps to win back many investors amid the AI revolution. With a competitive slate of chips and a foundry business that could help the tech world diversify away from the likes of Taiwan Semiconductor (NYSE:TSM), perhaps Intel isn’t ... Intel’s Breakout Was Violent and It May Still Be in its Early Innings

Here is why Taiwan Semiconductor (TSM) Is Among the Best Stocks in Glen Kacher’s Portfolio
Insider Monkey35d agoneutral
Here is why Taiwan Semiconductor (TSM) Is Among the Best Stocks in Glen Kacher’s Portfolio

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 10 Best Stocks to Buy in Glen Kacher’s Light Street Portfolio. As of the quarter ended March 31, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) represents 14.40% of Glen Kacher’s Light Street Portfolio. Additionally, the fund holds a put option position valued at $36,904,140 in […]

Amkor (AMKR) Stock Still Looks Like A Bargain On A 205% Run
Simply Wall St.36d agoneutral
Amkor (AMKR) Stock Still Looks Like A Bargain On A 205% Run

After a 205.4% gain over the past five years, Amkor Technology now sits in a tricky spot where strong recent returns and upbeat AI packaging headlines meet valuation checks that still screen the stock as relatively cheap. Amkor Technology has delivered a 205.4% return over five years, which puts extra focus on whether the current share price still leaves room for a reasonable margin of safety. The expansion of advanced packaging capacity alongside Taiwan Semiconductor Manufacturing Company...

This Semiconductor ETF Is Up 58% This Year and Doesn’t Own TSMC
24/7 Wall St.36d agoneutral
This Semiconductor ETF Is Up 58% This Year and Doesn’t Own TSMC

The VanEck Fabless Semiconductor ETF (NASDAQ:SMHX) has ripped higher in 2026, gaining 58.48% year to date through July 6, and it does not own a single share of the world’s largest chipmaker. Taiwan Semiconductor Manufacturing (NYSE:TSM), the foundry that physically fabricates chips for nearly every marquee AI silicon designer, is absent by design. That absence ... This Semiconductor ETF Is Up 58% This Year and Doesn’t Own TSMC

Up 102% in 2026, This Chip ETF Mysteriously Avoids Taiwan Semiconductor
24/7 Wall St.36d agoneutral
Up 102% in 2026, This Chip ETF Mysteriously Avoids Taiwan Semiconductor

The Invesco Semiconductors ETF (NYSEARCA:PSI) has roughly doubled this year, gaining 102.37% from December 31, 2025 through July 6, 2026. The surprise: the fund carries the word “semiconductors” in its name yet holds zero shares of Taiwan Semiconductor Manufacturing (NYSE:TSM), the world’s largest dedicated independent (pure-play) semiconductor foundry and the company that actually fabricates chips ... Up 102% in 2026, This Chip ETF Mysteriously Avoids Taiwan Semiconductor

Bank of America Analyst: AI Is Becoming “Deeply Embedded in Enterprise Workflows” as AI Spending Could Reach $1.5 Trillion
24/7 Wall St.36d agoneutral
Bank of America Analyst: AI Is Becoming “Deeply Embedded in Enterprise Workflows” as AI Spending Could Reach $1.5 Trillion

Bank of America Securities Senior Semiconductor Analyst Vivek Arya believes the AI-driven semiconductor boom is still in its early stages. In a recent CNBC interview, he argued that demand for AI infrastructure continues to accelerate as artificial intelligence becomes an essential part of enterprise software. “AI is going from being just kind of a proof of ... Bank of America Analyst: AI Is Becoming “Deeply Embedded in Enterprise Workflows” as AI Spending Could Reach $1.5 Trillion

Alphabet Vs. Taiwan Semiconductor: What Is The Better Stock To Buy Right Now
24/7 Wall St.36d agobullish
Alphabet Vs. Taiwan Semiconductor: What Is The Better Stock To Buy Right Now

Alphabet (NASDAQ:GOOGL) and Taiwan Semiconductor (NYSE:TSM) delivered blockbuster Q1 2026 reports exposing different paths to AI silicon profit. One scales custom TPU volume and pulls packaging leverage in-house. The other races to build advanced capacity for the entire industry. The results clarify who captures operating leverage and who absorbs the CapEx. TPUs Carry Alphabet. HPC ... Alphabet Vs. Taiwan Semiconductor: What Is The Better Stock To Buy Right Now