Record cash dividends and foreign outflows pressured the Taiwan dollar to its weakest level since April 2025.
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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 […]
TSM stock is trading sideways after hitting a recent high. TSMC's profit is expected to rise 46% in its second quarter.
Does TSMC (TSM) have what it takes to be a top stock pick for momentum investors? Let's find out.
Meta stock fell while shares of Broadcom climbed following a report that the social media company is making AI chip progress.
Massive AI Investment Overshadows In-House Chip ProgressMeta Platforms (NASDAQ:META) shares fell 2. 6% on Thursday morning as investors focused on the enormous cost of the company’s artificial intelligence expansion, despite progress toward developing its own AI chips.
AI valuation worries are shifting focus to dividend growth. DELL joins four stocks highlighted for earnings growth, rising sales and steady payouts.
Intel may have lost an 18-year veteran, but Wedbush believes the move could become an unexpected catalyst for INTC stock.
The custom data center chip cleared bug testing in six weeks with no major issues, an internal memo shows
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
The foundry giant has underperformed the semiconductor sector this year, but it could step on the gas after its Q2 results are released next week.
ASML shares fell more than 5% amid a KOSPI-driven margin cascade, but analysts are raising price targets, citing its lithography monopoly and a $190 billion chip capex cycle.
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 ...
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 […]
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
Taiwan Semiconductor outpaces the sector and peers over the past year as AI demand, advanced chips and rising estimates support its growth outlook.
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
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 […]
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...
In the closing of the recent trading day, TSMC (TSM) stood at $432.57, denoting a -4.25% move from the preceding trading day.

Despite a record quarter, Samsung's (005930.KS) preliminary earnings results are causing volatility in the memory sector, just ahead of SK Hynix's (000660.KS) Friday IPO. Yahoo Finance Senior Business Reporter Ines Ferré takes a closer look in the video above.
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
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 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
Investing.com -- Jordan Klein, Mizuho’s TMT sector specialist, said in a note on Tuesday that investors are overreacting to Samsung’s preliminary second-quarter results, arguing that the sell-off in semiconductor stocks reflects momentum unwind rather than fundamental deterioration.
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