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Sustainable Growth Advisers (SGA), an investment management company, released its first-quarter 2026 investor letter for its “Global Growth Strategy.” A copy of the letter can be downloaded here. The SGA Global Growth Portfolio returned -13.6% (Gross) and -13.8% (Net) compared to the MSCI ACWI return of -3.2% and the MSCI ACWI Growth return of -7.7%. AI disruption […]
Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the “Columbia Global Technology Growth Fund”. A copy of the letter is available to download here. In Q1 2026, the Fund’s institutional Class shares fell –6.05%, outperforming the S&P Global 1200 Information Technology Index, which declined –6.57%. Positive performance was mainly due […]
GFS sees silicon photonics as a key AI-driven growth engine, with revenues expected to double in 2026 amid rising optical networking demand.
The "Dirty Dozen" refers to all the stocks in the "Magnificent Seven," as well as SpaceX (SPCX), Taiwan Semiconductor Manufacturing Company (TSM), Broadcom (AVGO), and Micron (MU). The final spot will go to either OpenAI (OPAI.PVT) or Anthropic (ANTH.PVT). Barron's associate editor Al Root, Yahoo Finance Breaking Business News Reporter Jake Conley, and Morning Brief host Julie Hyman discuss more in the video above.
Intel's (INTC) stock has risen roughly sixfold from its 2025 lows, trading at over $120 per share. The move reflects a fundamental rethinking of Intel's foundry business, which has received a vote of confidence from the U.S. government and marquee customers, who reportedly include Nvidia (NVDA), Tesla (TSLA) and Google (GOOG). With fabs in Arizona and Oregon, Intel is the only American company that both designs and manufactures leading-edge chips on U.S. soil, giving it a geopolitical hedge that
Based on the average brokerage recommendation (ABR), TSMC (TSM) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
SpaceX (NASDAQ:SPCX) spent more than two decades transforming itself from an ambitious rocket startup into one of the world’s most important technology companies. Today, it dominates commercial space launches, operates the largest satellite internet network through Starlink, and has expanded into markets that span telecommunications, defense, aerospace, and space exploration. Led by Elon Musk, the ... SpaceX Just Passed TSM. Can It Overtake Amazon This Week?
Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is among the 10 Stocks ChatGPT Predicts Could Make You Wealthy in 3 Years. While speaking at a ceremony for a new science park in Pingtung, the company’s CEO expressed concerns about talent and water shortages. C.C. Wei commented that he was wondering last month if they should start […]
We discuss the market outlook and investing strategies for the second half of 2026.
Cramer sees Intel as a potential TSMC alternative.
Elon Musk’s Terafab ambitions highlight ASML’s critical role in advanced chip manufacturing, but investors must decide whether the company’s strong AI-driven growth prospects still justify its elevated valuation.
Potential TPU manufacturing shift underscores strong demand for advanced AI chip production.
Here is a fact that will annoy anyone who has been told NVIDIA is the only way to play artificial intelligence. Over the past year, the Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) returned 52%, while the Invesco QQQ Trust (NASDAQ:QQQ) returned 35%. NVIDIA (NASDAQ:NVDA) itself, the supposed only AI trade worth making, returned ... Forget Buying Nvidia. This Overlooked ETF Beat the Nasdaq by Owning the AI Stocks You Can’t
June 15 (Reuters) - Tensordyne said on Monday it expects more than $200 million in orders for its new inference system, as the AI chip startup positions itself as a direct challenger to Nvidia in a
SoftBank Leads Market Surge After Landmark U.S.-Iran Deal
U.S. Iran Agreement Eases Pressure Across Chip Stocks
A Redditor shared the kind of story that makes everyone reach for the calculator. A friend put roughly $1 million into Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL), watched the position bleed down to about $200,000 during the 2025 tariff-war selloff, refused to sell, and then cashed out near $7.5 million when the AI chip ... He Watched His $1M ETF Investment Crash to $200k. Then He Cashed Out at $7.5 Million
Investing.com -- SpaceX (NASDAQ:SPCX) shares extended gains in premarket trading Monday after surging 19% on their Nasdaq debut Friday, when the rocket and satellite company completed the biggest initial public offering (IPO) in history and closed with a market capitalisation of roughly $2.1 trillion.
We recently published Jim Cramer Didn’t Hold Back On SpaceX’s IPO & Discussed These 12 Stocks. Intel Corporation (NASDAQ:INTC) is one of the stocks discussed by Jim Cramer. Chip manufacturing giant Intel Corporation (NASDAQ:INTC) is one of the hottest stocks on the market in 2026. The shares are up by 168% year-to-date as investors react […]
Section 1 Taiwan Semiconductor Manufacturing (NYSE:TSM) is back in focus after recent share price moves, with investors weighing its sizeable US$1.89b net income and exposure to high performance computing, smartphones and automotive end markets. See our latest analysis for Taiwan Semiconductor Manufacturing. Recent trading has been strong, with a 24.6% 90 day share price return and 32.6% year to date share price return. The 1 year total shareholder return of 102.5% points to momentum that has...
With a profit margin of 47.34% and net income of $55.13 billion (FY25), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the most profitable blue chip stocks to buy according to hedge funds. Meanwhile, analysts see 9.80% upside for the stock. Those figures are backed by continued operational and financial strength. In mid-April, Taiwan Semiconductor […]
We just covered the Top 10 Stock Picks of 10 Famous Billionaires. Taiwan Semiconductor (NYSE:TSM) ranks #3 (see Top 5 Stock Picks of 5 Famous Billionaires). Number of Hedge Funds: 234 Top Pick Of: Philippe Laffont — Coatue Management Taiwan Semiconductor (NYSE:TSM) is the biggest holding of billionaire Philippe Laffont of Coatue Management. Taiwan Semiconductor (NYSE:TSM) […]
Amkor Technology Inc. (NASDAQ:AMKR) is one of the 10 Stocks That Absolutely Exploded Higher. Amkor Technology saw its share prices climb to a fresh all-time high on Friday, as investors poured funds into industries largely benefiting from the AI wave, helped by the easing tensions on the geopolitical front. In intra-day trading, the stock climbed […]
Did SpaceX just boot Tesla from the Magnificent Seven? With its first trading-day valuation of $2.1 trillion, SpaceX is worth more than Tesla ($1.8 trillion based on its fully diluted share count) and Meta Platforms. The top six U.S. companies by market value are now Nvidia, Alphabet, Apple, Microsoft, Amazon.com, and SpaceX.
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