Motley Fool61d agoneutral
2 Unsung Heroes of Big Tech's $725 Billion AI Capex SpendBroadcom and TSMC are two unheralded AI infrastructure winners.
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Barrons.com61d agoneutral
Momentum and Small-Caps Lead Market Amid Big IPOIt’s fitting that the largest IPO ever debuted on a day that Wall Street was back chasing momentum stocks. The S&P 500 was up 0.5%. The Nasdaq was up 0.4%. The Dow was up 384 points, or 0.8%. SpaceX stock was up 27% to $170.
24/7 Wall St.61d agoneutral
The Biggest Warning Signal Flashing for Oracle Right Now Has Nothing to Do With Sales or ProfitabilityOracle (NYSE:ORCL) recently reported blockbuster earnings, with both the top and bottom lines coming in above estimates. Revenue came in at $19.2 billion ($100 million higher than estimated), and EPS came in at $2.11 ($1.96 estimated). Both of these figures would’ve led to an equally blockbuster stock market performance, but the opposite has happened. Oracle is ... The Biggest Warning Signal Flashing for Oracle Right Now Has Nothing to Do With Sales or Profitability
Insider Monkey61d agoneutral
Taiwan Semiconductor (TSM) Sees AI Chip Demand Outpacing SupplyTaiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 7 Best Compounder Stocks to Buy Now. On June 4, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) CEO C.C. Wei said global chip supply is expected to remain constrained relative to AI-driven demand for years, Bloomberg’s Debby Wu reported. Wei said that even with expanded […]
24/7 Wall St.61d agobearish
If You Missed The Korean AI ETF Boom There Are The 2 Taiwanese Options With Direct Exposure To The Supply ChainTaiwan manufacturing capacity Taiwan is the world’s most critical semiconductor manufacturing hub. In 2025 its economy grew by 8.68% and it exported around $550B, growing at a staggering rate of 34% YoY. Electronics traditionally represent around 33% of the total. With the increase in CAPEX by the American and Chinese AI industry, the Taiwanese exports ... If You Missed The Korean AI ETF Boom There Are The 2 Taiwanese Options With Direct Exposure To The Supply Chain
Insider Monkey62d agoneutral
Harvard University’s Favorite AI Stock Pick: Taiwan Semiconductor (TSM)We just covered Harvard University Stock Portfolio 2026: Top 10 Picks. Taiwan Semiconductor (NYSE:TSM) ranks #1 (see Harvard University Stock Portfolio 2026: Top 5 Picks). Harvard’s Stake: $232,102,708 Taiwan Semiconductor (NYSE:TSM) is the biggest holding of Harvard Management, as of the end of the first quarter. TSMC is one of the biggest beneficiaries of the […]
Barchart62d agoneutral
Nvidia CEO Jensen Huang Calls AI ‘Insanely Profitable’ for TSMC. How to Play TSM Stock Here.Jensen Huang’s “insanely profitable” comment underscored TSMC’s central role in the AI chip boom and strengthened investor confidence in its growth outlook.
24/7 Wall St.62d agoneutral
Dan Ives’ Own ETF Is Up 27% YTD. The AI Revolution Trade Is Real.The pitch behind the Dan Ives Wedbush AI Revolution ETF (NASDAQ:IVES) was simple when it launched. Wall Street’s loudest AI bull would put his name on a basket of the companies he had been pounding the table about for three years, and you could buy the basket. The honest read on the first few months ... Dan Ives’ Own ETF Is Up 27% YTD. The AI Revolution Trade Is Real.
Reuters Videos62d agoneutralVIDEO
TSMC boss frets about shortages of talent, water in Taiwan<body><p>STORY: The head of the world's largest contract chipmaker, said on Friday that what his company lacks most is talent, while also worrying about water shortages.</p><p>Taiwan's TSMC produces most of the advanced chips powering the AI revolution.</p><p>But the industry has long complained about what executives call the "five shortages" ...</p><p>water, power, labour, land and talent.</p><p>Speaking at a rain-drenched ceremony for a new science park in southern Taiwan, TSMC CEO C.C. Wei said he was happy about the weather.</p><p>In 2021, Taiwan imposed widespread water controls after the worst drought in its history.</p><p>Wei also outlined how the government is trying to attract and retain foreign talent to help the tech industry.</p><p>TSMC, a major supplier to Nvidia, is investing $165 billion to build factories in the U.S. state of Arizona.</p><p>But the company has repeatedly said most of its production, along with research and development, will remain in Taiwan.</p></body>
Bloomberg62d agobullish
Banks Curb Hedge Fund Bets on SK Hynix, Samsung After Rally(Bloomberg) -- Global banks are curbing hedge funds’ leveraged bets on Asia’s top chipmakers including SK Hynix Inc. and Samsung Electronics Co. after a blistering rally this year raised concerns of a potential pullback, according to people familiar with the matter.Most Read from BloombergSpaceX IPO Raises $75 Billion in Biggest Debut of All TimeXbox Plans Significant Layoffs as New CEO Plans OverhaulTrump Insists Iran Deal Is Close After Scrapping New StrikesTrump Vows New Attacks on Iran, Thre
Reuters62d agoneutral
TSMC boss frets about shortages of talent, water in TaiwanThe head of Taiwan's TSMC, the world's largest contract chipmaker, said on Friday that what his company lacks most is talent, while also worrying about water shortages. Taiwan produces most of the advanced chips powering the AI revolution, but the industry has long complained about what executives call the "five shortages" - water, power, labour, land and talent. Speaking at a rain-drenched ceremony for a new science park in southern Taiwan's Pingtung, TSMC CEO C.C. Wei said he was happy about the weather.
Simply Wall St.62d agoneutral
TSMC Governance Shift Puts Valuation And Board Authority In FocusTaiwan Semiconductor Manufacturing (TWSE:2330) received shareholder approval to amend its Articles of Incorporation at the 2026 Annual Shareholders' Meeting. The amendments relate to the company's core governing document, which defines its corporate structure, decision making framework, and key governance rules. This vote formally authorizes TSMC's board and management to operate under the updated Articles from this point forward. Taiwan Semiconductor Manufacturing, or TSMC, is a major...
StockStory62d agoneutral
Why Is Intel (INTC) Stock Rocketing Higher TodayShares of computer processor maker Intel (NASDAQ:INTC) jumped 5.1% in the morning session after Bank of America issued a rare double upgrade that gave sell-side backing to the foundry story investors had been bidding up.
Stocktwits62d agoneutral
AI Boom To Drive NVDA Higher? S&P Global Lifts Rating, Sees Over $500B Revenue By 2028S&P Global Ratings upgrades Nvidia to ‘AA’ from ‘AA-,’ citing explosive AI-driven growth despite key supply and execution risks.
Investor's Business Daily62d agoneutral
Two AI Titans Flash Entries As Rocket Lab Readies For LaunchTaiwan Semiconductor and Dycom are near their 10-week moving averages along with Rocket Lab on Thursday.
Motley Fool62d agobullish
Got $1,500? 3 No-Brainer Artificial Intelligence (AI) Semiconductor Stocks to Buy Before They Soar Once AgainThe semiconductor sector has taken a beating of late, but that is good news for investors looking to buy top chip stocks at attractive valuations.
Insider Monkey62d agobullish
Is Photronics, Inc. (PLAB) A Good Stock To Buy Now?Is PLAB a good stock to buy? We came across a bullish thesis on Photronics, Inc. on r/ValueInvesting by blee1236. In this article, we will summarize the bulls’ thesis on PLAB. Photronics, Inc.’s share was trading at $29.56 as of June 9th. PLAB’s trailing P/E was 10.76 according to Yahoo Finance. Photronics, Inc., together with its subsidiaries, […]
Quartz62d agoneutral
Elon Musk addresses ASML employees on Terafab chip plantMusk joined ASML's annual employee tech conference virtually as SpaceX prepares to go public in what would be the largest IPO on record
Insider Monkey62d agobullish
Should You Buy Taiwan Semiconductor Manufacturing Company (TSM)?Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 13 Best Stocks to Invest In According to Billionaire Ken Griffin. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is arguably one of the most important firms in the world due to its ability to manufacture the latest semiconductors efficiently and at scale. The shares are up […]
Stocktwits62d agobullish
GOOGL Explores Samsung Partnership For Next-Gen AI Chip Amid TSMC Capacity Crunch: ReportThe reported plan would see Google split production between TSMC and Samsung as it seeks additional capacity for future AI chips.
24/7 Wall St.63d agobullish
The ‘Buy Everything AI’ Strategy: Is AIQ Your Ticket to the $2.5 Trillion Supercycle?AIQ has quietly outperformed QQQ this year while charging triple the fee, an inversion of the usual thematic-ETF trap where investors pay up for a story and underperform the index. The Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) is one of the rare ones doing both. AIQ is up 20.6% year-to-date through June 10, ... The ‘Buy Everything AI’ Strategy: Is AIQ Your Ticket to the $2.5 Trillion Supercycle?
Insider Monkey63d agoneutral
Taiwan Semi (TSM) CEO Just Confirmed That AI Demand Is Years Ahead Of SupplyTaiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. On June 4, Haas Liu of Bank of America Securities reaffirmed a Buy rating on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and assigned a target price of $490 to the stock. […]
Reuters63d agoneutral
Google in talks with Samsung to make part of next-gen chip, The Information reportsAlphabet's Google is in talks with Samsung Electronics to manufacture part of its next-generation chip, The Information reported on Thursday, citing two people familiar with the matter. Google plans for Taiwan's TSMC to make the main part of the chip, codenamed 'Icefish,' while Samsung may produce a separate component that helps connect it to memory using its 2-nanometer production technology, the report said. The chip industry has been grappling with a capacity crunch, as TSMC, the world's largest contract chipmaker, works to keep up with surging demand and avoid becoming a bottleneck in the global supply chain amid the AI boom.
Axios63d agoneutral
Scoop: Republican lawmakers challenge TSMC's Washington cloutA group of congressional Republicans is urging the U.S. International Trade Commission to enforce U.S. patent rights in a case involving Taiwan Semiconductor Manufacturing Co., according to a letter exclusively obtained by Axios.
24/7 Wall St.63d agoneutral
SMH vs. SOXX: Which Semiconductor ETF Is the Smarter Chip Bet?The VanEck Semiconductor ETF (NASDAQ:SMH) and the iShares Semiconductor ETF (NASDAQ:SOXX) appear to be substitutes on a fund screener. Both promise pure-play chip exposure, both charge roughly the same fee, and both ride the same AI cycle. The reason the choice still matters is that their indexes draw different lines around what counts as a ... SMH vs. SOXX: Which Semiconductor ETF Is the Smarter Chip Bet?
Moneywise63d agobearish
SoftBank tried to borrow $6B against its OpenAI stake — then shares plunged 9.7%. Is the AI boom running into reality?And they weren't alone in a stock setback.
GuruFocus.com63d agobullish
TSMC Sales Jump as AI Demand Holds StrongAI Chip Demand Keeps Advanced Manufacturing Momentum Strong
Simply Wall St.63d agoneutral
Taiwan Export Curbs Put TSMC China Exposure And Valuation In FocusTaiwan is weighing stricter export controls on advanced AI chips to China, including potential criminal penalties for unauthorized shipments. The proposed rules could limit sales of leading edge chips from Taiwan Semiconductor Manufacturing (NYSE:TSM) to a wider range of Chinese customers. If adopted, the measures may affect TSMC's access to the Chinese market and reshape parts of its global supply chain exposure. Taiwan Semiconductor Manufacturing, or TSMC, sits at the center of global...
GuruFocus.com64d agobullish
AI Boom Sends TSMC Sales Soaring 30% as Chip Appetite ExplodesTSMC Delivers Massive Revenue Jump as Nvidia, Apple Demand Ramps Up