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Intel (NASDAQ:INTC) and AMD (NASDAQ:AMD) both reported Q1 2026 earnings in the past month, and the results tell two very different stories about how x86 chipmakers are riding the AI buildout. Intel is mid-turnaround under new CEO Lip-Bu Tan, leaning on foundry ambitions and CPU partnerships. AMD is already cashing checks on AI accelerators, with ... Intel vs AMD: The Ideal Long-Term Investment
NVDA's planned $150B Taiwan spending spree spotlights AI supply chains and boosts the case for Taiwan-heavy ETFs riding the chip boom.
Taiwan Semiconductor Manufacturing (NYSE:TSM) trades at $412.32, with the stock pressing against a 52-week high of $421.97 after a relentless run powered by AI chip demand. TSMC just guided full-year 2026 revenue growth above 30% and raised its capital budget into the high end of a $52 billion to $56 billion range. TSMC is the ... Taiwan Semiconductor Stock Nearing 52-Week High: Buy, Sell or Hold?
Everyone’s chasing obvious AI semiconductor names. NVIDIA (NASDAQ:NVDA) sits at a $5.15 trillion market cap. Taiwan Semiconductor Manufacturing (NYSE:TSM) is up 39% year to date. And Micron Technology (NASDAQ:MU) just crossed $1 trillion in market cap, joining SK Hynix and Samsung in a memory club that suddenly looks unkillable. On a recent episode of The ... Forget Nvidia and Taiwan Semiconductor. This $1 Trillion Memory Play Just Soared 90% in 2.5 Months.
The artificial intelligence (AI) revolution has expanded to include many tech companies. But the industry's leaders are likely to drive growth over the next several years.
Nvidia CEO Jensen Huang gave a vote of confidence in Taiwan's supply chain ahead of the Computex conference.
Goldman Sachs just named NVIDIA and Micron Technology the biggest AI winners of the next earnings cycle, and the stock is already moving. Micron is up 214% year-to-date. If you are still trying to decide whether the AI compute and memory supply chain has more room, the crowd that owns it has stopped waiting for ... Goldman Says Nvidia and Micron Are the Biggest AI Winners: 5 Stocks to Take Advantage of it Now
TSMC employees in Taiwan are expected to see higher profit-sharing payouts as AI-driven earnings surge.
TSMC Hits Fresh Highs as Nvidia Supercharges AI Spending in Taiwan
Nvidia's AI Empire Faces Key Test as Huang Meets Top Chip Partners in Taipei
Huawei unveiled its LogicFolding chip design approach as China searches for AI breakthroughs under US export restrictions.
723 securities hit new 52-week highs on the NYSE and Nasdaq on Tuesday. There were easily more than 200 ETFs. However, many were leveraged or inverse ETFs. Three of them make good long-term investments for any portfolio.
It wasn’t long ago that crossing $1 trillion in market capitalization felt like a once-in-a-generation event. Today, 14 companies have already crossed that line, and the conversation has shifted to the next milestone: $10 trillion. Five mega-caps look like the most credible candidates to reach $10 trillion by 2030. Each combines massive scale, durable cash ... Prediction: These 5 Companies Will Be Worth More Than $10 Trillion By 2030
TSM is ramping 3nm capacity across Taiwan, Arizona and Japan as AI-driven demand stays strong and advanced packaging needs outpace supply.
Starbucks is gaining momentum with improving comparable sales and higher guidance, while James Hardie faces housing market uncertainty.
It’s getting harder to find value within the AI scene these days, especially after the latest spike in the semiconductor stocks. With the iShares Semiconductor ETF (NASDAQ:SOXX) soaring more than 6% in a single day on Tuesday, it feels like the overheated names are just getting bubblier and bubblier. Of course, there’s still relative value ... Sony Stock Might Be One of the Deep‑Value Ways To Play AI
Nvidia CEO Jensen Huang gave a vote of confidence in Taiwan's supply chain ahead of the Computex conference.
Nvidia unveils $150 billion-a-year Taiwan investment, a quantum computing IPO is coming, BP’s strategic reset faces boardroom turmoil, and more news to start your day.
South Korea's SK Hynix and US chipmaker Micron both surpassed $1 trillion (€860bn) in market capitalisation within 24 hours of each other. Seoul's KOSPI index also hit an all-time high as AI continues to reshape markets.View on euronews
TAIPEI, May 27 (Reuters) - Nvidia's chief executive said on Wednesday the chip company plans to invest around $150 billion a year in Taiwan, terming it the "epicentre" of the AI revolution and predicting it will be the world's tech manufacturing hub for a long time. "Four years ago, five years ago, Nvidia was spending about 10, 15 billion dollars a year in Taiwan.
Nvidia said it will open a headquarters in Taiwan, and increase its investment in the region.
Asian equities were mixed on Wednesday with gains driven by soaring tech stocks and guarded optimism the United States and Iran will reach a peace deal."There remains an air of cautious optimism in markets that an MoU between the US and Iran will be signed and detailed throughout the week, although the central expectation and broad positive sentiment has been dented by the recent US defence strikes and Iran stating these measures breach the agreement," said Chris Weston, head of research at Pepp
Shares of semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC) jumped 6.6% in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.
A number of stocks jumped in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.
A number of stocks jumped in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.
A number of stocks jumped in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.
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