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Semiconductor Exposure in S&P 500 Hits 18%. That’s More Than Double the Tech Bubble Peak.
24/7 Wall St.86d agoneutral
Semiconductor Exposure in S&P 500 Hits 18%. That’s More Than Double the Tech Bubble Peak.

Cameron Dawson, chief investment officer at NewEdge Wealth, dropped a statistic on Thoughtful Money with Adam Taggart that should reframe how investors think about diversification in 2026. “10 years ago, the semiconductor index or weight in the S&P 500 was 2%. Today it’s 18%,” she said, adding that “that 18% is more than double what ... Semiconductor Exposure in S&P 500 Hits 18%. That’s More Than Double the Tech Bubble Peak.

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CIO touts 'AIR 7' as AI-heavy alternative to 'Magnificent 7'
Reuters Videos87d agoneutralVIDEO
CIO touts 'AIR 7' as AI-heavy alternative to 'Magnificent 7'

<body><p>STORY: "I just continue to question whether or not the 'Mag 7' has as big an influence on the stock market returns as they did in previous years," Mahn said.</p><p>He therefore turned his focus to the "AIR 7," which Mahn said stands for "AI Revolution 7," a "stock basket" that spans memory and chip production, as well as data center owners, coolers and power providers.&nbsp;</p><p>Mahn's "AIR 7" stocks include Taiwan Semiconductor, Micron Technology, Digital Realty, Vertiv Holdings and American Electric Power. Two of the Magnificent 7 stocks, Nvidia and Alphabet, round out his "AIR 7" picks.</p></body>

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​Taiwan Semiconductor Manufacturing (TSM) Among the Best Stocks to Invest in According to Billionaires
Insider Monkey87d agoneutral
​Taiwan Semiconductor Manufacturing (TSM) Among the Best Stocks to Invest in According to Billionaires

​Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Best Stocks to Invest in For 5 Years According to Billionaires. On May 15, Bank of America Securities analyst Haas Liu reiterated a Buy rating on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) with a price target of 2,560 Taiwan dollars. ​The firm noted that competitive […]

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Buy TSM Below $400
24/7 Wall St.87d agobullish
Buy TSM Below $400

Taiwan Semiconductor Manufacturing (NYSE:TSM) at $404.35 looks attractive on weakness below $400 based on the setup discussed below. The stock has already touched $386.12 on May 12 and $391.47 on May 13 before bouncing back, and the setup heading into summer suggests sub-$400 prints look like an opportunity. TSMC fabricates the world’s most advanced logic ... Buy TSM Below $400

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Nvidia Q1 earnings: The 3 things this analyst will be watching
Yahoo Finance Video87d agoneutralVIDEO
Nvidia Q1 earnings: The 3 things this analyst will be watching

AI chip leader Nvidia (NVDA) will be reporting its first quarter earnings this Wednesday, May 20. D.A. Davidson head of technology research Gil Luria sits down with Julie Hyman to dive into what he'll be listening for on Nvidia's earnings call later this week and what is being signaled about the chipmaker's margins.

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Taiwan Semiconductor – The One Trick Pony That’s Still a Multibagger
24/7 Wall St.87d agoneutral
Taiwan Semiconductor – The One Trick Pony That’s Still a Multibagger

Taiwan Semiconductor Manufacturing (NYSE:TSM) does one thing for a living. It runs the world’s most advanced chip fabs. That single trick happens to be the chokepoint of the entire AI economy, and the market is still pricing it like a normal cyclical foundry. The conviction starts with what the AI buildout actually requires. Hyperscalers can ... Taiwan Semiconductor – The One Trick Pony That’s Still a Multibagger

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Michael Burry Says Today’s Top 10 Stocks Surged 784% in a Year. The Pre-Dot-Com Number Was 622%.
24/7 Wall St.87d agobearish
Michael Burry Says Today’s Top 10 Stocks Surged 784% in a Year. The Pre-Dot-Com Number Was 622%.

My children often tell me that “today” is the best or worst day ever. Sometimes both land on the same day. Apparently it is possible to have the worst day ever multiple times a week. Unrelated. The benchmark S&P 500 keeps tagging fresh records and the tech-heavy Nasdaq Composite refuses to roll over. And yet ... Michael Burry Says Today’s Top 10 Stocks Surged 784% in a Year. The Pre-Dot-Com Number Was 622%.

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This Fast-Rising Fund Has Been Crushing the Market — Nvidia, Micron and TSMC are Reasons Why
24/7 Wall St.87d agoneutral
This Fast-Rising Fund Has Been Crushing the Market — Nvidia, Micron and TSMC are Reasons Why

Watching what the hedge funds and top investment managers do in any given quarter can be a great source of ideas in just about any market. Instead of keeping tabs on just the big names, though, I think it’s also worth tracking down the hedge funds that have been making the timeliest moves with surgical ... This Fast-Rising Fund Has Been Crushing the Market — Nvidia, Micron and TSMC are Reasons Why

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Trump tells Fortune on Intel stake: 'should have asked for more'
Reuters87d agoneutral
Trump tells Fortune on Intel stake: 'should have asked for more'

U.S. ‌President ‌Donald Trump said ​he "should have asked for ‌more" ⁠of a stake ⁠in ​Intel ​on behalf ​of ‌the U.S. government, in an interview ‌with ​Fortune ​magazine ​published ‌on Monday. (Reporting ​by ​Ananya Palyekar ​in ‌Bengaluru; Editing ​by Alex ​Richardson)

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Taiwan Semiconductor Manufacturing (TSM): One of the Best Fundamentally Strong Stocks to Buy Now
Insider Monkey88d agobullish
Taiwan Semiconductor Manufacturing (TSM): One of the Best Fundamentally Strong Stocks to Buy Now

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Best Fundamentally Strong Stocks to Buy Now. On May 14, Reuters reported that the company expects the global semiconductor market to surpass $1.5 trillion by 2030, topping the earlier forecast ​of $1 trillion. Reuters, while quoting Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), highlighted that AI and high-performance […]

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TSMC Trims Vanguard Stake To Refocus Capital And Valuation Story
Simply Wall St.88d agoneutral
TSMC Trims Vanguard Stake To Refocus Capital And Valuation Story

TSMC (NYSE:TSM) plans to sell about 152 million shares of Vanguard International Semiconductor, cutting its stake from roughly 27% to 19%. The sale is framed as a move to focus more closely on TSMC’s core operations. TSMC has indicated there are no immediate plans for further divestments and that existing technology cooperation, including gallium nitride work, will continue. TSMC sits at the center of global chip manufacturing, supplying advanced production capacity to a wide range of...

TSM
Value, Quality, Momentum, And Lower Volatility In One Emerging Markets Fund
24/7 Wall St.89d agoneutral
Value, Quality, Momentum, And Lower Volatility In One Emerging Markets Fund

Emerging markets investing has a recurring frustration. You buy the asset class for diversification and growth, then find that a handful of state-owned banks, commodity giants, and speculative tech names dominate the index. Fidelity Emerging Markets Multifactor ETF (NYSEARCA:FDEM) tries to fix that by screening the same universe through four lenses at once, value, quality, ... Value, Quality, Momentum, And Lower Volatility In One Emerging Markets Fund

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Investing.com90d agoneutral
Why emerging markets could lead global equities in 2H

Investing.com -- Emerging market (EM) equities are poised for a significant rally in the second half of the year, driven by attractive valuations, a projected reversal in hawkish central bank policies, and economic signs of recovery in China, according to a research note released by JPMorgan.

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TSMC predicts semiconductor market will reach $1.5 trillion by 2030
TheStreet90d agoneutral
TSMC predicts semiconductor market will reach $1.5 trillion by 2030

Taiwan Semiconductor Manufacturing Company (TSM) is up 40% in 2026 alone as investors price in a much larger chip market and a deeper role for the company in its most profitable layers. As demand for AI accelerates, TSMC just reported that it now sees the semiconductor market reaching $1.5 trillion ...

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