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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. When a caller mentioned that they wished to add to their position, Cramer commented: They have more business than they can handle. What can I say? Even tonight, Arm Holdings said […]
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Apple (NASDAQ: AAPL) and Alphabet (NASDAQ: GOOGL) both just reported, and the contrast runs deeper than the headline numbers suggest. Apple posted its best March quarter ever. Alphabet delivered 63% Cloud growth. The real story sits one layer below: who controls the silicon underneath the next wave of AI hardware. Apple Locked the Foundry. Google ... Apple dominated the 2026 chip war. Google’s partners are left to buy scraps
Apple (NasdaqGS:AAPL) has reached a preliminary agreement for Intel to manufacture chips for its devices. The deal signals a move away from sole reliance on TSMC for advanced chip production. The arrangement involves active participation from the U.S. government and is framed as a supply chain resilience effort. For you as an investor watching Apple (NasdaqGS:AAPL), this potential shift in chip sourcing touches the core of how its hardware is built and secured. Apple has long focused on...
Investing.com -- Chinese outbound shipments staged a stronger-than-anticipated recovery in April, as the global investment boom in artificial intelligence helped the trade sector navigate significant shipping disruptions caused by the war in Iran.
On CNBC's “Mad Money Lightning Round,” Jim Cramer said The Goldman Sachs Group, Inc. is going to be the “big winner” in IPOs and M&A. Supporting his view, BMO Capital analyst Brennan Hawken raised the price target on the stock...
Intel (NasdaqGS:INTC) and Apple reached a preliminary agreement for Intel to manufacture chips for Apple. The agreement marks a breakthrough for Intel's foundry effort and involves active support from the White House. The deal highlights U.S. based chipmaking as an alternative to supply chains centered on Taiwan Semiconductor Manufacturing. Intel, traded as NasdaqGS:INTC, has been working to build a contract chip manufacturing business alongside its own processor lines. Apple is one of the...
Intel has sold a new customer on its domestic foundry push, the latest lifeline for a venture that engineered massive losses in the one-time semiconductor giant and led many industry analysts to believe that it would be abandoned or spun off. After months of speculation, the WSJ reported Friday ...
A preliminary Apple-Intel manufacturing agreement—backed by a White House push—sent Intel stock above $130 on Friday.
Intel's stock has risen a stunning 490% over the past year, a bet by Wall Street that may be running well ahead of the company's actual turnaround.
ASE Technology and IonQ are gaining attention as quantum and semiconductor investments surge, with analysts projecting 15%+ upside potential.
On Friday The Wall Street Journal cited sources who said that Apple and Intel had reached a preliminary agreement for Intel to manufacture chips for the iPhone-maker. Intel stock was up 16% in midday trading on the news; it has risen 246% this year. Apple uses Taiwan Semiconductor Manufacturing to make its Apple Silicon chips that run all its devices.
Apple and Intel have reached a preliminary agreement for Intel to manufacture some of the chips that power the iPhone maker's devices, the Wall Street Journal reported on Friday, citing people familiar with the matter. Intensive talks between the two companies have been underway for more than a year, and they hammered out a formal deal in recent months, the report said. Apple shares were up about 2%, while Intel's stock extended gains and was last up about 14%.
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We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. Taiwan Semiconductor (NYSE:TSM) ranks #8 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks). Taiwan Semiconductor Mfg Co Ltd (NYSE:TSM) is perhaps the most critical cogwheel in the AI revolution. It manufactures the world’s most advanced semiconductors for companies that design […]
The majority Sony-owned venture will set up production lines in Kumamoto Prefecture, with potential Japanese government backing
Applied Materials just received a new high price target from Seaport as the company solidifies its role in the AI semiconductor buildout.
INTC jumps after reports Apple is exploring U.S. chip production talks with Intel, boosting confidence in its growing foundry business.
Jeffrey Gundlach, the DoubleLine Capital CEO known as the “Bond King,” has spent recent months hammering one message across his webcasts, CNBC appearances, and social posts: U.S. federal debt is on an unsustainable trajectory, some form of fiscal reckoning or debt restructuring is a credible tail risk, and the dollar is structurally vulnerable. He has ... Jeffrey Gundlach’s Debt Restructure Trade: 2 Stocks and 2 ETFs Built for the Storm
Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is one of the best stocks to buy for the next 15 years. On April 23, TSMC unveiled its latest semiconductor innovation, the A13 process, at the 2026 North America Technology Symposium. Positioned as a direct shrink of the A14 node, the A13 technology offers a 6% reduction in […]
TSMC Stock Edges Higher as AI Demand Fuels Strong Annual Growth Despite Monthly Dip
Revenue growth stays solid despite monthly dip
TSMC's growth relative to its valuation is difficult to match.
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Taiwan Semiconductor Manufacturing Co (NYSE:TSM) reported a solid increase in April revenue on Friday as continued demand for advanced artificial intelligence semiconductors supported sales growth. The world’s largest contract chip manufacturer said April revenue reached NT$410.
Taiwan Semiconductor Manufacturing (NYSE:TSM) has signed a 30 year offshore wind power purchase agreement tied to Northland Power's Hai Long project. The company plans to source 100% of its electricity from renewable energy by 2040, moving this goal forward by a decade. The agreement covers the full capacity of the Hai Long offshore wind project to support TSMC's long term power needs. For investors watching Taiwan Semiconductor Manufacturing at a share price of $414.15, this new agreement...
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