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Palantir (NASDAQ:PLTR) is back atop every retail watchlist, riding a 70% revenue quarter and a CEO who keeps reminding everyone he runs an “n of 1” business. The setup carries real risk underneath the momentum. The case against the crowded trade Palantir trades at a trailing P/E of 229, a forward P/E of 112, and ... Forget Palantir — Serious Investors Are Placing Their Bets on the AI Chokepoints Right Now

Stock futures were falling Monday, putting a record-breaking rally for the and in jeopardy as Iran state media reported that the country struck a U.S. warship in the Strait of Hormuz. The U.S. military’s Central Command denied the report. Shares of eBay jumped 8.1% to $112.40.

The standard way to own semiconductors is to buy a cap-weighted fund and accept that NVIDIA, Broadcom, and TSMC will dominate the returns. SPDR S&P Semiconductor ETF (NYSEARCA:XSD) takes the opposite approach. It uses a modified equal-weight methodology against the S&P Semiconductor Select Industry Index, so a $200 billion analog chipmaker carries roughly the same ... XSD Delivers 1,138% in Ten Years, Yet Trails SOXX in the AI Boom

Led by large tech-rallies in Seoul and Taiwan, Asian stock markets gained ground on Monday in holida

Broadcom and Taiwan Semiconductor may cross the $3 trillion mark by the end of next year.

Tech stocks are in focus amid an earnings bonanza, layoffs, and AI spending plans.

(Bloomberg) -- A rally in shares tied to artificial intelligence helped Asia’s stock benchmark wipe out losses sparked by the Iran war and climb back to an all-time high.Most Read from BloombergBeijing Tells China Firms to Ignore US Sanctions on RefinersSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzFormer NYC Mayor Giuliani in Critical Condition, Trump SaysPhilippines Says Thousands Evacuated as Mayon Volcano EruptsThe MSCI A

A look at the bullish and bearish cases for TSMC.

Taiwanese chip designer MediaTek said it has appointed former ‌TSMC executive Douglas Yu as a part-time ‌adviser as it steps up advanced packaging work and expands ​into the AI chip market. • Yu joined TSMC in 1994 and retired in 2025, holding a range of roles in backend ‌research and development. ⁠He played a key part in developing TSMC's advanced packaging technologies, including its ⁠CoWoS (Chip on Wafer on Substrate).

Retail money pours into semiconductor ETFs as the AI capex supercycle outshines crypto funds in 2026's hottest ETF trade.

Is KLAC a good stock to buy? We came across a bullish thesis on KLA Corporation on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on KLAC. KLA Corporation’s share was trading at $1,812.06 as of April 22nd. KLAC’s trailing and forward P/E were 52.75 and 36.76 respectively according to Yahoo Finance. KLA Corporation […]

The Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) tries to solve a problem most retail investors run into when they try to express an AI thesis: picking the right name. Buy a chipmaker and you miss the cloud platforms. Buy a hyperscaler and you miss the foundry layer. AIQ tracks the Indxx Artificial Intelligence ... The $700 Billion Spending Cycle That Will Define AIQ’s Next 12 Months

Few sector ETFs have rewarded patience like semiconductors. VanEck Semiconductor ETF (NYSEARCA:SMH) trades near $510 after returning roughly 141% over the past year against the S&P 500’s 29%. That gap is the entire reason this fund exists in a portfolio: it concentrates exposure to a small group of companies that capture an outsized share of ... SMH Has Crushed the S&P 500 by 2,041% Over a Decade, But Recent 42% Rally Signals Dangerous Valuations

Investing.com -- Emerging-market equities are currently outperforming expectations of a conflict-driven downturn, with the MSCI Emerging Markets Index rebounding to all-time highs.

Investing.com -- Geopolitical tensions in East Asian markets remained elevated this weekend as Taiwan President Lai Ching-te conducted a high-stakes "surprise" visit to Eswatini, defying a reported blockade attempt by Beijing.

TSMC has decided not to purchase ASML Holding's (NasdaqGS:ASML) latest High-NA EUV lithography tools for its upcoming A13 chip manufacturing node. The decision affects adoption of High-NA EUV equipment for leading edge production and comes at a time when chipmakers are reassessing capital spending priorities. This development raises fresh questions about the timing of High-NA EUV usage in volume manufacturing and the return profile of these tools for both ASML and its customers. ASML...

Windows of opportunity usually aren't open for very long. To act in time, you'll want to plan ahead.

The chip cycle that investors have grown accustomed to (boom, glut, correction, repeat) may be giving way to something different. According to IDC analyst Jeff Janochowicz, speaking on Marketplace’s “All-in-One” segment about Middle East tensions putting tech supply chains under pressure, the price spikes hitting semiconductors right now are the leading edge of a multi-year ... Analyst: Forget the Chip Cycle, Because AI Demand Has Permanently Rewired Semiconductor Pricing

TSMC (NYSE:TSM) has decided to delay deployment of ASML’s high numerical aperture EUV lithography machines for several years. The company plans to keep pushing its current EUV and DUV tools for upcoming chip generations instead of moving quickly to the newest gear. At the same time, TSMC is expanding partnerships around next generation AI silicon design with key industry customers and ecosystem players. This shift affects how quickly leading edge manufacturing and AI focused chips may roll...

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Stocks that Billionaire Druckenmiller and Jim Cramer like. On April, 22,2026, Cadence (CDNS) deepened its partnership with Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to expedite AI semiconductor development. Under the partnership agreement, Cadence provides comprehensive design infrastructure and certified flows for Taiwan Semiconductor Manufacturing Company […]

As Taiwan Semiconductor Manufacturing Company cashes out of Arm Holdings, should you follow suit?

ASML Holding (ENXTAM:ASML) raised its 2026 revenue projections on strong AI infrastructure and memory chip demand, as large orders from SK Hynix and Samsung offset timing uncertainty from TSMC’s delayed high NA EUV adoption. See our latest analysis for ASML Holding. The share price has moved with recent news, with a 2.5% 1-day share price return and 5.29% 30-day share price return, while the 1-year total shareholder return of 102.36% highlights strong longer-term momentum. If strong AI demand...

Apple is facing supply constraints for its latest iPhones because of a shortage of advanced processors from TSMC.

We just covered Here is How Billionaire Philippe Laffont’s Top 10 Picks Crushed The Market. Taiwan Semiconductor (NYSE:TSM) ranks #1 (see the Here is How Billionaire Philippe Laffont’s Top 5 Picks Crushed The Market). YTD Stock Performance: +33% Philippe Laffont’s Stake: $2.62 Billion Taiwan Semiconductor (NYSE:TSM) shares recently jumped after regulators in Taiwan eased limitations that would […]

TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

TSM stock is in a cup-with-handle base and trading near a high. The leading chipmaker is preparing for robust AI-driven demand.