Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
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 […]
Jensen Huang’s “insanely profitable” comment underscored TSMC’s central role in the AI chip boom and strengthened investor confidence in its growth outlook.
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.
<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>
(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
The 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.
Taiwan 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...
Shares 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.
S&P Global Ratings upgrades Nvidia to ‘AA’ from ‘AA-,’ citing explosive AI-driven growth despite key supply and execution risks.
Taiwan Semiconductor and Dycom are near their 10-week moving averages along with Rocket Lab on Thursday.
The semiconductor sector has taken a beating of late, but that is good news for investors looking to buy top chip stocks at attractive valuations.
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, […]
Musk joined ASML's annual employee tech conference virtually as SpaceX prepares to go public in what would be the largest IPO on record
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 […]
The reported plan would see Google split production between TSMC and Samsung as it seeks additional capacity for future AI chips.
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?
Taiwan 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. […]
Alphabet'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.
A 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.
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?
And they weren't alone in a stock setback.
AI Chip Demand Keeps Advanced Manufacturing Momentum Strong
Taiwan 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...
TSMC Delivers Massive Revenue Jump as Nvidia, Apple Demand Ramps Up
May 2026 revenue reached NT$416.975 billion
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
