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Bill Ackman, David Tepper, and other top investors lifted Amazon stakes sharply in Q1 2026 13F filings released May 15.

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.

Hedge fund Appaloosa, run by billionaire David Tepper, took an axe to many of its stock holdings in the first quarter of the year.

Investors are pouring money quickly into a new ETF that invests in companies involved with photonics and photolithography.

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 ...

TSM ramps up AI chip and packaging capacity as soaring HPC demand drives its 2026 revenue growth outlook above 30%.

Applied Materials (AMAT) appears well-positioned given its leading position in DRAM and advanced log

Cathie Wood Just Sold TSMC at an All-Time High

Intel (NASDAQ:INTC) has roughly tripled this year on a turnaround narrative wrapped around AI inference workloads, a fresh Google partnership, and selection as the host CPU for NVIDIA‘s (NASDAQ:NVDA) DGX Rubin systems. But here’s what you should actually be watching. The Intel Rally Is a Crowded Trade Dressed Up as a Comeback Intel is up ... Forget Intel. Its Own Executives Are Cashing Out and This Is the Chip Stock You Should Own Instead

AI demand could push semiconductor market toward $1.5 trillion

Futures fell as Treasury yields and oil prices jumped on President Trump comments after Nvidia ran and the Cerebras IPO soared. The Trump-Xi summit is over.

Crypto scores a big Senate win, Boeing stock takes a hit, Cerebras swings IPO focus to tech, and more news to start your day.

Intel’s turnaround story may make Boeing a better comparison than Nvidia or TSMC as investors focus less on near-term earnings and more on long-term execution.

Apple Inc. (NASDAQ:AAPL) is included among the 10 Best US Stocks to Invest in According to Billionaires. Apple Inc. (NASDAQ:AAPL) designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. Apple Inc. (NASDAQ:AAPL) made headlines on May 8 when a Wall Street Journal report revealed that the tech giant has reached a preliminary […]

Why Taiwan Semiconductor Manufacturing (TSM) Is Back on Investor Radar Taiwan Semiconductor Manufacturing (TSM) has drawn fresh attention after a strong year to date, with the stock up 30.70% and a 117.15% total return over the past year. Those figures stand alongside reported annual revenue of US$4.10b and net income of US$1.91b. This context allows investors to assess how current pricing lines up with the company’s recent financial profile. See our latest analysis for Taiwan Semiconductor...

Taiwan Semi sees AI and high-performance computing driving a much larger semiconductor market by 2030.

AMD (NasdaqGS:AMD) is reportedly close to signing an agreement with Samsung for 2nm chip production. The move would expand AMD's access to advanced semiconductor manufacturing capacity beyond its current reliance on TSMC. The potential deal is expected to support future cutting edge product lines and diversify AMD's supply chain. AMD operates across CPUs, GPUs, data center products, and custom chips, putting it at the center of high performance and AI computing demand. As chip complexity...

Applied Materials Inc (NASDAQ:AMAT, XETRA:AP2) shares rose about 4% in after-hours trading on Thursday after the semiconductor equipment maker reported stronger-than-expected fiscal second quarter results and issued upbeat guidance, supported by continued demand tied to artificial intelligence...

A basket of major chip stocks were all higher for the day on bets earnings momentum will keep tech companies flying high. Shares of Nvidia, the poster child of AI enthusiasm, rose 4.4%. Broadcom, Samsung Electronics, Taiwan Semiconductor, ASML, Texas Instruments, and AMD shares were all up, too.

Intel’s turnaround story may make Boeing a better comparison than Nvidia or TSMC as investors focus less on near-term earnings and more on long-term execution.

Applied Materials (NasdaqGS:AMAT) is acquiring ASMPT's NEXX business, adding advanced panel level packaging tools to its portfolio. The deal is directly linked to Applied Materials' recent AI chip development work with TSMC and global academic partners at the EPIC Center. Together, these moves expand Applied Materials' role in packaging technologies used for next generation AI chip designs. For you as an investor, this development sits at the intersection of equipment, packaging, and AI...

We recently published Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks. Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is one of the stocks discussed by Jim Cramer. Contract chip manufacturing giant Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM)’s shares are up by 110% over the past year and by 23% year-to-date. Despite […]

As Trump and Xi meet in Beijing, ASML stock is expected to emerge as a key winner from any easing in U.S.-China chip tensions.

Taiwan Semiconductor Manufacturing sits at the center of the AI boom, linking companies worth roughly $30 trillion in market value to the island’s chip supply chain.

TSMC raised its global semiconductor market forecast to exceed US$1.5b by 2030, citing stronger demand linked to AI and high performance computing. The company outlined rapid capacity expansion, including nine new wafer fab and packaging phases across multiple countries. TSMC is increasing its overseas production footprint in the U.S., Japan, and Germany, signaling a broader shift in the semiconductor supply chain. Taiwan Semiconductor Manufacturing (NYSE:TSM) is updating its long term...

Applied Materials reports earnings Thursday as investors look for signs that AI-driven chip spending can outweigh slowing sales growth in China.