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Morgan Stanley's latest roundtable reveals a structural gap between the U.S. and Europe in AI investment that no single policy fix can close, and the timeline for when this imbalance reshapes global labor markets is far longer than most analysts expect.
Taiwan Semiconductor has a specific advantage over other AI stocks.
Set to report Q2 earnings after market hours on Thursday, July 23, investors may be wondering if the incredible rebound in Intel stock can continue.
Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) jumped 7.7% in the morning session after peer Taiwan Semiconductor Manufacturing (TSM) announced plans to raise chipmaking prices by up to 10% starting in 2027, while wafer supplier IQE plc raised its guidance. These developments reaffirmed robust demand for AI and data-center chips alongside the ongoing need for incremental chip capacity. Industry forecasts projected that global chipmaking equipment sales could reach
NVIDIA's rally has slowed, while Micron and Western Digital are riding AI memory and storage demand with strong growth outlooks and bullish forecasts.
Bank of America just gave us a second great reason to love Micron stock.
Nikkei says TSMC finalized 5%--10% price hikes as AI demand and manufacturing costs increase.
Tech stocks were higher Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (
TSMC's latest news is great news for Sandisk.
The results from these two companies further underscore just how fierce the AI landscape remains, with each posting blockbuster numbers while also raising their sales outlooks.
Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500’s 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock […]
TSMC’s Arizona expansion puts AI chip capacity in focus Taiwan Semiconductor Manufacturing (NYSE:TSM) has drawn fresh attention after outlining an additional $100 billion investment to expand its Arizona chipmaking facilities, a move closely tied to rising demand for high-performance AI logic chips. See our latest analysis for Taiwan Semiconductor Manufacturing. TSMC’s latest Arizona expansion and higher capital expenditure plans come after a strong run, with the share price delivering a...
TSMC stock jumped on a report that the semiconductor manufacturing giant is planning to raise prices in 2027.
A single analyst preview note sent Intel surging and pulled the entire chip sector with it, but the same firm kept a price target well below where the stock trades today. Here is what the rally is actually pricing in ahead of Thursday's earnings.
Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.
The increases would cover both advanced and mature nodes
AI demand and rising costs strengthen the chipmaker's pricing power
Most AI investors are gambling on which chip designer comes out on top, but there is a quieter way to profit from the revolution no matter who wins. One manufacturer sits at the center of nearly every AI trend unfolding right now.
According to a report by Nikkei Asia, TSMC has finalized discussions with customers on price increases ranging from 5% to 10% for both advanced and mature chip production.
Investors and analysts who are cautious about the capex boost are missing the toll booth for the speed bumps
TSMC, the world's largest contract chipmaker, plans to raise chipmaking prices by up to 10% from 2027 to offset rising costs for materials, manufacturing equipment and overseas plant construction, Nikkei Asia reported on Tuesday, citing multiple sources. • Negotiations began in June and concluded in July, with new pricing set to take effect at the start of 2027, Nikkei said. • TSMC does not comment on pricing, a company spokesperson said when contacted by Reuters.
AMD's hyperscaler deals, Azure partnership and long streak of EPS beats highlight why the chipmaker is drawing attention as AI demand fuels growth.
<p>Looking to diversify your U.S. equity-centric portfolio? Emerging markets are touted as one of the best solutions, but these days they’re strikingly similar in tech concentrations to U.S. funds. Pictet’s Young Jae Lee offers a different perspective and approach to EM investing with genuine diversification via the RISE ETF on this week’s Behind the Ticker. </p>
In recent years, ASML Holding N.V. (NASDAQ:ASML), the exclusive supplier of commercial extreme ultraviolet (EUV) and High-NA lithography machines, has found itself at the center of geopolitical, technological, and financial pressures swirling around the world. The Netherlands-based corporation enjoys a monopoly on the systems required to build fast processors. This unique position, coupled with the […]
Sandisk stock is still cyclical, but the end of this cycle looks a long way off.
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