Motley Fool27d agobullish
3 Stocks I'm Buying After Taiwan Semiconductor's Stellar AnnouncementTSMC's earnings announcement should light a fire in the AI investment theme.
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Motley Fool27d agobullish
Taiwan Semiconductor Manufacturing: Is the Stock a Buy as Revenue Continues to Soar?TSMC turned in another strong quarter and upped its guidance.
TheStreet28d agoneutral
Massive TSMC deal is huge stride for US in high-tech raceWashington spent four years trying to convince the world's most important chipmaker to build in America. On Thursday, July 16, it got a positive answer. Taiwan Semiconductor Manufacturing Company (TSM) confirmed an additional $100 billion for its Arizona operations. That lifted its total US ...
Benzinga28d agoneutral
TSMC Is Pouring $100 Billion More Into Its Arizona Plant to Keep Up With Strong US Customer DemandTaiwan Semiconductor Manufacturing Co. Ltd. will pour an extra $100 billion into its Arizona facilities to cater to the burgeoning customer demand. On Thursday, the chipmaker’s Chief Executive Officer C.C. Wei told an earnings conference that the additional funding is...
Motley Fool28d agobullish
TSMC: Stock to Avoid or Incredible Buying Opportunity? (NYSE: TSM)TSMC expects strong revenue growth, but it's also spending heavily to build new foundry capacity.
Benzinga29d agoneutral
'Wrong Picks or Just Bad Timing?' A Newbie Investor Wonders Why Their Stock Portfolio Fell 9%. Here Are the Stocks They BoughtWatching a new investment portfolio drop nearly 10% within days of buying can make anyone question whether they made a mistake. That’s exactly what happened to one beginner investor after a basket of technology and AI-related stocks fell sharply, leaving...
Reuters Videos29d agobearishVIDEO
Wall St ends lower for the day and week as chip selloff broadens<body><p>STORY: Wall Street ended the week with another down day on Friday, as the Dow dropped more than three-quarters of a percent, the S&P 500 shed 1% and the Nasdaq lost 1.4%.</p><p>All three indexes also posted weekly losses.</p><p>Semiconductor shares initially led the selloff, which broadened as the session progressed.</p><p>The Philadelphia Semiconductor Index, while still up about 65% year-to-date, logged its steepest weekly loss in over a year this week, and has tumbled nearly 18% so far in July. </p><p>Eric Lynch, managing director & co-portfolio manager at Suncoast Equity Management, said the decline reflects investor jitters over billions in AI-related spending.</p><p>"You're seeing just continued consternation surrounding, 'Hey, what's the ETA on this return on investment?' Right? And when TSMC [Taiwan Semiconductor Manufacturing Company], the fab [fabrication] company, reported this week, they said, "Look, things are great, but we're going to be building 15% even higher CapEx than we guided for, and our revenues are going to go up not quite as much as that,' in terms of the increase in guidance. So investors were concerned. And so it's probably going to be really important to see what the hyperscalers do this earnings season. Microsoft, Google, Amazon - are they seeing revenues that are actually in line or, ahead of, their CapEx, or not?”</p><p>:: Netflix</p><p>Elsewhere in the market, shares of Netflix tumbled more than 7% after the streaming giant's weaker-than-expected earnings forecast, raising doubts about the sustainability of the content growth momentum.</p><p>Shares of Uber dropped 2% after the ridesharing service announced it would acquire Germany's Delivery Hero in a deal worth nearly $15 billion.</p><p>:: Intuitive Surgical </p><p>And shares of Intuitive Surgical plunged 14% after the company maintained its global growth forecast for procedures performed with its da Vinci surgical robots, and warned that changes to some insurance plans could hurt demand.</p></body>
Barchart29d agobullish
A $100 Billion Reason to Buy Taiwan Semi Stock NowTSMC’s massive investment signals growing ambitions, giving investors another reason to watch the chip giant closely.
Zacks29d agobullish
Micron vs. TSMC: Which AI Semiconductor Stock Is a Better Buy Now?Micron and TSMC are benefiting from AI demand, but Micron's lower valuation, stronger returns and lighter debt may give it the investment edge.
Zacks29d agobullish
All You Need to Know About TSMC (TSM) Rating Upgrade to Strong BuyTSMC (TSM) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Zacks29d agobullish
Taiwan Semiconductor Q2 Earnings Beat Estimates, Revenues Rise Y/YTSM beats Q2 2026 estimates as revenues rise 33.7%, powered by leading-edge demand, while upbeat Q3 guidance signals further AI-driven growth.
24/7 Wall St.29d agobearish
AMD Falls 5%, Intel Drops 4%, NVIDIA Slides 3% Before Recovering as Rotation Hits Semiconductor StocksA wave of selling swept through semiconductor stocks Friday as investors began questioning whether the AI spending boom can justify chip valuations built on optimism alone. The forces driving this rotation reveal cracks in the narrative that sent some semis up triple digits this year.
Insider Monkey29d agoneutral
Taiwan Semiconductor Manufacturing (TSM): A Beneficiary of AI BoomWedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. Wedgewood Composite delivered a net return of 9.4% in the second quarter compared to 15.2% for the Standard & Poor’s 500 Index, 16.7% for the Russell 1000 Growth Index, and 13.9% for the Russell 1000 […]
Zacks29d agobullish
Best Momentum Stocks to Buy for July 17thJBTH, TSM and JPM made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 17, 2026.
Zacks29d agoneutral
Zacks Investment Ideas feature highlights: Taiwan SemiconductorTaiwan Semiconductor raised its 2026 revenue outlook and unveiled a $100 billion U.S. investment, underscoring confidence in sustained AI chip demand.
Stocktwits29d agobearish
TSM Stock Falls To Two-Month Low Amid Semiconductor Sell-Off Despite Wave Of Price Target HikesTSMC’s stock traded below $400 for the first time since May, marking the seventh straight day of losses for the shares.
Zacks29d agoneutral
TSM Q2 Earnings Call Highlights AI Capacity Push, Margin FocusTaiwan Semiconductor raises 2026 capex as AI demand accelerates, with advanced technologies and packaging driving its long-term expansion plans.
Zacks29d agoneutral
The Zacks Analyst Blog Highlights NVIDIA, AMD, Taiwan Semiconductor Manufacturing and SeagateWestern Digital and Seagate are highlighted as smaller AI plays, with strong storage demand, revenue growth and margins fueling expansion beyond NVIDIA's gains.
Proactive29d agobearish
Nasdaq to lead US stocks lower as chip sell-off deepens; Netflix disappoints8am: Wall Street futures lower as tech rout spreads Wall Street looked set for a sharply weaker open on Friday as a global sell-off in semiconductor stocks gathered pace, with disappointing corporate earnings adding to the risk-off mood. Futures pointed to the Nasdaq opening around 1.5%...
Reuters29d agoneutral
Morning Bid: Chips and shipsBy Anna Szymanski July 17 (Reuters) - From the Editor Hello Morning Bid readers! We can’t seem to get away from semiconductors and straits.