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TSMC's AI-driven growth outlook, manufacturing expansion and steady estimate revisions make it the preferred AI semiconductor pick for July despite risks.
Nvidia AI chip competitor Etched says it has already booked $1 billion under contract for the inference systems powered by its chip.
After a 20%-plus drawdown, QCOM is pursuing $15 billion in data center revenue by fiscal 2029, backed by Meta and Microsoft deployments of its Dragonfly C1000 server CPU.
Chipmakers reach unprecedented share of the benchmarkSemiconductor companies now account for a record 19. 7% of the S&P 500, almost four times their weighting of around 5% in June 2020, according to Citadel Securities strategist Scott Rubner.
Investing.com -- The "Magnificent 7" group of technology companies lost approximately $2.3 trillion in market value this month as investors increased scrutiny of large infrastructure spending by these firms.
SK Hynix just announced plans for a US listing in an effort to raise nearly $30 billion. The South Korean memory chip maker, which makes up 30% of the KOSPI, is looking to get its piece of the AI gold rush as companies race to finance themselves in either equity or debt markets, observes Amber Kanwar, host of the In the Money with Amber Kanwar podcast.
(Bloomberg) -- Super Micro Computer Inc.’s offices in Taiwan were raided by government authorities on Monday, widening an investigation into the alleged smuggling of Nvidia Corp. chips into China using the company’s servers, according to a person familiar with the situation. Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsSupreme Court Leaves Trump’s Fed, Citizenship Gambits for LastUS and Iran Agree to Halt Attacking Each Other Ahead of TalksPrabowo Risks
Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Intel Corporation (NASDAQ:INTC) is one of the best fast growth stocks to buy according to hedge funds. On June 26, Goldman Sachs initiated coverage of the stock with a Neutral rating and $150 price target. The firm anticipates favorable trends in the server CPU market driven by agentic AI along with upside potential from Intel’s […]
Broadcom Inc. (NASDAQ:AVGO) is one of the High Growth Semiconductor Stocks to Buy Now. On June 24, Reuters reported that OpenAI, in partnership with Broadcom Inc. (NASDAQ:AVGO), released its first custom AI chip, called the Jalapeño. This marks an important milestone for both companies. The report noted that this chip has been designed specifically for […]
(Bloomberg) -- China, India, and Hong Kong have emerged as the only major stock markets worldwide where top companies account for a smaller share of market capitalization than a year ago, underscoring their lag in the global AI race.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsAramco Helicopter Crash in Ras Tanura Kills All 14 on BoardAnthropic’s Mythos 5 AI Model Cleared by US for Wider UseUS Launches Fresh Strikes on Iran Targets After Drone HitsAn Ana
Synopsys, Inc. (NASDAQ:SNPS) is among the Best Semiconductor Stocks. On June 23, Piper Sandler upgraded Synopsys, Inc. (NASDAQ:SNPS) to “Overweight” from Neutral. The analyst raised the price target to $550 from $450 on the shares. Analyst Clarke Jeffries said the firm expects a faster-than-anticipated recovery in Synopsys’ intellectual property business. The analyst noted improving expectations for […]
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 10 Best Semiconductor Stocks to Buy According to Billionaires. On June 10, Bloomberg reported that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) posted a 30% jump in May sales because of sustained demand tied to global artificial intelligence infrastructure buildouts. The company had May revenue of […]
It's getting harder to diversify out of the global AI chip trade.
Amkor Technology, Inc. (NASDAQ:AMKR) is one of the Top 13 Stocks That Will Skyrocket. This stock is part of a pitch by Ian King and George Gilder. They start by touting it as a “50-year veteran in the chip industry that’s finally coming to America.” In fact, this firm is so important that it’s been […]
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Top 13 Stocks That Will Skyrocket. The final stock on our list is also from Porter Stansberry and Luke Lango’s “1776 moment” newsletter. As discussed above, the newsletter compares the current AI wave to 1776, the year of the American Revolution. It outlines that a […]
TSMC (NYSE:TSM) has entered a 10 year partnership with Amkor Technology to expand advanced semiconductor packaging and testing capacity in Arizona. The collaboration focuses on supporting high performance computing and AI chips while strengthening the US supply chain for advanced semiconductors. Amkor plans to provide advanced packaging and test services near TSMC's Arizona fabs, aligning manufacturing and backend operations in one US hub. Taiwan Semiconductor Manufacturing is a central...
This is one more step for the business to expand into robotics and AI.
Intel's comeback story is getting real. See what's driving the rally, what Foundry still must prove, and whether this AI bet makes the stock worth a second look.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best trending AI stocks to watch in 2026. Susquehanna lifted the price target on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to $575 from $500 on June 22 and maintained a Positive rating on the shares. The firm updated its model, including its capex and capacity […]
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the safe stocks for beginners to buy in 2026. BofA lifted the price target on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to $590 from $490 on June 24 and maintained a Buy rating on the shares. The firm stated that in a backdrop featuring rising agentic […]
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best future stocks to buy and hold for 10 years. On June 16, TSMC and Amkor Technology entered into a 10-year partnership to expand advanced semiconductor packaging and testing capabilities in Arizona. By aligning their operations, the companies aim to strengthen the US semiconductor supply […]
Apple (NASDAQ:AAPL) rarely raises prices. That has been a working assumption on Wall Street for roughly two decades. The company absorbs component costs, squeezes suppliers, redesigns around the problem, and protects its margin envelope without making customers pay more for the same box. So when Apple confirmed Friday that it was raising prices an average of ... Apple Just Did Something It Wouldn’t Even Do During COVID, and Wall Street Is Freaking Out
If you own VanEck Semiconductor ETF (NASDAQ:SMH) for AI exposure, you are betting on the same handful of chip designers everyone else holds. SMH is the default vehicle for the trade: a concentrated basket led by NVIDIA, Taiwan Semiconductor, and Broadcom that has produced the headline gains of the AI cycle. The case for owning ... Forget the AI Chipmakers. For 0.47% This Fund Owns the Companies Building the Data Centers
AI infrastructure stocks experienced a sell-off after a report said OpenAI was considering delaying its IPO.
Sarah Kunst of Cleo Capital went on CNBC Friday morning and said what a lot of portfolio managers have been muttering to themselves all week. “People are wondering if putting all of their eggs into the AI, a sort of high growth hyperscaler basket, was maybe not the best idea over the past couple of ... A VC Says the ‘All Your Eggs in the AI Basket’ Trade Is Finally Cracking — Here’s Where the Money Goes Next