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Intel Foundry: Geopolitics Got It Here. Now The Tech Has To Deliver
Trefis61d agoneutral
Intel Foundry: Geopolitics Got It Here. Now The Tech Has To Deliver

Intel's (INTC) stock has risen roughly sixfold from its 2025 lows, trading at over $120 per share. The move reflects a fundamental rethinking of Intel's foundry business, which has received a vote of confidence from the U.S. government and marquee customers, who reportedly include Nvidia (NVDA), Tesla (TSLA) and Google (GOOG). With fabs in Arizona and Oregon, Intel is the only American company that both designs and manufactures leading-edge chips on U.S. soil, giving it a geopolitical hedge that

SpaceX Just Passed TSM. Can It Overtake Amazon This Week?
24/7 Wall St.61d agoneutral
SpaceX Just Passed TSM. Can It Overtake Amazon This Week?

SpaceX (NASDAQ:SPCX) spent more than two decades transforming itself from an ambitious rocket startup into one of the world’s most important technology companies. Today, it dominates commercial space launches, operates the largest satellite internet network through Starlink, and has expanded into markets that span telecommunications, defense, aerospace, and space exploration. Led by Elon Musk, the ... SpaceX Just Passed TSM. Can It Overtake Amazon This Week?

Forget Buying Nvidia. This Overlooked ETF Beat the Nasdaq by Owning the AI Stocks You Can’t
24/7 Wall St.62d agobullish
Forget Buying Nvidia. This Overlooked ETF Beat the Nasdaq by Owning the AI Stocks You Can’t

Here is a fact that will annoy anyone who has been told NVIDIA is the only way to play artificial intelligence. Over the past year, the Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) returned 52%, while the Invesco QQQ Trust (NASDAQ:QQQ) returned 35%. NVIDIA (NASDAQ:NVDA) itself, the supposed only AI trade worth making, returned ... Forget Buying Nvidia. This Overlooked ETF Beat the Nasdaq by Owning the AI Stocks You Can’t

He Watched His $1M ETF Investment Crash to $200k. Then He Cashed Out at $7.5 Million
24/7 Wall St.62d agobearish
He Watched His $1M ETF Investment Crash to $200k. Then He Cashed Out at $7.5 Million

A Redditor shared the kind of story that makes everyone reach for the calculator. A friend put roughly $1 million into Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL), watched the position bleed down to about $200,000 during the 2025 tariff-war selloff, refused to sell, and then cashed out near $7.5 million when the AI chip ... He Watched His $1M ETF Investment Crash to $200k. Then He Cashed Out at $7.5 Million

Jim Cramer Says Intel (INTC) Is An Alternative To TSMC
Insider Monkey62d agoneutral
Jim Cramer Says Intel (INTC) Is An Alternative To TSMC

We recently published Jim Cramer Didn’t Hold Back On SpaceX’s IPO & Discussed These 12 Stocks. Intel Corporation (NASDAQ:INTC) is one of the stocks discussed by Jim Cramer. Chip manufacturing giant Intel Corporation (NASDAQ:INTC) is one of the hottest stocks on the market in 2026. The shares are up by 168% year-to-date as investors react […]

TSMC (NYSE:TSM) Stock Weighing AI Momentum Against A 6% Overvaluation Narrative
Simply Wall St.63d agoneutral
TSMC (NYSE:TSM) Stock Weighing AI Momentum Against A 6% Overvaluation Narrative

Section 1 Taiwan Semiconductor Manufacturing (NYSE:TSM) is back in focus after recent share price moves, with investors weighing its sizeable US$1.89b net income and exposure to high performance computing, smartphones and automotive end markets. See our latest analysis for Taiwan Semiconductor Manufacturing. Recent trading has been strong, with a 24.6% 90 day share price return and 32.6% year to date share price return. The 1 year total shareholder return of 102.5% points to momentum that has...

Taiwan Semiconductor (TSM) Posts Strong May Sales, UBS Names Stock a Top Pick on Agentic AI Outlook
Insider Monkey64d agoneutral
Taiwan Semiconductor (TSM) Posts Strong May Sales, UBS Names Stock a Top Pick on Agentic AI Outlook

With a profit margin of 47.34% and net income of $55.13 billion (FY25), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the most profitable blue chip stocks to buy according to hedge funds. Meanwhile, analysts see 9.80% upside for the stock. Those figures are backed by continued operational and financial strength. In mid-April, Taiwan Semiconductor […]

Taiwan Semiconductor (TSM) is This Famous Billionaire’s Biggest AI Stock Holding
Insider Monkey64d agoneutral
Taiwan Semiconductor (TSM) is This Famous Billionaire’s Biggest AI Stock Holding

We just covered the Top 10 Stock Picks of 10 Famous Billionaires. Taiwan Semiconductor (NYSE:TSM) ranks #3 (see Top 5 Stock Picks of 5 Famous Billionaires). Number of Hedge Funds: 234 Top Pick Of: Philippe Laffont — Coatue Management Taiwan Semiconductor (NYSE:TSM) is the biggest holding of billionaire Philippe Laffont of Coatue Management. Taiwan Semiconductor (NYSE:TSM) […]

Amkor Technology (AMKR) Hits All-Time High — Here’s Why
Insider Monkey64d agobullish
Amkor Technology (AMKR) Hits All-Time High — Here’s Why

Amkor Technology Inc. (NASDAQ:AMKR) is one of the 10 Stocks That Absolutely Exploded Higher. Amkor Technology saw its share prices climb to a fresh all-time high on Friday, as investors poured funds into industries largely benefiting from the AI wave, helped by the easing tensions on the geopolitical front. In intra-day trading, the stock climbed […]

The Biggest Warning Signal Flashing for Oracle Right Now Has Nothing to Do With Sales or Profitability
24/7 Wall St.65d agoneutral
The Biggest Warning Signal Flashing for Oracle Right Now Has Nothing to Do With Sales or Profitability

Oracle (NYSE:ORCL) recently reported blockbuster earnings, with both the top and bottom lines coming in above estimates. Revenue came in at $19.2 billion ($100 million higher than estimated), and EPS came in at $2.11 ($1.96 estimated). Both of these figures would’ve led to an equally blockbuster stock market performance, but the opposite has happened. Oracle is ... The Biggest Warning Signal Flashing for Oracle Right Now Has Nothing to Do With Sales or Profitability

Taiwan Semiconductor (TSM) Sees AI Chip Demand Outpacing Supply
Insider Monkey65d agoneutral
Taiwan Semiconductor (TSM) Sees AI Chip Demand Outpacing Supply

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 7 Best Compounder Stocks to Buy Now. On June 4, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) CEO C.C. Wei said global chip supply is expected to remain constrained relative to AI-driven demand for years, Bloomberg’s Debby Wu reported. Wei said that even with expanded […]