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Billionaire Chase Coleman just stacked Tiger Global's top five positions directly on the AI infrastructure supercycle, and every single pick still shows double-digit upside potential heading into August. The question is whether the window to get in front of the next earnings wave is already closing.

(Bloomberg) -- Equity investors are learning a harsh lesson this corporate earnings season: Not all artificial intelligence trades are created equal.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysAnthropic AI Models Hacked Three Organizations During TestsVitol, Cargill Cut Ties With Radiant World Amid Fake Invoice ConcernsWhile profits at

Companies rarely name a secret internal project after a rival’s product. Doing so hands over the story before it even becomes public: that the smaller competitor built something worth copying. That is essentially what just happened inside Taiwan Semiconductor Manufacturing. TSMC engineers are ...

Readers weigh in on the nascent construction boom, the Taylor rule, and the case for APA as a takeover target.

Taiwan Semiconductor Manufacturing stock has surged over the past three years, yet the latest valuation checks suggest it now sits close to its estimated intrinsic value rather than being clearly cheap or clearly expensive. Over the last three years, Taiwan Semiconductor Manufacturing has returned about 335%, which puts extra focus on whether that past performance is already fully reflected in the current share price. Investor expectations around long term demand for advanced chips can...

Melius maintained its buy rating but lowered Apple's target and suggested using Intel to reduce processor-supply risk.

Melius suggested Apple could reduce manufacturing risk by using Intel alongside its principal processor supplier.

Chip stocks rallied this week on a wave of strong tech earnings, and investors rewarded semiconductor ETFs with a rush of new cash. Three funds tracking the chip sector ranked among those pulling in the most new money, according to FactSet flow data. Key Takeaways: Strong Big Tech earnings from Microsoft and Amazon helped drive [...]

Taiwan Semiconductor just posted one of the strongest earnings reports in chip-stock history, yet the stock sits 15% below its all-time high. Three specific catalysts could send it to a price Wall Street has not fully priced in yet.

NVIDIA and Microsoft dominate AI headlines, but the real money may flow to a quieter group of power producers and metal miners building the infrastructure underneath. Here is why the next wave of AI winners might look nothing like the first.

Apple stock was falling Friday as limited supply of chips held back its outlook. The solution could lie with Intel, according to Melius Research. Apple shares were down 8% in the premarket as shortages of memory chips and other processors limited the iPhone market's guidance for the September quarter.

One profitable but concentrated, the other scaling fast but burning cash.

How can traders and investors position themselves?

Government backing on its Foundry business helps, but customers must now commit

Lam Research forecast quarterly revenue and earnings substantially above expectations as AI investment increased chip-equipment demand.

Intel shares soar as TSMC takes on its AI chip packaging technology

Microsoft's cloud growth and continued infrastructure expansion helped semiconductor stocks rebound from a five-session decline.

One manufacturing bottleneck is becoming a crucial battleground

Proven chip demand meets a far riskier space wager

Samsung Electronics is targeting a structural realignment in the AI semiconductor supply chain, positioning its foundry business as a vertically integrated alternative to TSMC’s dominance. The memorandum of understanding signed with Broadcom on July 25, 2026, at the AI Summit in San Francisco, carries an estimated value of more than $200 billion across memory and […]

Taiwan Semiconductor has an edge over ASML on valuation, price gains and analyst sentiment even as both benefit from rising AI-chip demand.

Semiconductor stocks just staged one of their sharpest single-day reversals of the year, but the real question is whether the buyers rushing back into Intel, AMD, and Taiwan Semiconductor are riding a genuine recovery or setting themselves up for another painful whipsaw.

Taiwan Semiconductor appears to be borrowing a page from one of Intel's most underappreciated playbooks, and the reasons behind that move reveal something surprising about where the real AI bottleneck actually sits.

Jensen Huang just called AI infrastructure the largest expansion in human history, yet NVIDIA shares sit $20 below a $5 trillion market cap. Here is what would need to go right and what could blow it all up.

Intel’s EMIB technology has reportedly drawn interest from Nvidia for a future processor combining four graphics chips in a single package.

Intel’s stock remains strong today despite a report from The Information indicating that Taiwan Semiconductor Manufacturing Co. (TSMC) is developing an "EMIB-like" advanced packaging technology, potentially challenging a key advantage for Intel’s Foundry business. However, the prospect of TSMC neutralizing this advantage hasn’t dented Intel’s share price, as the broader tech market is buoyed by massive AI spending commitments from companies like Microsoft and Meta. Here is why Intel’s stock is h

The Dutch semiconductor equipment maker has unmatched pricing power.

A top Wall Street chip analyst says the semiconductor selloff gripping markets has almost nothing to do with actual supply and demand, and the real reason why comes down to a physical constraint most investors are overlooking.

Ark Invest sold 120,665 shares of BMNR, making it the firm's largest trade of the day.

The companies' memorandum of understanding envisions a collaboration extending across memory and foundry through 2030.