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(Bloomberg) -- China’s AI chip designers are expecting bumper sales this earnings season off the back of Beijing’s push to get local firms to use homegrown components and reduce their reliance on American tech.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIshbia’s Mortgage Firm Suffers Record Drop on Dividend HaltWhy Do Data Centers Use

Dow Jones futures: The market pauses, but what happens next? Don't buy these AI stocks yet. Cloudflare, Sezzle lead big earnings movers late.

TSMC just raised its capital expenditure to eye-popping levels, yet insiders warn it still cannot produce chips fast enough to satisfy demand. The case for staying the course on the foundry giant is stronger than the recent turbulence suggests.

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]

The ARK Invest founder wasn’t deterred by a certain stock’s bumpy lift-off over the last few weeks.

Why the latest TSMC news matters now Taiwan Semiconductor Manufacturing (TSM) is back in focus after reports that it may accelerate production of its advanced 3 nanometer chips, supported by strong demand from major AI chip designers. See our latest analysis for Taiwan Semiconductor Manufacturing. The share price of Taiwan Semiconductor Manufacturing has been volatile in recent months, with a 6.34% 7 day share price return and a decline of 3.91% over 30 days. However, the 30.52% year to date...

Sony's planned sensor venture could sharpen its technology and scale, but earthquake exposure, setup costs and smartphone weakness threaten durable returns.

Based on the average brokerage recommendation (ABR), TSMC (TSM) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Pinnacle West Capital (NYSE:PNW) reported second-quarter 2026 earnings of $1.43 per share, down $0.15 from the same period a year earlier, as higher interest expense, depreciation and amortization, and lower transmission revenue more than offset strong weather-driven demand and customer growth. Chi

Semi packaging and testing is the newest AI bottleneck and titans TSMC & NVIDIA know who to call in Arizona

Asian shares surged and oil prices slipped Wednesday after the U.S. stock market rallied to records, helped by strong corporate earnings reports and hopes for a deal setting the stage for talks that might eventually lead to an end to the war in Iran. Japan's Nikkei 225 gained 3.3% to 66,068.24, with chipmaker Kioxia surging 6.3% while chip testing equipment maker Advantest soared 6.9%. Tech giant Samsung Electronics advanced 4.1%.

Moby summary of Pinnacle West Capital Corporation's Q2 2026 earnings call

Three major customers are driving a critical production shift

MediaTek raised its target on July 31 to capture 15% to 20% of an estimated $80 billion custom AI-chip market in 2027. Its first AI accelerator for a major U.S. cloud provider will enter production in the fourth quarter, and MediaTek expects more than $2 billion in 2026 data-center revenue. The expansion could give Alphabet […]

NVIDIA just made a substantial bet on Ilya Sutskever's secretive superintelligence lab, giving it rare insider access to research that almost no one outside gets to see. Whether that changes the calculus for investors sitting on the sidelines is a harder question than it first appears.

TSMC is reportedly developing an Intel-inspired packaging technology, suggesting AI chip packaging is becoming a key battleground, giving Intel a rare chance to narrow the gap.

Druckenmiller said he sees "massive disruption" ahead for the chip industry.

(Bloomberg) -- Asia-based hedge funds logged extensive losses in July, as the tech selloff led to what Goldman Sachs Group Inc. prime brokers said was the worst month for regional stockpickers on record.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’s Mayor’s FundS&P 500 Closes Near Record H

The metric adds a company’s year-over-year revenue growth rate to its profit margin and is most commonly applied to enterprise software and SaaS companies.

Chinese tech groups are accelerating work on open-weight AI models, with Alibaba releasing a powerful new system that could increase competition with Intel in AI infrastructure. TSMC is reportedly developing advanced chip packaging technology that resembles Intel's EMIB approach, which could narrow Intel's edge in high performance chip designs. These developments add fresh competitive risks for Intel's AI and packaging plans that have not been the focus of recent coverage. Intel, trading on...

Most AI ETFs quietly repackage the same Nasdaq heavyweights and charge you extra for the privilege. A closer look at the full field reveals three funds that actually go somewhere the index cannot follow.

Cathie Wood Bets Big on SpaceX as She Adds Millions to Tesla and CoreWeave

Taiwan Semiconductor insiders bought nearly $800,000 in shares since early July as analysts raise price targets and Buy ratings following the company's Q2 earnings report.

Ark bought about $26 million of SpaceX shares across several funds.

TSMC dominates on every traditional metric, yet one overlooked structural factor is quietly making its scrappier rival a more compelling bet for the next 24 months.

The chip foundry giant is back at a milestone valuation with a market-average multiple attached. That combination deserves a closer look.

Fundsmith, an investment management firm based in London, has released its second-quarter 2026 investor letter for its “Fundsmith Equity Fund.” A copy of the letter can be downloaded here. The Fund returned -2.9% in the first half of 2026, underperforming the MSCI World Index by 14.1 percentage points, driven by challenges from a momentum-driven market […]

Find insight on TSMC, UMC , Vitrox and more in the latest Market Talks covering technology, media and telecom.

Taiwan Semiconductor is checking a lot of boxes with its Arizona investment.

Both companies play important roles in the building boom from artificial intelligence.