High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Two finance podcast hosts just aired a live disagreement over where AI money flows next, and the stock they split on has already posted triple-digit revenue growth that most investors are pricing as if it will never repeat.
Months after Nvidia (NASDAQ:NVDA) CEO Jensen Huang dubbed Fireworks AI the “TSMC of AI factories,” the startup’s co-founder and CTO Dmytro Dzhulgakov foresees a market shift away from single frontier models toward millions of specialized, open-weight systems. Fireworks AI builds...
Amkor Technology, Ultra Clean, FormFactor, Taiwan Semiconducto and NVIDIA stand out as AI-driven semiconductor equipment demand boosts growth and price upside potential.
Asian and European chip stocks tumbled Monday after leaders of the world’s biggest artificial intelligence companies called for the industry to slow development of the technology for safety reasons. Nvidia and Intel are down in premarket trading.
Three layers of the AI build-out, one basket -- and the most money goes to the steadiest layer, not the fastest-growing one.
A major bank just dropped a forecast that reframes the entire robotics industry, and the ripple effects are already moving stock prices across chips, foundries, and factory floors. Here is what the number means for long-term investors.
TSMC is a fantastic AI stock pick now for investors.
Apple, which just unveiled its first foldable iPhone and two other new models that go on sale this week, and Taiwan Semiconductor Manufacturing, which makes the chips that power them, lead this weekend's watch list of five top stocks near buy points. Joining AAPL and TSM are cloud-based communications software platform Twilio and two healthcare plays. Oscar Health is the No. 2 health insurer based on Affordable Care Act exchange membership.
Anthropic's CEO just called on the entire AI industry to slow down, while his own company's balance sheet depends on the biggest accelerators in the business. The conflict at the heart of that position may be impossible to resolve.
Apple is one of Taiwan Semiconductor's largest clients, but Nvidia is on the rise.
Broadcom Inc. (NASDAQ:AVGO) has become one of the clearest alternatives to NVIDIA’s merchant-GPU model as hyperscalers increasingly design custom AI accelerators. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) may benefit regardless. TSM reported record August revenue of NT$514.81 billion, up 53.3% year over year, providing another data point that leading-edge semiconductor demand remains exceptionally strong. Broadcom’s […]
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) reported a record August just as Advanced Micro Devices, Inc. (NASDAQ:AMD) is pushing deeper into the AI accelerator market. TSM’s August revenue reached NT$514.81 billion, up 53.3% from a year earlier and 10.1% sequentially. Revenue for January through August increased 39.3%. The growth is a powerful signal for advanced […]
Marvell Technology, Inc. (NASDAQ:MRVL) is betting heavily on custom AI accelerators and networking. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) occupies a particularly powerful position in that strategy. Marvell’s latest regulatory filing says TSM is currently the sole wafer supplier for its advanced-node products, including its 3nm products. That makes the relationship unusually direct. Marvell itself […]
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) just delivered another hard-data point showing that the AI semiconductor boom remains very much alive. TSM reported September 10 that August revenue reached NT$514.81 billion, up 53.3% year over year and 10.1% from July. Revenue for the first eight months of 2026 climbed 39.3% to NT$3.39 trillion. That is […]
A position that started as a small allocation now controls your retirement, and selling everything creates its own disaster. Three ETFs offer a way to stay in the trade without betting the nest egg on a single design team.
Record monthly revenue jumped 53.3%, reinforcing the extraordinary demand flowing through the world's most important chip foundry.
One company is riding triple-digit growth but faces customer concentration risk; the other dominates with 45% net margins yet carries geopolitical exposure.
TSMC and Nvidia are closely linked.
2,107% in One Year SanDisk (NASDAQ:SNDK) is up 2,107% over the past year, a run so extreme that it caught Morningstar’s chief global markets editor Tom Lauricella’s attention. He says it has done something no memory-chip cycle was supposed to do: reclassify the two largest companies in the S&P 500 as discount trades. “Apple and […]
Advanced Micro Devices (NASDAQ:AMD) executives said the company is expanding its role in artificial intelligence from a semiconductor supplier toward a provider of rack-scale systems and software, while positioning its server CPU portfolio for increased demand from agentic AI workloads. Speaking at
TSMC is up over 66% in the past year, AI customers are booking capacity years out, and the only foundry rival is hemorrhaging billions. So why does one critical number still cast doubt on how high this stock can actually go?
Morningstar strategist Tom Lauricella says the funds retirees bought specifically to escape tech concentration have quietly filled up with the same AI bets they were meant to offset, and the shift happened faster than almost anyone noticed.
A report of Intel raising chip prices sent shares surging 3% and erased the prior session's Piper Sandler-driven selloff, but the real question is whether the company has genuine pricing power or is simply charging scarcity rent that evaporates the moment supply loosens.
NVIDIA Corporation (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD) are competing for AI accelerator share, but Taiwan Semiconductor Manufacturing Company’s latest sales show one thing both companies agree on: demand for advanced silicon remains enormous. TSM reported September 10 that August revenue reached a record NT$514.81 billion, up 53.3% from a year earlier. Concerns that […]
Find insight on Apple, CyberAgent, Adobe and more in the latest Market Talks covering Technology, Media and Telecom.
AI infrastructure demand is fueling growth in semiconductor equipment, with AMKR, UCTT and FORM offering major price upside.
Investing.com -- In a note to clients on Friday, JPMorgan raised its forecasts for the wafer fabrication equipment market and named KLA as its top pick among U.S. chip-equipment makers.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
