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Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the “Artisan Global Opportunities Strategy”. The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent […]

Apple's (AAPL) upcoming iPhone 18 launch could be its most "consequential" since the iPhone X, as th

TSM's 100 billion Arizona expansion and global fab buildout aim to meet AI-driven demand, but rising overseas costs may pressure margins.

The silicon layer is where the AI buildout begins and where the bottleneck is tightest. JPMorgan projects annual AI infrastructure spending will reach $1.4 trillion by 2030, and the chips at the heart of that spend come from a small group of designers and one indispensable manufacturer. NVIDIA’s own CFO commentary underlines the constraint: management […]

AI ETFs offer diversified exposure to a booming industry, giving investors a way to navigate September volatility while staying invested in AI's growth.

Investing.com -- Morgan Stanley said Apple's (NASDAQ: AAPL) first foldable iPhone could contribute around $14 billion of December-quarter revenue, calling next week's launch the company's most consequential since the iPhone X.

Five days. That’s the gap between Defiance ETFs filing paperwork for a 2X daily bearish bet against Taiwan Semiconductor Manufacturing (NYSE:TSM) and launching a long fund built on the very foundry industry that Taiwan Semiconductor dominates. On August 26, 2026, the firm filed for a 2X short TSM product. On September 1, 2026, the same sponsor […]

TAIPEI, Sept 2 () - Taiwanese companies are planning another $20 billion of investments in the U. driven by demand for AI applications, the island's ‌economy minister said on Wednesday without giving details, though drawing a warm ‌response from a visiting U.

Tepper just abandoned one AI winner for another

Nvidia landed at No. 76 ranking in the Roundtable 100, with an unlikely candidate topping the list.

The chipmaker is expanding across Arizona and Germany as its shares trade 30.21% above GF Value.

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron Fifth Avenue Growth Fund”. The letter can be downloaded here. The fund achieved a strong quarter, gaining 24.6% (Institutional Shares), outperforming the Russell 1000 Growth Index (16.7%) and the S&P 500 (15.2%). Year to date, it’s up 11.7%, surpassing its benchmarks. […]

Corning and Applied Materials both fuel the AI infrastructure boom, but from opposite ends of the chip supply chain. Here's the stronger buy.

More than three-quarters of Appaloosa's $7.7 billion in invested assets are tied to industry-leading artificial intelligence (AI) stocks.

(Updates with SK Hynix's response in the headline and in first and second paragraphs.) SK Hynix (

SK Hynix (SKHY) is scouting a joint venture to manufacture memory-chips in Japan to meet rising AI-r

Taiwan overtook India to become the world’s fifth-largest stock market in May, and yet two-fifths of that value comes from TSMC.

Taiwan Semiconductor is primed to be a major winner over the next few years.

Apple beat rivals to a 2nm chip with the M6, betting AI's future runs on your device rather than the cloud.

ASML has a technological monopoly, but is that enough to be a better buy?

Taiwan Semiconductor Manufacturing stock has had a powerful three year run, while current valuation checks send mixed signals as the Discounted Cash Flow (DCF) intrinsic value screens as richer than the market price suggests and earnings based multiples still screen as supportive. Over the past 3 years, Taiwan Semiconductor Manufacturing has returned about 363%, which puts extra focus on whether today’s price still offers enough compensation for risk. New chip production wins such as...

One striking market signal shows how much has changed

Nvidia Breaks Away From the Chip Pack as Sector Correlation Falls Near Zero

Taiwan Semiconductor is a top way to invest in the AI trend.

TSM is advancing A14 for AI with stronger performance and power efficiency, while A13 and A12 extend its next-gen process roadmap.

Pelosi bought call options on Intel along with shares of INTC stock.

Cisco is navigating a shortage that’s squeezing the whole AI infrastructure industry.

SMH delivered a jaw-dropping year, yet three semiconductor funds quietly left it in the dust by betting on corners of the chip market that most investors completely ignored.

Amkor Technology (AMKR) is an "underappreciated beneficiary" of the increasing complexity associated

Cerebras gains the edge over AMD with faster growth, $25.4B in RPOs and expanding AI capacity, despite profitability and customer concentration risks.