U.S. chip supply faces tariff risk

04:58pm, Wednesday, 16'th Jul 2025
CNBC's Deirdre Bosa joins 'The Exchange' to discuss ASML tariff fears impact on its cloud outlook.
Olivier Blanchard believes TSMC (TSM) has more room to move to the upside with its earnings Thursday morning. He expects a "continuation of what we've already seen" with A.I.

The Big 3: TSM, EWZ, LULU

01:00pm, Wednesday, 16'th Jul 2025
@Theotrade's Don Kaufman is a bull when it comes to TSMC (TSM). He sees the stock running up to $250 at the end of the week on expectations of a strong report, with ASML Holding (ASML) being the only
Taiwan Semiconductor Manufacturing is expected to report a 50% rise in quarterly profit.

Why TSMC Stock Tumbled Early Wednesday

12:51pm, Wednesday, 16'th Jul 2025
Dutch semiconductor equipment manufacturer ASML (ASML -8.71%) warned investors Wednesday its sales might not grow at all in 2026, sparking worries the artificial intelligence (AI) revolution might not

Live Updates: ASML Drops 7% After Earnings

12:30pm, Wednesday, 16'th Jul 2025
Live Updates Live Coverage Updates appear automatically as they are published. Earnings Conference Call Highlights 11:58 am Market Backdrop: AI as key growth driver for logic (capacity on leading node
AEM, UGI, QFIN, TSM and GPI stand out as top dividend growth picks for building a safer, income-focused portfolio in 2025.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often
Surging demand for advanced AI chips is likely to have driven TSM's Q2 revenues, while rising operational costs may have weighed on earnings.
During the first half of 2025, the S&P 500 and Nasdaq Composite indexes both rose by roughly 5.5%. At first glance, these gains might not inspire much enthusiasm from growth investors.
In the realm of artificial intelligence (AI), my top stock pick is Taiwan Semiconductor Manufacturing (TSM 3.66%). Its position within the AI race is one of the most neutral ways to play this theme, a

2 Hyper-Growth Tech Stocks to Buy in 2025

04:10am, Wednesday, 16'th Jul 2025
Technology stocks have delivered stunning returns to investors in the past couple of years, and that's not surprising. The sector benefits from massive tailwinds in the form of artificial intelligence
ASML Holding (ASML) reports earnings early tomorrow morning, and Ray Wang expects to see a beat from the report. In turn, he sees Nvidia's (NVDA) eased A.I.
Shares of Taiwan Semiconductor Manufacturing (TSM 3.22%) were moving higher as the chip manufacturing giant seemed to benefit from a broader tailwind in the semiconductor industry after Nvidia said it

Taiwan Semi's $100 Billion Plan; Housing Is Hot

11:56am, Tuesday, 15'th Jul 2025
In this podcast, Motley Fool contributors Tyler Crowe and Matt Frankel discuss:
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