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:
TSMC remains a top AI play, offering safety and value compared to peers, with robust AI-driven demand fueling growth. The Q2 revenue beat seems to be already locked in based on preliminary data. I exp
The tech sector has bounced back from the stock market chaos in April. The Nasdaq Composite is up 7% on the year, and many of the biggest tech companies are at or near all-time highs, including market
TAIPEI , July 15, 2025 /PRNewswire/ -- Vanessa Lee, Vice President of Materials Management at Taiwan Semiconductor Manufacturing Co. (TSMC), has drawn industry attention with her unexpected resignatio
TSMC , the world's main producer of advanced AI chips, is expected to post a 52% jump in second-quarter profit to record levels, though U.S. tariffs and a strong Taiwan dollar could weigh on its outlo
The Zacks Expected Surprise Prediction (ESP) suggests GE Aerospace (GE) and Taiwan Semiconductor (TSM) could once again surpass their quarterly earnings expectations.
Both the S&P 500 and Nasdaq Composite indexes are hovering around all-time highs. Unsurprisingly, a euphoric narrative surrounding all things touching artificial intelligence (AI) has helped fuel stoc
TSMC is the foundational chip manufacturer for leading AI and tech companies, with unmatched scale and technology vs. competitors like Samsung and Intel. The AI boom is fueling massive, sustained dema
Taiwan Semiconductor seems worth buying, considering favorable valuations and a likely Q2 earnings beat fueled by AI demand and tech leadership.
"Generational wealth" is a lucrative term for many investors. While it's nice to set yourself up for retirement, it's even better to leave your family and other loved ones a substantial amount of mone
The third quarter earnings season kicks off with an abundance of big reports across industries. Among the most notable names: JPMorgan Chase (JPM), United Airlines (UAL), and TSMC (TSM).
Taiwan Semiconductor Manufacturing (TSM 0.24%) may not design artificial intelligence (AI) chips, but it's a company that every AI chipmaker relies on. The AI giants rely on TSMC to manufacture their
Key Points in This Article: AI's transformative impact across industries drives demand for chips, with Nvidia leading due to its GPU dominance.
Artificial intelligence (AI) is the next industrial revolution. Statista estimates the AI market will grow 26% per year to reach $1 trillion by 2031.
Semiconductor (chip) manufacturing giant Taiwan Semiconductor Manufacturing (TSM 0.24%) recently joined the elite trillion-dollar club, becoming one of only 10 companies with a market cap of over $1 t
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