LRCX may outshine TSM now as AI chip demand lifts profits, while TSM faces heavier spending and geopolitical risks despite booming growth.
Stock News China blocks Meta's Manus deal: China's NDRC ordered Meta Platforms (META) to unwind its roughly $2 billion acquisition of Singapore-based AI startup
Taiwan Semiconductor is up more than 25% YTD, and analysts see another 20% upside for the chipmaker. ASML stock is up 31% this year, and Wall Street analysts see the stock gaining another 26% in 2026.

TSM Fairly Valued by DCF at $353

07:03am, Monday, 27'th Apr 2026
On April 27, 2026, we delve into the DCF analysis for Taiwan Semiconductor Manufacturing Co Ltd (TSM), a company that has shown remarkable price performance ove
Cornerstone Investment Partners LLC acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) in the fourth quarter, according to its most recent disclosure with the Secur
D.A. Davidson and CO. boosted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 6.6% during the fourth quarter, according to the company in its most recent Form 13F filing
Invesco EQV International Equity Fund trailed the index primarily due to stock selection in financials and industrials. Stock selection in financials and industrials, along with an underweight and sto
The AI supercycle isn't breaking, and the real money is shifting to the companies powering a more expensive, geopolitically resilient supply chain.
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM - Get Free Report)'s stock price reached a new 52-week high during mid-day trading on Friday. The stock traded as high as $402.99 and last tr
Taiwan Semiconductor Manufacturing produces almost every artificial intelligence (AI) chip.
Taiwan Semiconductor is among several stocks that already have earnings out of the way. The fifth stock, Walmart, won't report for weeks.
Calamos Wealth Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 4.2% in the undefined quarter, according to its most recent disclosure with
Calamos Advisors LLC lowered its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 15.5% during the fourth quarter, according to the company in its most recent filing with the SE
These five companies offer diversified exposure to the AI boom.
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