The narrative around artificial intelligence has shifted several times over the past year. Investors have worried about stretched valuations, slowing cloud spending, and whether businesses will genera
Taiwan Semiconductor outpaces the sector and peers over the past year as AI demand, advanced chips and rising estimates support its growth outlook.
Semiconductor have taken a hit this week — with indices such as the Philadelphia Semiconductor Index (SOX) down 10.8%, The VanEck Semiconductor Index (SMH) (-13% over ten sessions), and the iShares
Five of Tepper's six largest holdings can be considered critical to the long-term success of the artificial intelligence (AI) revolution.
In the closing of the recent trading day, TSMC (TSM) stood at $432.57, denoting a -4.25% move from the preceding trading day.
Global equity markets woke up to another severe shock on July 7, 2026. The South Korean KOSPI index dropped approximately 8%, triggering market-wide trading halts for the second time in the past few m
Arya's clearest data point on the demand side came on hyperscaler spending.
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Taiwan Semiconductor (NYSE:TSM) delivered blockbuster Q1 2026 reports exposing different paths to AI silicon profit.
AI-driven chip demand is fueling record semiconductor sales in 2026. See why ADI, MCHP, TXN and TSM stand out as stocks with growth potential.
Hyperscalers are quietly ending their dependence on legacy graphics processing unit (GPU) makers by aggressively migrating to building their own chips. For years, the major cloud providers operated es

Unpacking Gavin Baker's "Memory Crunch" Thesis

06:11pm, Monday, 06'th Jul 2026
Prominent AI investor Gavin Baker believes that the current hardware cycle is fundamentally different from past tech bubbles.
The AI trade is off to a strong start this week, with several chip and memory stocks among the biggest gainers in the S&P 500 and Nasdaq on Monday.

Is TSMC Still a Buy After Its Massive Rally?

12:30pm, Monday, 06'th Jul 2026
Taiwan Semiconductor Manufacturing (TSM +5.04%) is one of the most important companies behind the AI boom, but its massive rally has changed the setup. Pricing power could lift earnings as advanced ch
Weak June jobs growth boosts hopes of a dovish Fed, putting healthcare, tech, gold and emerging market ETFs in the spotlight.
Samsung Electronics earnings, SK Hynix's U.S. listing and TSMC's June sales will give investors fresh clues on demand for AI memory chips and the durability of this year's semiconductor rally.
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