Highlights 2nm ecosystem readiness, 3DIC integration, and advanced packaging leadership Highlights 2nm ecosystem readiness, 3DIC integration, and advanced packaging leadership

Alger Focus Equity Fund Q1 2026 Portfolio Update

12:51pm, Wednesday, 22'nd Apr 2026
Class A shares of the Alger Focus Equity Fund outperformed the Russell 1000 Growth Index during the first quarter of 2026. Western Digital Corporation, Taiwan Semiconductor Manufacturing Co., and Nebi
TSMC's AI-driven momentum powers strong Q1 results and expansion plans as advanced chip demand positions it for more than 30% revenue growth in 2026.
Taiwan Semiconductor has surged 60.63% since my last Buy rating, driven by robust growth metrics. TSM boasts a forward revenue growth rate of 32.88% and EPS long-term growth of 31.44%, both well above
“Once you can build one, you can build 10. And once you can build 10, you can build a million.
Intel, Taiwan Semiconductor and Nvidia shares have all gained over the last 12 months as the AI supply chain moves onshore.
Deepwater's Gene Munster said AI-driven momentum is overpowering geopolitical and macro concerns, keeping markets resilient and shaping sector performance.
Taiwan Semiconductor Manufacturing Company (TSM) is the essential AI foundry, commanding structural pricing power and operational leverage unmatched in the sector. TSM's Q1 revenue surged 35.1% y/y, w
Top insights from the latest market news from Tuesday, April 21, from The Motley Fool analysts on Team Rule Breakers and Team Hidden Gems.
UnitedHealth results beat expectations, semiconductor index surges to highs, and more
Evergreen Capital Management LLC cut its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 6.5% in the fourth quarter, according to its most recent Form 13F filing with the Se
Custom AI chips are replacing Nvidia GPUs for inference. Here's how Big Tech is shifting - and which companies benefit most.
Nvidia and Broadcom use TSMC's foundries for chip manufacturing, along with several other companies, including Apple, Qualcomm, and Marvell Technology. TSMC enjoys strong pricing power in the foundry
The AI rally that stalled earlier this year came roaring back, with some tech stocks posting gains close to 50% in a single week. For investors trying to make sense of the whipsaw, Louis Navellier of
The company reported fantastic quarterly results, and the forward guidance was even better.
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