Google parent Alphabet isn't merely another company in a particular line of business. It's a well-oiled conglomerate that's able to capitalize on any opportunity.
TSMC (TSM) and ASML Holding (ASML) showed strong numbers in earnings and guidance this week. Nicole Petallides explains how the metrics shape sentiment in the AI trade.
TSMC (TSM) delivered a strong 1Q26 double-beat, with 40.6% revenue growth and record 66.2% gross margins, but did not raise full-year guidance. I remain bullish on TSM, driven by robust AI accelerator
For another quarter in a row, Taiwan Semiconductor Manufacturing's NYSE: TSM earnings showed no signs of artificial intelligence (AI) buildout slowing down. Numbers during the quarter were very robust
Caterpillar and Nvidia chipmaker Taiwan Semiconductor are both AI stocks. They lead five stocks to watch near buy points as the market soars.
NVDA's surging AI-driven growth, strong margins and lower valuation vs. TSMC position it as the more attractive semiconductor stock right now.
The S&P 500, Nasdaq and Russell 2000 hit new highs this week amid continued Iran optimism. Goldman, Netflix, Taiwan Semiconductor were key earnings.

TSMC Q1 2026 Earnings Update

01:48pm, Friday, 17'th Apr 2026
Yesterday's TSMC earnings call was yet another confirmation that the AI momentum right now is a one-way street: up and to the right. TSMC's revenue from the most advanced nodes (7 nm or below), where
Amazon's artificial intelligence chip business is booming. Taiwan Semiconductor is the dominant chipmaker for the AI build-out.
TSM tops Q1 estimates with 64% EPS growth and 40% revenue surge, driven by strong AI and HPC demand, while guiding higher for Q2.
Strong results and upgraded guidance mean less to me when the share price drops anyway, especially with the rest of the market clearly favoring risk. AI demand remains strong, 2026 U.S. dollar revenue
Taiwan Semiconductor Manufacturing Company delivered another robust quarter with Q1 revenue up 6.4% QoQ and gross margins exceeding 66%. Is that enough to keep investors excited? TSM's N3 node ramped
Taiwan Semiconductor Manufacturing Company Limited delivered Q1 FY2026 results with 58% net profit growth and 41% revenue growth, raising its FY2026 outlook to 30%+ revenue growth. TSMC's high-capacit
Taiwan Semiconductor Manufacturing Company Limited delivered a spectacular earnings beat, with gross margin reaching 66.2% and robust guidance for further expansion. TSM's margin strength is driven by
Taiwan Semiconductor Manufacturing Company delivered robust Q1 results, beating revenue and EPS estimates and showcasing exceptional 41% year-over-year revenue growth. TSM's growth is powered by AI-dr
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