With increased AI infrastructure spending, Nvidia, SK Hynix, and TSMC all look like good buys.
Intel (NASDAQ: INTC | INTC Price Prediction) and Taiwan Semiconductor Manufacturing (NYSE: TSM) both posted Q2 2026 results with striking contrast.
A 7.6% gain on July 30 pushed Taiwan Semiconductor's market cap back over $2 trillion, ending Friday near $2.1 trillion. Second-quarter revenue climbed about 34% year over year to $40.2 billion, and n

Semiconductor Outlook Bodes Well for This ETF

08:59am, Monday, 03'rd Aug 2026
Of late, some air has come out of the semiconductor bubble, but that's been to the benefit of the Direxion Daily Semiconductor Bear 3X Shares (SOXS). Entering July 27, the leveraged bearish ETF boaste
Taiwan Semiconductor expects several years of AI chip growth. The stock is priced reasonably for its dominance in the industry.
Nvidia is a great company with a cheap stock price. AMD should have massive growth in front of it as it rides two powerful trends.
TSMC has a dominant market share and is expanding its footprint in Arizona. ASML makes advanced lithography machines that are vital for crafting tiny components and designs on silicon chips.
Hyperscaler CapEx is going vertical.
Arete Wealth Advisors LLC trimmed its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 27.6% in the first quarter, according to the company in its most recent Form
Chip stocks rallied this week on a wave of strong tech earnings, and investors rewarded semiconductor ETFs with a rush of new cash. Three funds tracking the chip sector ranked among those pulling in t
Taiwan Semiconductor (NYSE:TSM | TSM Price Prediction) posted Q2 2026 revenue of $40.20 billion, up 36% year over year, with net income jumping 77.41%.
The host's argument on Investing Insights lands with a specific market backdrop: Large AI companies like NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Microsoft (NASDAQ:MSFT) dominate indexes right
The stock market is full of excellent buying opportunities.
Key Advisors Wealth Management co-founder and CEO Eddie Ghabour discusses the surge in semiconductor stocks, including NVIDIA, and Microsoft's strong cloud-driven earnings outlook on ‘The Claman Cou
Taiwan Semiconductor has an edge over ASML on valuation, price gains and analyst sentiment even as both benefit from rising AI-chip demand.
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