The results from these two companies further underscore just how fierce the AI landscape remains, with each posting blockbuster numbers while also raising their sales outlooks.
TSMC could be about to pile even more pain on Big Tech companies, which are already stretching their finances to invest in AI.

AI's Biggest Gainers

11:35am, Tuesday, 21'st Jul 2026
AI is everywhere in the product. But revenue growth is decelerating, from 16% to 13% to 12% guided. The productivity benefits are arriving for users and end-consumers of AI, though it's not hitting th
Broadcom, TSMC, and Alphabet remain at the center of the AI infrastructure build-out with durable competitive advantages. T-Mobile offers one of the strongest growth stories in telecom, while Verizon
Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.

Why is TSMC stock rising today?

09:14am, Tuesday, 21'st Jul 2026
US-listed shares of Taiwan Semiconductor Manufacturing Co. rose nearly 4% in pre-market trading on Tuesday after a report said the world's largest contract chipmaker has finalized plans to increase ch
Artificial intelligence is moving into a new phase.
The macro backdrop appears murky as President Trump sets a 50% tariff on Canadian goods, paired with lasting tensions between the U.S. and Iran pinning pressure on crude oil. Alex Coffey discusses the

Bull of the Day: Taiwan Semi (TSM)

06:21am, Tuesday, 21'st Jul 2026
Taiwan Semiconductor Manufacturing Company -- aka TSMC -- ( TSM ) reported Q2 2026 EPS of $4.31 per share, a 74.5% year over year surge. The bottom line surpassed the Zacks Consensus Estimate by 11.4%
TSMC is ​set to ‌raise prices ​for ​both advanced and ⁠mature ​chip production ​services by up ​to ​10% in 2027, ‌Nikkei ⁠Asia reported on Tuesday, ​citing ​multiple ⁠sourc
Amova Asset Management Americas Inc. lowered its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 12.5% in the first quarter, according to the company in its most r
AlTi Global Inc. grew its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 203.7% during the first quarter, according to the company in its most recent disclosure with
The company reported excellent quarterly results.

AI Has Entered a Bear Market

05:00pm, Monday, 20'th Jul 2026
SOXX dips into a bear market
Taiwan Semiconductor Manufacturing Company delivered a clean Q2 beat, surpassing revenue and margin guidance, and raised its full-year outlook. The market had the June number three days early and sold
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