Apple is reportedly targeting a 2026 launch for AI-powered smart glasses and camera-equipped AirPods.

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Alphabet is considering selling its custom AI chips. Taiwan Semiconductor will thrive as long as AI spending stays elevated.
White House AI czar David Sacks says AI is driving U.S. hiring and wage growth, challenging claims it threatens American jobs. Transportation Secretary Sean Duffy reveals Trump administration plan to
Benson Investment Management Company Inc. cut its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 19.1% in the undefined quarter, according to its most recent filing with th
The global semiconductor market could grow in value to $2 trillion by 2040. Taiwan Semiconductor Manufacturing dominates the foundry industry, and produces most of the AI chips sold today.
Tesla is operating in a difficult environment. Taiwan Semiconductor and Broadcom are providing computing units for the AI build-out.

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When it comes to making chips, all major computing companies turn to Taiwan Semiconductor. Its chip fabrication business provides the critical production capacity needed by the industry.
Taiwan Semiconductor will thrive regardless of which computing unit is being used the most. Broadcom's custom AI accelerators may steal some of the new workload coming online.
Data center buildouts are expected to persist through 2030. TSMC is a key chip provider for many of the major computing unit providers.

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The AI buildout trend is expected to continue at full speed. Cloud infrastructure companies are expected to thrive due to increased AI demands.
The stocks listed here all have market caps of more than $1 trillion. They are among the leading companies in tech, but their valuations still aren't terribly high with respect to earnings.
TSMC is the undisputed leader in manufacturing advanced chips. Intel's stock outperformed in 2025 after the company was backed by some big investors.
TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Upgrading TSMC back to a Buy, supported by robust AI-driven demand and resilient operating margins near 50% through 2027. TSM's CapEx is projected to rise to $50B by FY2027, reinforcing its technologi
Contravisory Investment Management Inc. decreased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 8.0% during the undefined quarter, according to the company in its most re
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