David Tepper's Appaloosa Management just told the market where the smartest money in the AI trade is parked.
Instead of betting on one AI chip winner, these five semiconductor leaders offer diversified exposure to the industry's biggest growth trend.
Stanley Druckenmiller doesn't do consensus. The Duquesne Family Office's latest 13F reveals a top-five long book that skips the mega-cap tech herd almost entirely: a Mexican discount grocer, two biote
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) and Intel (NASDAQ:INTC) both posted earnings exposing the widest capability gap in modern chipmaking.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employe
For years, Intel Corp‘s (NASDAQ:INTC) rivalry with Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) centered on manufacturing technology, process nodes and production scale.
TSM's pullback after earnings may offer a buying opportunity as AI demand, strong guidance and expanding leading-edge production support growth.
The semiconductor trade looks all but over, with investors rushing to take profits across a wide range of names that have led the broad tech sector higher through the year.

TSMC: Unfolding CapEx Boom

06:56am, Monday, 20'th Jul 2026
Taiwan Semiconductor Manufacturing Company delivered record Q2 revenues of $40.2 billion, driven by surging AI-optimized chip demand. TSMC expanded gross profit margins above guidance, benefiting from
Dimensional Fund Advisors LP trimmed its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 13.7% during the first quarter, according to its most recent 13F filing with the Securi
Boston Common Asset Management LLC trimmed its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 13.3% during the undefined quarter, according to the company in its most recen
Cantillon Capital Management LLC decreased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 11.9% during the undefined quarter, according to its most recent 13F
Wendell Huang, CFO of TSMC says the company's additional $100 billion investment in the U.S. is beneficial to the U.S. as it further fosters the development of U.S. semiconductor ecosystem, strengthen
I upgrade Taiwan Semiconductor to Buy, citing sustainable AI-driven demand and a now-acceptable valuation. TSM delivered Q2 revenue of $40.2B (+34% YoY), with gross margin at 67.7% and accelerating gr
TSMC is seeing strong, multi-year demand for its AI chips as it invests a further $100 billion to expand its Arizona facilities, ​but it needs to address several challenges, such as a shortage of co
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