Taiwan Semiconductor leads three rebounding AI plays. Genmab and JPMorgan also are stocks to watch.
CW Advisors LLC grew its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 7.2% during the undefined quarter, according to the company in its most recent disclosure wit
Tech companies design the chips needed for their products, but most rely on TSMC to manufacture them. TSMC's high-performance computing segment has overtaken smartphones as its largest revenue source.
Taiwan Semiconductor remains a buy, with robust AI-driven demand and strong execution supporting continued growth. TSM trades at a 28x forward P/E, a 27% premium to its 5-year average, justified by hi
TSMC and ASML are critical companies in the semiconductor industry with strong long-term outlooks. TSMC is the leader in chip manufacturing, and has a strong runway of growth ahead.

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Alphabet is being smart about how it utilizes AI, and its tensor processing units could be a significant revenue generator. Nvidia remains the leader in AI hardware and has forged partnerships with nu
TSMC is the linchpin of global advanced chip manufacturing, supplying industry leaders across AI and smartphones. Demand for TSM's advanced-node capacity far exceeds supply, with key customers like Ap
Most of the major AI hyperscalers use chips manufactured by Taiwan Semiconductor (TSMC). TSMC should be a winner, regardless of which company ultimately wins the computing competition.
Nvidia and Taiwan Semiconductor Manufacturing dominate the markets in which they operate. Both companies have wide moats protecting their businesses, but their stocks aren't without risks.
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Oracle's cloud business will keep growing as the AI boom continues. TSMC will profit from the market's insatiable appetite for more powerful AI chips.
Sales of AMD's data center CPUs and GPUs could surge over the next decade.

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The generative AI opportunity is getting long in the tooth, but some good values still exist. One way investors can minimize risk is by betting on diversified technology companies.
Intel Corp (NASDAQ:INTC, XETRA:INL) announced that it plans to retain its networking and communications unit, NEX, after evaluating strategic options for...
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