Michael Burry Says This AI Chip Startup Is 'Serious Competition' for Nvidia Nvidia Corp.’s (NASDAQ:NVDA) most famous skeptic just handed the chip giant a new rival to worry about. Benzinga · Aug 18
Cathie Wood Keeps Buying the Dip on SpaceX, Adds $20 Million of TSMC as Chip Stocks Slide Cathie Wood’s Ark Invest leaned into some of its highest-conviction growth themes on Wednesday, July 29, led by a broad push into Space Exploration Technologies (NASDAQ:SPCX), Taiwan Semiconductor Manufacturing (NYSE:TSM), Amazon.com (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOGL). The buying and selling spree came as those names sat near major news catalysts, with… Benzinga · Jul 30
TSMC Just Flexed Its Cash and Raised the Stakes in America After Record AI-Driven Earnings TSMC just committed another $100 billion to U.S. chipmaking on the same day it posted record profit. Behind both moves is an AI chip demand it still can’t fully meet. Barchart · Jul 24
Global Markets: Japan's Nikkei drops nearly 3% as chip stocks slide despite robust TSMC results Japan's Nikkei share average finished close to a three percent decline on Thursday, influenced by a sell-off in chip-related stocks and escalating hostilities in the Middle East that dampened risk appetite. Despite Taiwan Semiconductor Manufacturing reporting record earnings, investor caution prevailed amid renewed tensions between the U.S. and Iran. Conversely,… The Economic Times · Jul 16
Taiwan Semiconductor Manufacturing Q2 Preview: Analysts Expect Record Revenue, Could Stock Hit New All-Time Highs? Taiwan Semiconductor Manufacturing (NYSE:TSM) looks to hit new all-time highs with a strong earnings report Thursday before market open. Benzinga · Jul 15
The AI Chip Sell-Off Looks Scary, But the Real Story May Be Liquidity A KOSPI-driven margin cascade triggered trading halts and dragged down U.S. chip stocks like NVIDIA, Broadcom, TSMC and ASML, despite unchanged semiconductor fundamentals. MarketBeat · Jul 7
The Best Semiconductor ETFs: How You Can Mine the AI Gold Rush The best semiconductor ETFs hold the chipmakers benefitting from historically high spending by artificial intelligence hyperscalers and data center builders. Kiplinger · Jun 12
TSMC, Sony Semiconductor Solutions to establish image sensor joint venture in Kumamoto Taiwan Semiconductor Manufacturing and Sony Semiconductor Solutions are joining forces. They will establish a joint venture in Kumamoto, Japan. This partnership will focus on developing and producing advanced image sensors. The collaboration combines Sony's sensor design expertise with TSMC's manufacturing prowess. The Economic Times · May 9
Profit Jumped 58% at Taiwan Semi. Does That Make TSM Stock a Buy Here? TSM’s 58% profit surge underscores unstoppable AI demand, but with the stock slipping post-earnings, is the stock a buy here? Barchart · Apr 19
TSMC: Despite Post-Earnings Fall, Signs of AI Weakness are Scant Taiwan Semiconductor Manufacturing continues to fire on all cylinders, with the company beating expectations across the board in its latest earnings report. MarketBeat · Apr 18
These 3 Tech Companies Are Suddenly Paying Bigger Dividends AI-chip making giant Taiwan Semiconductor Manufacturing just boosted its dividend big time. See which other two tech stocks are also lifting their dividends. MarketBeat · Nov 24, 2025
David Tepper's Hedge Funds Bets On AMD, Nvidia In Q3, Takes Profits On Intel The Appaloosa Management hedge fund, run by Carolina Panthers owner David Tepper, on Thursday revealed several new stock positions in the third quarter, and multiple transactions on the semiconductor sector. Benzinga · Nov 13, 2025
This AI Chip Giant Could Be the Market’s Next Big Winner Taiwan Semiconductor Manufacturing just released its latest quarterly earnings, showing investors a beat above consensus, driving its ceiling potential higher. MarketBeat · Oct 17, 2025
Taiwan Semiconductor Manufacturing Q3 Preview: With Stock Near 52-Week Highs, Here's What To Watch Chip foundry company Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) could highlight strength for the semiconductor sector when the company reports third-quarter financial results before the market opens on Thursday. Benzinga · Oct 14, 2025
Barchart · Aug 26, 2025 Billionaires Are Buying Up This Chip Stock (Hint: It’s Not Nvidia) With record growth, $100 billion in global investments, and Wall Street’s unwavering “Strong Buy” ratings, TSM’s behind-the-scenes chip dominance is now driving institutional buying and points to more runway ahead.
Benzinga · Aug 14, 2025 Semiconductor Stocks Stay In Focus As Massive AI Spending, and China Deal Fuel Growth Hopes Semiconductor stocks Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Arm Holdings (NASDAQ:ARM), Marvell Technology (NASDAQ:MRVL), Taiwan Semiconductor Manufacturing (NYSE:TSM), Intel (NASDAQ:INTC), Micron Technology (NASDAQ:MU), Qualcomm (NASDAQ:QCOM), and Super Micro Computer (NASDAQ:SMCI) are trending on Thursday.
Benzinga · Aug 11, 2025 TJX, Taiwan Semiconductor Manufacturing, Wynn Resorts And More On CNBC's 'Final Trades' On CNBC's “Halftime Report Final Trades,” Stephen Weiss, chief investment officer and managing partner of Short Hills Capital Partners, said Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ended July higher by 36% year-to-date. The company also reported a revenue growth of 26% year-over-year for July, he noted.
MarketBeat · Jul 28, 2025 Taiwan Semiconductor Could Boom on This AI Action Plan The new AI Action Plan rolled out in the United States could act as a major tailwind in the world of chipmakers like Taiwan Semiconductor Manufacturing.
Barchart · Jul 10, 2025 A $90 Billion Reason to Buy This AI Stock Now Taiwan Semiconductor is a mega-cap tech stock that continues to grow at an enviable pace. Is TSM stock still undervalued in July 2025?
MarketBeat · Mar 15, 2025 Taiwan Semiconductor’s Huge U.S. Move—Stock Impact Ahead What does Taiwan Semiconductor Manufacturing's $100 billion investment in the United States mean for shares of this chip giant?
MarketBeat · Feb 19, 2025 Intel Surges on M&A Talks: Rally Beginning or Just a Headfake? Is the rally in Intel shares just beginning after Trump-influenced acquisition talks led to shares rising north of 25% in one week?
MarketBeat · Jan 17, 2025 TSMC: Long-Term Outlook Still Strong as Geopolitical Risk Rises Taiwan Semiconductor Manufacturing pleased investors with its latest earnings. However, its important to consider how new U.S. controls could affect the stock.
Kiplinger · Jan 16, 2025 Taiwan Semiconductor Earnings Fuel a Rally in Chip Stocks Taiwan Semiconductor stock is higher Thursday after the chip manufacturer beat expectations for its fourth quarter and issued a strong outlook. Here's what you need to know.
MarketBeat · Jan 6, 2025 Semiconductor Sector Primed for a Major Breakout After months of consolidation, SMH is nearing a significant breakout area, signaling the potential for renewed sector momentum and rotation.
Kiplinger · Oct 17, 2024 Stock Market Today: Dow Gains on Strong September Retail Sales Taiwan Semiconductor Manufacturing's earnings beat and solid outlook created tailwinds for several chip stocks.