Taiwan Semiconductor Scrambles to Feed the AI Boom
Taiwan Semiconductor (TSM) scales up equipment buys amid tight capacity. Get the full stock analysis, ETF exposure, and outlook.
Benzinga9 saat önceTSM
10 Information Technology Stocks With Whale Alerts In Today’s Session
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner. Traders often
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Semiconductor Market Splits as AI Heavyweights Mask a Broad Chip Selloff
Semiconductor stocks show sharp divergence: AI-driven leaders like Nvidia and Micron outperform while the average chip stock falls.
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Something Is Wrong With AMD
Advanced Micro Devices has consistently underperformed broader markets and its semiconductor peers in the past month. Read more on AMD stock here.
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Recent Report Shows That Rep. Cleo Fields Bought Up to $15K Worth of Apple Stock
A report on September 2, 2026 shows that Representative Cleo Fields from Louisiana purchase stock in Apple (NASDAQ:AAPL), valued between $1,001 and $15,000. According to the September filing, the transaction occurred on
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EWT: High AI Potential, Tremendous Geopolitical Risks As China Preps For A Blockade
iShares MSCI Taiwan ETF is a buy for Taiwanâs AI and semiconductor strength led by TSMC, with reasonable valuations. See more on EWT ETF here.
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AGIX Vs. CHAT: I'm Buying The Loser
AGIX and CHAT offer broad AI ecosystem exposure but differ in holdings and risk profiles. Read why I lean on AGIX ETF despite the fee and the performance gap.
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Dell Technologies: The Sovereign AI Wave Is Just Beginning
Dell Technologies Inc. is poised for an AI infrastructure supercycle. Click for a close look at DELL stock and its prospects following Q2 earnings.
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Stifel Initiates Coverage On Taiwan Semiconductor with Buy Rating, Announces Price Target of $515
Stifel analyst Sahej Singh initiates coverage on Taiwan Semiconductor (NYSE:TSM) with a Buy rating and announces Price Target of $515.
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$100 Invested In Taiwan Semiconductor 20 Years Ago Would Be Worth This Much Today
Taiwan Semiconductor (NYSE:TSM) has outperformed the market over the past 20 years by 11.84% on an annualized basis producing an average annual return of 21.08%. Currently, Taiwan Semiconductor has a market
Benzingaevvelsi günTSM
Taiwan Semiconductor (NYSE:TSM) Combines Strong Growth with a Favorable Technical Setup
Taiwan Semiconductor (TSM) shows strong growth with high profitability, but a weak valuation. Its technical setup suggests a pause within an uptrend, offering a potential breakout opportunity.
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What's Going On With Taiwan Semiconductor Stock Wednesday?
Taiwan Semiconductor fell premarket as broad tech sentiment cooled, despite strong 12-month gains and high long-term analyst targets.
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AMD: Still Eating Intel's Lunch
Advanced Micro Devices, Inc. stock is cooling after a huge run. Click for why AMD's data center CPU dominance & upcoming EPYC Venice could drive the next leg higher.
SeekingAlpha4 gün önceTSM
Billionaire Investor Raises TSMC Stake 67% as Profit Soars 77%, Revenue Climbs 36%
Daniel Loeb increased his TSMC stake from 275,000 to 460,000 shares as AI demand drives strong revenue growth and record capital spending.
Benzinga4 gün önceTSM
Taiwan Semiconductor (NYSE:TSM) Combines High Growth Momentum with a Breakout Setup
TSM shows high growth momentum with a technical breakout setup: strong earnings acceleration and a consolidation pattern. Top pick for growth investors.
ChartMill7 gün önceTSM
Why Is AMD Stock Trending Today?
AMD stock slipped in premarket trading as Nvidia's massive Q2 earnings beat drew focus, highlighting ongoing competition in data center AI hardware.
Benzinga8 gün önceTSM
Reported Earlier, Trump Administration Weighing New Round Of Sweeping Tariffs On Semiconductors - Politico Exclusive
https://www.politico.com/news/2026/08/27/data-centers-chips-tariffs-threat-01050957
Benzinga8 gün önceTSM
Nvidia Stock Climbs Over 7% in Thursday Pre-Market: What’s Lifting Micron, Intel and Other Chip Stocks?
Nvidia shares surge 7.4% premarket as strong guidance boosts chip stocks, while CEO Jensen Huang cites robust AI demand.
Benzinga8 gün önceTSM
Tracking Ruane, Cunniff, & Goldfarb's Portfolio - Q2 2026 Update
Ruane, Cunniff & Goldfarb Q2 2026 13F: key holdings, new buys & trims, and Sequoia Fund vs S&P 500. Read here for a detailed investment analysis.
SeekingAlpha8 gün önceTSM
Nvidia: It's Time To Turn Greedy (Rating Upgrade)
Nvidia Corporation delivered another earnings beat in its latest fiscal Q2 report, showcasing robust growth. Read more on NVDA stock here.
SeekingAlpha8 gün önceTSM
Nvidia Earnings Prediction Market Preview: What Will Jensen Huang Say?
Traders give Nvidia a 98% chance of beating earnings as markets wager on what Jensen Huang will say about hyperscalers, robots and AI.
Benzinga9 gün önceTSM
What's Going On With Taiwan Semiconductor Stock Wednesday?
Taiwan Semiconductor (TSM) stock ticks up in premarket: Analyzing technical support levels, bullish analyst forecasts, and more.
Benzinga9 gün önceTSM
AAXJ: The Overdiversified To Underdiversified Shift May Not Be A Bad Thing (Upgrade)
Revisit AAXJ ETF: past concerns on fees, overdiversification and tracking error vs benchmark, but recent outperformance vs S&P 500âread now.
SeekingAlpha10 gün önceTSM
Nvidia: The Next AI Upgrade Supercycle Is Exclusive - And Bigger Than GPUs
Liquid-cooling racks for Nvidia Corporation's Vera Rubin chips may spur an AI infrastructure upgrade cycleâcut costs, boost density & more. Click for more on NVDA.
SeekingAlpha11 gün önceTSM
First Eagle Overseas Equity ETF Q2 2026 Portfolio Review
Overseas Equity ETF posted a return of 7.11% in second quarter 2026. S&P 500 Index advanced 15.2% in the second quarter while the MSCI EAFE Index gained 10.8%. Read more here.
SeekingAlpha12 gün önceTSM
174K Reasons To Be Bullish On Taiwan Semiconductor Stock
On August 20, a substantial insider purchase was made by Lipen Yuan, VP at Taiwan Semiconductor (NYSE:TSM), as per the latest SEC filing. What Happened: Yuan's recent purchase of 2,350 shares of Taiwan
Benzinga14 gün önceTSM
VP Of Taiwan Semiconductor Makes $174K Buy
It was revealed in a recent SEC filing that Lipen Yuan, VP at Taiwan Semiconductor (NYSE:TSM) made a noteworthy insider purchase on August 20,. What Happened: Yuan demonstrated confidence in Taiwan Semiconductor by
Benzinga15 gün önceTSM
Ariel International Fund Q2 2026 Portfolio Update
Ariel International Fund climbed +21.50% during the quarter, exceeding the MSCI EAFE and MSCI ACWI ex-US indices, which returned +10.82% and +14.49%, respectively. Read more here.
SeekingAlpha15 gün önceTSM
8 Information Technology Stocks With Whale Alerts In Today’s Session
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner. Traders will
Benzinga16 gün önceTSM
Taiwan Semiconductor’s AI Bottleneck Hands Samsung a Powerful Pricing Opportunity
Samsung raises prices on advanced foundry services up to 15% to capitalize on tight capacity and boost profitability.
Benzinga16 gün önceTSM
What's Going On With Taiwan Semiconductor Stock Wednesday?
Taiwan Semiconductor stock edges higher in premarket trading after a drop. Explore key support levels, price targets, and technical outlook.
Benzinga16 gün önceTSM
Intel Eyes an Opening in Taiwan Semiconductor’s AI Packaging Fortress
Intel (INTC) targets a $2T AI hardware boom by challenging Taiwan Semiconductor (TSM) in advanced packaging.
Benzinga16 gün önceTSM
AI Is Not A Bubble: 4 Income Ideas To Ride The Wave
I remain bullish on AI-driven growth, favoring a diversified, income-oriented portfolio to capture sustained sector upside while mitigating bubble risks.
SeekingAlpha17 gün önceTSM
What's Going On With Taiwan Semiconductor Stock Tuesday?
Taiwan Semiconductor (TSM) stock dips in premarket trading amid market pullback. Is the long-term uptrend intact?
Benzinga17 gün önceTSM
China's Chip Revenue Hits Record $245 Billion As SMIC and CXMT Lead the Pack: ETFs to Watch
China is emerging as a major semiconductor player, posting record growth as Washington races to restrict U.S. chip technology.
Benzinga17 gün önceTSM
ASE Technology Surging As AI Demand Grows By LEAPs And Bounds
ASE Technology Holding Co., Ltd. Q2 beats on AI/data center demand; LEAP growth and heavy capex pressure FCF/margins. Click for this ASX update.
SeekingAlpha18 gün önceTSM
Nvidia: One Number In Q2 Decides Where This Stock Goes
Nvidia Corporation stays a Strong Buy as AI demand turns into signed backlogs, supporting $91B revenue and stable marginsâclick to see what to watch for with NVDA.
SeekingAlpha18 gün önceTSM
$1000 Invested In Taiwan Semiconductor 20 Years Ago Would Be Worth This Much Today
Taiwan Semiconductor (NYSE:TSM) has outperformed the market over the past 20 years by 11.96% on an annualized basis producing an average annual return of 21.32%. Currently, Taiwan Semiconductor has a market
Benzinga18 gün önceTSM
Viking Global Investors Cuts Share Stake In TSMC By 29.0% To 3.2 Mln
- Sec Filing
Benzinga21 gün önceTSM
Softbank Decreases Stake In Taiwan Semiconductor Mfg Ltd By 72% To 565,000 Shares
https://www.sec.gov/Archives/edgar/data/1065521/000106299326004387/xslForm13F_X02/form13fInfoTable.xml
Benzinga21 gün önceTSM
Nvidia's Next-Gen Feynman AI Platform Is Ramping Up, Forcing TSMC to Race Ahead: Report
Nvidia is reportedly accelerating Feynman development, pushing TSMC to ramp 2nm and advanced packaging capacity.
Benzinga21 gün önceTSM
Trump Wanted Advanced Tech Made in America, Tim Cook Brought Mac Mini Production to Texas: 'Thank You' for the $600 Billion Commitment, Says Howard Lutnick
Apple is bringing Mac mini production to Texas as it expands U.S. manufacturing amid Trump’s pressure to make more products domestically.
Benzinga21 gün önceTSM
After Calling Microsoft's Inflection Point, Here's What I See Coming Next
Microsoft delivered blowout Q4 FY26 results, with revenue up 18% to $90B and Azure growth accelerating to 43%. Read more on MSFT stock here.
SeekingAlpha22 gün önceTSM
AMD Prepares Record $5B Bond Sale to Fuel Massive AI Expansion
Advanced Micro Devices plans a record $5 billion bond sale to fund aggressive AI infrastructure investments, refinance debt, and power key partnerships with Microsoft and Anthropic.
Benzinga22 gün önceTSM
AMD’s 2027 Server Revenue Outlook Is Already 20% Bigger Than the Entire 2025 Market
AMD details massive AI growth plans, targeting 80%+ server revenue growth in H2 2026 backed by major cloud commitments.
Benzinga22 gün önceTSM
American Century Focused Global Growth Fund Q2 2026 Portfolio Review
Key Contributors include Palo Alto Networks, ASML Holding, and Taiwan Semiconductor. Read more here.
SeekingAlpha22 gün önceTSM
VanEck Semiconductor ETF: Cheap On Peak Earnings Is Not Cheap
VanEck Semiconductor ETF (SMH) looks fully valued with stretched top holdings and slowing hyperscaler CapEx.
SeekingAlpha23 gün önceTSM
ValuEngine Weekly Market Summary And Commentary
U.S. equity markets rebounded strongly this week, with gains led by technology and growth-oriented sectors.
SeekingAlpha24 gün önceTSM
EWT: Taiwan Has Passed Many AI Tests This Summer
iShares MSCI Taiwan ETF is rated a buy, citing strong growth-adjusted valuation and resilient AI-driven fundamentals. Click here to read more about EWT.
SeekingAlpha24 gün önceTSM
Artisan Global Equity Fund Q2 2026 Portfolio Review
The portfolio underperformed the MSCI All Country World Index during Q2. Read more here.
SeekingAlpha24 gün önceTSM
Which Stocks Will Go Up With The AI Boom? Part I: The Semiconductor Winners
TSMC is a top AI infrastructure buy, driven by multi-year demand and capacity expansion. Click for a look at TSM stock and other picks in the semiconductor sector.
SeekingAlpha24 gün önceTSM
Microsoft Stock Rises 2%: Upcoming Maia 300 Chip Launch Targets Reduced Nvidia Reliance
Microsoft stock gained nearly 2% following reports of its upcoming Maia 300 AI chip unveil and discussions with TSMC for 300,000+ units.
Benzinga25 gün önceTSM
TSMC Is Pumping $64B Into Expansion — Intel Needs a $15B Stock Sale to Do It
TSMC plans up to $64B in 2026 capex as Intel raises $15B through stock sales to fund its manufacturing comeback.
Benzinga25 gün önceTSM
Trump Says AI Could Be Bigger Than Oil. These ETFs Are Betting on the Fuel Behind the Boom
Trump says AI could be bigger than oil as the AI race accelerates. Explore ETFs targeting AI chips, data centers, power infrastructure and nuclear energy.
Benzinga28 gün önceTSM
What's Going On With Taiwan Semiconductor Stock Friday?
Taiwan Semiconductor (TSM) stock consolidates. Analyze technical levels, analyst targets, and key ETF exposure.
Benzinga28 gün önceTSM
Sandisk: Memory Has Structurally Changed, The Sector Cannot Remain At 5x P/E
Sandisk Corporation upgraded to Strong Buy: $3,900 target (200% upside) on AI memory demand, Gen5/QLC tech and re-rating potential. Click for this SNDK update.
SeekingAlpha28 gün önceTSM
Taiwan Semiconductor (NYSE:TSM) Combines High Growth Momentum with a Breakout Setup
Taiwan Semiconductor (TSM) shows strong earnings momentum with high growth scores and a solid technical setup, making it a stock to watch for a potential breakout.
ChartMill28 gün önceTSM
AMD: Buy The Dip - Market Is Mispricing Its Supply Leverage
Advanced Micro Devices, Inc. beat Q2 earnings & raised targets as data center momentum accelerates. Find out why AMD stock is a buy.
SeekingAlpha28 gün önceTSM
Wasatch Micro Cap Fund Q2 2026 Contributors And Detractors
Wasatch Micro Cap Fund's Q2 2026 report analyzes semiconductor gains and consumer sector challenges. Read the full analysis for more details.
SeekingAlpha28 gün önceTSM
$1000 Invested In Taiwan Semiconductor 10 Years Ago Would Be Worth This Much Today
Taiwan Semiconductor (NYSE:TSM) has outperformed the market over the past 10 years by 17.09% on an annualized basis producing an average annual return of 30.53%. Currently, Taiwan Semiconductor has a market
Benzinga29 gün önceTSM