Hedge Funds Loaded Up AI Stocks at the Fastest Pace Since 2021 Hedge funds are back into AI stocks at the fastest pace since 2021, reiterating the fact that there is much more upside to be had in them. MarketBeat · Feb 24, 2025
3 Stocks Poised to Thrive as NVIDIA Dominates the AI Boom With NVIDIA delivering more growth this year, three stocks could benefit greatly from its success, with more upside of their own. MarketBeat · Feb 21, 2025
Intel’s Breakup Buzz: Is Now the Time to Buy INTC Stock? A well-structured split could unlock significant value, giving Intel stock a much-needed boost. Barchart · Feb 19, 2025
Stock market today: Wall Street eyes gains before the opening bell, Chinese tech companies surge Wall Street is pointing toward gains before the opening bell as earnings season winds down during a holiday-shortened trading week The Independent UK · Feb 18, 2025
3 Dividend ETFs to Capitalize on the Slide in Chip Stocks investors see more demand for AI hardware, which makes these three sector-specific ETFs an attractive way for investors to get exposure to chip stocks MarketBeat · Feb 15, 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. Kiplinger · Jan 16, 2025
How To Find Options Trades This Earnings Season Earnings season is here and we’ve got the first batch of big name companies reporting earnings this week including JP Morgan Chase, Wells Fargo, Bank of America, UnitedHealth Group and Taiwan Semiconductor. Barchart · Jan 14, 2025
Option Volatility And Earnings Report For January 13 - 17 Earnings season is back, with a couple of big names due to report this week including some of the major banks. This week we have Bank of America, Citigroup, Taiwan Semiconductor, JP Morgan Chase, Wells Fargo and UnitedHealth Group all set to report. Barchart · Jan 13, 2025
3 Momentum Picks From 2024 Poised for More Gains in 2025 Momentum in these stocks for 2024 might not be over into 2025, as the relative valuations compared to how much EPS can grow in these names call for more. MarketBeat · Jan 6, 2025
Qualcomm vs. Taiwan Semiconductor: Which Is the Better Chip Stock to Buy? Both semiconductor companies reported robust growth in the most recent quarter, but one of them is the better buy for the long haul. Barchart · Dec 9, 2024
Taiwan Semiconductor Extends Lead As Top Chipmaker Taiwan Semiconductor Manufacturing Co (NYSE:TSM) maintained its global wafer foundry business turf in the third quarter of 2024. Benzinga · Dec 9, 2024
Behind the Scenes of Taiwan Semiconductor's Latest Options Trends Whales with a lot of money to spend have taken a noticeably bearish stance on Taiwan Semiconductor. Benzinga · Dec 6, 2024
Intel's New CEO Change Unlikely To Help Gain Traction Versus Taiwan Semi And Nvidia: Analysts Intel Corp (NASDAQ: INTC) narrows search for new CEO, ex-board member Lip-Bu Tan a potential candidate. Struggling chipmaker's stock down 52% YTD. Benzinga · Dec 3, 2024
Nvidia CEO Jensen Huang Was Offered CEO Role At Rival Company In 2013: 'I Already Have A Job' The success of Nvidia in recent years could have been much different if co-founder and CEO Jensen Huang took a job he was offered in 2013. Benzinga · Dec 2, 2024
Benzinga · Dec 2, 2024 Taiwan Semiconductor's Options Frenzy: What You Need to Know Financial giants have made a conspicuous bearish move on Taiwan Semiconductor. Our analysis of options history for Taiwan Semiconductor (NYSE:TSM) revealed 41 unusual trades.
Barchart · Nov 29, 2024 1 Mega-Cap Semiconductor Stock to Buy After Strong Earnings from Nvidia Solid earnings from the AI chip giant should be good news for this foundry behemoth.
Benzinga · Nov 29, 2024 Taiwan Semiconductor's Advanced 2nm Chips To Hit US Market By 2028: Report Taiwan Semiconductor reportedly plans to start US production of 2nm chips by 2028,. Export policy requires 3yr delay after local production.
Benzinga · Nov 27, 2024 Market Whales and Their Recent Bets on TSM Options Financial giants have made a conspicuous bearish move on Taiwan Semiconductor. Our analysis of options history for Taiwan Semiconductor (NYSE:TSM) revealed 53 unusual trades.
Benzinga · Nov 27, 2024 Taiwan Semiconductor Ramps Up 2nm Production: Apple And AMD First In Line TSM accelerates progress on 2nm fab in Kaohsiung, aiming to meet global demand for advanced chips. Mayor Chen highlights potential to boost AI and industrial transformation. Company reportedly confirms 2nm on track for mass production next year.
Benzinga · Nov 26, 2024 Taiwan Semi's Growth Fuels US Rise To Second In Chipmaking: Report Taiwan Semiconductor invests $65 billion in Arizona to boost US chipmaking capabilities. US expected to have 2nd largest share in global market by 2027.
Benzinga · Nov 25, 2024 AMD Teams Up With Taiwan Semi To Take On Samsung In Smartphone Market AMD plans to enter mobile market with new APU chips, leveraging TSM's 3nm process. Samsung may use them in premium devices. AMD sees significant growth opportunities ahead, with strong Q3 results driven by Data Center and Client segments.
Barchart · Oct 29, 2024 Why Taiwan Semiconductor Stock is Still a Buy Taiwan Semiconductor, the world’s largest dedicated contract chip manufacturer with over a 60% market share, recently reported outstanding results that pushed its stock to a record high. TSM reported a 54% year-on-year jump in net profit to $10.1 billion for Q3, exceeding its forecast from just three months ago. It…
Barchart · Oct 27, 2024 SMH vs. SMHX: Is VanEck's New Semiconductor ETF a Buy? VanEck's new Fabless Semiconductor ETF (SMHX) offers a targeted approach to investing in the semiconductor space, focusing exclusively on fabless companies, and is being compared to its established counterpart, the VanEck Semiconductor ETF (SMH), which provides broad exposure to the entire semiconductor ecosystem.
Barchart · Oct 18, 2024 Taiwan Semiconductor Stock: Buy, Sell, or Hold After Earnings? Taiwan Semiconductor just smashed earnings estimates in Q3, and entered the trillion-dollar club. Is the chip maker still a good buy in October 2024?
Kiplinger · Oct 17, 2024 Taiwan Semiconductor Stock Hits a $1 Trillion Market Cap After Earnings Taiwan Semiconductor stock is red-hot in Thursday's session after the chipmaker beat Q3 expectations and issued a strong outlook. Here's what you need to know.