UNCOVERED: 5 - The Untold Story

Micron, Nvidia, Apple Among Q3's 'Hot List' As Hedge Funds Load Up On Tech All Over Again

If you want to know where hedge funds pointed their biggest third-quarter bets within the tech sector, the 13F Heat Map just handed over a cheat sheet — and it's basically a semiconductor roll call.

Benzinga · Nov 17, 2025

Elon Musk Reveals That He Pressures TSMC And Samsung To Speed Up Tesla's AI Chip Output: 'Five Years To Me Is An Eternity'

On Friday, Tesla Inc. (NASDAQ:TSLA) and SpaceX CEO Elon Musk revealed that the company is pushing its chipmaking partners to move far faster than traditional semiconductor timelines as it races to scale its next-generation AI hardware.

Benzinga · Nov 15, 2025

Cathie Wood Dumps $2.4 Million Worth Of Tesla Shares, Doubles Down On These AI Stocks

On Monday, Cathie Wood-led Ark Invest executed significant trades involving Tesla Inc. (NASDAQ:TSLA), Pony AI Inc. (NASDAQ:PONY), Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM), and Baidu Inc. (NASDAQ:BIDU). These trades highlight Ark’s strategic positioning in the tech and AI sectors.

Benzinga · Nov 11, 2025

4 Emerging Market Stocks With High Growth Potential

For most people, investing in emerging markets is a lot like eating vegetables at dinner. We know we're supposed to, for our own good, but it's hard when delicious steak or potatoes are sitting next to them on the plate.

Benzinga · Nov 4, 2025

China's Bold Move To Boost AI Competition - Cut Energy Costs for Homegrown Tech

Artificial intelligence chip companies including Nvidia Corp (NASDAQ:NVDA), Broadcom Inc (NASDAQ:AVGO), Marvell Technology Inc (NASDAQ:MRVL), Advanced Micro Devices Inc (NASDAQ:AMD), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Micron Technology Inc (NASDAQ:MU), Arm Holdings plc (NASDAQ:ARM), Intel Corp (NASDAQ:INTC) were under pressure on Tuesday.

Benzinga · Nov 4, 2025

TSM exits VALORANT esports ‘with no immediate return in sight’

The black and white squad bids adieu.

Dot Esports · Nov 4, 2025

3 Nvidia Rivals Poised To Dominate The AI Race

Artificial intelligence has minted one of the biggest profit stories in modern market history, and one company, Nvidia (NASDAQ:NVDA), has raked in most of the cash. Its formula isn’t very complicated, as Nvidia’s graphics chips power everything from OpenAI’s ChatGPT to Tesla’s full self-driving algorithms.

Benzinga · Oct 31, 2025

$14B Japanese Facility Signals TSMC's Bold AI Strategy

TSMC's second Japanese factory is a strategic move to meet AI demand, expand capacity, and fortify its position as the indispensable leader in semiconductors.

MarketBeat · Oct 31, 2025

Meet The New Chip Maker Aiming To Outrun TSMC And ASML

Silicon Valley heavyweights, including Peter Thiel’s Founders Fund, General Catalyst, and Valor Equity Partners, have poured over $100 million into San Francisco chip startup Substrate.

Benzinga · Oct 29, 2025

Taiwan Semiconductor Expands In Japan With New $14 Billion Chip Factory

Taiwan Semiconductor Manufacturing Co. Ltd.’s (NYSE:TSM) Japan arm, Japan Advanced Semiconductor Manufacturing (JASM), has signed an agreement with the government of Kikuyō Town in Kumamoto Prefecture to build its second wafer fabrication plant, which marks the start of construction. 

Benzinga · Oct 28, 2025