Key PointsThe investment firm sold 129,848 Alibaba shares for $15.4 million.The transaction represented 10.2% of 13F assets under management as…
Key PointsNvidia and TSMC are two of the best ways to play the growth in AI infrastructure. Meta Platforms and…
The valuation is stretched, risks are increasing, and margins are declining.
Where to invest $1,000 right now? Our analyst team just…
Key PointsASML is powering important advancements in artificial intelligence.Its results can fluctuate based on order volumes and the economy. However,…
Key PointsTaiwan Semiconductors new chip technology is expected to drive further sales growth.Management projects five years of strong business growth…
Key PointsGeopolitical risks haven’t gone away.The semiconductor industry could face challenges even if AI demand remains strong.Approaching the sector with…
Key PointsCompanies whose products are being placed inside data centers are seeing massive growth.Cloud computing providers are also benefiting from…
Key PointsASMLs revolutionary technology continues to push the bounds of AI and semiconductor manufacturing. Near-term growth concerns have little bearing…
Key PointsTSMC posted strong Q2 growth, as demand for artificial intelligence (AI) chips continues to surge.While tariff uncertainty remains, the…
Der taiwanesische Halbleitergigant Taiwan Semiconductor Manufacturing Co. (TSMC) hat als erster Hersteller von Mikroprozessoren den Wert von 1 Bio. USD…
A new member has entered the world’s exclusive trillion-dollar club - and this time it is not a Silicon Valley…
Key PointsAI hardware investments are top picks due to the massive capital expenditures focused on AI.Cloud computing providers are benefiting…
Key PointsThis high-growth artificial intelligence (AI) company has seen its stock soar in the triple digits this year.The company also…
Key PointsTaiwan Semiconductor is the worlds leading semiconductor foundry.TSMC produces the critical chips that help power the AI ecosystem.The company…
Key PointsData center growth will continue to drive Nvidias GPU sales.Taiwan Semiconductor Manufacturing is predicting monster sales growth over the…
Asian stocks advanced as a global equity rally gained fresh vigor on strong economic data that eased concerns about the…
Key PointsTSMC reported strong revenue and earnings growth, although currency was a headwind.
Demand for AI chips is booming, which is…
In this video, I will cover ASMLs (NASDAQ: ASML) recent earnings report and explain why the stock went down, and…
Taiwan Semiconductor Manufacturing on Thursday beat earnings estimates for the second quarter. TSMC stock rose on the news.…
Some of the major companies slated to report before the opening bell include Taiwan Semiconductor Manufacturing, Travelers, GE Aerospace and…
Der taiwanische Chipriese TSMC (Taiwan Semiconductor Manufacturing Company) hat im 2. Quartal mit einem sprunghaften Gewinnanstieg die Prognosen der Analysten…
Key PointsTaiwan Semiconductor has several key clients in the AI race.It just announced stellar monthly growth.10 stocks we like better…
Key PointsAI-fueled demand for parallel processing power has given a big shot in the arm to these two companies in…
Key PointsShares of the tech giant rose on news that Nvidia would begin selling H20 chips to China again.Nvidia is…
In this podcast, Motley Fool contributors Tyler Crowe and Matt Frankel discuss:
Taiwan Semiconductors most recent earnings report.
The torrid pace of…
Key PointsASML is a tech stock with a wide moat, as its the only company that manufactures EUV lithography systems.Taiwan…
Key PointsShares decreased by 49,580; the transaction was valued at $3.29 million.This trade represented 2.2% of 13F reportable AUM for…
In todays video, I discuss recent updates affecting Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), and other semiconductor companies.…
In todays video, I discuss recent updates affecting Nvidia (NASDAQ: NVDA), ASML Holdings (NASDAQ: ASML), and other semiconductor companies. To…
Key PointsTSMC has become the undisputed foundry leader.This essentially makes it the arms dealer in the AI chip battle, making…
Key PointsTaiwan Semiconductor Manufacturing (TSMC) is by far the largest provider of ultra-advanced semiconductors.Management estimates revenue from artificial intelligence (AI)…
Key PointsTaiwan Semiconductor and Visa could reach the size of the "Magnificent Seven" stocks. Visas consistent growth can boost its…
Key PointsApples growth is slowing down.Taiwan Semiconductors management sees monster growth over the next few years.Broadcoms XPU is becoming a…
TSMC ist der vielleicht wichtigste Techkonzern, von dem Anleger kaum sprechen. Während westliche Börsen auf Nvidia, Microsoft und Co. blicken,…
Taiwan Semiconductor Manufacturing on Thursday reported sales for the month of June that topped expectations. TSM stock rose on the…
Key PointsShares of Taiwan Semiconductor Manufacturing Co. (TSMC) and IBM have crushed the S&P 500s returns over the last one…
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) posted an all-time high revenue of $30.5 billion for the second quarter, though margin…
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM), the world’s largest contract chipmaker, reported second-quarter revenue of $31.9 billion, driven by...…
Key PointsTwilio and ASML have both witnessed a nice acceleration in growth thanks to AI.These stocks are trading at attractive…
Key PointsRegardless of overall market conditions, good stocks can be had for investors who look diligently.Taiwan Semiconductor is the leading…
Key PointsAmazons cloud computing platform and advertising are delivering phenomenal earnings growth.Taiwan Semiconductors leadership position will be nearly impossible to…
Key PointsStanley Druckenmiller is one of the best investors of all time.He recently sold out of his stake in Palantir…
Key PointsTechnology stocks are risky to invest in, meaning investors should focus on competitive advantages before buying.Coupang is a strong…
Key PointsAlphabets valuation is significantly lower than its peers.Taiwan Semiconductors management expects monster growth over the next few years. …
Key PointsArk Invest has been adding several chip stocks to its portfolio in recent months. Advanced Micro Devices and Taiwan…
Key PointsThere are some early signs that Nvidias AI chip dominance could be cracking.In an effort to reduce their dependence,…
Key PointsNvidia and TSMC are two of the best ways to play the AI infrastructure boom.Meta is applying AI across…
Key PointsArtificial intelligence (AI) is a leading growth driver for many companies, but they benefit from AI in different ways.E-commerce…
Key PointsServer sales are booming, largely thanks to artificial intelligence (AI) server demand.Intel isnt a major player in the AI…
Key PointsData center AI demand isnt slated to slow anytime soon.Cloud computing is a massive beneficiary of rising AI workloads.…