Taiwan Semiconductor Manufacturing Company Ltd. (TSM)

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In a move that has sent shockwaves through global equity markets and solidified the narrative of an era-defining "AI supercycle," Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has officially raised its 2026 capital expenditure guidance to an unprecedented range of $52 billion to $56 billion. This massive upward revision, representing a

As the financial world looks toward the spring of 2026, the semiconductor landscape is bracing for its most significant shift since the launch of the original Blackwell architecture. Nvidia (NASDAQ:NVDA) is reportedly preparing to officially unveil its "N1" and "N1X" system-on-chips (SoCs) at the upcoming GTC 2026 conference in

The company continues to assert its dominance over chip manufacturing.

In a move that fundamentally reshapes the balance of power in the semiconductor industry, Advanced Micro Devices, Inc. (Nasdaq: AMD) and Meta Platforms, Inc. (Nasdaq: META) have announced a staggering multi-year agreement valued at upwards of $60 billion. The deal centers on the deployment of a massive 6-gigawatt (6GW) AI

Nvidia delivered strong results, but semiconductor investors had different ideas.

As the financial markets move into the final days of February 2026, all eyes are turning toward the upcoming spring earnings cycle for the two primary "bellwethers" of the artificial intelligence (AI) hardware trade: Advanced Micro Devices (NASDAQ: AMD) and Super Micro Computer (NASDAQ: SMCI). These reports, covering the first

The global financial markets reached a critical crossroads this week as the final, most anticipated piece of the quarterly earnings puzzle fell into place. NVIDIA Corporation (NASDAQ:NVDA), the silicon powerhouse that has become the de facto barometer for the modern economy, released its fourth-quarter fiscal 2026 results on February

SoftBank Group (OTC: SFTBY) saw its shares climb by more than 4% in mid-February 2026, signaling a powerful return of investor confidence as the Japanese conglomerate pivotally shifts its focus toward aggressive artificial intelligence (AI) investments. The rally followed a blockbuster quarterly earnings report where the company declared a net

NVIDIA Corporation (NASDAQ: NVDA) once again defied the gravity of law-of-large-numbers skepticism, reporting a staggering $68.1 billion in revenue for its fourth quarter of fiscal 2026. The results, which represent a 73% year-over-year increase, were propelled by a record-breaking $62.3 billion in data center revenue. As the world’

A nearly $2 trillion company that's critical to the artificial intelligence (AI) infrastructure supply chain is now Lone Pine Capital's top holding.

The most searched is one of Warren Buffett's favorites.

Benchstone Capital exited its position in Norwegian Cruise Line during the fourth quarter as the cruise operator moves deeper into a post-reopening travel cycle. With its mix of premium and luxury brands, Norwegian is betting that higher-end demand can sustain revenue strength even as the broader travel surge normalizes.

In a move that has sent shockwaves through the semiconductor industry and Silicon Valley, AMD (NASDAQ: AMD) shares surged 9% following the announcement of a landmark, multi-year strategic partnership with Meta Platforms (NASDAQ: META). The deal, characterized by analysts as one of the largest hardware procurement agreements in the history

The global financial markets held their collective breath today as NVIDIA Corporation (NASDAQ: NVDA) released its highly anticipated fourth-quarter fiscal 2026 earnings report. In a display of continued dominance that has silenced skeptics of an "AI bubble," the semiconductor giant reported a staggering $68.1 billion in revenue, comfortably surpassing

TSMC and Nebius are better long-term plays.

With the stock near all-time highs, should investors be excited or nervous?

Following a transformative year of hardware breakthroughs and artificial intelligence integration, Apple Inc. (NASDAQ: AAPL) has silenced skeptics with a historic performance in its fiscal fourth quarter of 2025 and an even more dominant start to 2026. The results, underpinned by the launch of the iPhone 17 series, signal the

SANTA CLARA, CA – The semiconductor landscape has shifted on its axis this week as shares of Advanced Micro Devices (NASDAQ: AMD) surged to record highs, fueled by a transformative multi-year artificial intelligence infrastructure agreement with Meta Platforms (NASDAQ: META). The rally, which saw AMD's stock climb as much as 14%

SANTA CLARA, Calif. — The eyes of the global financial community are fixed on Silicon Valley today, February 25, 2026, as Nvidia (NASDAQ:NVDA) prepares to release its fiscal fourth-quarter 2026 earnings report after the closing bell. Once the undisputed engine of the post-pandemic bull market, the semiconductor giant faces a

Both cautious and aggressive investors may benefit from the AI investing boom.

This operating metric cuts right to the most important question: Does Nvidia still possess exceptional pricing power?

For Nvidia stock, earnings have historically triggered muted or negative reactions despite strong fundamentals.

CEOs of Apple and major chip-makers like Nvidia were briefed by the CIA in 2023 on intelligence indicating China could move to take over Taiwan in 2027, according to the NYT.

Nvidia's comments could act as a catalyst for its stock -- and tech stocks in general.