Taiwan Semiconductor Manufacturing

Yahoo Finance • 4 hours ago

Jim Cramer on Taiwan Semi: “They Have More Business Than They Can Handle”

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. When a caller mentioned that they wished to add to their position, Cramer commente... Full story

Yahoo Finance • 4 hours ago

This Fund Sold Out of Klaviyo Before a Brutal 32% Post-Earnings Drop

On May 7, 2026, Glynn Capital Management disclosed in a U.S. Securities and Exchange Commission (SEC) filing that it sold all 456,805 shares of Klaviyo(NYSE:KVYO) in the first quarter, an estimated $9.80 million transaction based on quarte... Full story

Yahoo Finance • 5 hours ago

Apple Intel Chip Deal Reshapes Supply Chain And Valuation Debate

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Apple (NasdaqGS:AAPL) has reached a preliminary agreement for Intel to manufacture chips for its devices. The deal signals a move... Full story

Yahoo Finance • 8 hours ago

Why Tower Semiconductor Rallied in April

Shares of Tower Semiconductor(NASDAQ: TSEM) rallied 26% in April, according to data from S&P Global Market Intelligence. Tower Semiconductor is a "lagging edge," or specialty semiconductor manufacturing company, which means it doesn't pro... Full story

Yahoo Finance • 16 hours ago

China exports jump 14.1% as AI boom outpaces war disruptions

Investing.com -- Chinese outbound shipments staged a stronger-than-anticipated recovery in April, as the global investment boom in artificial intelligence helped the trade sector navigate significant shipping disruptions caused by the war... Full story

Yahoo Finance • 21 hours ago

Goldman Sachs Is Jim Cramer's 'Big Winner' — Plus A Chip Stock With 'More Business Than They Can Handle'

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. On CNBC's “Mad Money Lightning Round,” Jim Cramer said The Goldman Sachs Group, Inc. is going to be the “big winner” in IPOs and M&A. Su... Full story

Yahoo Finance • 24 hours ago

Intel Apple Chip Deal Puts Foundry Ambitions And Risks In Focus

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Intel (NasdaqGS:INTC) and Apple reached a preliminary agreement for Intel to manufacture chips for... Full story

Yahoo Finance • yesterday

Frank Sands Significantly Reduces Stake in ServiceNow Inc by 99.18%

This article first appeared on GuruFocus. Exploring the Strategic Moves of Sands Capital Management in Q1 2026 Frank Sands (Trades, Portfolio) recently submitted the 13F filing for the first quarter of 2026, providing insights into his i... Full story

Yahoo Finance • yesterday

Intel’s comeback story is even wilder than it seems

Image Credits:Intel Bloomberg has a deep dive this week into how Intel CEO Lip-Bu Tan is trying to rescue one of Silicon Valley’s most storied, and stumbling, chipmakers. It’s worth a read, but it actually undersells the most jaw-dropping... Full story

Yahoo Finance • yesterday

Micron’s AI memory rally is still running hot

What happened: Micron (MU) stock jumped Friday, putting the memory-chip maker on track for its seventh straight intraday record high, adding to its weekly gain of over 30%. What’s behind the move: The rally is tied to the AI memory boom,... Full story

Yahoo Finance • yesterday

Is Taiwan Semiconductor (TSM) Still The Best AI Chip Stock to Buy?

We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. Taiwan Semiconductor (NYSE:TSM) ranks #8 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks). Taiwan Semiconductor Mfg Co Ltd (NYSE:TSM) is perhaps the mos... Full story

Yahoo Finance • yesterday

Intel's 33% Revenue Drop Puts Tan's Turnaround In Focus

This article first appeared on GuruFocus. Intel Corp. (NASDAQ:INTC) has suddenly moved from left-for-dead turnaround story to one of the most closely watched AI infrastructure bets in the market. After Lip-Bu Tan became chief executive of... Full story

Yahoo Finance • yesterday

Google, Broadcom Drive Delirious Demand. So Do 16 More Stocks.

Fiery demand for AI stocks like Google, Broadcom, Micron, ASML and ever Caterpillar continues among the best mutual funds. Continue Reading... Full story

Yahoo Finance • yesterday

TTaiwan Semiconductor(TSM) Unveils A13 Process Node to Boost AI, HPC Performance

Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is one of the best stocks to buy for the next 15 years. On April 23, TSMC unveiled its latest semiconductor innovation, the A13 process, at the 2026 North America Technology Symposium.... Full story

Yahoo Finance • yesterday

TSMC Stock Rises. Revenue Climbs 18% Yearly on AI Chip Boom

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM) stock rose 1% on eary Friday as the company reported a slight monthly decline in revenue but continued strong annual growth, supported by rising deman... Full story

Yahoo Finance • yesterday

TSMC sees strong growth as AI demand holds up

This article first appeared on GuruFocus. TSMC (NYSE:TSM) is still seeing strong momentum from the global AI boom, with April revenue showing solid year over year growth even after a slight pullback from March. The chip giant reported Ap... Full story

Yahoo Finance • 2 days ago

TSMC’s 30 Year Wind Deal Links Renewable Shift To Growth Outlook

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Taiwan Semiconductor Manufacturing (NYSE:TSM) has signed a 30 year offshore wind power purchase ag... Full story

Yahoo Finance • 2 days ago

ASML to reap benefits from demand from Low-NA EUV adoption

Investing.com -- Semiconductor equipment giant ASML is expected to benefit more from strong demand for existing EUV lithography systems than from the industry’s next-generation High-NA technology over the next several years, according to a... Full story

Yahoo Finance • 2 days ago

Musk's Tesla-SpaceX Chip Plan Could Reach $119 Billion

This article first appeared on GuruFocus. Elon Musk's semiconductor plan is becoming one of the biggest capital allocation stories around Tesla (NASDAQ:TSLA) and SpaceX, and the numbers are hard for investors to ignore. A public notice sa... Full story

Yahoo Finance • 2 days ago

Foreign IT's strongest Quant picks are almost all semiconductors

[Growth bar graph] Dougal Waters Foreign IT stocks are generating some of the strongest Quant signals in the entire market right now, with nine of the ten names on this list carrying scores above 4.50 Below is a list of the top 10 forei... Full story