Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing

Yahoo Finance • 23 hours ago

Jim Cramer Called Linde plc (NASDAQ:LIN)’s Share Price Movement “Stupid”

Industrial giant Linde plc (NASDAQ:LIN)'s shares are up by 4.30% over the past year and by 14% year-to-date. The stock closed 5.9% lower on July 31st,  the day that it reported its second-quarter earnings. During the quarter, Linde plc (NA... Full story

Yahoo Finance • yesterday

Forget Taiwan Semiconductor: 2 AI Semiconductor Equipment Stocks to Buy and Hold Instead

Many investors argue that Taiwan Semiconductor Manufacturing (TSMC) is the most crucial chip company. Given that it manufactures the chips designed by Nvidia, Broadcom, and other chip giants, the industry would collapse without it. Unfort... Full story

Yahoo Finance • yesterday

Could Taiwan Semiconductor Manufacturing (TSM) Be the Most Critical Bottleneck in the AI Chip Boom?

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI... Full story

Yahoo Finance • yesterday

Dow Jones Futures Rise As Cloudflare Leads Big Software Winners; Jobs Report On Tap

Dow Jones futures: The market pauses, but what happens next? Don't buy these AI stocks yet. Cloudflare, Sezzle lead big earnings movers late. Continue Reading... Full story

Yahoo Finance • 2 days ago

Should Investors Buy Micron Stock Instead of Taiwan Semiconductor Stock?

These are two of the best manufacturing companies in the world, but only one is the better semiconductor stock to buy in this comparison. Will AI create the world's first trillionaire? Our team just released a report on the one little-kno... Full story

Yahoo Finance • 2 days ago

Dow Jones Futures: Cloudflare Leads 5 Software Earnings Winners Late; Jobs Report On Tap

Dow Jones futures: The market pauses, but what happens next? Don't buy these AI stocks yet. Cloudflare, Sezzle lead big earnings movers late. Continue Reading... Full story

Yahoo Finance • 2 days ago

Dow Jones Futures: Market Pauses With Jobs Report Due; Cloudflare, Sezzle Lead Earnings Movers

Dow Jones futures: The market pauses, but what happens next? Don't buy these AI stocks yet. Cloudflare, Sezzle lead big earnings movers late. Continue Reading... Full story

Yahoo Finance • 2 days ago

SA Asks: After last Friday's sell-off, is Apple a buy, hold, or sell?

[Apple logo is seen at the Apple Wangfujing Store in Beijing, China] tang90246 After last Friday's sell-off, is Apple (AAPL [https://seekingalpha.com/symbol/AAPL]) a buy, hold, or sell? Seeking Alpha analysts Geneva Investor [https://see... Full story

Yahoo Finance • 2 days ago

Taiwan Semiconductor Manufacturing Company (TSM) Raised Its 2026 Outlook as AI Demand Accelerated

Antipodes Partners published its "Antipodes Global Strategy" second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second q... Full story

Yahoo Finance • 2 days ago

Situational Awareness: Lessons of leverage from the AI trade

[Glowing line navigating its way through foldable yellow floor signs with with exclamation marks] J Studios For the past week, wild stories have emerged surrounding the meltdown of Situational Awareness, led by 24-year-old Leopold Aschenb... Full story

Yahoo Finance • 3 days ago

Taiwan Semiconductor Manufacturing (TSM) Eyes Faster 3 Nanometer Output, Is The Stock Expensive?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Why the latest TSMC news matters now Taiwan Semiconductor Manufacturing (TSM) is back in focus... Full story

Yahoo Finance • 4 days ago

Oil prices ease and Asian shares gain on hopes for Mideast deal, as companies report strong profits

BANGKOK (AP) — Asian shares surged and oil prices slipped Wednesday after the U.S. stock market rallied to records, helped by strong corporate earnings reports and hopes for a deal setting the stage for talks that might eventually lead to... Full story

Yahoo Finance • 4 days ago

Taiwan Semiconductor's AI Push Hits Surprising Milestone

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM) may accelerate production of its advanced 3-nanometer chips several months ahead of schedule, giving investors another signal that demand from Nvidia... Full story

Yahoo Finance • 4 days ago

MediaTek Wants 20% of Custom AI Chips. Alphabet (GOOGL) Could Win Before Broadcom (AVGO) Loses

MediaTek raised its target on July 31 to capture 15% to 20% of an estimated $80 billion custom AI-chip market in 2027. Its first AI accelerator for a major U.S. cloud provider will enter production in the fourth quarter, and MediaTek expec... Full story

Yahoo Finance • 4 days ago

The Smartest Growth ETF to Buy Right Now -- and It's Up 50% in 2026

The VanEck Semiconductor ETF (NASDAQ: SMH) is down around 20% from its high reached just a month ago. The artificial intelligence (AI) trade has cooled substantially as investors look for tangible positive results from these companies, not... Full story

Yahoo Finance • 4 days ago

Micron’s Sharp Pullback Hits These 3 Major Tech ETFs in Very Different Ways

Quick Read Micron (MU) dropped 15% in a month despite a blockbuster Q3, pulling SMH down nearly as much given its 6% weighting in the concentrated semiconductor fund. VGT's software megacap tilt neutralized Micron's drag entirely, gaining... Full story

Yahoo Finance • 4 days ago

Stanley Druckenmiller Holds Taiwan Semiconductor After Its Q2 Beat, Betting Chip Demand From Nvidia and AMD Keeps Growing

Legendary investor Stanley Druckenmiller sold 47,805 shares of Taiwan Semiconductor Manufacturing (NYSE: TSM) in the first quarter of 2026. After the sale, the stake was still worth $167 million at quarter-end, making it the third-largest... Full story

Yahoo Finance • 4 days ago

3 Stocks to Buy as AI Infrastructure Continues to Surge

With Alphabet and Amazon recently upping their 2026 capital expenditure (capex) budgets and signaling they will spend even more in 2027, now may be a good time to invest in stocks set to benefit from this spending spree. Best of all, many... Full story

Yahoo Finance • 5 days ago

Intel (INTC) Faces New AI And Packaging Pressure From China And TSMC

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Chinese tech groups are accelerating work on open-weight AI models, with Alibaba releasing a powerful new system that could... Full story

Yahoo Finance • 5 days ago

Linde (LIN) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Friday, July 31, 2026 at 9:00 a.m. ET CALL PARTICIPANTS Head of Investor Relations - Juan PelaezChief Executive Officer - Sanjiv LambaChief Financial Officer - Matthew J. White TAKEAWAYS Sales -- $... Full story