No Slowing Down: Taiwan Semiconductor May Sales Leap 30% On Relentless AI Demand
Taiwan Semiconductor May revenue jumps 30.1% YoY to NT$416.98B as AI chip demand fuels massive 2026 year-to-date growth. Read more.read more...
Benzinga
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Nasdaq, S&P 500 Futures Fall Ahead Of CPI Data, Oracle Earnings: Why SMCI, TSM, CRWV, YYGH Are Keeping Traders Engaged Today
Stocktwits data showed retail traders continued to maintain a ‘bullish’ stance on QQQ, but have turned ‘neutral’ on SPY.
Stocktwits
TSMC Reports 30% Sales Growth In May, But Stock Remains Under Pressure Over Potential Taiwan Chip Curbs
Revenue in May increased 30% to NT$416.98 billion ($13.2 billion), with combined April and May sales up around 24% year over year.
Stocktwits
Taiwan Is Reportedly Proposing Tougher AI Chip Export Rules – Why This Matters For Nvidia Investors
Taiwan is considering criminalizing the smuggling of AI chip servers to China for the first time, according to Bloomberg.
Stocktwits
Taiwan Semiconductor Becomes World's Ninth-Most Valuable Company
Taiwan Semiconductor cracks the global top 10 as AI demand doubles its value. Get the latest TSM stock update and outlook.read more...
Benzinga
Bull of the Day: Ultra Clean Holdings (UCTT)
Ultra Clean (UCTT) offers exposure to one of the most important themes in technology today: the infrastructure components required to build the next generation of AI chips.
Zacks
Why TSMC (TSM) Outpaced the Stock Market Today
In the closing of the recent trading day, TSMC (TSM) stood at $426.8, denoting a +2.8% move from the preceding trading day.
Zacks
Why Is Taiwan Semiconductor Stock Surging Monday?
Taiwan Semiconductor (TSM) rides tech sector relief rally as traders rotate capital back into high-growth AI and semiconductor names.read more...
Benzinga
Memory Darlings MU, SNDK Surge Today – This Analyst Says AI Memory Trade Has Only Reached ‘Mid-Innings’
The commentary comes amid a broader rally in semiconductor and memory names, fueled by a media report that Intel received a substantial chip order from Google.
Stocktwits
Intel Jumps On Report Google Placed 3 Million TPU Foundry Order
Intel Jumps On Report Google Placed 3 Million TPU Foundry Order
After last week's sharp sell-off in chip stocks, the latest attempt to keep the AI bubble inflated comes from a report by The Information, which says Google has placed an order with Intel to manufacture more than 3 million...