Earnings season is in full swing. So far, Meta Platforms (NASDAQ: META) and Taiwan Semiconductor Manufacturing (NYSE: TSM) have stood out from the pack for their strong performance. The common theme? Artificial intelligence (AI) has presented remarkable growth opportunities, and both companies are effectively hitting it out of the park. As these businesses continue to…
With the four major AI hyperscalers set to spend around $650 billion in 2026 on data center capital expenditures, there are a lot of companies slated to cash in. While some may question how much Amazon, Microsoft, Alphabet, and Meta Platforms are spending, the reality is that AI demand is real, and any company not…
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Analysts are saying Taiwan Semiconductor Manufacturing could hit 647 dollars by 2030, a long-term projection that has many investors weighing whether now is the time to build a position in one of the world’s most important chipmakers. If…
This article first appeared on GuruFocus. Taiwan’s government could be preparing to turn its most valuable export into a diplomatic instrument. Foreign Minister Lin Chia-lung said in Taipei that export controls on semiconductors remain under assessment as part of broader foreign policy options. He emphasized that while Taiwan hopes not to use such measures, it…
Before his portfolio management days, Denny Fish worked as a sales manager at Oracle. He saw the incredible demand for its software products as the dot-com boom flourished, an experience that would later inform his mindset as an investor: What was the next revolutionary idea he could get ahead of? “I watched the internet boom,…
Aug 31, 2025 Markets face a critical four-day trading week following Friday’s volatility in technology stocks, which saw AI-related shares retreat despite the S&P 500 ($SPX) reaching new highs earlier in the week. According to a Yahoo Finance report, the selloff was triggered by concerns over China’s semiconductor ambitions, particularly reports that Alibaba is developing…