Taiwan Semiconductor Manufacturing Company Ltd. (TSM)

AMD's biggest AI challenge may no longer be winning customers but making enough hardware to serve them.

Wolfspeed could be an interesting speculative buy on its latest pullback.

Meta, Microsoft, and TSMC are all Buffett-style compounding stocks.

Semiconductor demand is soaring, and TSMC is arguably the best manufacturer of this technology.

For more than four decades, AI pioneer Vasant Dhar has had a front-row seat to artificial intelligence—teaching AI, building companies around it, and bringing machine learning to Wall Street.

Amazon, Alphabet, and Taiwan Semiconductor remain well positioned to keep winning amid the AI infrastructure build-out.

Taiwan Semiconductor's latest move shows that more chip production capacity needs to come online to meet demand.

Taiwan Semiconductor is reasonably priced for its growth and market position.

The Terafab joint venture is set to materially benefit both businesses.

Paul Tudor Jones has been taking a cautious view of the market, which can be seen in his portfolio.

Laffont's firm had $48.6 billion in assets under management as of the end of the second quarter.

Artificial intelligence (AI) is a big theme for Wall Street's savviest asset managers.

TSMC and ASML are two of the more important companies in the chip realm.

SoundHound is burning cash while scaling aggressively; Taiwan Semi generates billions in free cash flow. The risk-reward profiles couldn't be more different.

Elon Musk's space company has taken shareholders on a wild ride in its first few months on the public market.

Cerebras Systems' wafer-scale chips, hyperscale deals with AMD, Amazon and OpenAI, and a $25.4 billion backlog position it as a key player in the AI inference buildout.

The $4 trillion club is about to get more crowded.

Fabrinet shares fell despite record Q4 FY2026 revenue and strong guidance, as heavy capital spending weighed on GAAP results while AI-driven demand and analyst ratings remained solid.

Two foundational artificial intelligence (AI) stocks have billionaire David Tepper's undivided attention.

The JPMorgan International Value ETF (JIVE) has outpaced the S&P 500 this year, offering low-volatility, diversified international exposure with a 1.22% yield and rising institutional demand.

Taiwan Semiconductor insiders are ramping up open-market share purchases as strong Q2 guidance, 2nm demand, and AI-driven analyst upgrades support a bullish outlook for TSM stock.

Taiwan Semiconductor (NYSE:TSM) has outperformed the market over the past 20 years by 11.96% on an annualized basis producing an average annual return of 21.32%. Currently, Taiwan Semiconductor has a market

Taiwan Semiconductor has its fingerprints all over the modern data center.

Microsoft plans to unveil its Maia 300 AI chip in September, seeking TSMC capacity for over 300,000 units by 2027 as it aims to reduce reliance on NVIDIA processors.

TSMC looks pricey, but there's a good reason for that.