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AI related hardware demand is surging, and recent record revenues at TSMC highlight how quickly physical automation is spreading through global supply chains. Robots and factory automation are moving from experimental projects to core infr…
Nvidia stock has wavered since breaking through to a record high earlier this week. One massive options buyer is confident of further gains. Continue Reading
GlobalFoundries (GFS) struck a multi-year $2 billion deal to supply silicon interposers to Taiwan Se PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium n…
Terafab is Elon Musk's plan to build one of the world's largest chip-making complexes. Tesla TSLA and SpaceX SPCX have committed an initial $16.8 billion to the project, which is planned for Grimes County, TX, and would cover more than 100…
The Dow Jones index declines Thursday after Trump's latest Iran comments. Treasury yields and oil prices surge. Continue Reading
Samsung (005930.KS) projects record new third quarter profit of $80 billion, while Taiwan Semiconductor Manufacturing Company (TSM) saw its quarterly revenue surge by 51% year-over-year. The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Su…
Stanley Druckenmiller's Duquesne Family Office owns TSMC, and the stock ranks third in our list of the 10 best AI stocks according to Druckenmiller. Click here to see which two AI stocks rank ahead of it and the other seven picks on the li…
Investing.com -- AI semiconductor stocks are poised to extend their recent rally into year-end, with Nvidia, Micron Technology and Sandisk among the names expected to lead the move, according to Lynx Equity Strategies analyst KC Rajkumar.…
Investing.com -- Shares of GlobalFoundries Inc (NASDAQ:GFS) jumped 4% in premarket trading on Thursday following the announcement of a $2 billion multi-year supply agreement with Taiwan Semiconductor Manufacturing Co (NYSE:TSM) to manufact…
The artificial-intelligence trade just got a pretty strong signal that the good times can keep going. Continue Reading
AI chip euphoria just met cold reality, with Samsung and TSMC reporting record quarterly figures while their stocks slipped as traders questioned how long the boom can run. That disconnect between blockbuster earnings and softer share pric…
The Dow Jones index declined 400 points Thursday after Trump's latest Iran comments. Treasury yields and oil prices surged. Continue Reading
GlobalFoundries Inc. Multi-year $2 billion agreement will expand capacity for advanced packaging ecosystem and support growing demand for AI and high-performance computing technologies MALTA, N.Y., Oct. 08, 2026 (GLOBE NEWSWIRE) -- GlobalF…
Nvidia stock has wavered since breaking through to a record high earlier this week. One massive options buyer is confident of further gains. Continue Reading
Check out the companies making the biggest moves premarket: Haemonetics — The blood and plasma provider popped 8% after CSL expects to complete the rollout of Haemonetics' plasmapheresis platform across the U.S. by the end of 2027. Wolfspe…
All the news you need to start your day. Continue Reading
Taiwan Semiconductor Manufacturing on Thursday handily beat sales estimates for September and the full third quarter. Continue Reading
Futures fell as oil prices and Treasury yields jumped. Samsung, Taiwan Semi results fall to cheer investors. Continue Reading
Nvidia stock has wavered since breaking through to a record high earlier this week. One massive options buyer is confident of further gains. Continue Reading
The artificial-intelligence trade just got a pretty strong signal that the good times can keep going. Continue Reading
BEIJING — Faced with a slowdown in the smartphone and car markets, Huawei's consumer business is choosing to focus on phones with homegrown chips. The Chinese tech giant worked overtime to release its first smartphone — the Mate 90 series…
[View of the Tainan Science Park in Taiwan, Asia.] BING-JHEN HONG TSMC (TSM [https://seekingalpha.com/symbol/TSM]), the world’s largest contract chipmaker, reported record Q3 revenue of NT$1.49T ($46.71B), up 50% Y/Y, as surging demand for…
Investing.com -- Daimler Truck's third-quarter vehicle sales jumped 26% to 91,260 units on Thursday, driven by a 51% surge in North America, but sales of battery-electric trucks and buses fell 28%. Before you buy NVIDIA: our AI model's sto…
Investing.com-- Taiwan Semiconductor Manufacturing Co's (TW:2330) third-quarter revenue topped market expectations as surging demand for artificial intelligence chips continued to fuel growth at the world's largest contract chipmaker. Befo…
(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. reported a 51% rise in quarterly revenue, a positive signal for investors trying to gauge the sustainability of a global AI infrastructure buildout. Most Read from Bloomberg UPS Worker…
The stock market cut losses as Treasury yields slashed gains. Samsung and Taiwan Semi news are relevant for Micron, Sandisk and more. Continue Reading
The stock market cut losses as Treasury yields slashed gains. Samsung and Taiwan Semi news are relevant for Micron, Sandisk and more. Continue Reading
IMF warnings about an "unbalanced AI boom" have put a spotlight on who really benefits when capital floods into artificial intelligence hardware. That question pushes attention toward the ecosystem of companies supplying the chips, tools a…
The stock market cut losses as Treasury yields slashed gains. Samsung and Taiwan Semi news will be key for Micron, Sandisk and more. Continue Reading
Caterpillar and Deere trade lower. The Federal Trade Commission launches a probe into competition and business practices within the agricultural equipment and technology industries. Continue Reading
Yahoo Finance Executive Editor Brian Sozzi zooms in on the latest data and trends for SpaceX's (SPCX) Starlink. Video Transcript 00:00 Speaker A If you are looking for a reminder on why you are so bullish on Elon Musk's SpaceX, zoom in on…
Tesla and SpaceX will retain ownership of the Terafab, even if TSMC contributes to the project. Continue Reading
Webull tumbles following a report that a congressional committee claims the brokerage firm’s ties to China pose a risk. Continue Reading
Yahoo Finance Executive Editor Brian Sozzi takes a look at the biggest stories as the trading day kicks off, weighing in on Marvell's (MRVL) investor day, the tech sector's market performance, the latest McDonald's (MCD) frenzy, and more.…
Artificial intelligence (AI) has moved from a buzzword to a spending priority. Per Gartner, global AI spending is expected to hit $2.7 trillion in 2026, up 49.5% from 2025, with AI infrastructure making up the largest share. That build-out…
The chip maker has fallen around 6% so far this week after Musk signaled TSMC may become involved in the SpaceX-Tesla chip project. Continue Reading