Nvidia's upcoming earnings report is likely to give TSMC stock a nice shot in the arm.

Nvidia's upcoming earnings report is likely to give TSMC stock a nice shot in the arm.

Nvidia's upcoming earnings report is likely to give TSMC stock a nice shot in the arm.

Partnership with Gold Stone Development aims to ease key chip supply chain bottleneck

In the most recent trading session, TSMC (TSM) closed at $410.12, indicating a -2.11% shift from the previous trading day.

Hedge funds are divided on TSMC, but record AI-driven results and strong U.S. expansion give the bulls plenty of reason to stay confident.

As TSMC pours $100 billion into north Phoenix, residents are asking how much of the desert's water supply the chip plant will consume.

The increase will be driven by aggressive capacity expansion at SMIC, China’s largest contract chipmaker, as well as improving yields.

This company has the technology and scale to benefit from the continued AI build-out.

Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around […]