Tag: Taiwan Semiconductor Manufacturing Co Ltd
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SpaceX is racing toward orbital data centers. Here are ways to play this emerging technology
SpaceX’s push toward orbital data centers opens new avenues for AI infrastructure. Wall Street is already mapping the stocks that could benefit.
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A crowded tech trade is starting to unwind. Charts suggest two stocks to play the move
The most one-sided trade in tech — long chips, short software — is likely starting to unwind. These two software stocks might be worth buying, Todd Gordon says.
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We’re buying more shares of Jim Cramer’s new favorite chip stock
Shares are trading around the same price as our previous purchase in mid-June.
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Nvidia’s next-gen AI rack system delayed to 2028 on manufacturing snags, SemiAnalysis says
The reported delay adds to concerns that Nvidia’s breakneck annual release cadence is colliding with manufacturing limits.
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Nvidia mostly sat out the chip sector’s best quarter ever. What needs to change?
The problem cannot be explained by looking at Nvidia’s reported results.
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Mag 7 value shrinks by $2.3 trillion amid AI spending jitters — but investors are still backing chipmakers
Investors are growing jittery about massive AI spending by the Mag 7 and when these companies will produce a return on that investment.
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Apple iPhone 18 Pro supplier list, parts and photos exposed in Tata data leak
The exposure threatens the carefully negotiated business of building the iPhone, which Apple assembles from a thicket of suppliers worldwide.
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Apple stock gets slammed on bigger Mac, iPad price hikes. Why it can weather the storm
The stock had its worst session in more than a year as management made its first official move to pass higher memory costs onto consumers.
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SK Hynix surges 11% after filing for blockbuster Nasdaq listing
Shares of South Korean chip giant SK Hynix surged 11% on Thursday after the company said it is seeking to raise as much as $29.4 billion.
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Cerebras CEO says margin forecast was ‘misunderstood’ as stock plummets after earnings
AI chipmaker Cerebras has a staggered lock-up expiration that includes some shares becoming available for trading this week.
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