Taiwan Semiconductor Manufactur (TSM)
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Market Data
AI Insights
TSMC's stock was upgraded to buy, highlighting strong AI-driven demand and impressive margins at 50%. With a $50 billion capital expenditure plan, the company is well-positioned to maintain its market leadership despite geopolitical challenges. This upgrade reflects confidence in TSMC's ability to capitalize on the growing AI chip market.
Latest News
| Title | Published |
|---|---|
TSMC: The Market Is Still Surprisingly Mispricing Its AI Chipmaking Dominance (Rating Upgrade) TSMC has strong AI-driven demand, 50% margins, $50B CapEx, and market leadership amid geopolitical risks. Check out why TSM stock is upgraded to buy. | about 24 hours ago |
Marvell Technology (MRVL) Stock Is Up, What You Need To Know Marvell Technology (MRVL) Stock Is Up, What You Need To Know | 1 day ago |
Top Semiconductor Stocks for 2026 -- Nvidia and Broadcom Lead Chip Picks Top Semiconductor Stocks for 2026 -- Nvidia and Broadcom Lead Chip Picks | 1 day ago |
Analyst Report: ASML Holding N.V. Analyst Report: ASML Holding N.V. | 1 day ago |
Morgan Stanley recommends adding to this major chip stock ahead of 2026 Morgan Stanley recommends adding to this major chip stock ahead of 2026 | 1 day ago |
Rivian CEO on self-driving, designing AI chips, and why Tesla needs more competition Rivian CEO on self-driving, designing AI chips, and why Tesla needs more competition | 1 day ago |
International Growth Outlook: Necessity Sparks Opportunity Explore why international equities outpaced the U.S. in 2025. Discover key growth trends, market insights, and opportunities. | 2 days ago |
TSMC: The Market Is Still Surprisingly Mispricing Its AI Chipmaking Dominance (Rating Upgrade)
TSMC has strong AI-driven demand, 50% margins, $50B CapEx, and market leadership amid geopolitical risks. Check out why TSM stock is upgraded to buy.
Marvell Technology (MRVL) Stock Is Up, What You Need To Know
Marvell Technology (MRVL) Stock Is Up, What You Need To Know
Top Semiconductor Stocks for 2026 -- Nvidia and Broadcom Lead Chip Picks
Top Semiconductor Stocks for 2026 -- Nvidia and Broadcom Lead Chip Picks
Analyst Report: ASML Holding N.V.
Analyst Report: ASML Holding N.V.
Morgan Stanley recommends adding to this major chip stock ahead of 2026
Morgan Stanley recommends adding to this major chip stock ahead of 2026
Rivian CEO on self-driving, designing AI chips, and why Tesla needs more competition
Rivian CEO on self-driving, designing AI chips, and why Tesla needs more competition
International Growth Outlook: Necessity Sparks Opportunity
Explore why international equities outpaced the U.S. in 2025. Discover key growth trends, market insights, and opportunities.