247wallst.com · 25 jun

Intel vs TSM: Which Chip Giant is the Better Investment?

Intel (NASDAQ:INTC | INTC Price Prediction) and Taiwan Semiconductor Manufacturing (NYSE:TSM) just delivered very different earnings stories.

gurufocus.com · 25 jun

Wedbush Issues Stark Warning on Broadcom as Google AI Chip Threat Emerges

Broadcom (AVGO) shares are in focus on Thursday after Wedbush commented on a media report that MediaTek may take over Google (GOOG) tensor processing unit work,

247wallst.com · 24 jun

A Top Strategist Says the AI Trade Is Cooling, but Chipmakers Are Quietly Winning

The setup is almost too neat. South Korea's Kospi just had what local press called a “Black Tuesday,” dropping nearly 10% as foreign investors dumped semiconductor shares and tripping circuit breakers.

zacks.com · 24 jun

Bet on These 3 Dividend Growth Stocks Amid AI Spending Fears

Amid AI spending fears and market volatility, DELL stands out among the three dividend-growth stocks highlighted for income and growth.

247wallst.com · 24 jun

Can Taiwan Semiconductor Shares Hit $500 Before 2026 Ends?

Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) just put the rest of the chip sector on notice.

seekingalpha.com · 24 jun

Taiwan Semiconductor: The AI Toll Road Keeps Widening

Taiwan Semiconductor Manufacturing Co. (TSMC, TSM) is positioned as the critical supply chain allocator in the AI-driven semiconductor economy. TSM captures compounding value from leading-edge wafers, advanced packaging, and process roadmap credibility, driving robust revenue and margin expansion. AI demand has become structural, with TSMC's high-performance computing now 61% of revenue and advanced nodes accounting for 74% of wafer sales.

invezz.com · 24 jun

Forget Nvidia: Philippe Laffont reveals his preferred way to gain AI exposure

The likes of Nvidia (NVDA) and Micron (MU) remain the front and center of all AI-related debates in 2026, but billionaire investor Philippe Laffont is approaching the boom from a different angle. Speaking recently with CNBC, the founder of Coatue Management revealed his $90 billion hedge fund prefers a classic “picks-and-shovels” strategy rather than wagering on individual chipmakers like NVDA.

fool.com · 23 jun

3 Chip Giants Still Worth Buying Despite Massive Gains

Micron stock is up 831% over the past year and is still a value. Western Digital stock has gained over 1,100% during the past 12 months.