3 Things to Watch When Taiwan Semiconductor (TSMC) Reports Earnings on Oct. 15
TSMC's HPC numbers will reveal the AI market's strengths and weaknesses. Its 3nm chip production should account for a bigger slice of its revenue.
TSMC's HPC numbers will reveal the AI market's strengths and weaknesses. Its 3nm chip production should account for a bigger slice of its revenue.
Taiwan Semiconductor guided for third-quarter revenue of $44.6 billion to $45.8 billion. TSMC's revenue from high-performance computing climbed 20% from the first quarter to the second.
The U.S. remains the global leader in technology. Many of the top semiconductor companies in the U.S. design chips, while other markets dominate manufacturing.
AI Revenue Questions Pull Semiconductor Stocks Off October HighsPR NewswireVANCOUVER, BC, Oct. 10, 2026VANCOUVER, BC, Oct. 10, 2026 /PRNewswire/ -- Stock Preach
/PRNewswire/ -- Stock Preachers News Commentary - Semiconductor equities began October on firm footing, with the iShares Semiconductor ETF advancing for five
It plays a critical role in AI development.
Semiconductors, energy and utilities stand out in October as earnings momentum, AI infrastructure demand and balance-sheet strength shape investment outlook.
Earnings season is well and truly here, and with it come myriad opportunities for investors to adapt and reflect. Next week's earnings calendar has some major highlights, but it may be Taiwan Semiconductor Manufacturing Co. Ltd.
TSMC prints the chips and ASML prints the machines that make them possible, but five years from now only one of these AI supply chain giants looks positioned to justify its valuation and absorb its biggest risk.
Nvidia grabs the AI headlines, but every leading-edge chip it sells has to pass through one company's factories first, and that company trades at a fraction of its biggest customer's valuation.
Taiwan Semiconductor reports Q3 earnings on Oct. 15.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Recent news from Samsung, TSMC, and SpaceX suggests record CAPEX spending will continue.
AI chip demand continues to vastly outpace supply, a key factor Tom White sees benefitting TSMC (TSM) as the semiconductor manufacturer rallies strong throughout 2026. Just mind downside risk, with Tom pointing to the 50-day SMA as a key technical point in the stock chart.
Three chip and software giants sent dividend checks to shareholders on the same day, but their records tell very different stories about which boards are sharing their growth and which are quietly holding out.
NYU Stern School of Business professor Aswath ‘The Dean of Valuation' Damodaran sees a basic split across corporate America in 2026. Soaring headline earnings have kept stock indexes buoyant despite surging yields.
Big tech and major financials are about to kick off earnings season! On this episode, we preview key upcoming reports from Taiwan Semiconductor (TSM), ASML (ASML), and JPMorgan Chase (JPM), highlighting what investors need to watch regarding AI growth, capital expenditure plans and financial sector sentiment.
Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) shares up 4,341% since Big Money bought big in 1999.
Investors are overestimating the risk of conflict across the Taiwan Strait, according to Michael DeSombre, U.S. assistant secretary of state for East Asian and Pacific affairs. Beijing has sought to increasingly solidify its military presence near the island, with reports revealing an unprecedented sighting of a military vessel off the coast.
As the CEO of SpaceX and Tesla, Elon Musk exercises significant purchasing power.