Compare Global X Cloud Computing ETF (CLOU) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Global X Cloud Computing ETF vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Global X Cloud Computing ETF trades at $27.66, while Taiwan Semiconductor Mfg. Co. Ltd. trades at $429.88 (market cap $1.93T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.9% dividend while Global X Cloud Computing ETF pays none, and Global X Cloud Computing ETF is trading nearer its 52-week high, Taiwan Semiconductor Mfg. Co. Ltd. nearer its low. Which is the better fit depends on your goals.
| CLOU | TSM | |
|---|---|---|
Sector | Sector/Thematic | Technology |
52-Week High | $28.09 | $477.57 |
52-Week Low | $17.60 | $227.33 |
Market Cap | — | $1.93T |
Enterprise Value | — | $1.85T |
Dividend Yield | — | 0.9% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
CLOU, the Global X Cloud Computing ETF, trades at $27.83, down 0.93% on the day, with a bullish technical signal from moving averages but overbought RSI readings. The ETF provides diversified exposure to cloud computing stocks, with top holdings like Snowflake and Datadog showing strong non-AI growth drivers. Recent news highlights long-term growth potential beyond AI hype, supported by customer expansion and resilient subscription revenues.
Outlook remains positive for long-term investors due to structural growth in cloud adoption, though short-term risks include high valuations and sector volatility. Key opportunities lie in business diversification and profitability improvements among holdings, while risks involve competitive pressures and macroeconomic sensitivity affecting tech stocks.
TSM trades at $429.30, up 2.59% with a bullish technical signal, supported by strong earnings beats and robust revenue growth driven by AI demand. The stock is near its 52-week high, with a consensus price target of $545.67 indicating significant upside potential. Recent news highlights record July revenue growth of 44.7% year-over-year and a $1.8 billion joint venture with Sony for image sensors.
Outlook remains positive due to sustained AI-driven demand and expansion plans, but risks include geopolitical tensions and high valuation multiples. The company's solid cash flow and profitability support further growth, though investors should monitor competitive pressures and macroeconomic volatility.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Global X Cloud Computing ETF
CLOU is a thematic ETF that invests in companies leading the cloud revolution. It targets providers of SaaS, PaaS, and IaaS, including major firms like Salesforce, Akamai, and Shopify that drive modern digital infrastructure.
Read more on CLOU →About Taiwan Semiconductor Mfg. Co. Ltd.
Taiwan Semiconductor Manufacturing Company, or TSMC, is the world's largest dedicated chip foundry, with over 57% market share in 2021 per Gartner. TSMC was founded in 1987 as a joint venture of Philips, the government of Taiwan, and private investors. It went public as an ADR in the U.S. in 1997. TSMC's scale and high-quality technology allow the firm to generate solid operating margins, even in the highly competitive foundry business. Furthermore, the shift to the fabless business model has created tailwinds for TSMC. The foundry leader has an illustrious customer base, including Apple, AMD and Nvidia, that looks to apply cutting-edge process technologies to its semiconductor designs.
Read more on TSM →
