Taiwan Semiconductor Manufacturing saw its stock rise after reporting strong quarterly results and guidance that exceeded expectations. Intuit's shares declined due to weaker growth in its DIY tax segment, affected by price-sensitive consumers. Brown Advisory initiated a position in Capital One Financial, citing its quality and long-term growth potential. Meanwhile, Canadian National Railway was sold to reallocate capital to Watsco, which offers a more favorable risk-reward profile. These moves reflect strategic portfolio adjustments based on growth prospects and risk assessment.
Taiwan's Taiex index reached a record intraday high of 48,601.53 driven by strong gains in the tech sector, especially semiconductor companies like TSMC, MediaTek, and Delta Electronics. This surge follows an AI-driven rally on Wall Street fueled by ...
TSMC is expanding its advanced packaging capacity, driven by rising demand from Nvidia and other chip designers. This growth increases the need for specialized inspection and metrology equipment to ensure manufacturing quality, benefiting companies l...
AMD shares rose 5% following a supply-chain report that the company plans a 10% price increase on AI accelerator chips, consumer graphics processors, and motherboard chipsets starting in Q4. The increase is linked to higher wafer costs from its found...
