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 Semiconductor (TSMC) is in talks with SpaceX about the Terafab chip plant but insists on operating the facility itself, conflicting with Elon Musk's plan for SpaceX to run it. TSMC's CEO C.C. Wei emphasized that the Texas plant must be managed...
The iShares Semiconductor ETF (SOXX) will undergo a 3-for-1 stock split on November 5, 2026, tripling the number of shares held by investors while reducing the price per share proportionally. This split does not affect the total value of holdings, co...
ASML and Taiwan Semiconductor Manufacturing (TSMC) both reported that AI chip demand exceeds their current production capacity. ASML, which makes critical EUV lithography machines, posted strong revenue growth and is raising prices due to high demand...
EMXETF has introduced the Emerging Markets AI Mag 3 ETF (EMAG), an actively managed fund targeting three key semiconductor companies: TSMC, Samsung Electronics, and SK Hynix. These firms are critical to the AI ecosystem as they supply advanced semico...
ByteDance, Alibaba, and Tencent have placed chip orders with Nvidia worth over $35 billion, exceeding what Nvidia can produce in a year. These orders are primarily for the RTX PRO 5500 graphics cards used in AI inference, with deliveries expected to ...
