Apple is considering semiconductor suppliers Samsung and Intel due to ongoing chip shortages affecting its main supplier, TSMC. While Apple designs its own chips, TSMC manufactures them, but global demand from AI and data centers is straining supply. Apple has held talks and visited Samsung's Texas plant but hasn't placed major orders yet, partly due to potential technical challenges in switching suppliers. Additionally, US political pressure encourages Apple to source chips domestically, aligning with its past moves to shift some manufacturing to the US and other countries amid trade tensions.
The Global X NASDAQ 100 Covered Call ETF (QYLD) offers monthly income by selling call options on the Nasdaq-100, generating steady distributions. However, this strategy caps upside gains, resulting in QYLD returning about half the five-year growth of...
Adams Diversified Equity Fund reported a 10.8% total return on net asset value (NAV) for the first half of 2026, outperforming the S&P 500's 10.2% and the Morningstar U.S. Large Blend category's 9.5%. The fund's market price return was even higher at...
Taiwan Semiconductor Manufacturing Co. (TSMC) announced an additional $100 billion investment in the US, raising its total US investment to $265 billion to meet rising AI chip demand. This expansion could add four new advanced facilities to its Arizo...
Apple's generative AI service, Apple Intelligence, has been approved by China's Cyberspace Administration for launch in the country. The approval follows deals to integrate Alibaba's Qwen AI model and collaboration with Baidu into Apple's operating s...
In 2026, Alphabet has delivered outstanding returns over one, three, and five years, contrasting with struggles faced by other hyperscalers. The semiconductor sector remains highly cyclical, impacting both business performance and stock prices. A com...
