Technology stocks recently declined due to concerns over how data center expansions are financed, rather than fundamental weaknesses. Taiwan Semiconductor reported a strong 41.2% year-over-year revenue growth driven by high demand for AI chips, with positive guidance for the next quarter. Major tech companies like Microsoft, Alphabet, Meta, and Amazon maintain strong financial positions, funding AI initiatives from cash flow and trading at reasonable valuations. Investors can consider index ETFs like SPY and QQQ for exposure to these resilient leaders amid attractive earnings growth and valuations despite market jitters.
The recent focus on financing challenges in AI-related data center expansions contrasts with the strong trading activity of key tech stocks on Pluang as of Oct 20, 2026 02:32 WIB. Taiwan Semiconductor (TSM) shares rose 2.59% to USD 423.31, reflecting investor confidence despite market jitters. Microsoft (MSFT) also gained 0.99% to USD 534.28, while Amazon (AMZN) surged 5.41% to USD 263.52, showing robust interest in these leaders amid ongoing AI investments.
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Taiwan Semiconductor Manufacturing Company (TSMC) reported a strong quarter with revenue up 41.2% year-over-year and earnings per share rising 68.7%. The company is expanding its production capacity aggressively, including plans to more than double i...
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An analyst initiates coverage of Taiwan Semiconductor Manufacturing Company (TSMC) with a strong buy rating and a price target of $577, suggesting a 37% upside from current prices. The positive outlook is driven by TSMC's strategic position to benefi...
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