TSMC's stock is currently priced at $428.29 with a 24/7 Wall St. price target of $492.37, suggesting a potential upside of about 15%. The company reported strong Q2 2026 results, including a 36% revenue increase year-over-year and raised its full-year revenue guidance above 40%. TSMC benefits from high demand driven by AI customers like Nvidia and Apple, who are booking capacity years in advance. Risks include margin pressure from new technology ramps and geopolitical tensions, but the overall outlook remains bullish with a 90% confidence level in the buy recommendation.
SanDisk's stock surged 2,107% over the past year, driven by explosive growth in AI-related data storage demand and strong financial results, including a 371.6% revenue increase in fiscal Q4 2026. This remarkable performance has shifted the market lan...
Intel's stock rose 3% after reports that it plans to raise prices on selected PC processors by 10%, reversing a recent selloff. This price increase could boost Intel's gross margins, supporting its ongoing recovery driven by AI demand and supply cons...
In Q2 2026, the Baron Emerging Markets Fund gained 19.61%, underperforming its benchmark, the MSCI Emerging Markets Index, which rose 24.05%. Key contributors to the fund's performance included SK hynix, Taiwan Semiconductor, Samsung Electronics, Mon...
BlackRock runs two similar tech funds: BST, a perpetual fund with a 5.9% yield trading near NAV, and BSTZ, a term trust with a 6.2% yield trading at a 6.2% discount. BSTZ, which will dissolve around June 2031, offers a structural advantage by potenti...
Taiwan Semiconductor Manufacturing (TSMC) reported August 2026 revenue of NT$514.81 billion (about US$16.35 billion), a 53.3% increase year-over-year and a 10.1% rise from July. This surge surpasses TSMC's earlier growth forecasts and highlights stro...
