Taiwan Semiconductor Manufacturing Company (TSMC) is expected to report strong quarterly earnings driven by rising demand for AI chips and its leading manufacturing position. The company has already exceeded revenue forecasts for Q2 and is likely to beat earnings expectations again. TSMC is strengthening its pricing power, with potential price increases of up to 15% on advanced products, supported by robust AI capital expenditures. Despite rapid growth and a strong balance sheet, TSMC's valuation remains attractive at 26 times 2026 earnings, lower than many AI-focused peers, making it a compelling option for long-term investors.
The iShares A.I. Innovation and Tech Active ETF (BAI) fell nearly 6% in one week after a strong year-to-date gain of about 36%. This volatility reflects sensitivity to the 10-year Treasury yield, which affects valuations of AI-related semiconductor s...
The global industrial semiconductor market, valued at $98.35 billion in 2025, is projected to grow to $329.73 billion by 2035, with a CAGR of 12.86%. Growth is fueled by increasing adoption of AI-powered industrial automation, electric vehicles, smar...
Mar Vista Investment Partners' U.S. Quality strategy posted a net return of +12.71% in the second quarter of 2026, underperforming the Russell 1000 and S&P 500 indexes, which returned +15.14% and +15.20%, respectively. Key contributors to the portfol...
TSMC reported Q2 revenues of $39.6 billion, near the high end of guidance, driven by strong AI infrastructure demand. The company expects annualized sales growth of 30% through 2028, supported by AI demand and the upcoming 2nm technology node. Despit...
Wall Street enters a busy week as second-quarter earnings reports from major banks like JPMorgan Chase and Goldman Sachs, and tech giants such as ASML and Netflix, come in alongside key inflation data and Federal Reserve Chair Kevin Warsh's testimony...
