fool.com · 28 jul

Why Amkor Plunged Today

Is this a golden buying opportunity for the AI beneficiary?

247wallst.com · 28 jul

Wall Street’s Top AI Bull Dan Ives Says the Revolution Is Only in the Third Inning. Here’s What That Means for Your Portfolio.

Wedbush's most vocal AI bull thinks investors keep flinching at the wrong signals, and he has a map of five stocks that traces where the real money is moving before the crowd catches on.

fool.com · 28 jul

Billionaire Stanley Druckenmiller Slashed His Stake in This Stock. But Wall Street Thinks It Could Jump 50%.

Stanley Druckenmiller continues to sell a core position.

reuters.com · 28 jul

TSMC says Japan plant gradually resuming operations after earthquake

Taiwan Semiconductor Manufacturing Co , the world's ​largest contract chipmaker, said late ‌on Tuesday it had begun gradually resuming operations at its Japan Advanced ​Semiconductor Manufacturing (JASM) plant in Japan's ​Kumamoto prefecture after a strong earthquake ⁠prompted the precautionary evacuation of ​workers.

247wallst.com · 28 jul

Billionaire Investor Andreas Halvorsen’s Top 5 Picks: Are They a Buy Now?

Viking Global just filed its 13F, handing retail investors a five-stock shortlist that spans AI chips, streaming turnarounds, and a rate-cycle trade, and four of them are flashing buy signals before the next earnings window closes.

zacks.com · 28 jul

3 AI Chip and Memory Behemoths to Buy Ahead of August for Big Upside

AI chip and memory leaders MU, INTC and TSM stand out for August as AI demand, growth and targets support upside.

defenseworld.net · 28 jul

Biglari Sardar Has $5.11 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Biglari Sardar reduced its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 29.1% during the undefined quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 15,111 shares of the semiconductor company's stock after selling 6,203 shares during the quarter. Taiwan

seekingalpha.com · 27 jul

TSMC Deserves Much More Respect From The Market

TSMC remains a buy as robust growth, margin improvement, and capacity expansion plans reinforce the bullish thesis. Q2 revenue grew 36.0% YoY in local currency, with HPC leading at 66% growth and 2nm technology beginning to contribute meaningfully. Gross margin expanded 9.1 percentage points YoY, with Q3 guidance indicating further margin improvement and revenue acceleration.