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The Latest Breaking News from Charles Shi

Arm AI Ambitions Grow, But Analysts Warn Of Margin Trouble Ahead

Arm Holdings (NASDAQ:ARM) underwhelmed with its latest quarterly results, prompting Wall Street analysts to revise their ratings on the chip designer.

Benzinga

Lam Research Projects Strong FY26, But China-Driven Growth Faces Market Skepticism

Lam Research (NASDAQ:LRCX) delivered stronger-than-expected earnings and raised its full-year guidance, driven by robust demand from China that defied broader industry headwinds.

Benzinga

Taiwan Semiconductor Could Boom on This AI Action Plan

The new AI Action Plan rolled out in the United States could act as a major tailwind in the world of chipmakers like Taiwan Semiconductor Manufacturing.

MarketBeat

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Chip Gear Stocks Get Boost From AI Prospects

Semiconductor equipment firms will benefit from the AI megatrend next year as chipmakers upgrade their gear, a Wall Street analyst says.

Investors Business Daily

Taiwan Semiconductor CFO Warns Of Margin Pressure, Prudent $42 Billion CapEx Plan

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) stock traded lower Friday after its Thursday gains following upbeat quarterly results.

Benzinga

At All-Time Highs, Should You Buy Taiwan Semi Stock Here or Wait for a Dip?

While there are some short-term challenges, TSMC has laid the groundwork for long-term, profitable growth.

Barchart

Dear Taiwan Semi Stock Fans, Mark Your Calendars for July 17

With earnings day nearing, all eyes are on July 17 as TSM stock fans brace to see whether Wall Street’s optimism will hold.

Barchart

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A $90 Billion Reason to Buy This AI Stock Now

Taiwan Semiconductor is a mega-cap tech stock that continues to grow at an enviable pace. Is TSM stock still undervalued in July 2025?

Barchart

Can Taiwan Semiconductor Stock Hit $270 in 2025?

Will TSM stock ride the AI wave all the way to Wall Street’s fresh Street-high target?

Barchart

Taiwan Semiconductor Seen Rising On AI Chip Growth

Taiwan Semiconductor Manufacturing is proving to be the engine of growth for the artificial intelligence megatrend.

Investors Business Daily

Arm Stock Sinks as Soft Outlook Offsets AI-Fueled Earnings Beat

Arm Holdings stock is deep in the red Thursday after the chipmaker's full-year outlook fell short of Wall Street's expectations. Here's what you need to know.

Kiplinger

Newly Public Silvaco Stock Builds IPO Base After Q1 Report

Recent initial public offering Silvaco earned respectful applause from Wall Street analysts Friday after its first-quarter report.

Investors Business Daily

AI Chip Stocks Hit Wall Of Inflated Expectations

Some semiconductor stocks tied to the artificial intelligence boom fell this week after missing sky-high whisper numbers.

Investors Business Daily

Why Taiwan Semiconductor Stock Is Falling After Earnings

Taiwan Semiconductor beat expectations for the first quarter but its stock is notably lower. Here's why.

Kiplinger

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Investors Business Daily

This Semiconductor Stock Called Underappreciated Play On U.S. Chip Reshoring

Amkor stock surged after an analyst said it is an "underappreciated" play on efforts to bring semiconductor manufacturing back to the U.S.

Investors Business Daily

Arm Stock Falls Below IPO Price But Closes Just Above It

Arm stock dropped below its initial public offering price on Thursday amid negative sentiment for the chip designer's prospects.

Kiplinger

Best Strong Buy Stocks for a Stock Picker's Market

Current market conditions have folks seeking out sturdy investment opportunities. These Strong Buy stocks are a good place to start.

Investors Business Daily

How Weak Demand Is Putting A Damper On Taiwan Semi's Outlook — And Those Of Others

Taiwan Semiconductor Manufacturing beat analyst expectations for the second quarter but disappointed with its outlook.

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Investors Business Daily

Cadence Design Systems, IBD Stock Of The Day, Rebounds From Short Pullback

Cadence Design Systems is the IBD Stock Of The Day as the maker of design automation software bounces back from an earnings swoon.

Investors Business Daily

Taiwan Semiconductor Manufacturing Seen Bucking Chip Cycle Downturn

Semiconductor industry sales are forecast to decline next year but Taiwan Semiconductor is likely to grow, an analyst says.

Investors Business Daily

Taiwan Semiconductor Beats June-Quarter Sales Target

Taiwan Semiconductor Manufacturing on Friday posted solid monthly sales to close out the second quarter. TSM stock rose after the report.

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