Some multi-billion opportunities in AR/VR, advertising and more could help the tech company hit the upside scenario.
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The bull case on Apple that could take it 70% higher from here, according to Evercore ISI
World
AI trade back on? The company behind chip leaders like Nvidia and AMD just raised its spending forecast
Robust earnings results from Taiwan Semiconductor Manufacturing Co. just gave a huge lift to the artificial intelligence trade. TSMC on Thursday posted a 35% year-over-year increase in profit for its fourth quarter, handily beating Wall Street’s estimates and hitting a fresh record. Its high-performance computing division, which includes artificial intelligence and 5G applications, made up […]
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Why a diversified approach to income is ‘essential’ right now, according to UBS
Income investors should be well diversified owing to expectations of uncertain and rocky markets this year, according to UBS. The investment bank anticipates volatility will more than likely be much higher than what the market saw in 2025. “Given tight credit spreads and uncertainty around government debt, we think a diversified approach to yield generation […]
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Taiwan will invest $250 billion in U.S. chipmaking under new trade deal
The U.S. and Taiwan have reached a trade agreement to build chips and chip factories on American soil, the Department of Commerce announced on Thursday. As part of the agreement, Taiwanese chip and technology companies will invest at least $250 billion in production capacity in the U.S., and the Taiwanese government will guarantee $250 billion […]
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