Taiwan Semiconductor Manufacturing Co Ltd
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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This pharma stock just got whacked — there’s still a major catalyst ahead
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks were climbing on Thursday led by semiconductors and AI-related names. Taiwan Semiconductor rallied more than 5% after reporting strong fourth quarter results and forecasting higher […]
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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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Chip stocks pop after TSMC’s earnings beat boosts confidence in industrywide demand
Nvidia founder and CEO Jensen Huang speaks about the Vera Rubin AI platform during a question and answer session with reporters at the annual Consumer Electronics Show (CES) in Las Vegas, Nevada, on Jan. 6, 2026. Patrick T. Fallon | AFP | Getty Images Chipmakers Nvidia and Advanced Micro Devices led an industrywide rally in […]
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Stocks making the biggest moves midday: Morgan Stanley, Coinbase, Taiwan Semi, Eli Lilly & more
Here are some of the names making big moves in midday trading. Eli Lilly — Shares of the weight loss drugmaker fell nearly 4% after Reuters reported that a Food and Drug Administration decision on its obesity pill would be delayed until April 10. The drug had been granted an expedited review under a Trump […]
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Stocks making the biggest moves premarket: Taiwan Semiconductor, ASML, BlackRock and more
Check out the companies making the biggest moves in premarket trading: Taiwan Semiconductor Manufacturing — The chipmaker soared 6.6% after it posted another record quarter . The company saw a 35% increase in fourth-quarter profit, beating estimates amid demand for its artificial intelligence chips. ASML Holding —- Shares of the chip-equipment manufacturer jumped 6% after […]
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China’s AI chip firms are going public fast. But its crown jewel is staying private
China’s artificial intelligence chip sector has drawn heavy investor interest following a string of successful initial public offerings. But while those newly listed firms have led market gains, analysts say they are not leading China’s effort to reduce reliance on Nvidia. Instead, most analysts point to tech giant Huawei and its secretive chip unit, HiSilicon, […]
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Intel stock rises after Trump touts ‘very successful’ CEO, applauds government’s investment
Intel shares rose 2% in extended trading on Thursday after President Donald Trump posted a flattering message on social media about the chipmaker and its CEO, and championed the government’s investment in the company. “I just finished a great meeting with the very successful Intel CEO, Lip-Bu Tan,” Trump wrote on Truth Social. In August, […]
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Memory chip giants spark global semiconductor rally as shortages stoke price hikes
Taiwan Semiconductor Manufacturing Co. (TSMC) signage on the floor of the New York Stock Exchange (NYSE) in New York, US, on Friday, Jan. 2, 2026. Michael Nagle| Bloomberg | Getty Images Semiconductor stocks rallied to start the year, led by the world’s biggest memory chip firms that are getting a boost from continued artificial intelligence-related […]
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Stocks making the biggest moves premarket: Baidu, Wayfair, Tesla, Taiwan Semiconductor & more
Check out the companies making the biggest moves in premarket trading: Baidu — The Chinese tech giant jumped 12% after it said it plans to spin off its semiconductor unit , Kunlunxin, and list it in Hong Kong. Wayfair , RH , Williams-Sonoma — The home goods retailers rose following President Donald Trump’s decision to […]
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