If the GenAI expansion runs out of gas, Taiwan Semiconductor Manufacturing Co, the world’s most important foundry for ...

Live Updates Get The Best NVIDIA Live Earnings Coverage Like This Every Quarter Get earnings reminders, our top analysis on ...

TSMC’s dominant foundry share and AI-driven demand fuel stock surge, despite geopolitical reshoring efforts ongoing.

After rising over nearly 54% in 2025, TSMC has a market cap of over $1.7 trillion, making it one of only 11 companies in the ...

Profits of Australia's largest listed companies remained flat in 2025, normalising after an exceptional performance in 2021 and 2022, when high metal and energy prices led to record earnings for ...

Arne Alsin of Nightview Capital discusses the 2025 outperformance of the NITE ETF and his bullish outlook on physical AI.

TSMC deatiled plans to accelerate the building of new plants in Taiwan and Arizona, U.S.A in a bullish outlook for 2026. Aside from improving profitability, guidance for both capex and sales in 2026 ...

Since 2021, Intel has pledged over $100 billion towards global manufacturing expansion, anchored by significant new fabs in ...

Wedgewood Partners, an investment management company, released its fourth-quarter 2025 investor letter. The firm anticipates ...

During the fourth quarter of 2025, the Massif Capital Real Assets Strategy advanced 9.6% net of fees, lifting full-year ...

Apple has secured enough NAND flash memory to sustain production through the first quarter of 2026. But the iPhone maker is ...

Former Assistant Secretary of State for East Asian and Pacific Affairs, Daniel Kritenbrink, says the next 12 months are ...