Nvidia’s stock tracks toward record as TSMC sees AI chip market still booming
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Business - MarketWatch
Nvidia’s stock sets one record but falls short of another
While TSMC issued upbeat commentary on the state of the AI market, Wall Street perhaps already had that confidence.3 hours ago -
Business - CNBC
Nvidia and Apple supplier TSMC shares pop 10% after quarterly profit soars on AI demand
TSMC, the world’s largest producer of advanced chips, posted a 54% hike in third-quarter profit.4 hours ago - Apple -
Business - MarketWatch
Travelers’ stock soars as earnings triple despite record catastrophe losses
ravelers’ stock surges toward another record after earnings beat expectations by a wide margin, amid a sharp improvement in underlying profitability.6 hours ago -
Business - CNBC
Why we're downgrading our solar stock Nextracker, plus the chipmakers bounce back
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.6 hours ago -
Business - MarketWatch
The stock market still leans to this candidate winning the presidential election
The Dow’s indication of who will win the U.S. presidency deserves to be taken seriously.6 hours ago -
Business - CNBC
Nvidia stock rises to new record, exceeding June high as AI trade is rekindled
Shares of Nvidia rose more than 3% on Thursday, briefly tapping a new intraday high of $140.89. It bested a previous record of $140.76, set June 20.9 hours ago -
Business - MarketWatch
How this money manager’s one-of-a-kind fund beats the market without Nvidia and other tech stocks
Cambria Investment’s Faber tells MarketWatch how he makes shareholders money by owning high-quality, dividend-paying stocks that most investors overlook.12 hours ago -
Business - The Wall Street Journal
AI Boom Is Real---and Really Profitable---Says Chip Maker TSMC
The world’s largest contract chip maker says revenue from AI-related products is expected to triple this year.14 hours ago -
Business - MarketWatch
TSMC set to produce first chips from new Arizona plant at start of 2025
TSMC is building three new facilities in Arizona in order to protect its business against mounting tensions between China and the U.S.14 hours ago -
Business - Inc.
Does the Stock Market Want Trump to Be President?
Election odds favor Trump over Harris, but investors actually care about the Fed and economic data more than the White House.14 hours ago - Donald Trump -
Business - MarketWatch
TSMC CEO says AI is not in a bubble and its growth is for real
the chief executive of contract manufacturer Taiwan Semiconductor Manufacturing Co. says the artificial intelligence revolution is for real.14 hours ago -
Business - Financial Times
TSMC profits jump 54% on back of AI chip boom
World’s biggest chipmaker says demand has recovered across all segments despite fears of industry slump15 hours ago -
Business - MarketWatch
TSMC beats forecasts with 54% surge in profits on soaring AI demand
Taiwan Semiconductor Manufacturing Co said its sales were boosted by strong demand from smartphone makers and artificial intelligence firms16 hours ago -
Sports - Yahoo Sports
Dow Jones Futures: Nvidia In Buy Area; Why These Stocks Are Radioactive
The stock market is strong with Nvidia in a buy area ahead of Taiwan Semiconductor. Nuclear stocks are too hot to handle now.Yesterday -
Politics - The Hill
Big Tech turns to nuclear energy to power AI boom
Major technology companies are increasingly turning to nuclear energy as they attempt to keep up with the vast energy demands of artificial intelligence (AI) without derailing their highly ...Yesterday -
Business - Inc.
Anguilla’s .ai Web Address Makes the Tiny Island Money in the AI Boom
Registrations from artificial intelligence company websites let the Caribbean territory tap a rich vein of revenue from a digital gold mine.Yesterday -
Business - The Wall Street Journal
Chip Stock Selloff Persists in Europe, Asia After ASML Warns of Slower Recovery
Chip stocks in Europe and Asia continued to fall Wednesday after Dutch semiconductor-equipment maker ASML Holding warned the recovery for some areas of the industry could extend well into next ...Yesterday -
Business - MarketWatch
ASML says chip-market slump will mainly impact sales to China
A day after a profit warning that rocked the stock market, executives at ASML Holding said the slower-than-expected recovery in the microchip market will have the sharpest impact on sales to China ...Yesterday - China -
World - Financial Times
Hong Kong’s IPO market could benefit from robo-vehicle boom
If Horizon reaches its $696mn target, it would be the city’s largest initial public offering this yearYesterday -
Business - Inc.
Nvidia’s Almost the World’s Most Valuable Company but It’s Still Volatile As Ever
Nvidia’s volatility relative to the S&P 500 has doubled over the last decade even as its market cap soared.Yesterday -
Business - The Wall Street Journal
ASML Expects Slower Semiconductor Recovery, Weighing on Chip Stocks
The company posted orders below analysts’ expectations as chip makers held back spending on key production equipment.2 days ago -
Business - CNBC
Asian semiconductor stocks rise after shares of AI chip darling Nvidia hit a record high
Nvidia's gains in share price lifted its market value to top $3.4 trillion, unseating Microsoft as the second most valuable company on Wall Street.2 days ago -
Top stories - NBC News
Taiwan says Chinese military sent a record 153 planes toward island during war games
Taiwan’s defense ministry said Tuesday it had detected a record 153 Chinese military aircraft during war games around the island the previous day.2 days ago -
Business - MarketWatch
U.S. reportedly considering caps on exports of AI chips to certain countries
U.S. officials are considering capping sales of advanced AI chips to certain countries in the interest of national security, Bloomberg News reported Monday night.2 days ago -
Business - MarketWatch
AMD’s AI punches are landing where it counts — against Nvidia
Not every AI customer wants or can afford Nvidia’s powerhouse Blackwell chip.3 days ago -
Business - CNBC
Nvidia closes at record as AI chipmaker's market cap tops $3.4 trillion
Nvidia shares closed at an all-time high on Monday as the chipmaker continues to ride a massive wave of demand for its artificial intelligence chips.3 days ago -
Business - MarketWatch
Nvidia’s stock secures first record in four months as customers seem locked in
One analyst says customers are in a “prisoner’s dilemma” that will keep them spending, while another was encouraged by recent Nvidia commentary on the company’s “moat.”3 days ago -
Business - MarketWatch
Why SoFi’s stock is on track for its highest close of the year
A new partnership helps validate SoFi’s underwriting model at a time some when investors are concerned about the lending business.3 days ago -
Business - CNBC
We still have this lagging chipmaker on our buy list as the stock market pushes to more new highs
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.3 days ago -
Business - MarketWatch
These stock-market watchers love this sector — and it’s not technology
My report on stocks and funds popular among top-performing investment newsletters3 days ago -
Business - The New York Times
China’s Stock Markets Rebound on Promises to Help Businesses
Assurances from government officials on plans to strengthen the private sector offset a lack of specifics about economic stimulus.3 days ago - China