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Taiwan Semiconductor Newsroom
Express News | U.S.-listed Chinese stocks surge in overnight trading, with Alibaba up over 4%.
Unusual Options Activity: TPR, MAT and Others Attract Market Bets, TPR V/OI Ratio Reaches 499.5
Tech giants show strong capital expenditure, Taiwan Semiconductor is listed as a "preferred stock" by Morgan Stanley.
Morgan Stanley listed Taiwan Semiconductor as its top stock on Thursday, noting that the capital expenditures of Meta and Microsoft indicate a continued strong demand for AI products, confirming the company's bright prospects. Morgan Stanley upgraded its rating on Taiwan Semiconductor stocks to Shareholding, with Taiwan Semiconductor's American shares rising by 4.6% at one point on Thursday, ultimately closing up 3.6%.
Unusual Options Activity: SMCI, MSFT and Others Attract Market Bets, SMCI V/OI Ratio Reaches 381.0
Express News | Shares of Semiconductor Stocks Are Trading Higher Following Strong Earnings From Microsoft and Meta
Express News | Why Are Nvidia, Broadcom And Other Chip Stocks Soaring On Thursday?
KLA Sees Bullish Views From Wall Street Analysts After 'Positive' Q3, Outlook
Nvidia Receives Rare Sell Rating as Seaport Initiates Coverage
Intel Event Had 'Some Positives,' but Foundry Concerns Remain: Morgan Stanley
Donating money resulted in a plummet of values! The USA Technology industry trying to curry favor with Trump ended up being a "Faustian trade."
① Just as USA Technology companies were once very cocky at the beginning of Trump's presidency, they now find themselves in big trouble; ② Due to tariff policies and market turmoil caused by Trump's overreach, the performance of USA Technology companies has been collectively downgraded this year, and Stocks have also been heavily sold off; ③ Musk, Huang Renxun, Zuckerberg, and Bezos have lost nearly 200 billion dollars in wealth, leading to their support for Trump being regarded as a deal with the devil.
Intel Ramps Up New Chip Tech To Take On Taiwan Semiconductor's Global Lead
Intel Foundry, Synopsys Team up for Chip Design on Intel's New Manufacturing Process
Cadence Design's Results, Outlook Showcase Its 'Resilience,' Morgan Stanley Says
A JPMorgan survey indicates that the S&P 500 Index has peaked this year, but investors remain bullish on the Magnificent 7.
① A JPMorgan survey shows that 93% of investors believe the S&P 500 Index will hover around 6000 points or lower in the next 12 months, with 40% expecting it to remain within the 5000-5500 points Range; ② Respondents unanimously believe that trade wars and tariff uncertainties will trigger economic consequences, with 61% expecting the USA economy to face stagflation in the next 12 months.
Why Nvidia Investors Shouldn't Worry About Huawei's New AI Chip
Express News | Shares of Semiconductor Stocks Are Trading Lower. The Sector May Be Reacting to Reports Suggesting Huawei Has Developed an AI Chip to Challenge NVIDIA
Nvidia Leads Chip Stocks Lower Amid Huawei Challenge and Big Tech Earnings Week
$100 Invested In This Stock 5 Years Ago Would Be Worth This Much Today
Bank of America: Taiwan Semiconductor (TSM.US) advanced technology and manufacturing continue to gain momentum, maintaining a 'Buy' rating.
Bank of America Securities maintains a "Buy" rating on Taiwan Semiconductor and reiterates a Target Price of $220.
'Sell in May and Go Away': Will the Seasonality Hold True This Year?