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2024-04-26 17:00:00 ET Taiwan Semiconductor Manufacturing (NYSE: TSM) is one of the most important companies in the world. In fact, according to some, it's the most important company. TSMC, as it's also known, is the world's largest contract semiconductor manufacturer. It's ...
2024-04-26 12:15:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The Strategy outperfor...
2024-04-26 11:30:00 ET Summary VanEck Semiconductor ETF fell into correction territory, stunning late investors who chased the AI FOMO. Earnings growth estimates for the semiconductor industry remain robust, lowering the chance of a debilitating bear market decline. SMH's lead...
2024-04-26 06:54:30 ET More on tech stocks I'm Upgrading Micron To A Buy As It Wins The HBM Yield Race With SK Hynix Micron: CHIP Grants Are Rocket Fuel (Rating Upgrade) Why Micron Technology Is A Solid Investment For The Future Of Data Centers And AI Huawei'...
2024-04-26 06:22:17 ET Summary Advanced Micro Devices is well-positioned competitively in the AI arms race, with strong potential to further widen its footprint in the space. Lisa Su has stewarded the company well historically, dominating close peer Intel through the 2010s through...
2024-04-25 18:45:02 ET Summary The Intel stock has lost over a quarter of its value this year, making it one of the worst-performing stocks in the semiconductor index. Intel's valuation divergence from peers continue to reflect increasing execution risks given rising company-speci...
2024-04-25 16:12:38 ET Shares of semiconductor and data center infrastructure stocks Broadcom (NASDAQ: AVGO) , Taiwan Semiconductor Manufacturing (NYSE: TSM) , and Arista Networks (NYSE: ANET) were all rallying today, up 3.2%, 3.2%, and 4.4%, respectively, as of 3:39...
2024-04-25 12:20:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron New Asia Fund gained 6.36% (Institutional Shares) during the first quarter of 20...
2024-04-25 12:05:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron International Growth Fund gained 1.35% during the first quarter of 2024, while i...
2024-04-25 11:15:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron Emerging Markets Fund gained 2.50% (Institutional Shares) during the first quart...
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2024-07-22 19:36:17 ET What a difference a week can make on the stock market. This truism seemed to be very much in force for microchip stocks on Monday. After last week's sell-off, many got off to a roaring start with the new trading week. Asian powerhouse Taiwan Semiconductor Manufa...
2024-07-21 04:30:00 ET The prospect of tighter U.S. restrictions on exports to China and recent comments from presidential candidate Donald Trump knocked some of the wind out of chip stocks. Semiconductor stocks slid as the Biden administration floated the prospect of tougher trade restrict...
2024-07-20 05:25:00 ET Fool.com contributor Parkev Tatevosian answers whether Taiwan Semiconductor (NYSE: TSM) stock is a buy today. *Stock prices used were the afternoon prices of July 17, 2024. The video was published on July 19, 2024. Continue reading For ...