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Taiwan Semiconductor Manufacturing Company Ltd. (NY:TSM)

326.11 -21.64 (-6.22%)

Official Closing Price Updated: 7:00 PM EDT, Mar 26, 2026 Add to My Watchlist

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TSMC Has a Monopoly on Making AI Chips. Here's Why This Stock Could Be the Safest Bet in the $700 Billion Capex Boom. ↗

Today 20:20 EDT

It's the beginning of the AI pipeline.

Via The Motley Fool

Topics Artificial Intelligence

Forget GPUs: Custom AI Chips Are the Next Trillion-Dollar Opportunity. Here Are 2 Stocks to Buy Now. ↗

Today 18:25 EDT

Many companies are moving away from general-purpose AI hardware like GPUs and toward their own custom chips. This is how to play it.

Via The Motley Fool

Topics Artificial Intelligence

The Silicon Squeeze: AI Pricing Power Lifts Chip Stocks ↗

Today 18:17 EDT

Via MarketBeat

Topics Artificial Intelligence

Wholesale Inflation Surge: PPI Jump of 0.5% Rallies Fears of Consumer Price Spikes, Testing Fed Resolve

Today 17:29 EDT

The Bureau of Labor Statistics released its Producer Price Index (PPI) report for February early this morning, March 26, 2026, revealing a startling 0.5% monthly increase in wholesale inflation. This...

Via MarketMinute

Topics Bonds Economy

Arm's New Gambit: Building Chips to Challenge the AI Titans ↗

Today 17:14 EDT

Via MarketBeat

Topics Artificial Intelligence

Arm Holdings Shares Surge on Groundbreaking In-House Chip Project Reveal

Today 17:12 EDT

The semiconductor landscape shifted on its axis today as Arm Holdings (NASDAQ: ARM) shares skyrocketed following the official unveiling of its first-ever in-house high-performance processor. On March...

Via MarketMinute

Topics Artificial Intelligence Economy Intellectual Property

1 Compelling Reason to Buy Taiwan Semiconductor Stock Like There's No Tomorrow ↗

Today 17:03 EDT

Artificial intelligence (AI) accelerators have become a significant source of revenue for Taiwan Semiconductor Manufacturing.

Via The Motley Fool

Topics Artificial Intelligence Earnings

Arm Holdings Surges 16% as AGI CPU Roadmap Reshapes the AI Landscape

Today 14:22 EDT

The semiconductor landscape witnessed a historic transformation on Wednesday, March 25, 2026, as shares of Arm Holdings (NASDAQ: ARM) skyrocketed over 16.3% following the unveiling of its first-ever...

Via MarketMinute

Topics Artificial Intelligence Intellectual Property

The Great Ethernet Pivot: Broadcom Begins Volume Shipments of Industry-First 102.4 Tbps AI Switch

Today 14:11 EDT

In a move that signals a decisive shift in the "industrialization of artificial intelligence," Broadcom Inc. (NASDAQ: AVGO) has officially commenced production volume shipments of its Tomahawk 6...

Via MarketMinute

Topics Artificial Intelligence Economy

The Arm Mutation: Silicon Giant Surges 16% as it Abandons ‘Switzerland’ Status for AGI Dominance

Today 11:36 EDT

London & New York — Shares of Arm Holdings (NASDAQ: ARM) skyrocketed by 16% over the combined trading sessions of March 25 and 26, 2026, marking a historic turning point for the British chip architect....

Via MarketMinute

Topics Artificial Intelligence Economy Intellectual Property

Silicon Architect Ascendant: ARM Holdings Skyrockets 16% as "AGI CPU" Dominance Signals New Era for AI Hardware

Today 10:17 EDT

CAMBRIDGE, UK and NEW YORK — Shares of ARM Holdings (NASDAQ: ARM) experienced a seismic 16.38% surge today, March 26, 2026, marking the stock’s most explosive single-day gain since its initial public...

Via MarketMinute

Topics Artificial Intelligence Earnings Economy

The $1 Trillion Trajectory: A Deep-Dive into NVIDIA (NVDA) and the Future of AI Silicon

Today 10:02 EDT

Introduction As of March 26, 2026, the global technology landscape is no longer merely "transitioning" to artificial intelligence; it is being entirely reconstructed around it. At the epicenter of this...

Via Finterra

Topics Artificial Intelligence Economy

Intel Arrow Lake Refresh: The Budget CPU That Finally Gives AMD a Run for Its Money ↗

Today 7:05 EDT

Intel has mostly fixed its past mistakes with Arrow Lake.

Via The Motley Fool

Topics Artificial Intelligence

How I'd Invest $10,000 in AI Stocks Right Now ↗

Today 4:35 EDT

These five companies are the best ways to invest in AI.

Via The Motley Fool

Topics Artificial Intelligence

My Top 2 Megacap Stocks to Buy After Walmart's Latest Pullback ↗

March 25, 2026

These two megacaps are cheaper and have higher upside than Walmart.

Via The Motley Fool

Topics Artificial Intelligence

ASML’s $8B Deal: More Than a Purchase, It's a Prophecy ↗

March 25, 2026

Via MarketBeat

The Steel-Walled Resurgence: How Foreign Capital and Policy Are Powering a New U.S. Industrial Golden Age

March 25, 2026

The United States is currently witnessing a structural pivot of historic proportions, as the long-heralded "U.S. Industrial Renaissance" moves from a policy ambition to a tangible, factory-floor...

Via MarketMinute

Topics Artificial Intelligence Economy Energy

The New Power Couple of Silicon: Axcelis and Veeco Move Toward Final Integration

March 25, 2026

As of March 25, 2026, the semiconductor equipment sector is on the verge of its most significant mid-tier consolidation in a decade. Axcelis Technologies (Nasdaq: ACLS) and Veeco Instruments (Nasdaq:...

Via MarketMinute

Topics Artificial Intelligence Economy Electric Vehicles

The Niche Titan: A Research Deep-Dive into Veeco Instruments (VECO) in the Age of AI

March 25, 2026

As of March 25, 2026, the semiconductor equipment landscape is undergoing a tectonic shift, and at the center of this transformation is Veeco Instruments Inc. (NASDAQ: VECO). Long regarded as a "niche...

Via Finterra

Topics Artificial Intelligence Economy Supply Chain

Axcelis Technologies (ACLS) Deep Dive 2026: Navigating the AI and SiC Frontiers

March 25, 2026

As of March 25, 2026, the semiconductor capital equipment landscape is undergoing a profound transformation, and at the center of this shift is Axcelis Technologies, Inc. (Nasdaq: ACLS). Long regarded...

Via Finterra

Topics Artificial Intelligence

Corning Inc. (NYSE: GLW): The Material Architect of the AI and Broadband Era

March 25, 2026

March 25, 2026 Introduction In the rapidly evolving landscape of 2026, few companies occupy as pivotal a position in the global technology infrastructure as Corning Inc. (NYSE: GLW). Long regarded as a...

Via Finterra

Topics Artificial Intelligence Economy Electric Vehicles

The Atomic Architects: A Deep Dive into Applied Materials (AMAT) in the AI Supercycle

March 25, 2026

As of March 25, 2026, the semiconductor industry has transitioned from a cyclical hardware market into the foundational infrastructure of the global economy. At the heart of this transformation sits...

Via Finterra

Topics Artificial Intelligence Economy Government

The AI Gatekeeper: TSMC's Chokehold Signals Dominance ↗

March 25, 2026

Via MarketBeat

Topics Artificial Intelligence

AI Sell-Off: 3 Stocks Investors Should Load Up On ↗

March 25, 2026

AI stocks are massive bargains right now.

Via The Motley Fool

Topics Artificial Intelligence Supply Chain

Will Nvidia's Financial Results Be Hurt by the Iran War and High Oil Prices? ↗

March 24, 2026

Nvidia has extremely high gross, operating, and profit margins, so a slight or even moderate increase in supply chain costs should not hurt it much.

Via The Motley Fool

Topics Artificial Intelligence Economy Energy

Amazon’s $200 Billion Gambit: The High-Stakes Architecture of the AI Era

March 24, 2026

SEATTLE — In a move that has sent shockwaves through global financial markets and the technology sector, Amazon.com, Inc. (NASDAQ: AMZN) has officially committed to a staggering $200 billion capital...

Via MarketMinute

Topics Artificial Intelligence

Broadcom’s AI Revenue Rockets 106% to $8.4 Billion as Custom Silicon Dominates the Infrastructure Build-Out

March 24, 2026

In a definitive signal that the artificial intelligence gold rush has moved from speculative investment to massive industrial scaling, Broadcom Inc. (NASDAQ: AVGO) reported a staggering 106%...

Via MarketMinute

Topics Artificial Intelligence Economy

3 Artificial Intelligence (AI) Stocks That Look Like Strong Buys Heading Into April ↗

March 24, 2026

These AI companies are great additions to any portfolio.

Via The Motley Fool

Topics Artificial Intelligence

The AI Memory Supercycle: Micron Shatters Records with 196% Revenue Surge in Historic Q2 2026

March 24, 2026

The global semiconductor landscape shifted on its axis this week as Micron Technology (NASDAQ: MU) unveiled a fiscal 2026 second-quarter performance that effectively silenced any remaining skeptics of...

Via MarketMinute

Topics Artificial Intelligence Economy

The Architect of the Angstrom Era: A Deep-Dive into Synopsys (SNPS) in 2026

March 24, 2026

Published: March 24, 2026 Introduction As the global semiconductor industry grapples with the transition to the "Angstrom Era" of 2nm and below, one company has positioned itself as the indispensable...

Via Finterra

Topics Artificial Intelligence Intellectual Property Stocks

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