TSM

TSMC rated a buy with 20.2% upside to $543 fair value. Learn how AI-driven HPC demand укрепens its moat, plus key risks.

SeekingAlpha · 8h ago

Sara Awad from Tech Contrarians gives a preview of Micron's earnings and updates on other tech names.

SeekingAlpha · 13h ago

ASML holds a monopoly on the machines behind leading-edge chips, while Qualcomm's lower valuation comes with slowing growth and heavy customer concentration.

Yahoo · 1d ago

AMD just cracked a $1 trillion market cap and its Data Center business is exploding, but whether a steady $500 monthly stake turns into a windfall or a disappointment by 2030 depends entirely on which version of AMD's story plays out.

Yahoo · 1d ago

Bloom Energy leads five top stocks to watch this week, all trading near early entries or traditional buy points in a resilient stock market. Bloom Energy and its peers all ride artificial-intelligence tailwinds, as AI stocks stage a powerful rebound. Fuel-cell firm and AI power play Bloom Energy broke out Friday.

Yahoo · 1d ago

The stock market faces a week of Fed speeches, September jobs and Micron earnings, as well as special events from SpaceX, Tesla and OpenAI.

Yahoo · 1d ago

China's influence on semiconductor demand is fading, as the Xi visit brought no chip news, and stocks still rallied. Click for this update on chips.

SeekingAlpha · 1d ago