Hedge fund manager Gavin Baker, founder and CIO of Atreides Management, offered a counterintuitive framing of the AI trade on a recent appearance on Patrick O’Shaughnessy’s Invest Like the Best program. Baker’s…
At $394, Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) screens favorably. The world’s largest contract chipmaker raised full-year guidance at a price still below the average Wall Street target, combining momentum…
Vandita Jadeja Intel is having a moment again, with the Intel (NASDAQ:INTC | INTC Price Prediction) turnaround story dragging retail money back into a name that has spent the past four years as a…
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction | TSM Price Prediction) just delivered a quarter that should end the debate about who owns the AI buildout. Q1 2026 revenue hit $35.9…
Vandita Jadeja The image from last week’s state banquet at the Great Hall of the People told two stories at once. Tim Cook, Jensen Huang, and Elon Musk sat in the room as guests…
Trey Thoelcke Cameron Dawson, chief investment officer at NewEdge Wealth, dropped a statistic on Thoughtful Money with Adam Taggart that should reframe how investors think about diversification in 2026. “10 years ago, the semiconductor…
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) at $404.35 looks attractive on weakness below $400 based on the setup discussed below. The stock has already touched $386.12 on May 12 and…
Alex Sirois Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) does one thing for a living. It runs the world’s most advanced chip fabs. That single trick happens to be the chokepoint of the…
Omor Ibne Ehsan Watching what the hedge funds and top investment managers do in any given quarter can be a great source of ideas in just about any market. Instead of keeping tabs on just…
Intel (NASDAQ:INTC | INTC Price Prediction) has roughly tripled this year on a turnaround narrative wrapped around AI inference workloads, a fresh Google partnership, and selection as the host CPU for NVIDIA‘s…
Let me cut to the chase. Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) trades at $404.54, and our 24/7 Wall St. price target for TSMC is $473.33 over the next 12…
Vandita Jadeja Mizuho raised its price target on Intel (NASDAQ:INTC | INTC Price Prediction) stock to $124 from $100 on May 12, keeping a Neutral rating as the firm cited agentic AI continuing to drive…
Apple (NASDAQ: AAPL | AAPL Price Prediction) and Alphabet (NASDAQ: GOOGL) both just reported, and the contrast runs deeper than the headline numbers suggest. Apple posted its best March quarter ever. Alphabet…
Jeffrey Gundlach, the DoubleLine Capital CEO known as the “Bond King,” has spent recent months hammering one message across his webcasts, CNBC appearances, and social posts: U.S. federal debt is on an…
The 2026 chip war is over. Apple (NASDAQ:AAPL | AAPL Price Prediction) won it in procurement meetings, well before product launches. The market is just catching up. Apple’s $287.44 share price and…
