Apple (NASDAQ:AAPL | AAPL Price Prediction) rarely raises prices. That has been a working assumption on Wall Street for roughly two decades. The company absorbs component costs, squeezes suppliers, redesigns around the problem,…
Sarah Kunst of Cleo Capital went on CNBC Friday morning and said what a lot of portfolio managers have been muttering to themselves all week. “People are wondering if putting all of…
Intel (NASDAQ:INTC | INTC Price Prediction) and Taiwan Semiconductor Manufacturing (NYSE:TSM) both posted Q1 2026 results that frame the same question from opposite sides: who builds the world’s most advanced chips, and…
Intel (NASDAQ:INTC | INTC Price Prediction) is the loudest ticker on Wall Street right now, riding a turnaround narrative powered by NVIDIA’s $5.0 billion equity stake, SoftBank’s $2.0 billion investment, and $8.9…
Intel (NASDAQ:INTC | INTC Price Prediction) and Taiwan Semiconductor Manufacturing (NYSE:TSM) just delivered very different earnings stories. Intel posted a 2,183.46% non-GAAP EPS beat under CEO Lip-Bu Tan while absorbing a $4.07…
The setup is almost too neat. South Korea’s Kospi just had what local press called a “Black Tuesday,” dropping nearly 10% as foreign investors dumped semiconductor shares and tripping circuit breakers. American…
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) just put the rest of the chip sector on notice. Monthly revenue for May 2026 hit NT$416.98 billion, up 30.1% year over year, and…
Vandita Jadeja Four billionaire portfolio managers who almost never end up on the same side of a trade quietly converged on Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction). Chase Coleman’s Tiger Global added…
D.A. Davidson’s head of technology research, Gil Luria, used a CNBC “Closing Bell Overtime” appearance to argue that the chip rally has produced a valuation contradiction investors should not ignore. His framing:…
I keep buying Taiwan Semiconductor and I am not going to stop, because every dip the market hands me looks like a gift I refuse to refuse. Taiwan Semiconductor Manufacturing (NYSE:TSM |…
Strategy, the company formerly known as MicroStrategy (NASDAQ:MSTR | MSTR Price Prediction), is back in every feed because Michael Saylor turned a sleepy software vendor into a $43.6 billion leveraged bitcoin proxy…
Intel (NASDAQ:INTC | INTC Price Prediction) stock is ripping higher Thursday morning, up 10% to around $133 in early trading. The catalyst is a high-profile announcement out of Washington that ties the…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang clearly wasn’t fazed when AI stocks tanked after the overheated U.S. jobs numbers, which seemingly fanned fears of rate hikes to come. In…
Shares across the AI infrastructure complex are trading mixed after well-known short seller Jim Chanos publicly compared today's artificial intelligence capital spending boom to the 1999-2000 telecom build-out. NVIDIA (NASDAQ:NVDA) stock is…
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) is the most important company in the AI supply chain that nobody can replace. CEO C.C. Wei told investors that “global chip supply will…
Vandita Jadeja 
