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03:00-05:00Today2 Stories
Top Japanese Chip Stocks to Watch Going Into Q3 Earnings, According to Bernstein
Investing.com-- Bernstein outlined its top picks among Japanese semiconductor stocks going into the September-quarter earnings season, with positioning calls ranging from strong buys to market-perform ratings based on quarterly earnings expectations and guidance outlooks.
Bull of the Day: Taiwan Semiconductor Manufacturing Company (TSM)
The most important chip manufacturer's beat-and-raise Q3 report earns it a Zacks Rank #1 (Strong Buy). TSMC is projected to more than double its earnings between 2025 and 2027.
09:00-22:00Yesterday2 Stories
Taiwan Semiconductor Manufacturing Company Limited 2026 Q3 - Results - Earnings Call Presentation
2026-10-27. The following slide deck was published by Taiwan Semiconductor Manufacturing Company Limited in conjunction with their 2026 Q3 earnings call.
Taiwan Semiconductor Manufacturing (TSM) Stock Looks Pricey Against Cash Flow
Taiwan Semiconductor Manufacturing has turned into one of the most closely watched cash flow stories in global chips, and after a powerful multi year share price run, the question is whether the current tag still lines up with the cash it is expected to generate. Over the past 3 years, the stock has returned about 4x, which puts a lot of weight on whether future free cash flows can support a much higher implied value for the business. Talks around a potential collaboration with Elon Musk's...
08:00Yesterday1 Story
10:00-21:00Oct 252 Stories
AI Stocks Surge, Then Plunge: Which of 4 Sectors Is Worth Buying?
Micron surged over 300% while Nvidia barely moved, yet both sit at the center of the same AI spending boom. The reason for that gap reveals something important about which companies investors actually trust to survive what comes next.
Taiwan Semiconductor Is Set to Cash in on AI. Here's What a $5,000 Investment Could Be Worth by 2030.
Taiwan Semiconductor is likely to be one of the best performing AI stocks in the next few years.
08:00Oct 241 Story
09:00-14:00Oct 232 Stories
Taiwan Semiconductor (TSMC) Posted Record Profit and the Stock Still Fell. Here's What the Market Is Worried About.
The chipmaking giant is still firing on all cylinders, but investors are becoming more cautious.
What's Going On With Taiwan Semiconductor Stock Friday?
Why is TSMC stock rising today? A Moody's upgrade, AI demand and efforts to reduce China's rare earth reliance draw attention.
06:00Oct 231 Story
14:00-19:00Oct 222 Stories
5 Undervalued AI Stocks According to the Media
The AI trade is getting bumpy as investors question whether the massive spending on data centers and chips will generate sufficient returns. There is only so much capital companies can raise, and cracks are beginning to appear. Yet some prominent investors believe the market is underestimating how much further the AI boom can run. Speaking to […]
Taiwan Semiconductor and ASML Are Incredible, but 1 of These Monopoly Chip Stocks Is Far Safer.
Both stocks are dominating their respective industries.
12:00-14:00Oct 222 Stories
3 Australian Rare Earth Stocks To Own In October 2026
China's rare earth export controls have pushed chip giant TSMC to hunt for alternative materials, which keeps attention firmly on secure supplies of these minerals. That spotlight helps Australian rare earth miners, which sit closer to potential non Chinese supply chains. Investors looking for exposure to this critical materials race may care. This article highlights three Australian rare earth stocks from our screener that may be worth a closer look. The three rare earth stocks in this...
Taiwan Semiconductor Wants In on SpaceX’s Terafab — but Only If It Runs the Fab
TSMC's CEO confirmed talks with SpaceX over the massive Terafab chip plant, but drew a hard line that could blow up the deal before it starts. Elon Musk has a very different idea about who runs the place.
08:00Oct 221 Story
12:00-22:00Oct 212 Stories
3 AI Infrastructure Stocks Retail Investors May Be Watching After Tesla SpaceX Merger Talk
When talk of a potential Tesla and SpaceX merger sparks a move toward a possible $5t giant, it does more than light up headlines. It reminds you that some mega-cap platforms can suddenly find themselves tied to powerful new storylines, and that others quietly ride the same wave. This article walks through 3 stocks from our Mega-Cap Innovation Platforms screener that appear especially exposed to this news shock, and explains why that may be relevant for your portfolio watchlist. The three...
Moody’s upgrades TSMC rating to Aa2 on booming AI demand and market dominance
Investing.com -- Moody's Ratings upgraded Taiwan Semiconductor Manufacturing Co's (NYSE:TSM) issuer rating to Aa2 from Aa3 on Wednesday, citing the foundry giant's dominant market share and persistent demand for artificial intelligence applications. The rating agency also raised its outlook to stable from positive while upgrading senior unsecured ratings across TSMC’s financing subsidiaries.
01:00-09:00Oct 212 Stories
Taiwan Semiconductor Owns The Tollbooth and Helps Me Ignore The AI Financing Noise
While AI companies race to borrow billions and bet on the next winning model, one position quietly collects a fee from every chip they need to run. Here is why the financing chaos keeps sending one investor back to the same buy button.
TSMC: Q3 Earnings Reveal The Coiled Spring For 2027 Profits
TSMC's Q3 revenue surged 17% QoQ to $46.8B, driven primarily by higher average wafer prices from new 3nm and 2nm contracts. Read more on TSM stock here.
17:00-00:00Oct 202 Stories
GlobalFoundries (GFS) Stock Could Be 35% Overvalued On New York Fab Plans
GLOBALFOUNDRIES has delivered a 36.9% gain over the past year, even as the share price has been softer in recent weeks, which puts a sharper spotlight on whether that move is backed up by the cash the business can generate. With the stock last closing at US$47.01 and major capacity projects on the horizon, the question now is how today’s price lines up with the cash flows implied by its Discounted Cash Flow (DCF) intrinsic value estimate. GLOBALFOUNDRIES is up 36.9% over the past year, so...
Taiwan Semiconductor Manufacturing (TSM) Draws Fund Managers Leaving Firms To Invest Personally
Taiwan Semiconductor Manufacturing (NYSE:TSM) is at the center of a new trend as Taiwan fund managers leave institutional roles to invest their own capital. Professionals at local asset managers and brokerages are citing tighter regulatory limits on trading activity as a key reason for resignations. Several portfolio managers are reallocating savings into Taiwan equities led by large semiconductor stocks such as TSMC. The migration of top stock pickers into personal investing, driven by...
05:00-09:00Oct 202 Stories
Zacks Investment Ideas feature highlights: Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing shares have dipped 14% from record highs despite surging earnings, rising advanced-chip demand and upgraded guidance, creating renewed investor interest.
Taiwan Semiconductor Manufacturing Halts Construction At Kaohsiung Plant Due To Accident At Construction Process Of Steel Structure Operation
https://www.ctee.com.tw/news/20261020702195-430502
03:00Oct 201 Story
12:00-15:00Oct 192 Stories
The AI Conundrum: Massive AI Panic While TSMC's Profits Soar 69%
TSMC posted record Q3 revenue on strong AI/HPC demand. Click for this updated look at TSM stock following their latest earnings and see if it is right for you.
TSMC (TSM) Underperforms in Q3 as Semiconductor ‘Crowded Trade’ Unwinds
Wedgewood Partners, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here. Wedgewood Composite delivered a net return of 2.5% in the quarter, compared to 2.3% for the Standard & Poor’s 500 Index, 0.9% for the Russell 1000 Growth Index, and 2.6% for the Russell 1000 Value Index. Surging […]
11:00Oct 192 Stories
Opinion: The Most Important Number in Taiwan Semiconductor's Earnings Report Was 68%
High-performance computing accounted for more than two-thirds of TSMC's quarterly revenue.
TSMC (TSM) Upgraded to Strong Buy: Here's What You Should Know
TSMC (TSM) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
10:00Oct 192 Stories
Taiwan Semiconductor Manufacturing Co. (TSM) is Capturing AI Growth Through Foundry Leadership
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap Strategy”. The letter can be downloaded here. The Strategy returned 3.18% (net of fees) in the quarter, outperforming the 2.61% return of the Russell 1000 Value Index. Key positive contributors included stock selection in information technology, an underweight in […]
Taiwan's Stock Pickers Are Walking Out to Bet Their Own Money
Fly On Wall Street News Commentary - Taiwan's benchmark stock index was up 62% this year, the best showing of any major equity gauge in the world, when Bloomberg reported on Oct. 16 that some of the island's professional fund managers and analysts are quitting their jobs to invest their own money. Strict rules keep them from trading the very stocks they pick for clients, and in a year when about one in ten stocks in the index has more than doubled, some have decided the trade-off is no longer wo
01:00-09:00Oct 192 Stories
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
ASML: No AI Slowdown In Sight As Orders And Margins Surge
ASML Holding's management raised full-year revenue guidance to â¬44â45 billion, +â¬1 billion at the bottom end. Read why ASML stock is a Strong Buy.
15:00Oct 181 Story
01:00-05:00Oct 172 Stories
Taiwan Semiconductor Manufacturing (TSM) Dropped, So What Is Behind The Move?
Taiwan Semiconductor Manufacturing (NYSE:TSM) just delivered record third quarter earnings that topped forecasts, yet the stock is slipping as broader semiconductor shares come under pressure and investors reassess AI related valuations. This pullback comes after a long run. The share price is still up 29.1% year to date and the 1-year total shareholder return is 40.97%, while the 3-year total shareholder return of about 3.7x and the 5-year total shareholder return of 284.49% highlight how...
Taiwan Semiconductor Manufacturing (TSM) Is In Talks On A US Chipmaking Tie Up
Taiwan Semiconductor Manufacturing (NYSE:TSM) is in early talks with Elon Musk backed Terafab over a potential US chipmaking tie up. The discussion comes as TSMC moves ahead with next generation 3 nanometer fabs and a new manufacturing site in Arizona. TSMC's reported engagement with Terafab and its parallel fab rollout should sit alongside other risks and signals investors track for this stock. Our analysis turns up 1 major warning sign for Taiwan Semiconductor Manufacturing as well. The...
17:00-19:00Oct 162 Stories
Taiwan Semiconductor Posts Record Q3 Results: Time to Buy the Dip?
With strong earnings momentum and a favorable growth outlook, TSM may be an attractive stock to consider following the recent market pullback.
Prediction: $1,000 Invested in Taiwan Semi (TSMC) Today Will Be Worth This Much by 2030.
An investment in TSMC today could easily triple in value over the next four years.
11:00-15:00Oct 163 Stories
Arm and AMD Fall 5% as Qualcomm Verdict Adds to Chip Selloff; Taiwan Semiconductor Slips
A Delaware jury just handed Arm a damaging verdict in its licensing battle with Qualcomm, and with a second ruling on its newest chip designs due next week, the pressure on the entire semiconductor sector may only be getting started.
Taiwan Semiconductor Manufacturing: 3 Key Takeaways for Long-Term Investors
Massive factory expansion shields TSMC's market share even as rivals race to catch up in advanced chip manufacturing.
02:00-09:00Oct 163 Stories
Taiwan Semiconductor is Right Back to Where It Was a Month Ago: Pull The Trigger?
TSMC just delivered its sixth consecutive record profit quarter and raised its full-year growth outlook, yet the stock quietly slid back to where it traded a month ago. Something in the details is giving investors pause, and it goes deeper than the headline numbers.
Stock Market: Will S&P 500 Open Up or Down Today?
U.S. stock futures are pointing to a moderately higher open early Friday as investors digest a blockbuster earnings beat from Taiwan Semiconductor, signs of softer underlying consumer spending and the U.S. Treasury’s intensifying financial pressure on Iran. The Polymarket traders,...
01:00Oct 161 Story
05:00-00:00Oct 152 Stories
AI's Credit Scare Is Sorting The Strong From The Borrowed
Wednesdayâs selloff differentiated AI stocks by how they pay for their buildout, and the ones leaning hardest on debt. Read more here.
Taiwan Semiconductor Manufacturing Q3 Earnings Call Highlights
Taiwan Semiconductor Manufacturing (NYSE:TSM) reported third-quarter 2026 revenue above the high end of its guidance, citing strong demand for leading-edge process technologies and a steep ramp in 2-nanometer production. Revenue rose 17.6% sequentially in New Taiwan dollar terms. In U.S. dollar ter
04:00Oct 152 Stories
Why Are Nasdaq Futures Sinking Premarket? CRWV, MU, TSM, SKHY, IBRX, RKLB, TSLA Stocks In Focus
On Stocktwits, retail sentiment toward SPY has moderated to ‘neutral,’ but remained ‘bullish’ on QQQ despite the global tech rout.
This AI Chip Stock Has Been Billionaire Philippe Laffont's Largest Holding Throughout 2026. Here's What $10,000 Invested Today Could Be Worth by 2030.
There's still a lot of upside left in this semiconductor giant.
03:00Oct 151 Story
14:00-20:00Oct 143 Stories
Taiwan Semiconductor Manufacturing And 2 AI Chip Stocks To Watch
US consumer prices are running at a 3.7% annual rate, with fuel costs a key driver as the Iran conflict disrupts oil supply routes. When inflation feels sticky and policy makers keep interest rate options open, attention shifts to the real machinery behind productivity gains. That is where the companies supplying and manufacturing AI chips come in. This article walks through three screened semiconductor supply stocks worth putting on your radar. The stocks covered below are just a sample, and...
Ahead of Taiwan Semiconductor Earnings, Here's What Barchart Data Says Comes Next for TSM Stock
Taiwan Semiconductor is set to report its Q2 earnings on Oct. 15. Options data suggests TSMC shares will likely sink after the earnings event.
10:00-13:00Oct 142 Stories
Taiwan Semiconductor’s Top Line Growth is Starting to Raise Eyebrows
Taiwan Semiconductor keeps raising its own growth targets while its share price moves in the opposite direction, and third-quarter results will determine whether that gap closes in investors' favor or widens into something more troubling.
History Says This Happens to Taiwan Semiconductor Stock After Oct. 15
Taiwan Semiconductor's stock doesn't always react well to earnings reports.
01:00Oct 142 Stories
Prediction: $5,000 Invested in Taiwan Semiconductor Could Be Worth This Much by 2030
Investors could see at least a 60% return.
TSMC shares rise ahead of closely watched Q3 earnings
Investing.com-- TSMC shares rose on Wednesday, recovering a small measure of recent losses as investors awaited another round of blowout quarterly earnings from the world’s largest contract chipmaker.