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TSMC's AI Boom Fuels Bullish Outlook for Nvidia, Broadcom, Apple

Yahoo Finance Read original source (opens in a new tab)
The Story

News Summary

  • Wedgewood Partners' Q2 2026 letter praises TSMC's AI-driven growth, citing 40%+ revenue growth and multi-year demand visibility from Nvidia, Broadcom, and Micron, while noting Apple and Alphabet as top portfolio contributors.
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NVDA price history

213.90 +19.17% over the displayed period

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