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TSMC reported a 44.7% YoY revenue surge in July, driven by AI chip demand, boosting equipment makers ASML, AMAT, and LRCX. Strong TSMC guidance signals robust momentum for AI-linked semiconductor sto…
Mark Cuban warns Nvidia's aggressive AI financing—loans, revenue guarantees, and SPV deals with OpenAI, xAI—creates systemic risk. A demand slowdown or rival chip breakthrough could expose overbuilt …
Article warns tech trade fatigue could sink broader stock market, questioning long-held assumptions about tech-driven gains. Mentions semiconductor and mega-cap tech exposure amid growing valuation c…
TSM posted record Q2 profit and raised 2026 guidance, but its stock fell 15% in July 2026 as investors balked at a $60-64B capex hike and $265B total US investment. Broader chip and AI stocks slid, w…
Vertiv's strong AI-driven Q3 results and close Nvidia partnership bolster long-term growth outlook, while Nvidia remains a top AI infrastructure player with steady market influence.