TSMC stock forecast: $590 bull case, $330 bear case for 2026
The lazy take on Taiwan Semiconductor Manufacturing Company (TSMC) is that it is just another expensive artificial-intelligence (AI) trade. It...
BofA sees new trends forming in the K-shaped economy
President Donald Trump's second term in office has been fraught with economic uncertainty. In 2025, his worldwide tariff war upended...
Qualcomm’s massive AI expansion already has 2 Mag 7 giants on board
For years, since its inception 40 years ago, Qualcomm (QCOM) has been the dominant name in smartphone chips, and little...
A new AI bottleneck is starting to worry investors
On June 14, Microsoft CEO Satya Nadella published a 1,200-word essay on X titled "A frontier without an ecosystem is...
Broadcom, OpenAI deal hit as infrastructure costs take center stage
The artificial intelligence race is no longer only about building the biggest models or buying the most powerful chips. It...
Apple can’t shield buyers from Al’s memory crunch anymore
For most of the last decade, one promise held across the technology aisle. You paid a premium for the best-built...
BofA sees new trends forming in the K-shaped economy
President Donald Trump's second term in office has been fraught with economic uncertainty. In 2025, his worldwide tariff war upended...
Qualcomm’s massive AI expansion already has 2 Mag 7 giants on board
For years, since its inception 40 years ago, Qualcomm (QCOM) has been the dominant name in smartphone chips, and little...
A new AI bottleneck is starting to worry investors
On June 14, Microsoft CEO Satya Nadella published a 1,200-word essay on X titled "A frontier without an ecosystem is...
