The U.S. plans to invest $2 billion in nine quantum computing companies. That spending could drive more retail and institutional investors to the niche market.

The Amplify CWP International Enhanced Dividend Income ETF (NYSEARCA:IDVO) has quietly become one of the more interesting income vehicles in the international space, with the ETF returning 35% over the past year and almost 12% year-to-date.

The Trump administration paused a $14 billion Taiwan arms sale over U.S. munitions concerns tied to the Iran conflict.

Taiwan Semiconductor is rated a tactical buy with a $468 price target, reflecting an 18% upside from current levels before shifting to Hold/Avoid. TSM's near-term upside is driven by depreciation arbitrage, delayed High-NA EUV adoption, and Silicon Photonics, but capped by U.S. data center buildout delays and overseas margin dilution. Gross margin is expected to plateau at 66–67% due to overseas expansion, private energy costs, and multi-patterning throughput limits, challenging consensus forecasts of further margin expansion.

Gavin Baker, the tech investor whose track record gives him an audience whenever he sits down with Patrick O'Shaughnessy, floated a number on a recent podcast that should make anyone modeling NVIDIA's (NASDAQ:NVDA | NVDA Price Prediction) future do a double-take.

Artificial intelligence has become the new arms race for Big Tech, but the battle is no longer just about who has the smartest chatbot.

Taiwan's central bank plans to require foreign investors receiving U.S. dollar-denominated dividends ​from companies including TSMC to stick with ‌one currency choice and not switch frequently, with authorities currently leaning toward allowing changes only once ​a year, three sources familiar with the ​matter said.

Tokyo Electron's Taiwan ​unit told Reuters ‌in a written response on ​Thursday that ​it respects the judicial ⁠process, takes ​the court ruling ​seriously and will not appeal in ​the TSMC ​trade secret case.

Hedge fund manager Gavin Baker, founder and CIO of Atreides Management, offered a counterintuitive framing of the AI trade on a recent appearance on Patrick O'Shaughnessy's Invest Like the Best program.

Kingsoft Cloud and peers gain appeal as U.S.-China trade easing and policy shifts lift confidence in Chinese tech into 2026.