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Nvidia, Amazon, and Alphabet all have strong AI moats in different ways that give them an edge over the competition. Taiwan Semiconductor is the backbone of AI creation and is trading at an excellent price.

Governor Gavin Newsom slams Trump for making gaming expensive as chipmakers consider price hikes amid semiconductor tariffs.

Delta Investment Management LLC reduced its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 11.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 21,692 shares of the semiconductor company's stock after selling 2,820 shares during the

Taiwan Semiconductor (TSMC for short) has been a clear winner in the AI era, steadily increasing its market share. Nvidia's growth outlook appears strong, with its Rubin chip's impending arrival expected to also boost TSMC.

Eldred Rock Partners LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 5.3% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 91,061 shares of the semiconductor company's stock after purchasing an additional 4,602 shares during the

In the closing of the recent trading day, TSMC (TSM) stood at $303.89, denoting a +1.44% move from the preceding trading day.

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The U.S. government has granted an annual license to Taiwan Semiconductor Manufacturing to bring in chip manufacturing equipment to its facilities in Nanjing, China, the chipmaker said on Thursday.

Advanced nodes now generate roughly 74% of wafer revenue, anchoring TSMC's dominance in high-margin, hard-to-replicate manufacturing. AI-driven demand is accelerating faster than expected, supporting management's mid-30% revenue growth outlook and sustained pricing power. Hyperscaler capital expenditures may exceed $600 billion in 2026, reinforcing a self-reinforcing cycle of scale, margins, and reinvestment.

The Investment Committee give you their top stock picks for 2026.