MarketPulse
T

$TSM

109 articles found
78 positive
5 negative
26 neutral
The Motley FoolThe Motley Fool··Harsh Chauhan

Intel Positioned for Potential Stock Doubling by 2030 Amid AI Chip Boom

Intel stock could double to $85 by 2030 if the company achieves 25% earnings growth through improved data center chips, ASIC expansion, and manufacturing advances.
MSFTAMZNTSMINTCstock valuationearnings growth
The Motley FoolThe Motley Fool··Harsh Chauhan

Two AI Powerhouses to Hold Through 2035: TSMC and Palantir Lead the Race

TSMC and Palantir emerge as two essential AI holdings through 2035, with TSMC's chip-making dominance and Palantir's enterprise software platform both positioned for substantial long-term growth.
TSMPLTRartificial intelligenceAI adoption
The Motley FoolThe Motley Fool··Keithen Drury

AI Adoption at 18%: Why Investors See $7 Trillion Infrastructure Boom Ahead

Only 18% of businesses use AI, yet $7 trillion in data center spending projected by 2030, pointing to sustained infrastructure demand benefiting chip makers and cloud providers.
NVDAMSFTTSMcloud computingAI infrastructure
The Motley FoolThe Motley Fool··James Hires

Software Rewrite Wave Opens Door for AI Hardware Play

Microsoft CEO signals AI-driven code rewriting trend. Taiwan Semiconductor Manufacturing positioned as premier pick-and-shovel play with 72% foundry market share.
NVDAAMDMSFTAAPLTSMartificial intelligencedata center hardware
The Motley FoolThe Motley Fool··Keithen Drury

Four AI Giants Signal Robust Growth: MSFT, NVDA, AVGO, TSM Eye March Rally

Microsoft, Nvidia, Broadcom, and TSMC emerge as top AI stock picks, backed by strong infrastructure spending and projected 60% CAGR in chip demand through 2029.
NVDAMSFTTSMAVGOAI chipscloud computing
The Motley FoolThe Motley Fool··Geoffrey Seiler

The $700B AI Infrastructure Gold Rush: Three Chip Giants Poised to Win

Hyperscalers plan $700B AI infrastructure spending in 2026. Nvidia, Micron, and TSMC positioned to dominate the buildout.
NVDAMUTSMhyperscalersdata center buildout
The Motley FoolThe Motley Fool··Manali Pradhan, Cfa

Three AI Giants Positioned for Decade-Long Growth as Global Spending Soars to $2.52T

Nvidia, TSMC, and Microsoft are positioned as key AI beneficiaries, with global AI spending projected to reach $2.52 trillion by 2026.
NVDAMSFTTSMdata centercloud computing
The Motley FoolThe Motley Fool··Jonathan Ponciano

Biotech Darling $PRAX Soars 685% as $80.5M Investment Bets on Dual FDA Filings

$PRAX surges 685% annually, securing $80.5M from Driehaus Capital. Two FDA applications pending for neurological therapies with potential $20B+ revenue.
TSMPRAXGHbiotechinstitutional investment
The Motley FoolThe Motley Fool··Stefon Walters

TSMC Stock Soars 107% in a Year: Is It Still a Buy at $1.8T?

TSMC stock surged 107% in one year, driven by 36% projected 2025 revenue growth and 90% market share in advanced AI chips. At 24.7x forward earnings, analysts view it as a reasonable long-term buy despite its $1.8T valuation.
NVDAMSFTAMZNAAPLTSMAI chipsvaluation
The Motley FoolThe Motley Fool··Brett Schafer

Three Industrial Giants Poised for Decade-Long Growth as AI, Space, and Defense Reshape Markets

Three industrial stocks—TSMC, Rocket Lab, and Lockheed Martin—offer decade-long growth potential through AI chips, space commercialization, and defense spending.
RKLBNVDAAAPLTSMLMTAI chipslong-term investing
GlobeNewswire Inc.GlobeNewswire Inc.··Sns Insider

High-End Semiconductor Packaging Market to Triple to $135B by 2035

Global high-end semiconductor packaging market to surge from $40.1B (2025) to $134.9B by 2035, driven by AI and cloud computing expansion.
AMDTSMINTCASXAMKRdata centershigh-performance computing
The Motley FoolThe Motley Fool··Adria Cimino

TSMC Positioned as Major Beneficiary of $660B AI Capex Supercycle

Tech giants pledge $660B in AI capex this year. TSMC positioned to capture disproportionate value as universal chip manufacturer serving all major designers.
NVDAAMDMETAMSFTAMZN+3data centerscapital expenditure
The Motley FoolThe Motley Fool··Manali Pradhan, Cfa

AWS and AI Chips Drive Case for Amazon and TSMC as Top Picks

Amazon and TSMC emerge as compelling $1,000 investments, powered by AI infrastructure demand and advanced chip manufacturing capacity.
NVDAAMDAMZNTSMAVGOcloud computingAWS
BenzingaBenzinga··Evette Mitkov

TSM Shares Plunge 4% as Geopolitical Tensions Threaten Chip Supply Chain

TSM shares fell 4.11% Thursday as Middle East conflict threatens semiconductor material supplies and raises energy costs, potentially slowing AI data center expansion.
TSMsemiconductorAI data centers
The Motley FoolThe Motley Fool··Josh Kohn-Lindquist

Kadensa Capital Exits Stride Position as EdTech Stock Plummets 50% Post-Earnings

$LRN investor Kadensa liquidates $23.4M stake as stock falls 50% post-earnings, though some analysts see value at 10x forward multiples amid 8% enrollment growth.
NVDATSMLRNTSLAstock declinefund exit
The Motley FoolThe Motley Fool··Keithen Drury

Tech Giants Offer Compelling Value as AI Stocks Rally From 2026 Lows

AI stocks including Microsoft, Nvidia, and Meta trade at attractive valuations post-2026 decline, with analysts projecting 20-30% gains by year-end amid strong infrastructure demand.
NVDAMETAMSFTTSMAVGOsemiconductor stocksvaluation
The Motley FoolThe Motley Fool··Adria Cimino

Broadcom and TSMC: Two AI Powerhouses Positioned for Explosive Earnings Growth

Broadcom and TSMC lead AI chip demand with 100%+ and 20% revenue growth respectively, projecting $100B AI revenue by 2027.
NVDATSMAVGOAI chipsartificial intelligence
The Motley FoolThe Motley Fool··Keithen Drury

Nvidia vs. TSMC: Which AI Chipmaker Offers Better Returns in March?

Nvidia offers higher AI growth potential but greater risk; TSMC provides safer, diversified exposure to $650B hyperscaler AI spending by 2026.
NVDATSMhyperscalersdata centers
The Motley FoolThe Motley Fool··Geoffrey Seiler

AI Infrastructure Boom Lifts Semiconductor Giants as $700B Spending Surge Accelerates

Semiconductor leaders Nvidia, AMD, Broadcom, Micron, and TSMC positioned to benefit from $700B AI data center spending wave through 2026.
NVDAAMDMUTSMAVGOAI chipssemiconductor stocks
GlobeNewswire Inc.GlobeNewswire Inc.··Sns Insider

Microelectronics Market to Nearly Triple to $1.6B by 2035

Global microelectronics market projected to reach $1.6B by 2035 from $664M in 2025, driven by wearables, smartphones, and automotive demand.
NVDATSMINTCQCOMsemiconductorautomotive