MarketPulse
T

$TSM

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

TSMC Leverages AI Dominance to Drive Growth as Foundry Market Consolidates

TSMC controls 99% of advanced AI chip foundry market, achieving 36% revenue growth in 2025 with valuations suggesting upside potential as AI infrastructure demand accelerates.
NVDAGOOGGOOGLTSMAI chipsearnings growth
The Motley FoolThe Motley Fool··Patrick Sanders

Three Semiconductor and Cloud Leaders Emerge as AI Investment Alternatives

Alphabet, TSMC, and Oracle emerge as top AI investment plays, each offering distinct exposure to semiconductor manufacturing, cloud infrastructure, and AI spending growth.
GOOGGOOGLORCLORCLpDTSMcloud computingAI infrastructure
The Motley FoolThe Motley Fool··Robert Izquierdo

Nipun Capital Boosts China ETF Stake to Nearly 23% With $7.3M Investment

Nipun Capital increased its China ETF stake to 23% with a $7.3M investment, reflecting strong commitment to Chinese equity exposure despite ongoing market volatility.
TSMMCHIemerging marketsgeopolitical risk
The Motley FoolThe Motley Fool··Geoffrey Seiler

Memory and Semiconductor Stocks Offer Growth Opportunities Amid AI Infrastructure Expansion

Storage and semiconductor stocks like SanDisk and TSMC offer growth potential from surging AI infrastructure demand, with distinct valuations for different investor profiles.
SNDKTSMvaluationAI data centers
The Motley FoolThe Motley Fool··Geoffrey Seiler

Alphabet and TSMC Emerge as Key Beneficiaries of AI Infrastructure Boom

Alphabet and TSMC poised to profit from AI boom—Alphabet dominates search and AI services, while TSMC controls advanced chip manufacturing.
NVDAGOOGGOOGLAAPLTSMcloud computingAI infrastructure
The Motley FoolThe Motley Fool··Harsh Chauhan

ASML Poised for Sustained Growth on AI Demand and Equipment Leadership

ASML positioned for sustained growth with €39 billion backlog and 48% net bookings growth, driven by AI infrastructure demand and its dominant EUV chipmaking equipment leadership.
MUTSMASMLAI infrastructure spendingbacklog growth
The Motley FoolThe Motley Fool··Adam Spatacco

Market Valuations Reach Dot-Com Era Levels as Earnings Support Current Prices

S&P 500 valuations match dot-com era levels, but today's tech giants like Amazon and Microsoft have real earnings supporting prices, unlike the 1990s bubble.
NVDAMSFTMUAMZNGOOG+2portfolio diversificationblue chip stocks
The Motley FoolThe Motley Fool··Patrick Sanders

Five Tech Stocks Poised to Gain From $650B AI Infrastructure Surge

Tech companies benefiting from $650B AI infrastructure spending include Nvidia, TSMC, Digital Realty, Nebius, and Credo Technology across semiconductor, data center, and networking sectors.
NVDAMETAMSFTAMZNGOOG+8hyperscalersdata centers
The Motley FoolThe Motley Fool··Danny Vena, Cpa

Wall Street Consensus Strongly Favors Nvidia Ahead of Key Earnings Date

94% of analysts rate Nvidia as buy/strong buy ahead of earnings. Strong AI demand from major tech companies supports bullish consensus despite recent 9% stock decline.
NVDAMETAMSFTAMZNGOOG+3valuationcapital expenditure