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TSMC

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The market is mistaking massive AI testing for sustained demand for infrastructure - and building too many data centers, Burry believes / Photo: JRdes / Shutterstock.com
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'Fingers already on the trigger': why is a Big Short investor betting against Nvidia?
This year, we have a surprise for the whole industry, Huawei said / Ma: JHVEPhoto / Shutterstock
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Surprise for the market: Huawei claims a breakthrough in chip design. How does this threaten Nvidia
Cerebras IPO raises $5.5 billion / Photo: X/Cerebras
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Morning Highlights: Cerebras raises $5.55 billion in IPO, Cisco shares soar 20%
Investors around the world switched to the technology sector amid the war in Iran / Photo: GreenOak / Shutterstock.com
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Oil, luxury, technology. Which stocks won and which lost because of the war in Iran
Intel shares jumped after reports of possible orders to produce chips for Apple / Photo: rblfmr / Shutterstock.com
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Apple is considering producing chips at Intel and Samsung factories. Is this a threat to TSMC?
Trump is preparing a protracted blockade of the Strait of Hormuz, Bloomberg reported / Photo: GreenOak / Shutterstock.com
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Top stories for the morning: the U.S. is preparing a long blockade of the Strait of Hormuz, TSMC has pulled out of Arm
Investment banks change ratings on AMD shares ahead of the companys report on May 5 / Photo: Unsplash/Brian Jones
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Northland analysts downgraded AMD for the first time in 11 years. What should investors expect?
On April 17, US President Donald Trump said Iran has agreed to suspend its nuclear program indefinitely / Photo: Rawpixel.com / Shutterstock.com
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Highlights of the week: US-Iran pact, chipmakers raised forecasts, luxury sagged
Apple leads the market in China in terms of shipments, but could face problems due to chip shortages, warns WSJ / Photo: Wist2010 / Shutterstock
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iPhone shipments in the PRC are up 20%. How the AI boom may hinder further growth
TSMC raised its full-year sales forecast despite Middle East risks / Photo: kuenlin/Shutterstock.com
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TSMC improves 2026 outlook: demand for AI chips outweighs military risks
The market will focus on the development of the negotiation process between the U.S. and Iran / Photo: NYSE
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Morning in New York: awaiting de-escalation
Nearly 20-hour US-Iran peace talks in Pakistan ended with nothing / Photo: ZZ HAZEL/Shutterstock.com
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The Middle East, bank earnings and Netflix: what investors need to know this week
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