Taiwan Semiconductor Manufacturing Company Limited

Several brokerage firms, including Goldman Sachs, JPMorgan Chase, and Macquarie Group, have raised their forecasts for Taiwan Semiconductor Manufacturing Co (TSMC) shares since the beginning of the year, underscoring continued optimism about the world's largest contract chipmaker after its record growth, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-07/tsmc-s-record-stock-rally-spurs-wall-street-rush-to-hike-targets?embedded-checkout=true">reports</a>.

Several banks have raised their forecasts for TSMC, with one predicting growth of 42%.

NVIDIA Corporation

Apple Inc.

Shares of the largest chip supplier for Nvidia and Apple rose amid expectations of another year of steady growth.

Goldman raised TSMC's target price by 35%. Shares have risen the most since April.

Rivian Automotive, Inc.

Tesla, Inc.

Rivian has ordered chips from Nvidia for 50,000 electric vehicles in 2025

Rivian has developed its own AI chip for robotaxis. What does this mean for Nvidia?

Oracle Corporation

Intel Corporation

Banks are discussing a new loan for the construction of data centers for ChatGPT developer, SEC has started an audit of Jefferies bank due to probable insufficient risk disclosure, and TSMC has sued a former top manager, accusing him of probable transfer of Intel secrets. These and other topics are covered in our review of key events by the morning of November 28.

Highlights for the morning: SEC investigations against Jefferies, TSMC lawsuit and Big Tech debt

Leading Chinese companies - Alibaba and ByteDance - are training their artificial intelligence models abroad to gain access to Nvidia chips, Financial Times sources claim. One of China's largest developers, Vanke, has requested a delay in payments, causing its bonds to collapse and alarm across the sector. On these and other topics - in our review of key events by the morning of November 27.

Highlights for the morning: Canada's duties, Intel and TSMC squabble, China finds its way to Nvidia chips

Broadcom Inc.

Marvell Technology, Inc.

Nvidia's strong third-quarter results have temporarily calmed investors worried about the shakiness of the artificial intelligence boom. Analysts were generally positive about the report of the world's most expensive company, noting the acceleration of revenue growth and improved profitability. However, experts warn that concerns about the AI bubble have not gone away - they have simply receded into the background.

'Necessary respite': Nvidia quells fears of AI bubble before the end of 2025

Advantest Corporation

TSMC, Samsung and Advantest are among the growth leaders

Asia tech stocks soar on strong Nvidia report

Super Micro Computer, Inc.

Even a strong quarterly report from Nvidia won't guarantee a rise in shares of the main symbol of the AI boom, Bloomberg warns

Market awaits Nvidia report: which stocks could rise or fall the most? 

SK hynix Inc.

Samsung Electronics Co., Ltd.

Lasertec Corporation

Ibiden Co.,Ltd.

Companies in Asia related to artificial intelligence may be a cheaper and more promising option for investors to capitalize on the AI boom than U.S. companies, according to Saxo Bank. Asia is the "AI backbone" because most chips and memory modules are manufactured there, and that's where the capital investment flows from market leaders: "Factories continue to operate regardless of which U.S. platform wins the software race," Saxo said.

"US sells the dream, Asia builds the machines": Saxo names the best markets for AI investors

This could indicate weakening demand for AI amid an overheated market, Bloomberg suggests

TSMC's revenue grew in October at the slowest pace since 2024

Visa Inc.

Mastercard Incorporated

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: Investors hope for a speedy end to the shutdown

Comfort Systems USA, Inc.

The founder of hedge fund Third Point summarizes the quarter's results and describes the main risks of investing in artificial intelligence in a letter to investors 