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Semiconductor investors tracking the global AI infrastructure buildout have lately wondered whether corporate spending can sustain its recent trajectory.

Photronics NASDAQ: PLAB is a critical cog in the AI ecosystem because of what it makes. It isn't a semiconductor company per se, but makes photomasks, the blueprints from which nearly all semiconducto

Intel Corp. (NASDAQ:INTC) is stepping up its push into advanced chip packaging as it seeks to challenge Taiwan Semiconductor Manufacturing Company Ltd.'s (NYSE:TSM) dominant position in a fast-growing

Second-quarter earnings season has largely exceeded expectations.

On August 4, REX Shares launched the Microsectors 3X Long Semiconductor ETN (SMHU) and the Microsectors -3X Short Semiconductor ETN (SMHD) on the Cboe BZX exchange. These ETNs provide leveraged exposu

The recent tech sector correction is seen as a valuation reset, not a fundamental breakdown, offering selective accumulation opportunities in high-quality AI and semiconductor stocks. Semiconductor le

Chip stocks rallied this week on a wave of strong tech earnings, and investors rewarded semiconductor ETFs with a rush of new cash. Three funds tracking the chip sector ranked among those pulling in t

TSMC (TSM) remains a BUY, with a 15% upside to a $475 target, driven by robust AI-led demand and a clear technology roadmap. Despite a post-earnings dip on margin and CapEx concerns, TSM's advanced no

Taiwan Semiconductor retains a hold rating after a 110% rally, as the current valuation exceeds aggressive fair value estimates. Geopolitical risks have eased, with U.S. export restrictions rolled bac

Taiwan Semiconductor Manufacturing Company is rated Buy, offering unmatched resilience and infrastructural dominance in global chip production. TSM's business model is insulated from AI price wars, wi

Intel (NASDAQ: INTC) delivered one of its strongest earnings beats in years on July 24, prompting some analysts to revise their Intel stock price targets.

The era of frictionless software scaling has violently collided with physical reality. Capital is flowing out of technology names and into the hard assets, baseload power generation, and silicon found

Taiwan Semiconductor Manufacturing Company Limited aka TSMC delivered record Q2 profit and margins, but management signaled these may have peaked. TSM's new optics business, COUPE, positions it as a c

The 3-2-1 crack spread has reached an extreme, with important implications for inflation, Fed policy, gasoline prices, and refining stocks that recently broke out to all-time highs. IBM's historic 25%

I upgrade Taiwan Semiconductor to Buy, citing sustainable AI-driven demand and a now-acceptable valuation. TSM delivered Q2 revenue of $40.2B (+34% YoY), with gross margin at 67.7% and accelerating gr

Speaking in an exclusive interview with CNBC, TSMC Chief Financial Officer Wendell Huang said the chipmaker will double down on its Arizona expansion. The company's 2-nanometer technology will drive i

Taiwan Semiconductor Manufacturing (NASDAQ:TSM) remains a strong buy, with a raised price target of $594.65 driven by robust AI demand and exceptional Q2 2026 results. TSM's Q2 revenue grew 33.7% year

The AI and semiconductor trade remains in the early innings, with the recent market panic offering a compelling opportunity to double down. AI CapEx is set to accelerate into the multi-trillion dollar

Taiwan Semiconductor Manufacturing Company delivered a standout Q2 with $40.2B in revenue, a 67.7% gross margin, and robust Q3 guidance. TSM's capital expenditure guidance increased to $60–$64B for 20

It may be hard to believe, with global markets still pressured by ongoing conflict over the Strait of Hormuz, but now could be the time for emerging markets. Emerging markets can help investors divers