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TSMC EARNINGS REPORT
AI, Iran war risks weigh on Indian IT firms’ earnings outlookIndian IT companies like HCL Technologies and Wipro are reporting earnings amid AI concerns. Macroeconomic uncertainty and Middle East conf...- TSMC posts record revenue in second quarter on AI demandRevenue in the second quarter rose 36% from a year earlier to a record high on surging interest in artificial intelligence applications. On...
- 5 world market themes for the week aheadTSMC's earnings will offer insights into AI chip demand this week. Wall Street banks are set to report, with expectations for strong corpor...
- The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...
- Oil, AI and chips: The new resource race redrawing markets and nationsThe leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of globa...
- 3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bellsTwo Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentra...
- $320 billion danger: Jefferies warns 70 large EM funds are underweight IndiaDespite record FII outflows from Indian equities since September 2024, Jefferies said India remains a consensus underweight among emerging ...
- Intel Foundry comeback! Is a bigger Intel stock surge ahead? INTC shares surge 9.16% today as Google’s 3 million TPU order and Nvidia testing fuel Intel’s AI revivalIntel stock is back in focus. INTC shares surged 9.16% after reports that Google ordered more than 3 million TPU AI chips from Intel for 20...
- AI fever spreads, but are markets masking economic cracks?Investors are pouring money into Artificial Intelligence, even as economic worries grow. SpaceX's massive IPO signals strong AI interest. C...
- TSMC reports $54.55 billion profit in 2025 as AI-driven chip demand boosts earningsTaiwan Semiconductor Manufacturing Company, TSMC, announced impressive 2025 financial results. The chipmaker achieved over 120 billion US d...
- Explained: Why Indian stock market has fallen prey to South Korea, Taiwan’s AI prowessSouth Korea's stock market has surged past India's, becoming the world's sixth-largest, driven by its semiconductor giants' AI boom. India ...
- Nvidia says its forecast for $200 billion CPU market includes ChinaNvidia CEO Jensen Huang believes China remains a crucial market for central processing units. He forecasts a 200 billion dollar market for ...
- AI boom: Global stock market order shuffles as Taiwan, South Korea overtake Western giantsAsian markets are making waves. South Korea's Kospi and Taiwan's stock market have surged, driven by the AI boom. These markets are now out...
- Red alert: 15 stocks most vulnerable to FII selling as DIIs refuse to step inForeign institutional investors have divested approximately $53 billion from Indian equities since September 2024, leading to significant o...
- Is your portfolio FII-proof? 7 stocks Jefferies says can defy the $53 billion foreign selloffForeign investors have divested $53 billion from Indian equities since late 2024, leading to underperformance against emerging markets. Dom...
- TSMC approves $31.28 billion capital budget amid AI-driven chip demand boomTaiwan Semiconductor Manufacturing Company is investing over $31 billion to boost chip production. This expansion supports the growing dema...
- Apple, Intel have reached preliminary chip-making deal: ReportIntel has a preliminary deal with Apple to make chips for its devices. This is a big win for Intel's manufacturing. Apple could get more ch...
- AMD forecasts revenue above expectations on strong AI demand, shares jump 12%Advanced Micro Devices anticipates strong second-quarter revenue driven by high demand for its AI chips. The company's data center segment ...
- AMD Stock price jumps big after Advanced Micro Devices earnings call forecast second-quarter revenue above Wall Street expectationsAMD Stock Price: Advanced Micro Devices forecast second-quarter revenue above Wall Street expectations on Tuesday.
- Taiwan overtakes Canada to become 6th largest stock market as AI demand lifts TSMC m-cap to $1.8 trillionTaiwan has overtaken Canada to become the world’s sixth-largest stock market, driven by a surge in AI-linked stocks and a sharp rally in TS...
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