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Why Intel Vs. Taiwan Semiconductor Isn’t a Real Competition Through The End of 2026

This article argues that Intel (INTC) is not a real competitor to Taiwan Semiconductor Manufacturing (TSM) through the end of 2026 due to TSM's superior financials, advanced technology lead, and strong market position. While Intel is making strides in its foundry business, its 18A …

Modine Manufacturing Company $MOD Shares Sold by Van Berkom & Associates Inc.

Van Berkom & Associates Inc. significantly reduced its stake in Modine Manufacturing Company (NYSE:MOD) by 16.1% in the first quarter, selling 70,390 shares. Despite this sale, other institutional investors have acquired new positions in the company. Modine Manufacturing recently reported strong quarterly results, with …

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Wealthfront Advisers LLC

Wealthfront Advisers LLC significantly increased its stake in Taiwan Semiconductor Manufacturing (TSM) during the first quarter, now holding 10,264 shares valued at $3.47 million. Other institutional investors and company insiders also recently acquired shares. TSMC reported strong quarterly results with $4.28 EPS and $39.89 …

Simpson Manufacturing (SSD) Projected to Post Earnings on Monday

Simpson Manufacturing (SSD) is expected to announce its Q2 2026 earnings on Monday, July 27th, with analysts projecting $2.71 EPS and $656.8640 million in revenue. The company recently reported strong Q1 2026 results, beating analyst estimates, and announced an increase in its quarterly dividend. …

Mediolanum International Funds Ltd Purchases Shares of 121,553 Modine Manufacturing Company $MOD

Mediolanum International Funds Ltd has acquired a new position in Modine Manufacturing Company, purchasing 121,553 shares valued at approximately $24.6 million, representing 0.23% of the company. This comes as Modine reported strong quarterly earnings, beating analyst estimates for both EPS and revenue, with sales …

SSD Forecast — Price Target — Prediction for 2027

This article provides a forecast for Simpson Manufacturing Company, Inc. (SSD) stock, including analyst price targets and future predictions. It details the company's financial performance, such as recent earnings and revenue, and offers insights into its stock volatility, market capitalization, dividends, and employee count. …

TSMC Is Pouring $100 Billion More Into Its Arizona Plant to Keep Up With Strong US Customer Demand

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Taiwan Semiconductor Manufacturing Co. Ltd. will pour an extra $100 billion into its Arizona facilities to cater to the burgeoning customer demand. On Thursday, the chipmaker's Chief …

This week's AI winners and losers

Yahoo Finance's AI winners and losers provides a weekly snapshot of some of the biggest stories impacting the artificial intelligence industry. From chip manufacturers and model developers to software companies and politicians, we look at who has benefited from AI and who has stumbled. …

Modine Gains as Investors Revisit Data Center Growth Story Ahead of Earnings

Modine Manufacturing (MOD) shares are up significantly as investors anticipate strong fiscal Q1 earnings, driven by the company's critical role in providing cooling solutions for the rapidly expanding data center market. The stock has seen substantial growth over the past year due to increasing …

Bessemer Group Inc. Has $35.50 Million Stake in Modine Manufacturing Company $MOD

Bessemer Group Inc. increased its stake in Modine Manufacturing Company (NYSE:MOD) by 20.7% in the first quarter, now owning 163,832 shares valued at $35.50 million. Other institutional investors also adjusted their holdings, with 95.23% of the stock owned by institutional investors and hedge funds. …

TSMC Boosts U.S. Investment to $265B, Adding 4 Semiconductor Facilities

Taiwan Semiconductor Manufacturing Co. (TSMC) has announced a significant increase in its U.S. investment to a total of $265 billion, adding four new semiconductor production sites, bringing its total to 12 facilities. This expansion is part of a historic U.S.-Taiwan trade and investment agreement …

Modine files Form 3 for President, Commercial HVAC Michael Bernard Mahan

Modine Manufacturing Company has filed a Form 3 with the SEC, appointing Michael Bernard Mahan as President, Commercial HVAC. This news brief was generated by artificial intelligence based on the official SEC filing.

Modine to Host First Quarter Fiscal 2027 Earnings Conference Call on July 30, 2026

Modine (NYSE: MOD) announced it will host a conference call and webcast on Thursday, July 30, 2026, at 10:00 a.m. Central Time, to discuss its first-quarter fiscal year 2027 financial results for the period ended June 30, 2026. The results are scheduled to be …

Micron vs. TSMC: Which AI Semiconductor Stock Is a Better Buy Now?

Micron Technology, Inc. MU and Taiwan Semiconductor Manufacturing Company Limited TSM, better known as TSMC, have both benefited from the artificial intelligence (AI) boom and have delivered impressive revenue growth and profitability in their latest quarterly results. However, if investors had to choose one …

Nvidia, AMD, Mircon, TSMC Shares Sink as China Unveils Powerful New AI Model

This article first appeared on GuruFocus. Artificial intelligence and semiconductor stocks traded lower before Friday's opening bell as weakness in Japan's technology sector and fresh competition from Chinese AI developers weighed on investor sentiment. Japan's Nikkei 225 dropped 4.03%, marking its steepest weekly decline …

Modine Manufacturing (MOD) exec Michael Mahan files initial Form 3 with no holdings

Michael Bernard Mahan, President of Commercial HVAC at Modine Manufacturing (MOD), has filed an initial Form 3 as a reporting person. This filing indicates no transactions, derivative positions, or equity holdings in Modine securities for him at the time of the report. The Form …

Taiwan Semiconductor Q2 Earnings Beat Estimates, Revenues Rise Y/Y

Taiwan Semiconductor Manufacturing Company Limited TSM reported second-quarter 2026 earnings of $4.31 per share, which increased 74.5% year over year. The bottom line surpassed the Zacks Consensus Estimate by 11.4%. Revenues increased 33.7% year over year to $40.2 billion and beat the consensus estimate …

Taiwan Semiconductor Manufacturing (TSM): A Beneficiary of AI Boom

Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. Wedgewood Composite delivered a net return of 9.4% in the second quarter compared to 15.2% for the Standard & Poor's 500 Index, 16.7% …

Zacks Investment Ideas feature highlights: Taiwan Semiconductor

For Immediate Release Chicago, IL – July 17, 2026 – Today, Zacks Investment Ideas feature highlights Taiwan Semiconductor TSM. TSMC Commits $100B to U.S. Chip Manufacturing The world's largest semiconductor foundry, Taiwan Semiconductor, delivered another exceptional quarterly earnings report this morning, reinforcing the strength …

TSM Q2 Earnings Call Highlights AI Capacity Push, Margin Focus

Taiwan Semiconductor Manufacturing Company Limited TSM highlighted accelerating artificial intelligence demand, expanded capacity investments and continued strength in advanced technologies on its second-quarter 2026 earnings call. Management raised its 2026 capital spending outlook as customers seek additional leading-edge capacity. The company also pointed to …

The Zacks Analyst Blog Highlights NVIDIA, AMD, Taiwan Semiconductor Manufacturing and Seagate

For Immediate Release Chicago, IL – July 17, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in …

Semiconductor stocks keep falling as investors go risk-off, Chinese startup releases powerful new AI model

What happened: Semiconductor stocks retreated on Friday. Memory and storage highfliers Micron Technology (MU) and Sandisk (SNDK) stocks dropped more than 2%, and Western Digital (WDC) fell more than 3% in premarket trading. Chipmakers, including Nvidia (NVDA), AMD (AMD), Broadcom (AVGO), Intel (INTC), and …

Semiconductor stocks trim losses as investors buy the dip

What happened: Semiconductor stocks trimmed losses on Friday as investors bought the dip. AI chip heavyweight Nvidia (NVDA) dropped 1%, recovering from a steeper drop earlier in the session. Chipmakers AMD (AMD), Broadcom (AVGO), Intel (INTC), and Marvell (MRVL) all flipped from negative to …

Bombay Dyeing and Manufacturing's (NSE:BOMDYEING) Problems Go Beyond Weak Profit

Nuformix plc (LSE: NFX) Share Price, NFX Stock News, NFX Share Price & Updates

Modine to host quarterly earnings conference call and webcast

Modine Manufacturing Company has scheduled its first-quarter fiscal 2027 earnings conference call for July 30, 2026, at 10:00 a.m. CT. The company's first-quarter results, covering the period ended June 30, 2026, are set to be released after market close on July 29, 2026. This …

Form 4 Virco Manufacturing Corporation For: 16 July By Investing.com

This article reports on a Form 4 filing for Virco Manufacturing Corporation on July 16, 2026. Form 4 filings are legally required documents submitted to the SEC by company insiders to report changes in their ownership of company stock. The article provides the company …

Taiwan Semiconductor (NYSE: TSM) Pledges Additional $100B U.S. Investment Despite 77% Earnings Surge As Stock Slips

Virco Mfg Corporation (VIRC) EVP Virtue purchases 5,740 company shares

Douglas A. Virtue, Executive Vice President and Director at Virco Mfg Corporation (VIRC), purchased 5,740 shares of the company's common stock across two transactions on July 15-16, 2026. These open-market purchases were made at prices around $6 per share, increasing his direct ownership to …

ETFs Investing in Modine Manufacturing Company Stocks

This article provides a comprehensive list of Exchange Traded Funds (ETFs) that hold shares of Modine Manufacturing Company (MOD). The list, sorted by market value, includes various details for each ETF such as issuer, management style, focus, expense ratio, assets under management (AUM), price, …

What is the Gentherm-Modine Reverse Morris Trust, and Why is it Happening

Gentherm's $1 billion Reverse Morris Trust (RMT) acquisition of Modine Performance Technologies will transform Gentherm into a diversified thermal and precision flow management leader, aiming for $2.6 billion in pro forma revenue and $25 million in cost synergies. Modine shareholders will benefit from a …

Virco Manufacturing Corporation (NASDAQ:VIRC) Sees Significant Decline in Short Interest

Virco Manufacturing Corporation (NASDAQ:VIRC) experienced a significant 39% decrease in short interest in June, bringing the total short interest to 304,706 shares, or 2.3% of the float. This translates to a low days-to-cover ratio of 1.5 days. Company insiders, including CEO Robert A. Virtue …

Taiwan computer chipmaker TSMC pledges another $100 billion to expand US chipmaking capacity

Taiwan Semiconductor Manufacturing Co. (TSMC) has announced an additional $100 billion investment to expand its manufacturing capacity in the United States, bringing its total U.S. commitment to $265 billion. This move comes as the company sees runaway demand from the artificial intelligence boom, leading …

Modine Schedules Fiscal Q1 Results for July 29 After Close

Modine (NYSE: MOD) announced it will host a conference call and webcast on July 30, 2026, at 10:00 a.m. Central Time, to discuss its first quarter fiscal 2027 financial results for the period ended June 30, 2026. The results are scheduled to be released …

Taiwan chipmaker planning to spend another $100B on US manufacturing expansion

Taiwan Semiconductor Manufacturing Company (TSMC) announced plans to invest an additional $100 billion in U.S. chip facilities, specifically for new semiconductor and advanced packaging fabrication plants in Arizona. This investment aims to further develop the U.S. semiconductor ecosystem, strengthen the supply chain, and create …

¿Por qué cae hoy la acción de Taiwan Semiconductor?