Financial News Search | Sharemaestro Newsreel

21:27 27 Jul 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

Cadence Stock Can Be an AI Winner. The Earnings Prove It.

Cadence Design Systems stock rose Monday after the chip-design company reported better-than-expected earnings and reaffirmed its positioning as an artificial-intelligence beneficiary. Cadence reported adjusted earnings of $2.11 a share in the second quarter, up from $1.65 a year ago and above analysts’ consensus estimate …

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Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

16:42 27 Jul 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

SanDisk’s $42 Billion Backlog Is Real — So Is the Valuation Question Now Hitting Every Memory Stock

The AI memory supercycle has emerged as one of 2026's most defining stories, and also one of its most contested. Hyperscaler capital expenditure is expected to reach $750 billion this year, with Goldman Sachs forecasting $7.6 trillion in total AI infrastructure spending through 2031, …

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Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

15:54 27 Jul 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

Semiconductor stock charts just formed this bearish shape that signals more potential losses

The bears may not be going anywhere on semiconductor stocks. Quick insight: The VanEck Semiconductor ETF (SMH) — which counts Nvidia (NVDA), Taiwan Semiconductor (TSM), and Broadcom (AVGO) as its top three holdings — has begun to form a head-and-shoulders stock pattern, according to …

TSFA main company

Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

15:08 27 Jul 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

Beijing Just Aimed at Taiwan Semiconductor Manufacturing Company (NYSE:TSM). Here’s Why the Bull Case Still Wins

On July 21, the Financial Times reported that China's Ministry of Commerce is considering implementing export controls that would bar Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and QUALCOMM Incorporated (NASDAQ:QCOM) from manufacturing chips based on designs from Huawei, Alibaba, and ByteDance. Such headlines are …

TSFA main company

Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

14:09 27 Jul 2026

finance.yahoo.com Market update Main company 🇦🇹 Austria

KKR Plans LCY Exit as Chairman Targets Bigger U.S. Semiconductor Expansion

This article first appeared on GuruFocus. KKR & Co. (NYSE:KKR), a global private equity firm, plans to gradually sell its holdings in the chemical businesses of LCY Group, a Taiwanese specialty chemical supplier serving technology companies including Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) and Intel …

TSFA main company

Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

13:39 27 Jul 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

TSMC Raises 2026 CapEx Budget to Capture Long-Term AI, HPC Demand

In the second quarter of 2026,Taiwan Semiconductor Manufacturing Company TSM, or TSMC, generated nearly New Taiwan Dollar ("TWD") 783 billion in cash from operations, spent TWD 496 billion in capital expenditure and distributed TWD 156 billion as its third-quarter 2025 cash dividend. Even so, …

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Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

22:44 23 Jul 2026

finance.yahoo.com Deals and strategy Main company 🇦🇹 Austria

Nvidia, Amkor strike $1.5 billion chip packaging deal

July 23 (Reuters) - Amkor Technology said on Thursday it had entered a multi-year agreement ‌with Nvidia worth $1.5 billion to expand ‌advanced semiconductor packaging and test capacity in the U.S., as the chip industry races to build out AI infrastructure. Shares of the …

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Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

19:07 23 Jul 2026

finance.yahoo.com Market update Main company 🇦🇹 Austria

AMD CEO says AI servers in full production, will ship this quarter

Investing.com -- Advanced Micro Devices announced Thursday that its second generation of AI servers designed to compete with Nvidia's products are in full production and will begin shipping at the end of the third quarter. CEO Lisa Su revealed that the Helios servers, which …

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Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

16:13 23 Jul 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

Applied Materials (AMAT) Jumps On TSMC Expansion As Fair Value Debate Stays Open

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Applied Materials (AMAT) moved into focus after its stock jumped 7.7% following Taiwan Semiconductor …

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Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

14:58 23 Jul 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

TSMC Lifts 2026 Revenue Growth Outlook: What's Behind the Optimism?

Taiwan Semiconductor Manufacturing Company TSM, or TSMC, reported second-quarter 2026 revenues of $40.2 billion, up 33.7% from a year ago, driven by continued strong demand for leading-edge process technologies. The company expects that momentum to continue in the third quarter, helped by the rapid …

TSFA main company

Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

12:18 23 Jul 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

Taiwan Semiconductor Manufacturing Company Limited (TSM) Is Raising Prices Up to 10%. Can Customers Push Back?

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) plans to raise chipmaking prices by up to 10% starting in 2027, according to Nikkei Asia, citing multiple people briefed on the talks. Reuters and Bloomberg both confirmed the report. Base price increases will range from 5% to …

TSFA main company

Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

17:34 22 Jul 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

Can Economic Growth Boost PNW Stock's Long-Term Earnings Prospects?

Pinnacle West Capital PNW benefits from robust economic growth across its service territory, driven by population growth and rising investments in semiconductor manufacturing, data centers and other industrial facilities. These trends support customer growth, boost electricity demand, drive infrastructure investments and expand the regulated …

TSFA main company

Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

14:59 22 Jul 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

Zacks Investment Ideas feature highlights: Taiwan Semiconductor and ASML

For Immediate Release Chicago, IL – July 22, 2026 – Today, Zacks Investment Ideas feature highlights Taiwan Semiconductor TSM and ASML Holding ASML. AI Demand Leads to Blowout Results for These Semiconductor Giants The 2026 Q2 earnings season really picks up pace this week, …

TSFA main company

Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

13:51 22 Jul 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

TSMC's $200 billion U.S. bet comes with a costly trade-off

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) said its expanding manufacturing footprint in the United States is expected to pressure profit margins over the next several years, even as demand for advanced artificial intelligence chips remains strong. TSMC has pledged …

TSFA main company

Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

13:43 22 Jul 2026

finance.yahoo.com Macro sensitivity Main company 🇦🇹 Austria

Nvidia's U.S. AI Supply Chain Expands

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) supplier Wistron has opened its first U.S. AI server factory in Fort Worth, Texas, expanding the chipmaker's domestic manufacturing network as demand for AI infrastructure continues to surge. The 324,000-square-foot facility will produce Nvidia Grace Blackwell …

TSFA main company

Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

07:11 22 Jul 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

Taiwan Semiconductor (TSM) Stock Is Down Nearly 15% This Month Despite Record AI Demand. Here Is Why

Taiwan Semiconductor Manufacturing Company (NYSE:TSM) reported results on July 16, 2026, triggering a selloff that extended the stock's decline for the month. A Record Quarter, A Falling Stock Taiwan Semiconductor Manufacturing Company (NYSE:TSM) delivered one of the strongest quarters in its history in July …

TSFA main company

Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

21:54 21 Jul 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

Intel, KLA Corporation, Lam Research, Marvell Technology, and Micron Shares Skyrocket, What You Need To Know

What Happened? A number of stocks jumped in the morning session after dip buyers returned to the market to capitalize on more attractive valuations following the sector's steep selloff in the previous week, driven by continued optimism surrounding the long-term artificial intelligence investment cycle. …

TSFA main company

Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

21:46 21 Jul 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

Seagate, Western Digital, FormFactor, Amkor, and Teradyne Shares Are Soaring, What You Need To Know

Seagate, Western Digital, FormFactor, Amkor, and Teradyne Shares Are Soaring, What You Need To Know What Happened? A number of stocks jumped in the morning session after dip buyers returned to the market to capitalize on more attractive valuations following the sector's steep selloff …

TSFA main company

Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

20:12 21 Jul 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

Chip Stocks Are Rebounding - Should Investors Buy Intel (INTC) Before Q2 Earnings?

After a sharp pullback over the last several trading sessions, semiconductor stocks are staging an impressive rebound on Tuesday as investors return to AI-related names ahead of a busy week of earnings. The Philadelphia Semiconductor Index (SOX) is surging nearly 5%, with broad-based gains …

TSFA main company

Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

20:10 21 Jul 2026

finance.yahoo.com Guidance Main company 🇦🇹 Austria

Why Applied Materials (AMAT) Stock Is Up Today

Why Applied Materials (AMAT) Stock Is Up Today What Happened? Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) jumped 7.7% in the morning session after peer Taiwan Semiconductor Manufacturing (TSM) announced plans to raise chipmaking prices by up to 10% starting in 2027, while …

TSFA main company

Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

18:36 21 Jul 2026

finance.yahoo.com Analyst action Main company 🇦🇹 Austria

TSMC to Raise Chip Prices by Up to 10% in 2027: Report

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), the chipmaker that produces semiconductors for many of the world's largest technology companies, has reportedly finalized price increases of between 5% and 10% for 2027 as manufacturing costs continue to rise. According to …

TSFA main company

Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

15:37 21 Jul 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

Taiwan Semiconductor Manufacturing Company Limited (TSM) Doubled Since Giverny Capital Asset Management’s Entry

Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, …

TSFA main company

Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

15:09 21 Jul 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

Taiwan Semiconductor Manufacturing (TSM) Could Be 16% Undervalued As Arizona Expansion Comes Into Focus

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. TSMC's Arizona expansion puts AI chip capacity in focus Taiwan Semiconductor Manufacturing (NYSE:TSM) has drawn fresh attention after outlining an additional $100 billion …

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Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

14:32 21 Jul 2026

finance.yahoo.com Analyst action Main company 🇦🇹 Austria

TSMC Plans To Raise Prices, Says Report. Stock Jumps.

TSMC stock jumped on a report that the semiconductor manufacturing giant is planning to raise prices in 2027. Continue Reading

TSFA main company

Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

14:00 21 Jul 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

Is Trending Stock Taiwan Semiconductor Manufacturing Company Ltd. (TSM) a Buy Now?

TSMC (TSM) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Shares of this chip company have returned -14% over …

TSFA main company

Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

13:54 21 Jul 2026

finance.yahoo.com Analyst action Main company 🇦🇹 Austria

TSMC Reportedly Plans Up to 10% Price Rise for 2027

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM) rose 3.73% premarket after Nikkei Asia reported the contract chipmaker is preparing to raise prices by as much as 10% in 2027. Multiple sources told the publication the increases would apply to both advanced …

TSFA main company

Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

13:47 21 Jul 2026

finance.yahoo.com Analyst action Main company 🇦🇹 Austria

TSMC Customers Face Bigger Chip Costs

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM) reportedly plans to raise chipmaking prices by 5% to 10% in 2027, giving the world's largest contract chipmaker another lever to protect margins as production costs rise. According to Nikkei Asia, customers including Apple …

TSFA main company

Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

11:20 21 Jul 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

Chip stocks extend global rebound following last week’s rout

Investing.com -- Global chip stocks staged a meaningful rebound on Tuesday, building on Monday's recovery from last week's broad selloff in the sector. The rebound gathered pace overnight in Asia. In Taiwan, TSMC, the world's largest contract chipmaker, gained 3.9%, while Foxconn Technology Group …

TSFA main company

Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

10:20 21 Jul 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

Bull of the Day: Taiwan Semi (TSM)

Taiwan Semiconductor Manufacturing Company -- aka TSMC -- (TSM) reported Q2 2026 EPS of $4.31 per share, a 74.5% year over year surge. The bottom line surpassed the Zacks Consensus Estimate by 11.4%. Revenues increased 33.7% year over year to $40.2 billion and beat …

TSFA main company

Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

19:17 20 Jul 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

AMD: Hyperscaler Deals Drive Growth

AMD Company Overview Zacks Rank #3 (Hold) stock Advanced Micro Devices (AMD) is a leading fabless semiconductor company. The term "fabless" means that AMD designs the blueprints for its hardware and outsources the physical production to manufacturing factories like Taiwan Semiconductor (TSM). AMD has …

TSFA main company

Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

18:52 20 Jul 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

The Zacks Analyst Blog Highlights Micron Technology and Taiwan Semiconductor Manufacturing

For Immediate Release Chicago, IL – July 20, 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 …

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Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

14:47 20 Jul 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

Taiwan Semiconductor Manufacturing Company Limited (TSM) Jumped as Market Favored AI Capex Winners

L1 Capital, an investment management firm, released its "L1 Capital International Fund" (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter discusses the current investment environment as a 'two-speed' but resilient global economy, accompanied by an uncertain …

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Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

14:12 20 Jul 2026

finance.yahoo.com Macro sensitivity Main company 🇦🇹 Austria

TSMC Expands Arizona AI Chip Bet

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM) is accelerating its Arizona expansion as it looks to capture what CFO Wendell Huang called a multi-year demand megatrend in artificial intelligence. TSMC has added another $100 billion to its U.S. investment plans, taking …

TSFA main company

Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

13:50 20 Jul 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

Why Taiwan Semiconductor (TSM) is a Must-Buy Momentum Play on the Dip?

Taiwan Semiconductor Manufacturing Co. Ltd. TSM — the largest dedicated integrated circuit foundry of AI-based chips for the world's best AI chipset developers — has been witnessing softness in its stock price since the release of second-quarter 2026 earnings results. This softness provides a …

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Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

20:30 18 Jul 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

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 …

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Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

14:16 18 Jul 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

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. …

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Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5%

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