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Gladstone Capital pares Taiwan Semiconductor stake by 45,846
Gladstone Capital Management Llp, managed by David Gladstone, recently reduced its stake in Taiwan Semiconductor Manufacturing Company Limited (TSM) by 45,846 shares. Despite this, TSM shares have seen a significant year-to-date rally, with analysts raising price targets due to strong financial performance and demand …
Taiwan Semiconductor Manufacturing (TSM) Stock Trades Rich On Cash Flow While Earnings Look Cheaper
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Taiwan Semiconductor Manufacturing stock has rallied hard over the past few years, yet its current price screens as expensive on a Discounted Cash Flow (DCF) intrinsic value …
Taiwan Semiconductor (TSM) Remains at the Center of the AI Boom
Polen Capital Management Llc released its "Polen Focus Growth Strategy" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's …
Sportsman's Warehouse (SPWH) investor group reports 3.04M-share, 7.79% stake
Union Square Park Partners, LP and affiliated entities have filed an amended Schedule 13G/A, reporting a 7.79% stake in Sportsman's Warehouse Holdings, Inc. (SPWH), totaling 3,041,073 shares. This includes shared voting and dispositive power over 3,036,695 shares, with Leon Zaltzman holding sole voting and …
Taiwan Shows Resilience in Trying Times
Taiwan is demonstrating remarkable resilience amidst geopolitical challenges, including pressure from China, domestic political disputes, and uncertain U.S. support. Its semiconductor industry is thriving due to the AI boom, leading to significant GDP growth and record stock market highs. While economic ties with the …
TSMC (TSM) Stock Looks Fully Priced Despite Strong AI Demand
Taiwan Semiconductor Manufacturing (TSM) has seen significant stock growth, with a 385.6% return over three years. While its Discounted Cash Flow model suggests the stock is overvalued by 27.7%, its P/E ratio of 28.5x is below the industry average, indicating potential undervaluation based on …
Why Is Taiwan Semiconductor Manufacturing (TSM) Raising Spending After 45% July Growth?
Taiwan Semiconductor Manufacturing (TSM) reported a 45% year-on-year revenue increase in July, driven by strong demand for AI chips, surpassing its full-year guidance. In response, the company is raising its capital expenditure outlook for 2024 to support increased capacity for high-performance computing and AI. …
AQR Capital discloses 5.01% Huntsman Corp (HUN) ownership stake in Schedule 13G/A
AQR Capital Management, LLC and AQR Capital Management Holdings, LLC have reported a 5.01% ownership stake in Huntsman Corp (HUN) common stock, as detailed in an amended Schedule 13G filing. This beneficial ownership amounts to 8,713,741 shares as of June 30, 2026. The filing …
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by SteelPeak Wealth LLC
SteelPeak Wealth LLC increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 14.7% in Q2, acquiring an additional 1,430 shares, bringing its total holdings to 11,131 shares valued at $5.33 million. The company's growth outlook remains strong due to a 44.7% year-over-year …
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Position Lifted by Trinity Street Asset Management LLP
Trinity Street Asset Management LLP increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 3.4% in Q2, making it the fund's largest holding. Several other institutional investors also adjusted their positions in TSM, which currently has a consensus "Buy" rating from analysts …
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Baskin Financial Services Inc.
Baskin Financial Services Inc. reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 3.4% in the second quarter, selling 4,516 shares but still holding over 126,000 shares. Despite this sale, many other institutional investors increased their positions, and analysts maintain a bullish …
Critical Manufacturing to Showcase MES-Powered Industrial Operations Platform for Intelligent Semiconductor Manufacturing at SEMICON Taiwan 2026
Critical Manufacturing will showcase its MES-Powered Industrial Operations Platform at SEMICON Taiwan from September 2-4, 2026, demonstrating how semiconductor manufacturers can transition to intelligent, AI-supported production. The platform aims to transform operational complexity into actionable intelligence by unifying execution, connectivity, analytics, and trusted AI, …
Huntsman CORP Business Combination Communication
Olin Corporation has issued an urgent communication to its shareholders regarding the proposed merger with Huntsman Corporation, urging them to vote on the transaction. The special meeting is scheduled for August 25, 2026, and the Olin Board of Directors unanimously recommends voting FOR all …