Sharemaestro Newsreel

Microsoft's Nvidia Alternative Is Getting Much Bigger

This article first appeared on GuruFocus. Microsoft Corp. (MSFT, Financials), the software and cloud giant, could unveil its next-generation Maia 300 AI chip as soon as September as it takes a bigger step toward reducing its dependence on Nvidia. Warning! GuruFocus has detected 3 …

Sony and TSMC Plan a $6.3 Billion Chip Bet

This article first appeared on GuruFocus. Sony Group Corp. (SONY, Financials), the world's largest maker of image sensors, and Taiwan Semiconductor Manufacturing are reportedly gearing up an investment of around $6.3 billion to jointly produce next-generation chips in Japan.A Nikkei article, citing Reuters, said …

The Zacks Analyst Blog Highlights Apple, United Microelectronics, NTT and UBS

For Immediate Release Chicago, IL – August 10, 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 …

5 Dividend Growth Stocks to Buy as US Rate Hike Concerns Ease

All three major U.S. stock indices ended Aug. 7, 2026, in positive territory, as a softer-than-expected jobs report eased concerns over the Federal Reserve implementing further rate hikes in the near term. At the same time, robust tech and software earnings helped dispel fears …

TSMC Sales Jump 45% On Strong AI Chip Demand But Investors Shrug

TSMC said its sales in July rose nearly 6% from June and 45% year over year thanks to strong demand for AI chips. Continue Reading

Microsoft plans Maia 300 chip reveal in September - Information

Investing.com -- Microsoft is targeting a public unveiling of its next-generation Maia 300 AI accelerator as soon as September. It has also entered talks to secure manufacturing capacity for more than 300,000 units from TSMC, with delivery planned for 2027, The Information reported Monday, …

Nvidia Scores 12% Weekly Gain As Taiwan Semiconductor Sales Soars; Is Nvidia A Buy Now?

Nvidia takes a breather after jumping 12% last week. The stock is in a cup base with a buy point of 236.54. Continue Reading

Microsoft Plans Production Boost for AI Chips, Report Says

(Bloomberg) -- Microsoft Corp. is planning to "significantly" increase production of its next-generation AI chips, the Information reported. Most Read from Bloomberg China Unleashes $28 Trillion Capital Markets to Challenge US in AI Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' …

What TSMC’s Surging Sales Growth Means for Apple and Nvidia Stocks

Taiwan Semiconductor Manufacturing reported monthly sales which were ahead of its annual growth forecast. Continue Reading

Chip equipment stocks rise after Taiwan Semiconductor revenue surges 45%

What happened: Shares of chip equipment makers rose on Monday, withASML (ASML) leading Applied Materials (AMAT) and Lam Research (LRCX) higher. What's behind the move: The companies, which provide advanced semiconductor-making equipment to Taiwan Semiconductor Manufacturing Company (TSM), moved higher after TSMC said its …

Market Chatter: Microsoft Plans to Ramp Up Homegrown AI Chip Production Next Year

Microsoft (MSFT) intends to greatly increase production of its internally designed artificial intelligence chips next year and hopes to persuade Anthropic and other large cloud customers to use them, The Information reported Monday, citing two people with direct knowledge of the Silver Upgrade to …

Sony and TSMC to Spend $6.3 Billion on Next-Generation Sensors

This article first appeared on GuruFocus. TSMC (NYSE:TSM) and Sony (NYSE:SONY) plan to spend around 1 trillion yen ($6.3 billion) to jointly produce next-generation image-sensor chips, according to Nikkei Asia. The joint venture would be owned roughly 60% by Sony and 40% by TSMC, …

Sony Stock Jumps on Potential $6.3B TSMC Image Sensor Deal

This article first appeared on GuruFocus. Sony (SONY) shares rose as much as 3% in early Monday trade after reports that the company and Taiwan Semiconductor Manufacturing (NYSE:TSM) are considering a combined 1 trillion ($6.3 billion) investment in a new image-sensor facility in Japan, …

TSMC Sales Jumps 45% as Nvidia-Driven AI Boom Powers Chip Demand

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (TSM) posted a 44.7% increase in July revenue. TSMC generated NT$467.58 billion ($14.5 billion) in July sales, up 5.6% from June. Revenue for the first seven months of the year reached NT$2.87 trillion, representing a …

Taiwan Semiconductor Manufacturing (TSM) Shares Gain Attention After Ark Adds To Position

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. Ark Invest increased its position in Taiwan Semiconductor Manufacturing (NYSE: TSM) after Meta shared …

Intel launches $15 billion share sale as turnaround rally lifts stock

Aug 10 (Reuters) - Intel is planning to raise $15 billion through a share ‌sale, the U.S. chipmaker said ‌on Monday as it looks to fund the ​costly build-out of its chip contract manufacturing business by cashing in on a stock surge fueled by …

Emerging-Market Stock Valuations Sink Below Half of S&P 500’s

(Bloomberg) -- For the first time in at least two decades, emerging-market stock valuations have fallen to less than half those of US equities, a sign to some investors that there are increasingly attractive opportunities in developing economies. Most Read from Bloomberg China Unleashes …

Key Republican urges US to stop any advanced chips from reaching sanctioned Chinese firms

By Alexandra Alper WASHINGTON, Aug 10 (Reuters) - Republican Congressman John Moolenaar, who leads the House Select Committee on China, called on the Trump administration to make ‌sure chip manufacturers don't send advanced logic chips to untrusted Chinese firms. In ‌January 2025, the Biden …

Taiwan Semiconductor’s Blockbuster Run Rolls On: July Revenue Surges 45%

Taiwan Semiconductor Manufacturing Company Ltd.(NYSE:TSM) reported a sharp increase in July revenue on Monday, extending strong growth from a year earlier. The chipmaker reported consolidated revenue of approximately 467.58 billion New Taiwan dollars for July, up 44.7% from 323.17 billion New Taiwan dollars in …

Emerging-Market Stocks, Currencies Gain After Soft US Jobs Data

(Bloomberg) -- Emerging-market stocks and currencies climbed at the start of a new week as expectations for Federal Reserve rate hikes eased following Friday's unexpectedly weak US employment report. Most Read from Bloomberg Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' …

Sony, TSMC to spend $6.3 billion to jointly make image sensors, Nikkei says

TOKYO, Aug 10 (Reuters) - Sony Group and Taiwan's TSMC plan to spend around ‌1 trillion yen ($6.32 billion) to jointly ‌make next-generation microchips used in image sensors, the Nikkei ​business daily said on Monday. A joint venture owned about 60% by Sony and …

UMC (UMC) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Wednesday, July 29, 2026 at 4:00 a.m. ET CALL PARTICIPANTS Head of Investor Relations - Jinhong LinChief Financial Officer - Chi-Tung LiuChief Executive Officer - Jason Wang TAKEAWAYS Consolidated Revenue -- TWD 68.73 billion, representing a 12.6% increase …

Jim Cramer Called Linde plc (NASDAQ:LIN)’s Share Price Movement “Stupid”

Industrial giant Linde plc (NASDAQ:LIN)'s shares are up by 4.30% over the past year and by 14% year-to-date. The stock closed 5.9% lower on July 31st, the day that it reported its second-quarter earnings. During the quarter, Linde plc (NASDAQ:LIN) posted $9.29 billion in …

Taiwan Semiconductor Manufacturing Co Ltd(TSM)股票6月30日盤中上漲3.02%：真相來了

文曄（3036）做什麼、法說會重點有哪些？Q1 EPS 5.32元創歷史新高，AI資料中心動能爆發推升營收年增100%，Q2財測EPS上看6.78元展望樂觀｜股市話題｜豐雲學堂2026 年 08 月

友達（2409）做什麼、法說有何重點？Q1本業虧損 EPS -0.15元，Q2三支柱分化，關稅墊高基期下的轉型考驗｜股市話題

Taiwan Semiconductor Manufacturing Co Ltd(TSM)股票4月10日盤中上漲3.19%：釋放什麼訊號？

興櫃：永擎(7711)H1 EPS 6.63元，獲利年增1.5倍，近日申請轉上市掛牌

觸控模組大廠GIS-KY(6456)，EPS 連 4 年衝 10 元，可望大啖 MiniLED 大單！-詹宗霖