Sometimes, it's fairly obvious which companies will have a successful year before we're actually in it. I think that's the case with two companies: Taiwan Semiconductor (TSM -0.77%) and Amazon (AMZN -0.76%) although others could certainly make the list, too. These two are primed for success heading into 2025, and I think the conditions are right to buy both stocks right now.Taiwan SemiconductorTaiwan Semiconductor is at the forefront of every major technological shift today. Without the chips that it fabric ...

There's one company making all of the chips AI is run on.Artificial intelligence is growing at an astounding rate, but competition is fierce among all of the leading providers of models and cloud infrastructure. One area where there isn't as much competition is in chips, where Taiwan Semiconductor Manufacturing (TSM 0.61%) is the clear leader. In this video, Travis Hoium explains why this is the top way to play AI in 2025.*Stock prices used were end-of-day prices of Dec. 13, 2024. The video was published on ...

In this articleQCOMNVDATXNMUAtop a newly-completed, 3.5-million-square-foot building that stands on 1,100 acres in the Arizona desert north of Phoenix is a giant logo of a microchip wafer and the letters TSMC. Taiwan Semiconductor Manufacturing Company's first Arizona chip fabrication plant, or fab, is making history because it's the most advanced chip fab on U.S. soil, and Apple has committed to being the site's largest customer. CNBC first visited the fab in 2021, not long after TSMC broke ground. TSMC in ...

Taiwan Semiconductor (TSM 1.80%) might not be a household name, but it's probably the most important company most people have never heard of.The company, which now has a market cap of roughly $1 trillion, doesn't have the consumer presence of Apple or Microsoft, but it's a vital component of the tech supply chain. TSMC, as the company is also known, is the world's leading contract chip manufacturer. It makes more than half of the third-party chips in the world and roughly 90% of the advanced chips.It's the ...

KEY TAKEAWAYSTaiwan Semiconductor Manufacturing Co. reportedly is in talks with Nvidia to produce the AI darling's Blackwell chips at the contract manufacturer's new plant in Arizona.According to Reuters, TSMC is preparing to start producing the AI chips early next year.Those chips have been made in TSMC's plants in Taiwan.  Taiwan Semiconductor Manufacturing Co. (TSM) reportedly is in talks with Nvidia (NVDA) to produce the artificial intelligence (AI) darling's Blackwell chips at the contract manufacturer ...

Watching the moves of billionaire hedge fund managers is a wise investment strategy because these investors didn't get to their status without making some smart decisions.Funds that have more than $100 million in assets must disclose their end-of-quarter holdings to the Securities and Exchange Commission (SEC) within 45 days after that quarter ends, and those disclosures are then made available to the public. This gives us an idea of what sorts of moves these Wall Street pros are making, albeit in a delayed ...

The past decade has been a rewarding one for Taiwan Semiconductor Manufacturing (TSM -1.44%) investors, as shares of the foundry giant have shot up an incredible 706% during this period, turning an investment of $10,000 made in the stock 10 years ago into just over $80,000, as of this writing. Popularly known as TSMC, the Taiwan-based company benefited from the secular growth in the semiconductor space over the past 10 years. As such, anyone who bought $10,000 worth of TSMC stock a decade ago with the aim o ...

With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.I think the moat Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM ) has, its market position and AI tailwinds all around it make the current valuation too cheap to ignore, even if we take geopolitical and cyclicality risksHe leads the in ...

Steven Cohen of Point72 Asset Management just raised the fund's position in foundry specialist Taiwan Semiconductor Manufacturing.Steven Cohen is a billionaire hedge fund investor who serves as CEO of Point72 Asset Management. While parsing through Point72's most recent quarterly 13F filing, I came away with one pretty clear conclusion: Cohen is bullish on artificial intelligence (AI). In the September-ended quarter, some of Point72's more outsized purchases were in "Magnificent Seven" stocks including Nvid ...

Shares of Taiwan Semiconductor Manufacturing (TSM -0.61%) are sitting close to their all-time high, and Barclays analyst Simon Coles sees more upside in the next year. Last week, the analyst maintained the firm's overweight (buy) rating on the stock but raised their price target from $215 to $240.Wall Street's price targets are not all that meaningful for long-term investors. But in this case, there is a meaningful catalyst that can send shares higher in the near term: artificial intelligence (AI). Here's w ...