The Motley Foolยท2025-08-31 08:01Core Insights - The AI market is projected to grow to $4.8 trillion by 2033, presenting significant investment opportunities for companies that leverage this technology [1] Company Summaries Taiwan Semiconductor Manufacturing (TSMC) - TSMC holds a nearly 70% share of the global semiconductor manufacturing industry, serving major clients like Apple, Alphabet, and AMD [4] - The company has achieved an annual revenue and profit growth rate of 18% since its IPO in 1994, maintaining a consistent dividend payout since 2004 with a current yield of 1.2% [5] - TSMC's earnings surged over 60% to $2.47 per ADR in Q2, driven by strong sales of AI chips [6] Amazon - Amazon Web Services (AWS) is the largest cloud computing platform, projected to generate annual revenue of nearly $1.2 trillion by 2030 [7] - AWS is a $100 billion business with operating margins exceeding 30%, experiencing a 17% sales increase in Q2 [9] - Amazon's investment in automation, including the deployment of its one millionth robot, is expected to reduce labor costs and enhance profit margins in its e-commerce operations [10] - The combination of growth in cloud computing and e-commerce positions Amazon as a strong investment opportunity [11]