Youtube·2025-09-16 14:01Alphabet Google - Alphabet Google has joined the exclusive club of companies with a market cap exceeding $3 trillion, alongside Nvidia, Microsoft, and Apple [2][4] - The company's shares have seen significant gains, up more than 30% in 2025, outperforming both the S&P 500 and NASDAQ [2][3] - A favorable ruling in an antitrust case regarding Chrome provided a major catalyst for the stock's rise [2][3] - Alphabet announced a £5 billion investment in the UK, translating to approximately $6.8 billion, aimed at establishing a data center to meet rising AI demand [4][5] - This investment is expected to create over 8,000 jobs and reflects strong confidence in Alphabet's growth prospects [5] Taiwan Semiconductor Manufacturing Company (Taiwan Semi) - Barclays has raised its price target for Taiwan Semi from $275 to $335, reaffirming an overweight rating, indicating confidence in the company's long-term growth [6][8] - AI demand is a key driver for Taiwan Semi, distinguishing it from other European tech hardware companies that may not benefit as directly from AI [7][8] - Despite some near-term market risks, long-term estimates through 2027 appear attractive, suggesting supportive valuations for the stock [8][9] - Taiwan Semi shares have increased by more than 30% year-to-date, reflecting strong market performance [9] Dave and Buster's - Dave and Buster's shares have experienced a significant decline following disappointing quarterly results, with adjusted EPS at 40 cents, missing forecasts [10][11] - Revenue was reported at $557.4 million, flat year-over-year and below expectations, with comparable sales down 3%, worse than analyst predictions [11][12] - Despite overall strength in retail sales, particularly in food and drinks, Dave and Buster's has struggled to resonate with consumers, particularly in the entertainment segment [12]