Core Viewpoint - Taiwan Semiconductor Manufacturing Company (TSMC) is gaining attention among billionaire investors, indicating strong confidence in its future growth, particularly in the context of rising demand for artificial intelligence technologies [3][10]. Company Overview - TSMC is a significant player in the semiconductor industry, supplying chips to major competitors like Nvidia, AMD, and Broadcom, which positions it favorably amidst increasing competition in the AI sector [7]. - The company has a market capitalization of $1.6 trillion and a gross margin of 57.75%, with a current stock price of $302.84 [9]. Investment Insights - Four prominent billionaires hold shares in TSMC, reflecting their bullish outlook on the company's prospects: Chase Coleman (4% of portfolio), Steve Mandel (6.2%), David Tepper (4%), and Daniel Loeb (3.7%) [8]. - TSMC's stock has shown stability, with a slight increase of around 3% since the last reported holdings, suggesting continued investor confidence [11]. Market Context - Nvidia projects global data center capital expenditures to reach $3 trillion to $4 trillion by 2030, a significant increase from $600 billion in 2025, which bodes well for TSMC as a key chip supplier [9]. - The anticipated growth in the computing market is estimated to be around $1 trillion by 2030, further enhancing TSMC's market position [9]. Future Outlook - TSMC is expected to experience substantial growth as demand for AI technologies ramps up, with projections indicating it could "skyrocket" in 2026 [3][12]. - The company's valuation at 23 times 2026 earnings is considered reasonable compared to peers, making it an attractive investment opportunity [13].

These two funds offer a good way to get exposure to artificial intelligence.For investors who want to manage their own money but don't want to deal with picking individual stocks, exchange-traded funds (ETFs) present an attractive option.ETFs trade like stocks, but typically hold dozens or even hundreds of stocks. Generally, ETFs track an index or have another theme such as a sector, a country, or an investment style like growth or value. Artificial intelligence (AI) is one such theme, and it presents an ex ...

Core Insights - Nvidia is experiencing unprecedented demand for its GPUs used in AI development, leading to significant revenue and earnings growth [1] - Micron Technology has outperformed Nvidia in stock returns for 2025, with a remarkable increase of 229% [2] - Analysts overwhelmingly recommend Micron as a buy, indicating strong confidence in its future performance [3] Company Insights - Nvidia relies on Micron's high-bandwidth memory (HBM) to enhance the performance of its data center GPUs, which is crucial for AI workloads [5][9] - Micron's HBM3E solution provides 50% more capacity and 30% less energy consumption compared to competitors, making it attractive for AI developers [6] - Micron is set to launch its HBM4E solution, which promises 60% more capacity and 20% better energy efficiency, with all supply sold out for 2026 [7] Industry Trends - The market for data center HBM is expected to grow significantly, potentially reaching $100 billion annually by 2028 [7] - The integration of AI capabilities in personal computers and smartphones is driving demand for high-capacity memory beyond data centers [8]

Core Insights - Parnassus Investments reported that the S&P 500 Index increased by 8.12% in Q3 2025, driven by investor optimism regarding monetary easing, strong consumer demand, and solid corporate earnings [1] - The Parnassus Core Equity Fund (Investor Shares) returned 2.57% in Q3 2025, underperforming the S&P 500 Index, with a year-to-date return of 9.89% compared to the index's 14.83% [1] Company Highlights - W.W. Grainger, Inc. (NYSE:GWW) is highlighted as a key holding in the Parnassus Core Equity Fund, with a one-month return of 9.89% and a 52-week loss of 5.14% [2] - As of December 22, 2025, W.W. Grainger, Inc. shares closed at $1,034.87, with a market capitalization of $49.21 billion [2] - The company reported Q3 2025 sales of $4.7 billion, reflecting a 6.1% increase on a reported basis and a 5.4% increase on a daily constant currency basis [4] Investment Strategy - The Parnassus Core Equity Fund has reallocated assets by trimming IT holdings in Advanced Micro Devices and Broadcom, and investing in W.W. Grainger, Inc. due to its economies of scale, network effects, and strong customer loyalty [3] - The management team of W.W. Grainger, Inc. is noted for its proven track record of outperforming industry peers, positioning the company to benefit from trends such as digitization and nearshoring [3]

Group 1: Banking Trends - A significant shift in banking preferences is observed, with only 4% of Gen Z and Millennial customers favoring branch visits, and just 8% of all customers conducting most of their banking at a branch [1] - The majority of Baby Boomers (41%) prefer online banking via laptop or PC, indicating a broader trend towards digital banking across generations [1] - 55% of bank customers now manage their accounts primarily through mobile apps, reflecting the growing reliance on technology for banking transactions [1][2] Group 2: SoFi Technologies Overview - SoFi Technologies has evolved from a niche player to a major financial institution with a market capitalization of $35 billion, total assets of $45 billion, and $3.3 billion in revenue over the past 12 months [13] - The company is currently the 53rd largest bank by assets in the U.S., with significant growth potential as it aims to capture a larger share of the market [14] - SoFi's CFO projects the addition of over 3.5 million members and a 36% growth in adjusted net revenue, targeting $3.54 billion for the year [15] Group 3: Financial Performance and Projections - In Q3, SoFi reported $962 million in revenue, a 38% year-over-year increase, and a profit of $0.11 per share, which is 120% higher than the previous year [20] - Management has raised its full-year revenue guidance to $3.54 billion and net income forecast to $455 million, reflecting strong performance and optimistic growth outlook [22] - Analysts expect SoFi's revenue to grow to $4.44 billion in 2026, with an EPS of $0.57 [23] Group 4: Stock Analysis and Price Target - Analyst Stephen Guilfoyle suggests that current market conditions present a good buying opportunity for SoFi Technologies stock, despite a bearish posture in technical analysis [24] - Guilfoyle has set a price target of $36 for SoFi stock, with potential for significant appreciation in the long term, possibly reaching $100 [25][26] - JP Morgan has also raised its price target for SoFi to $31, indicating positive sentiment among analysts [26]

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the most widely held stocks by hedge funds in 2025. Reuters reported on December 17 that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is among the two stocks in the chip equipment space that Morgan Stanley is the most constructive on, with the other being Applied Materials. The firm told investors in a note that the biggest debate is AI semis for the third consecutive year, where the “index weighting is dominated by th ...

Core Insights - Nvidia has been a significant player in the AI revolution but has underperformed compared to its semiconductor peers in 2025 [2][5] - As 2026 approaches, investors are questioning whether Nvidia remains a viable investment or if they should consider reallocating their capital [3] Company Performance - Nvidia's data center business is crucial, contributing significantly to its revenue and profits through demand for its GPUs [4] - Despite strong historical performance, Nvidia's valuation is becoming more attractive as its stock has lagged behind competitors [5] Future Catalysts - Investors should focus on Nvidia's upcoming Rubin chips, with a current order backlog of approximately $500 billion for Blackwell, Rubin, and related products, of which $300 billion is expected to be recognized in 2026 [6] - Anthropic has signed a $30 billion compute capacity agreement with Microsoft, utilizing Nvidia's Blackwell and Rubin chips [7] Market Trends - Goldman Sachs projects that major hyperscalers like Microsoft, Alphabet, Amazon, and Meta Platforms will spend around $500 billion on AI capital expenditures in the coming year [8] - McKinsey & Company forecasts that AI infrastructure will represent a $7 trillion opportunity over the next five years, indicating a significant growth potential for Nvidia [8] Strategic Considerations - Investors should monitor the broader trends in infrastructure investment, as these will likely impact Nvidia's performance beyond its core data center operations [9]

Taiwan Semiconductor is positioned to thrive in 2026.Finding the ultimate stock to buy for 2026 is no easy task. First, you have to address whether the stock will come from an AI-related field or not. There are growing fears of an AI bubble forming, but those fears are negated by real money being spent by the AI hyperscalers, who are racing to build out as much computing capacity as possible. I think one of the best stocks to buy for 2026 comes from this industry, and it's a key supplier.While I'll entertai ...

Core Insights - Broadcom and Taiwan Semiconductor are positioned for strong performance in 2026, potentially benefiting from any decline in Nvidia's dominance in the AI computing market [1] - Nvidia has been a leader in AI computing since 2023, but alternatives like Broadcom and Taiwan Semiconductor are emerging [1] Taiwan Semiconductor - Taiwan Semiconductor is the largest chip foundry globally by revenue, achieving this through technological innovation and strong production yields [3] - The company has a market capitalization of $1.5 trillion and trades at a forward earnings multiple of 29, which is a discount compared to its peers [4][9] - Taiwan Semiconductor's gross margin stands at 57.75%, with a dividend yield of 1.06% [5] - If AI hyperscalers continue their spending, Taiwan Semiconductor is well-positioned for growth in 2026, especially as it trades at a discount to fabless chip companies [5] Broadcom - Broadcom is focusing on custom AI accelerators tailored for specific workloads, contrasting with the general-purpose GPUs offered by Nvidia and AMD [10] - In Q4, Broadcom's AI semiconductor revenue surged by 74% year-over-year, outpacing Nvidia's data center revenue growth of 66% [11][12] - Broadcom has a market capitalization of $1.6 trillion and a gross margin of 64.71%, with a dividend yield of 0.69% [13] - The company expects AI revenue for Q1 to reach $8.2 billion, indicating a doubling from the previous year, showcasing accelerating growth [14] Market Dynamics - The competition in the AI arms race includes Nvidia, Advanced Micro Devices, and Broadcom, with Nvidia currently being the largest and cheapest among them [6] - Broadcom's diverse business units may slow its overall growth rate, but its AI prospects could drive significant stock performance in 2026 [14] - Both Broadcom and Taiwan Semiconductor are expected to perform well in 2026, regardless of Nvidia's market position [15]

: US stocks climbed on Friday as investors regained confidence in the artificial intelligence sector, with US Stock Market Today: S&P 500, Dow and Nasdaq Ended HigherThe Nasdaq Composite rose 1.31% to close at 23,307.62, while the S&P 500 gained 0.88%, ending the day at 6,834.50. The Dow Jones Industrial Average added 183.04 points, or 0.38%, to settle at 48,134.89. This marked the second consecutive day of gains for all three major indexes.Oracle Stock Rallies on TikTok US DealOracle shares jumped 6.6% af ...