In the latest trading session, Qualcomm (QCOM) closed at $154.80, marking a +1.44% move from the previous day. The stock outpaced the S&P 500's daily loss of 0.01%. Elsewhere, the Dow lost 0.32%, while the tech-heavy Nasdaq added 0.05%. Prior to today's trading, shares of the chipmaker had lost 0.66% lagged the Computer and Technology sector's gain of 7.44% and the S&P 500's gain of 5.37%.The upcoming earnings release of Qualcomm will be of great interest to investors. The company's earnings report is expec ...

Group 1 - The analyst downgraded ASML Holding N.V. to a Hold rating in April due to technical weakness and a poor macroenvironment despite its undervaluation [1] - The analyst acknowledges that the focus should have been on ASML's undervaluation rather than the negative technical indicators [1] - The analyst emphasizes the importance of core values such as Excellence, Integrity, Transparency, and Respect for long-term success [1] Group 2 - The article does not provide specific financial data or performance metrics related to ASML or the tech sector [2]

Key Takeaways TSM's Q2 net income jumped 60.7% to NT$398.27B, with sales up 38.7% to NT$933.80B on strong AI chip demand. TSM expects Q3 revenues of $31.8B-$33.0B, up 38% YoY, and sees 2025 revenues growing nearly 30% in USD terms. TSM holds 67% of chip manufacturing and benefits from high entry barriers and reliance by major tech clients.Taiwan Semiconductor Manufacturing Company Limited (TSM) , or TSMC, recently reported a record surge in second-quarter profit as it continues to benefit from the artific ...

Taiwan Semiconductor Manufacturing Co TSM stock traded lower Friday after its Thursday gains following upbeat quarterly results.CFO Wendell Huang told Bloomberg that the contract chipmaker plans to stay cautious with spending in 2025 while accelerating global expansion to meet booming AI chip demand.The company may invest up to $42 billion in capex this year, but is closely watching macro and foreign exchange risks, especially sharp currency swings that threaten margins.Also Read: Taiwan Semiconductor’s Top ...

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Taiwan Semiconductor Manufacturing (TSM) reported robust second-quarter 2025 results, reflecting strength in AI and HPC-related demand, continued advanced node leadership and solid execution on global expansion. The company beat estimates for both the top and the bottom lines on surging demand for advanced chips used in AI applications. Investors seeking to tap TSM's growth could consider ETFs having the largest allocation to the world's largest contract semiconductor manufacturer. These include SP Funds S& ...

An updated edition of the June 4, 2025 article.China's technology sector presents an exceptional investment opportunity in 2025, driven by breakthrough innovations, massive government support and attractive valuations. The convergence of AI leadership, semiconductor advancement and strategic government backing creates unprecedented growth potential across multiple high-tech industries and their constituent players like Bilibili (BILI) , NetEase (NTES) and VNET Group (VNET) .AI Revolution Demonstrates Global ...

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From a technical perspective, Western Digital Corporation (WDC) is looking like an interesting pick, as it just reached a key level of support. WDC's 50-day simple moving average crossed above its 200-day simple moving average, which is known as a "golden cross" in the trading world.A golden cross is a technical chart pattern that can signify a potential bullish breakout. It's formed from a crossover involving a security's short-term moving average breaking above a longer-term moving average, with the most ...

Core Insights - Taiwan Semiconductor Manufacturing Company Limited (TSM) reported second-quarter 2025 earnings per share (EPS) of $2.47, reflecting a year-over-year increase of 60.7% and surpassing Zacks Consensus Estimates by 4.2% [1][10] - TSM's net revenues for the second quarter reached $30.07 billion, marking a 44.4% increase year over year and exceeding Zacks Consensus Estimate by 0.1% [1][10] Financial Performance - TSM's revenue distribution by platform in the second quarter was as follows: high-performance computing (60%), smartphone (27%), Internet of Things (5%), automotive (5%), digital consumer electronics (1%), and other segments (2%) [2] - The largest contribution to wafer revenues came from 5nm technology, accounting for 36% of total wafer revenues, followed by 3nm at 24% and 7nm at 14% [3][4] - Geographically, North America was the dominant contributor, accounting for 75% of total revenues, while China and the Asia Pacific region each contributed 9%, Japan 4%, and EMEA 3% [5] Margins and Cash Flow - TSM's gross margin was reported at 58.6%, an expansion of 540 basis points year over year, while the operating margin was 49.6%, expanding 710 basis points [6] - The net profit margin stood at 42.7%, reflecting an increase of 590 basis points [6] - As of June 30, 2025, TSM had cash and cash equivalents totaling $90.36 billion, an increase from $81.4 billion at the end of the previous quarter [7] Guidance - For the third quarter of 2025, TSM expects revenues to range between $31.8 billion and $33.0 billion, with a projected gross profit margin between 55.5% and 57.5% and an operating profit margin between 45.5% and 47.5% [9] - For the entirety of 2025, TSM anticipates a revenue increase of approximately 30% in U.S. dollars [9]