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Taiwan Semiconductor Manufacturing (TSM) Soared on Strong AI Chip Demand
Yahoo Finance· 2026-03-27 15:45
Columbia Threadneedle Investments, an investment management company, released its fourth-quarter 2025 investor letter for “Columbia Global Technology Growth Fund”. A copy of the letter can be downloaded here. Markets advanced modestly higher in Q4 2025, with the S&P 500 returning 2.66%, the Nasdaq 100 gaining 2.47%, and the Dow Jones Industrial Average leading with a 4.03% return. This period saw a shift in leadership towards large-cap value stocks as investor sentiment was influenced by the Federal Reserv ...
SMCI Investor Alert: Shareholder Rights Law Firm Robbins LLP Reminds Investors of the Class Action Lawsuit Filed Against Super Micro Computer, Inc.
Prnewswire· 2026-03-26 22:17
<!doctype html> <!-- For structured data --> <!-- For language declaration --> SMCI Investor Alert: Shareholder Rights Law Firm Robbins LLP Reminds Investors of the Class Action Lawsuit Filed Against Super Micro Computer, Inc. <!-- Additional Authorable Meta tags --> Accessibility StatementSkip NavigationSAN DIEGO, March 26, 2026 /PRNewswire/ -- Robbins LLPreminds stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired Super Micro Computer, Inc. (NASDAQ: SMC ...
Meta Platforms Slips as Legal Verdict and AI Spending Concerns Converge: What Investors Need to Know
247Wallst· 2026-03-26 14:13
Nasdaq 10024,034.40 -0.67% Meta Platforms Slips as Legal Verdict and AI Spending Concerns Converge: What Investors Need to Know - 24/7 Wall St. S&P 5006,576.40 -0.38% Dow Jones46,550.40 +0.16% Russell 20002,532.09 -0.10% FTSE 10010,022.20 -0.93% Nikkei 22553,439.50 -0.79% Stock Market Live March 26, 2026: S&P 500 (SPY) Slips on Oil Again Investing Meta Platforms Slips as Legal Verdict and AI Spending Concerns Converge: What Investors Need to Know By David MoadelPublished Mar 26, 10:13AM EDT Quick Read Me ...
特斯拉：芯片作为特斯拉新时代增长支柱，以及特斯拉为何需要 Terafab
2026-03-26 13:20
更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Equity Research U.S. Autos & Mobility 20 March 2026 Tesla, Inc. Chips as the pillar of Tesla's next era of growth, and why Tesla needs a Terafab Key takes: 1. Terafab needed to achieve mega-scale, de-risk geopolitics, control design; 2. Partnership could be more logical path on Terafab with Samsung, TSMC or even Intel; 3. Terafab could cost ~$20-25bn for lower volume aspirations, $40-50bn with more aggressive volume plans. More than five years ago at Tesla's 2020 Battery Day, Te ...
NVIDIA Owns the Spotlight, But the Smart Money is Moving Downstream
247Wallst· 2026-03-26 12:50
Dow Jones46,115.30 -0.78% Nasdaq 10023,928.80 -1.11% Russell 20002,504.19 -1.20% NVIDIA Owns the Spotlight, But the Smart Money is Moving Downstream - 24/7 Wall St. S&P 5006,544.20 -0.87% FTSE 1009,986.20 -1.29% Nikkei 22552,994.50 -1.62% Stock Market Live March 26, 2026: S&P 500 (SPY) Slips on Oil Again Investing NVIDIA Owns the Spotlight, But the Smart Money is Moving Downstream By Joey FrenettePublished Mar 26, 8:50AM EDT Quick Read Nvidia (NVDA) remains the AI chip leader with CEO Jensen Huang at the ...
Nvidia Director Sells $38.5M in NVDA Stock — Analysts Still Eye 58% Upside
Yahoo Finance· 2026-03-26 11:40
Nvidia (NVDA) board member Mark A. Stevens sold $38.5 million in shares of the AI chipmaker, according to a recent SEC (Securities and Exchange Commission) filing. Stevens offloaded 221,682 shares in multiple transactions, signaling a significant monetization of his holdings. Prior to this, he sold over $100 million worth of shares in December. While Stevens’ sale may raise eyebrows, analysts remain confident in Nvidia’s growth, still projecting a potential 56% upside for the stock at an average price targ ...
Investors Dumped These 3 AI Stocks After Earnings. They'll Regret It.
Yahoo Finance· 2026-03-25 18:05
Just because a company reports strong earnings doesn't mean its stock is going to go up. Let's look at three artificial intelligence (AI) stocks that investors dumped that they'll regret selling. Micron Micron Technology (NASDAQ: MU) reported what was arguably the best earnings report of any major AI company, yet it wasn't enough to keep its stock from trading lower. Its fiscal second-quarter revenue surged nearly threefold to $23.9 billion, while its gross margins climbed from 36.8% a year ago to 74.4%. ...
Jensen Huang Just Made a $1 Trillion Prediction. One Stock Benefits Most, and It's Not Nvidia
247Wallst· 2026-03-25 16:09
Jensen Huang Just Made a $1 Trillion Prediction. One Stock Benefits Most, and It's Not Nvidia - 24/7 Wall St. S&P 5006,601.60 -0.12% Dow Jones46,473.40 -0.02% Nasdaq 10024,184.20 -0.22% Russell 20002,532.82 -0.17% FTSE 10010,093.80 +0.77% Nikkei 22553,743.00 +0.68% Stock Market Live March 25, 2026: S&P 500 (SPY) Roller Coaster Ride Continues Investing Jensen Huang Just Made a $1 Trillion Prediction. One Stock Benefits Most, and It's Not Nvidia By Omor Ibne EhsanPublished Mar 25, 12:09PM EDT Quick Read Taiwa ...
TSM vs. AVGO: Which is a Better Semiconductor Stock?
247Wallst· 2026-03-25 16:08
TSM vs. AVGO: Which is a Better Semiconductor Stock? - 24/7 Wall St. S&P 5006,601.60 -0.12% Dow Jones46,473.40 -0.02% Nasdaq 10024,184.20 -0.22% Russell 20002,532.82 -0.17% FTSE 10010,093.80 +0.77% Nikkei 22553,743.00 +0.68% Stock Market Live March 25, 2026: S&P 500 (SPY) Roller Coaster Ride Continues Investing TSM vs. AVGO: Which is a Better Semiconductor Stock? By Vandita JadejaPublished Mar 25, 12:08PM EDT Quick Read How to Add Us to Google News Sending You to Google News in 3 Chip maker Taiwan Semicondu ...
SK Hynix Targets Massive US IPO To Fuel Global AI Chip Expansion
Benzinga· 2026-03-25 14:12
SK Hynix is pursuing a major capital raise and expanding production amid intensifying competition in the AI chip market.U.S. IPO Plans To Fund ExpansionSK Hynix plans to confidentially file for a U.S. IPO in the second half of 2026, potentially selling 2% to 3% of its shares, Reuters reported on Wednesday.A source told Reuters that the offering could raise up to $14 billion, though details remain undecided.The company intends to use the funds to build new chip factories in South Korea and Indiana to meet ri ...
