Core Insights - NVIDIA Corporation (NVDA) and Taiwan Semiconductor Manufacturing Company Limited (TSMC) have experienced significant stock price increases of 59.9% and 62% respectively over the past year, driven by strong demand for AI technologies and easing trade tensions [1][2]. TSMC Insights - TSMC is expected to see continued growth due to strong demand for its advanced process technologies, projecting revenues of $34.6 billion to $35.8 billion for Q1 2026, which represents a 25.5% year-over-year increase and a 1.9% sequential rise [3][4]. - The company's gross profit margin for Q1 2026 is anticipated to be between 63% and 65%, slightly up from 62.3% in Q4 2025, driven by increased demand from AI hyperscalers [4]. - TSMC's earnings growth is projected at 46.2% for the current quarter and 29.1% for the full year, with a Zacks Consensus Estimate for EPS of $14.01 indicating a 27.1% year-over-year growth [5]. - Analysts are optimistic about TSMC's stock, with an average short-term price target of $408, suggesting a 19.2% increase from the last close, and a highest target of $520 indicating a potential upside of 51.9% [6]. NVIDIA Insights - NVIDIA is positioned for growth due to eased U.S.-China trade tensions, allowing selective Chinese tech companies to purchase its H200 AI chips, which could enhance its market presence in the region [10][11]. - The company anticipates revenues of nearly $65 billion for the fiscal fourth quarter of 2026, with expected earnings growth rates of 70.8% for the current quarter and 55.9% for the full year [12][13]. - The Zacks Consensus Estimate for NVIDIA's EPS is $4.66, reflecting a year-over-year growth of 10.7% [13]. - Brokers project an average short-term price target for NVDA stock at $254.81, indicating a 33.1% increase from the last closing price, with the highest target at $352 suggesting an upside of 83.8% [15].

Core Viewpoint - Taiwan Semiconductor Manufacturing Company (TSMC) is a crucial player in the AI supply chain, manufacturing chips for companies like Nvidia and AMD, and is currently trading at a discount despite impressive growth [1][2]. Company Overview - TSMC is the world's largest semiconductor foundry, known for its efficiency, scale, precision, and yield, making it the most dependable choice for companies needing chip manufacturing [3]. - The company has shifted from primarily manufacturing smartphone chips to focusing on advanced AI chips for data centers, capturing a market share in the upper 90% range for these products [4]. Financial Performance - TSMC generated $122.4 billion in revenue in 2025, marking a nearly 36% increase from 2024, and achieving its first $100 billion year [6]. - The gross margin increased from 56.1% to 59.9% in 2025, with an operating margin rise from 45.7% to 50.8%, indicating strong operational execution [7]. - In Q4, TSMC reported a gross margin of 62.3% and an operating margin of 54% [7]. Market Position and Valuation - TSMC operates a virtual monopoly on advanced AI chips, allowing it to command premium pricing for its services [8]. - Despite a 69% increase in stock price since the start of 2025, TSMC trades at only 25 times its projected earnings for the next year, which is cheaper compared to competitors like Broadcom, Intel, and Nvidia [9]. - Given TSMC's market dominance, pricing power, and growth opportunities, its current valuation appears attractive for long-term investors [11].

Core Insights - Taiwan Semiconductor Manufacturing Company (TSMC) experienced a significant stock surge of 5.10%, with shares rising from $327.11 to $343.80 following the release of its latest earnings report [1][3]. Financial Performance - TSMC reported revenue of NT$1.046 trillion ($33.73 billion), surpassing the expected NT$1.034 trillion ($32.76 billion) [4]. - The company's net income reached NT$505.74 billion ($16.02 billion), exceeding the anticipated NT$478.37 billion ($15.16 billion) [4]. - December 2025 revenue showed a remarkable 20% increase compared to the same month the previous year, indicating strong growth prospects [5]. Growth Drivers - TSMC anticipates continued strong growth in 2026, primarily driven by the rising demand for advanced artificial intelligence (AI) chips [5]. - The company plays a crucial role in the semiconductor industry, producing over 50% of the world's microchips and serving major clients like Nvidia and AMD [7]. Strategic Importance - TSMC maintains a close relationship with the U.S. Government, as its products are essential for the adoption of advanced AI technologies across various national organizations [8]. - The expansion of TSMC's production capacity in the U.S. is significant for the Federal Government, given the critical role of semiconductors in modern infrastructure and the geopolitical context of Taiwan [8].

TAIPEI, Jan 15 (Reuters) - TSMC, the world's main producer of advanced AI chips and a major supplier ​to Nvidia, on Thursday posted a 35% jump ‌in fourth-quarter profit to record levels that handily beat market forecasts ‌on Thursday. Benefiting from surging demand for advanced chips used in artificial intelligence applications, Taiwan Semiconductor Manufacturing Co said net profit for October-December climbed to T$505.7 billion ($16 billion), its seventh ⁠straight quarter of double-digit ‌growth. That ...

European stocks look set to open broadly higher on Thursday after U.S. President Donald Trump said Iran has stayed executions of protesters, signaling he may hold off on attacking the country for now.Meanwhile, Danish foreign minister Lars Lokke Rasmussen said that discussions at the White House with U.S. vice-president J.D. Vance and secretary of state Marco Rubio were "frank but constructive", stressing that any proposal undermining Danish sovereignty or Greenland's right to self-determination was "total ...

By Wen-Yee Lee, Faith Hung and Ben Blanchard TAIPEI, Jan 15 (Reuters) - TSMC, the world's main producer of advanced AI chips, on Thursday posted a forecast-smashing 35% jump in fourth-quarter profit to a record high, predicted robust annual growth and ​flagged more U.S. manufacturing capacity was in the works. Riding high on what it calls the "AI mega trend", TSMC said its ‌customers, and their customers, were "providing strong signals" and requesting capacity, forecasting 2026 revenue would rise nearly ...

Core Viewpoint - CoreWeave, Inc. is under investigation for potential violations of federal securities laws following a significant drop in its stock price after announcing reduced revenue and capital expenditure forecasts due to data center capacity limitations [1][2][3] Company Overview - CoreWeave's business model involves acquiring high-interest debt to purchase advanced AI chips from Nvidia, which are then installed in leased data center server racks and rented out to AI companies [2] Financial Performance - On November 10, 2025, CoreWeave announced a cut in its full-year 2025 revenue and capital expenditure forecasts, attributing this to limitations in data center capacity [2] - Following this announcement, CoreWeave's stock price fell by $17.22 per share, representing a 16.31% decrease, closing at $88.30 per share on November 11, 2025 [3]

Core Viewpoint - CoreWeave, Inc. is under investigation for potential violations of federal securities laws following a significant drop in its stock price after announcing reduced revenue and capital expenditure forecasts due to data center capacity limitations [1][2][3] Company Overview - CoreWeave's business model involves acquiring high-interest debt to purchase advanced AI chips from Nvidia, which are then installed in leased data center server racks and rented out to AI companies [2] Financial Performance - On November 10, 2025, CoreWeave announced its third-quarter financial results, revealing a cut in its full-year 2025 revenue and capital expenditure forecasts [2] - Following this announcement, CoreWeave's stock price decreased by $17.22 per share, or 16.31%, closing at $88.30 per share on November 11, 2025 [3]

RADNOR, Pa.--(BUSINESS WIRE)-- #classaction--The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) is currently investigating potential violations of the federal securities laws on behalf of investors of CoreWeave, Inc. (NASDAQ: CRWV) ("CoreWeave†). CoreWeave's business model involves using high-interest debt to buy thousands of advanced AI chips from Nvidia, installing them in server racks inside data centers that it leases from third-party landlords, then renting access to the chips to AI co ...

Core Insights - The article discusses three key companies that are essential players in the AI pipeline, highlighting their potential as long-term investments in the AI sector [2]. Group 1: Taiwan Semiconductor Manufacturing Company (TSMC) - TSMC is the world's leading third-party semiconductor foundry, crucial for manufacturing advanced AI chips, holding a monopoly in this area [4][6]. - The company has experienced impressive growth in revenue and operating income, particularly due to its dominance in advanced AI chip production [7]. - TSMC's market capitalization is $1.5 trillion, with a gross margin of 57.75% and a dividend yield of 1.07% [5][6]. Group 2: Nvidia - Nvidia is a key designer of AI ecosystem components, particularly known for its parallel processors, which have significantly increased its market value to nearly $4.3 trillion [9][11]. - The company reported $57 billion in revenue for the third quarter, a 62% year-over-year increase, with $51.2 billion coming from its data center segment, up 66% [12]. - Nvidia's CUDA platform enhances its competitive edge by allowing its chips to be programmed for specific tasks, creating high switching costs for customers [14][15]. Group 3: Microsoft - Microsoft Azure is the second-largest cloud infrastructure platform, making it a preferred choice for companies developing AI applications [16]. - The company's diverse software portfolio, including Microsoft 365 and LinkedIn, allows for seamless integration of AI technologies, creating additional revenue streams [18][19]. - Microsoft has a market capitalization of $3.5 trillion, with a gross margin of 68.76% and a dividend yield of 0.71% [17][18].