STMicroelectronics NV (NYSE:STM) stock is surging today, last seen up 9.3% to trade at $32.64, after the company announced a multi-year contract with Amazon Web Services (AWS) to supply advanced chips. As part of the partnership, AWS could buy up to 24.8 million of STM's shares over the next seven years. Now trading at its highest level since June, STM is on track for its largest daily percentage gain since a 10.7% pop during that month. Over the last 12 months, the Top Stock Pick of 2025 has tacked on 43.2 ...

Core Viewpoint - STMicroelectronics has entered into a multiyear, multibillion-dollar contract with Amazon Web Services to supply advanced chips for AWS's computing and data center infrastructure, significantly boosting STMicro's market position and share value [1] Group 1: Company Overview - STMicroelectronics is a French-Italian semiconductor manufacturer that has seen its shares increase by approximately 8% following the announcement of the deal, making it the top performer on European indexes [1] - The partnership with AWS includes warrants that allow AWS to purchase up to 24.8 million shares of STMicro over the next seven years, potentially translating into a 2.7% ownership stake in the company [1] Group 2: Financial Implications - The initial exercise price for the warrants is set at $28.38, which represents a 4% discount compared to STMicro's closing price prior to the announcement [1]

Headquartered in Eindhoven, the Netherlands, NXP Semiconductors N.V. (NXPI) designs and delivers advanced chips across processors, connectivity, analog, security, and sensor technologies. With a market cap of roughly $56.5 billion, the company forms the invisible backbone of vehicles, factories, Internet of Things (IoT) ecosystems, mobile devices, and modern communications infrastructure. While the business footprint looks expansive, stock performance has introduced a more restrained narrative. Over the ...

Earnings per Share (EPS) reported at $0.58, missing the expected $0.68.Revenue exceeded expectations, reaching approximately $190.2 million against an estimate of $188.2 million.Strong financial health indicated by a low debt-to-equity ratio of 0.02 and a current ratio of 11.61.Rambus Inc. (NASDAQ: RMBS) is a key player in the semiconductor industry, known for its advanced chips and intellectual property that boost data speed and security. On February 2, 2026, RMBS reported its earnings per share (EPS) at $ ...

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited on Long-term Investing’s Substack by Sanjiv. In this article, we will summarize the bulls’ thesis on TSM. Taiwan Semiconductor Manufacturing Company Limited's share was trading at $330.56 as of January 30th. TSM’s trailing and forward P/E were 31.51 and 25.32 respectively according to Yahoo Finance. ASE Technology (ASX) Jumps 23% on Q3 Blowout Photo by Yogesh Phuyal on Unsplash Taiwan Semiconductor Manufacturing Compan ...

Core Insights - The company's core semiconductor business experienced a significant increase in earnings driven by the rising demand for advanced chips essential for the artificial intelligence infrastructure development [1] Summary by Category Earnings Performance - Earnings in the semiconductor sector rose sharply due to heightened demand for advanced chips [1]

Key Points TSMC stock remains cheap despite its robust growth and strong outlook. Salesforce has been thrown into the bargain bin despite its agentic artificial intelligence (AI) opportunity. Meta Platforms is the cheapest of the big megacap tech stocks and is seeing strong AI-fueled growth. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Even with the market hovering near all-time highs, there are still bargain stocks to be found. And despite the run-up among tech stocks that ...

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the AI Stocks Analysts Are Watching Closely. On January 15, BofA Securities analyst Brad Lin raised the price target on the stock to $470.00 (from $430.00) while maintaining a “Buy” rating. Firm analysts are confident in TSM’s tech leadership, underpinned by strong pricing power, capacity stability, and dominance in premium nodes. They noted that TSMC’s tech leadership should sustain, lifting blended wafer pricing by an estimated 30% ...

On Thursday, the Donald Trump administration struck a trade agreement with Taiwan aimed at pulling hundreds of billions of dollars in semiconductor investment onto U.S. soil while easing tariff pressure on key Taiwanese exports. US–Taiwan Deal Targets Domestic Chip Manufacturing The Department of Commerce said Taiwanese chip and technology companies will invest at least $250 billion to expand semiconductor production capacity in the U.S. The Taiwanese government will provide $250 billion in credit guaran ...

Market Performance - US stocks rose on Friday, with the S&P 500 climbing 0.3%, the Dow Jones Industrial Average adding about 100 points (0.2%), and the Nasdaq Composite gaining 0.5% [1] - Weekly performance across major benchmarks was mixed, with the S&P 500 hovering just below breakeven, the Nasdaq Composite on track for a modest 0.2% decline, and the Dow heading for a weekly gain of about 0.1% [3] Sector Performance - Technology stocks led the session, with Nvidia rising more than 1% and Tesla also trading more than 1% higher, contributing to the Nasdaq's advance [2] - On the Dow, IBM and Honeywell were industrial heavyweights leading gains, rising 1.9% and 1.6%, respectively [2] Semiconductor Sector - The semiconductor sector saw a rally following strong earnings from Taiwan Semiconductor Manufacturing, which reinforced confidence in sustained demand for advanced chips tied to artificial intelligence [4] - A trade agreement between the US and Taiwan, where Taiwanese companies committed to invest at least $250 billion in production capacity in the US, was viewed positively for strengthening domestic supply chains and supporting long-term growth in the semiconductor sector [5] Investor Sentiment - Despite geopolitical tensions and concerns over the Federal Reserve's independence, markets remained resilient, supported by solid corporate earnings and enthusiasm around artificial intelligence and technology investment [9] - Analysts at Morgan Stanley noted that corporate earnings strength could propel further gains in equities, with expectations reflecting significant productivity gains and operating margin expansion [10] Future Outlook - Morgan Stanley cautioned that the widespread adoption of artificial intelligence may proceed more slowly than expected, and the Federal Reserve's focus may shift from cutting interest rates to accommodating balance sheet growth [12]