Core Viewpoint - Technology stock valuations are at all-time highs, but there are undervalued opportunities, particularly in Taiwan Semiconductor Manufacturing (TSMC) [1][2][3] Company Overview - TSMC specializes in fabrication and foundry services, holding a 68% share of the global wafer foundry market [5][6] - The company plays a crucial role in the semiconductor supply chain, supporting major players like Nvidia and AMD [4][6] Market Trends - The total addressable market for semiconductors is projected to reach $996 billion by 2033, up from $530 billion two years ago [8] - The semiconductor foundry market is expected to grow at an 8.5% compound annual growth rate (CAGR) from 2024 to 2033, reaching $276 billion [8] - AI infrastructure spending could approach $7 trillion by the middle of the next decade, with chips and related hardware for AI data centers receiving nearly half of this investment [9] Growth Prospects - Rising demand for chips is a direct tailwind for TSMC's foundry business, with analysts forecasting continued revenue and earnings acceleration [11][14] - TSMC's current forward price-to-earnings (P/E) ratio of 24.3 indicates it is trading at a discount compared to other leading chip stocks [12][15] Investment Opportunity - TSMC is viewed as a hidden bargain amidst overpriced growth stocks, presenting a compelling buy-and-hold opportunity for long-term investors [16]

Group 1 - The English Premier League has entered a five-year partnership with Microsoft to integrate AI technology into its app, enhancing fan engagement and access to extensive content [2][3] - The integration will provide fans with access to over 300,000 articles, 9,000 videos, and historical statistics dating back to 1992, with future updates including translation features and improved Fantasy Premier League offerings [2][3] - Microsoft will also serve as the league's cloud computing partner, replacing Oracle, and will utilize its Azure AI technologies to transform the football experience [4] Group 2 - The English Premier League is recognized as the most prestigious soccer organization globally, broadcasting matches in 189 countries and reaching approximately 900 million homes [3] - The upcoming season is set to begin on August 15, with a Premier League Summer Series of exhibition matches taking place in the U.S. from July 26 to August 3 [5]

Core Viewpoint - Quantum Computing Inc. (QCi) is set to join the Russell 3000® Index and the Russell 2000® Index, effective June 30, 2025, marking a significant milestone in the company's growth and visibility among institutional investors [1][3]. Company Overview - Quantum Computing Inc. is an innovative company specializing in integrated photonics and quantum optics technology, providing accessible quantum machines and TFLN foundry services [4]. - The company's products are designed to operate at room temperature and low power, focusing on affordability and unique capabilities in high-performance computing, artificial intelligence, cybersecurity, and remote sensing applications [4]. Industry Context - The Russell 3000 Index includes the largest 3,000 U.S. public companies by market capitalization, while the Russell 2000 Index is a subset focused on small-cap companies [2]. - As of June 2024, approximately $10.6 trillion in assets are benchmarked against the Russell US indexes, which are widely utilized by investment managers and institutional investors [3].

HOBOKEN, N.J., May 20, 2025 /PRNewswire/ -- Quantum Computing Inc. ("QCi" or the "Company") (Nasdaq: QUBT), an innovative, integrated photonics and quantum optics technology company, today announced that Dr. Yuping Huang, Interim Chief Executive Officer, and Chris Boehmler, Chief Financial Officer, will participate in a fireside chat as part of the J.P. Morgan Qubit Series on Tuesday, May 20, 2025, at 9:00 a.m. ET. Attendance is by invitation only for J.P. Morgan clients. Please contact your J.P. Morgan rep ...

9 May 2025 | 9:51AM HKT SMIC (0981.HK): 1Q GM beat at 22.5%; UT rate improving with capacity in continuous expansion 1Q25 Revenue of US$2.2bn (+28% YoY/ +2% QoQ) was largely in-line with GSe/ Bloomberg consensus. 1Q25 GM of 22.5% was stronger than management's guidance and our / street's expectations, which we attribute to the increase of UT rate (89.6% in 1Q25, vs. 85.5% in 4Q24). Capex came in at US$1.4bn in 1Q25, vs. US$1.7bn in 4Q24. We expect Chinese foundries including SMIC to continue to invest meani ...