Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 10 Hottest Stocks to Buy in 2026. On January 23, Reuters reported that the Taiwanese President expects increased semiconductor investment in Arizona. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is investing the most in the region, almost around $165 billion to build factories. Here Is Why TSMC Could Be Investing More In the US? President Lai Ching-te said that Taiwan looks forward to more semiconductor investme ...

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. Taiwan Semiconductor Manufacturing Company Limited (TSM)'s Positive Outlook Sparks Expectations of a Long-Term AI Boom On January 15, 2026, Bloomberg reported that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) planned capital spending of $52 billion to $56 billion in 2026, at least 25% higher than in 2025, showing confidence in long-term demand from the global AI b ...

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the High-Flying Stocks to Buy Right Now. On January 23, Reuters reported that Taiwan plans to make more semiconductor investment in Arizona, which will strengthen its ties with the US. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) plans to invest $165 billion in Arizona’s capital. This will be used for developing factories. Taiwan Semiconductor Manufacturing (TSM) Plans to Invest $165 Billion in Arizona’s Capital Nota ...

Group 1: Company Overview - Analog Devices, Inc. (ADI) is a global semiconductor company that designs and sells integrated circuits, software, and subsystem solutions using high-performance analog, mixed-signal, and digital signal processing technologies [5] Group 2: Recent Developments - BofA raised its price target on Analog Devices, Inc. to $350 from $320 while maintaining a Buy rating on the stock, indicating positive sentiment towards the company [2] - BofA expects modest Q4 earnings beats and stronger Q1 guidance from many companies in the semiconductor space, with industrial-focused chipmakers likely to lead the next growth phase due to improving demand, steady pricing, and AI-related buildouts [3] Group 3: Innovation and Strategy - Analog Devices has been focusing on innovation by consistently investing in R&D to meet customer needs across various markets, including industrial, automotive, communications, and consumer sectors [4] - The company's strategy emphasizes staying close to customers, keeping product development on track, and aligning its portfolio with long-term trends such as factory digitization and the expansion of AI infrastructure [4]

Core Insights - The article discusses the Dividend Contenders List, highlighting companies that have consistently raised dividends for at least a decade but have not yet reached 25 years of growth, making them attractive for income-focused investors [1] Dividend Growth and Market Conditions - Market volatility is expected to persist due to macroeconomic uncertainties, geopolitical factors, policy changes, and evolving sentiments around artificial intelligence [2] - Dividend growth companies are seen as a means to mitigate market turbulence, with historical data indicating that these companies tend to deliver higher returns with lower risk compared to peers [3] - U.S. common dividend increases reached $13.1 billion in Q4 2025, up from $11.7 billion the previous year, indicating a positive trend in dividend growth [4] Future Dividend Expectations - Companies are projected to deliver mid-single-digit dividend increases in the upcoming year, reflecting cautious optimism amid ongoing uncertainties [5] Methodology for Dividend Contenders List - The list includes companies recognized for increasing dividends for 10 consecutive years but less than 25 years, focusing on those with the highest dividend yields as of January 22 [7] Company Highlights - **Analog Devices, Inc. (NASDAQ:ADI)**: Dividend yield of 1.30% as of January 22; BofA raised its price target to $350, citing expected modest Q4 earnings beats and stronger Q1 guidance, particularly for industrial-focused chipmakers [9][10] - **BlackRock, Inc. (NYSE:BLK)**: Dividend yield of 2.03% as of January 22; BofA raised its price target to $1,467, with Q4 profit exceeding estimates due to higher asset prices and record assets under management of $14 trillion [13][14] - **Lockheed Martin Corporation (NYSE:LMT)**: Dividend yield of 2.35% as of January 22; Susquehanna raised its price target to $660, citing favorable industry conditions and record F-35 fighter jet deliveries, which are crucial for revenue [17][19]

Core Viewpoint - Deutsche Bank upgraded Lam Research's stock rating to "Buy," reflecting confidence in the company's growth prospects driven by strong demand for wafer fabrication equipment [2][6] Group 1: Company Overview - Lam Research Corporation, listed on NASDAQ as LRCX, specializes in wafer fabrication equipment essential for manufacturing integrated circuits [1] - The company competes with industry giants such as Applied Materials and KLA Corporation [1] Group 2: Stock Performance and Market Sentiment - The current stock price of Lam Research is $222.41, reflecting a slight decrease of 0.25% [4] - The stock has traded between $217.61 and $226.15 today, with a yearly high of $229.57 and a low of $56.32, indicating volatility [4] Group 3: Financial Projections and Market Capitalization - Deutsche Bank raised the price target for Lam Research from $195 to $260, indicating a positive outlook [2][6] - Forecasts predict a 10-15% year-over-year growth in wafer fab spending, which is expected to boost Lam Research's sales and profit margins [3][6] - The company's market capitalization is approximately $279.35 billion, with a trading volume of 11.58 million shares [5][6] - Increased estimates for EBITDA and free cash flow further support the optimistic view of Lam Research's financial health [5]

Core Insights - Wedgewood Partners anticipates stronger market volatility in the coming years and has moderated its enthusiasm for investments [1] - The Wedgewood Composite returned -1.8% in Q4 2025, underperforming compared to the S&P 500's 2.7%, Russell 1000 Growth Index's 1.1%, and Russell 1000 Value Index's 3.8% [1] - Year-to-date, the Composite gained 4.3%, significantly lower than the indexes' returns of 17.9%, 18.6%, and 15.9% respectively [1] - Poor stock selection, valuation corrections of past performers, and underweighting in AI stocks contributed to the underperformance [1] - In 2026, crowded AI investments and stretched valuations are expected to pressure prudent investment decisions [1] Company Performance - Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was highlighted as a key performance contributor in Wedgewood's Q4 2025 investor letter [2] - TSMC's one-month return was 16.75%, and its shares gained 61.89% over the last 52 weeks [2] - As of January 16, 2026, TSMC's stock closed at $342.40 per share, with a market capitalization of $1.776 trillion [2] Industry Insights - TSMC is recognized by industry leaders like Broadcom and Nvidia as a "precious source" in silicon manufacturing, crucial for the AI era [3] - The company has doubled its high-performance computing (HPC) revenues to over $65 billion in the past six quarters, more than tripling since late 2021 [3] - TSMC continues to demonstrate pricing power, which is expected to drive excellent returns on capital as it accelerates capacity buildout in the coming years [3]

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the stocks Jim Cramer put under a microscope. Cramer highlighted the “off the charts” demand for the company’s chips, as he stated: “Do you know that the fate of today’s market was decided at 12:30 AM Eastern time? Yeah, middle of the night. That’s when Taiwan Semiconductor, the biggest chip manufacturer in the world, reported one of the strongest quarters I have ever seen. That’s when we learned in a definitively bullish conference c ...

Core Viewpoint - Wells Fargo anticipates a new phase in the semiconductor rally, expecting significant gains ahead, and has upgraded KLA Corp and Lam Research while maintaining a top pick on Applied Materials [1][2]. Semiconductor Industry Outlook - Wells Fargo recognizes that semiconductor capital equipment stocks have become a "consensus long" and have outperformed year-to-date, yet still expects demand indicators to show tighter supply/demand dynamics for logic and memory, supporting further wafer fab equipment (WFE) growth into 2027 [2]. Company-Specific Insights - KLA Corp specializes in semiconductors and electronics, producing integrated circuits, wafers, and printed circuit boards, all of which are in high demand due to the AI boom. The upgrade reflects expectations of rising process complexity, particularly with the upcoming mass production of 2nm transistors [5]. - Wells Fargo has raised KLA's price target significantly from $1,250 to $1,600, while also increasing its WFE estimate by an average of 10% and lifting its 2026 and 2027 forecasts above market expectations [6].

Taiwan Semiconductor (TSM) shares are trading at new all-time highs. Shares are up nearly 70% over the past 52 weeks. TSM maintains a 100% technical “Buy” opinion from Barchart. The stock hit new highs Thursday after Taiwan Semi reported record profit in its fourth-quarter earnings. Today’s Featured Stock Valued at $1.7 trillion, Taiwan Semiconductor (TSM), commonly referred to as TSMC, is the largest dedicated integrated circuit foundry in the world. Its customers include the largest chip compa ...