Core Insights - Taiwan Semiconductor Manufacturing Company (TSMC) is expected to report strong earnings, with a significant share price increase of 54% in 2025 and record revenue in Q3 2025 [1][2] - The upcoming fourth-quarter results will be announced on January 15, raising questions about whether to invest in TSMC stock before the report [1] Financial Performance - TSMC has shown robust earnings growth in the first three quarters of 2025, with substantial year-over-year increases in revenue, net income, and earnings per share (EPS) [2] - Despite strong earnings, TSMC's stock price did not see immediate increases post-earnings reports, remaining flat or declining after the second and third quarters [3] Market Data - TSMC's current stock price is $323.63, with a market capitalization of $1.7 trillion [4] - The stock has a gross margin of 57.75% and a dividend yield of 0.95% [5] Industry Context - TSMC manufactures semiconductors for major tech companies like Apple, Broadcom, and Nvidia, benefiting from the rapid growth in semiconductor demand driven by artificial intelligence technology [5][6] - The company is positioned as a long-term investment opportunity rather than a short-term earnings play, emphasizing the importance of a long-term perspective in investment decisions [7]

Group 1 - The article discusses the uncertainty surrounding the potential bursting of the artificial intelligence (AI) bubble and suggests investing in stocks that can benefit from AI while having a long growth runway [1] - Taiwan Semiconductor Manufacturing (TSM) is highlighted as a smart investment choice for those looking to invest in AI, as it produces crucial products for AI development and has a diverse product range [2][4] - TSM operates the largest semiconductor foundry, producing 85% of global semiconductor prototypes, and serves major clients like Nvidia and Microsoft, providing broad exposure to the AI trend [4] Group 2 - The company also manufactures semiconductors for various applications, including smartphones and autonomous vehicles, ensuring it remains relevant regardless of the AI trend [5] - TSM has a reasonable price-to-earnings (P/E) ratio of 33, making it an attractive entry point for investors seeking long-term opportunities [5] - Despite being a strong candidate for investment, TSM was not included in a list of the top 10 stocks recommended by the Motley Fool Stock Advisor, which suggests there may be other stocks with higher potential returns [6][7]

A mix of policy incentives and continued demand for semiconductors and components supporting the data center boom are likely to be big drivers for manufacturing investment growth heading into the new year. While tariffs and shifting supplier dynamics are pressuring foreign companies to establish footholds in the U.S., how that is affecting reshoring is up for debate.If the Supreme Court rules against the administration's position, companies can apply for refunds , as long as they document any duties they pa ...

The biggest myth in investing is that you need a fortune to start. We’ve all seen the headlines about millionaires and financial gurus, but the truth is, the most powerful secret to building wealth isn’t about how much you start with – it’s about the strategy you use.What if you could build a strong, diversified portfolio with just S$1,000? It’s not only possible, it’s one of the smartest things you can do. The real secret isn’t a magic stock tip; it’s a simple blueprint for starting small and letting time ...

The China-Japan spat now seems to be accelerating by the day, with Tokyo warning in the aftermath of Tuesday's dual use export curb announcement by China's commerce ministry that the fresh action could "impact more than 40% of Chinese exports to Japan" - according to Bloomberg.In unveiling its fresh punitive measures Tuesday, marking a serious escalation, a Chinese government spokesperson railed against Japanese Prime Minister Sanae Takaichi's "erroneous" comments from last November where she suggested her ...

MALTA, N.Y., Jan. 07, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (NASDAQ: GFS) today announced that it will host a conference call on Wednesday, February 11, 2026, at 8:30 a.m. ET following the release of the company’s fourth quarter and full-year 2025 financial results. Conference Call and Webcast Information The company will host a conference call with the financial community on Wednesday, February 11, 2026, at 8:30 a.m. ET. Interested parties may join the scheduled conference call by registering here. The ...

By making the Critical Minerals list, silver is now regarded as a strategic US asset. Therefore, policies to incentivize and protect domestic production and supply chain inviolability are given top priority on the federal level. As a result, companies engaged with tracking silver prices and production should benefit greatly by this elevated status and focus. The US Geological Survey (USGS) is issued by the Department of the Interior, and the Interior Secretary is Doug Burhum, former governor of North Dakota ...

Money flows through a glass fountain of cash and coins set before a rising stock chart, symbolizing strong cash flow. Key Points Strong cash flow is a crucial indicator of a company's healthy operations, enabling it to pay down debt, enhance shareholder value, and sustain long-term growth. Semiconductor firm Qualcomm stands out for its 15% year-over-year cash flow growth in the last quarter. Gilead Sciences and Exxon Mobil both have healthy cash flows, allowing for attractive dividend distributions. I ...

SINGAPORE, Jan 2 (Reuters) - Asia's factory powerhouses closed 2025 on a firmer footing, with activity swinging back to growth in several key economies as export orders ​picked up, helped by new product launches. Purchasing managers' indexes (PMIs) released by S&P Global on ‌Friday showed factory activity in the major tech exporting economies of South Korea and Taiwan snapping months of declines ‌in December, while most Southeast Asian nations maintained brisk growth. They followed PMIs released for Chi ...

30 December 2025 | 12:41AM EST Economics Research US ECONOMICS ANALYST 2026 Capex Outlook: Adding Up the Tailwinds Manuel Abecasis +1(212)902-8357 | manuel.abecasis@gs.com Goldman Sachs & Co. LLC Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/research/hedge.html. c45a43530f604d12bcb9a82b5aa6b9f6 n Real business fixed investment grew at a 6.5% annualiz ...