SoftBank Group has executed a dramatic strategic pivot, liquidating its entire $5.83 billion position in Nvidia to fuel a massive $40 billion investment in OpenAI. This marks the second time the Japanese conglomerate has completely severed ties with the AI chipmaker, signaling a decisive shift from hardware to AI software and robotics despite mounting challenges at the ChatGPT maker, including significant losses and credibility questions surrounding CEO Sam Altman.
about SoftBank Sells $5.8B Nvidia Stake to Fund OpenAI Investment
TSM
Is TSMC Stock a Bargain or Overvalued After 57% Surge?
Taiwan Semiconductor Manufacturing Company (TSMC) shares have delivered impressive returns, surging 57.4% over the past year with an astonishing 49.0% gain in 2024 alone. This dramatic performance shift reflects changing market sentiment toward the semiconductor giant, driven by optimistic news about rising global chip demand and strategic investments in advanced manufacturing technologies. The rapid appreciation has sparked intense debate among investors about whether TSMC’s current valuation represents a genuine bargain or if the stock has become overpriced given its recent explosive gains.
about Is TSMC Stock a Bargain or Overvalued After 57% Surge?Micron: AI’s Undervalued Memory Powerhouse Up 145%
While Nvidia and Taiwan Semiconductor Manufacturing dominate AI headlines, memory chip maker Micron Technology has quietly surged 145% year-to-date while remaining deeply undervalued. The company’s high-bandwidth memory technology is becoming indispensable for AI data centers and complex workloads. Despite the massive rally, Micron trades at just 10 times forward earnings, presenting a rare opportunity in the overheated AI sector.
about Micron: AI's Undervalued Memory Powerhouse Up 145%Analysts Dismiss AI Bubble Fears, Boost Tech Stock Targets
Despite mounting concerns about an AI-driven market bubble, major financial institutions remain overwhelmingly bullish on leading semiconductor stocks, with analysts continuing to upgrade ratings and raise price targets for NVIDIA, Taiwan Semiconductor, and AMD. While some economists warn of potential overheating, firms including Goldman Sachs argue that AI investments remain sustainable and could ultimately add $20 trillion to the U.S. economy, suggesting the technological revolution is just beginning rather than nearing its peak.
about Analysts Dismiss AI Bubble Fears, Boost Tech Stock TargetsTSM Raises Outlook, UAL Under Pressure in Market Minute
Today’s trading session reveals a market divided between semiconductor strength and transportation turbulence as Taiwan Semiconductor Manufacturing Company raises its 2025 revenue forecast while United Airlines contends with operational disruptions. The divergence highlights how company-specific developments continue to drive significant stock movements across sectors, with American Battery Technology experiencing the most severe decline following a critical government funding cancellation.
about TSM Raises Outlook, UAL Under Pressure in Market MinuteNestlé Soars on Job Cuts, TSMC Boosts AI Outlook
Nestlé shares surged over 8% in Swiss trading, marking their biggest single-day gain since 2008, following stronger-than-expected quarterly sales and a major restructuring plan involving 16,000 job cuts. Simultaneously, Taiwan Semiconductor Manufacturing Company (TSMC) raised its 2025 revenue growth forecast to the mid-30% range for the second time this year, signaling sustained optimism about global AI infrastructure spending and reinforcing the chipmaker’s pivotal role in the technology ecosystem.
about Nestlé Soars on Job Cuts, TSMC Boosts AI OutlookTSMC Raises 2025 Revenue Forecast to Mid-30% Growth
Taiwan Semiconductor Manufacturing Co. has significantly upgraded its 2025 revenue growth projection to the mid-30% range following stronger-than-expected quarterly results. The world’s leading chipmaker also increased its capital spending targets, signaling continued confidence in the semiconductor market expansion. These developments highlight TSMC’s pivotal role in the global AI infrastructure boom.
about TSMC Raises 2025 Revenue Forecast to Mid-30% GrowthTSM Q2 Revenue Beats Estimates on AI Demand Surge
Taiwan Semiconductor Manufacturing’s remarkable second-quarter performance, with revenue surging 44% year-over-year to $30.1 billion, underscores the company’s pivotal role in the artificial intelligence revolution. As TSM prepares to report third-quarter earnings on October 16, investors face a critical juncture: whether to capitalize on the AI-driven momentum or brace for potential volatility in a stock that has already gained 53% year-to-date. The world’s leading contract chipmaker stands at the intersection of technological transformation and geopolitical complexity, making its upcoming earnings report a watershed moment for semiconductor investors.
about TSM Q2 Revenue Beats Estimates on AI Demand Surge5 Manufacturing Stocks to Watch Today
MarketBeat’s stock screener has identified five key manufacturing stocks worth monitoring in today’s trading session, spanning diverse sectors within the industrial manufacturing landscape. Taiwan Semiconductor Manufacturing (TSM), Applied Materials (AMAT), Dragonfly Energy (DFLI), Johnson Controls International (JCI), and Jabil (JBL) represent companies that transform raw materials into finished goods through industrial processes, offering investors exposure to the industrial backbone of the global economy.
about 5 Manufacturing Stocks to Watch TodayNvidia Invests $5B in Intel to Reshape AI Chip Race
Nvidia has made a strategic $5 billion investment in rival Intel, marking a seismic shift in the semiconductor industry. The partnership aims to revitalize Intel’s foundry business while securing U.S.-based manufacturing for AI chips. This alliance could redefine competition and innovation in the global chip landscape.
about Nvidia Invests $5B in Intel to Reshape AI Chip RaceTop 3 Income ETFs for Retirement Portfolio Growth
For investors approaching retirement, high-yield income ETFs offer both robust performance and inflation-beating yields. These three carefully selected funds provide diversification and monthly distributions to help portfolios withstand market volatility. With yields ranging from 3.29% to 9.38%, they address the challenge of making retirement savings outlast longer life expectancies.
about Top 3 Income ETFs for Retirement Portfolio GrowthUS Stocks Flat Amid Trump-Powell Tension, Key Data Awaited
The US stock market showed muted movement as Dow, S&P 500, and Nasdaq futures remained flat amid political tensions between President Trump and Fed Chair Jerome Powell. Investors are closely monitoring June retail sales data and Netflix earnings, both expected to influence market sentiment. Midweek volatility arose from speculation about Powell’s possible dismissal, though Trump later downplayed immediate action. Earnings reports from TSMC and PepsiCo are also set to shape Thursday’s trading session. With record highs within reach, traders remain cautious ahead of key economic data and corporate results, balancing political uncertainty with earnings optimism.
about US Stocks Flat Amid Trump-Powell Tension, Key Data Awaited