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A motorcycle is seen near a building of the Taiwan Semiconductor Manufacturing Company (TSMC), which is a Taiwanese multinational semiconductor contract manufacturing and design company, in Hsinchu, Taiwan, on April 16, 2025. Daniel Ceng | Anadolu | Getty Images Semiconductor stocks declined Friday following a report that the U.S. is weighing measures that would terminate…
HANGZHOU, CHINA – JUNE 3, 2024 – The NVIDIA logo and the Apple logo are pictured in Hangzhou city, Zhejiang province, China, June 6, 2024. On June 5, Eastern time, Nvidia’s stock market value exceeded $3 trillion, officially surpassing Apple’s market value and becoming the world’s second largest technology giant by market value. It is…
Many of the biggest U.S. companies have pledged to invest trillions of dollars in the United States since President Donald Trump started his second term — including six names in our portfolio. These moves are aimed at aligning companies with the president’s vision for a new global trade order designed to bring manufacturing jobs back…
Taiwan Semiconductor Manufacturing Company (TSMC) headquarters in Hsinchu, Taiwan, on April 16, 2025. Anadolu | Anadolu | Getty Images Taiwan Semiconductor Manufacturing Company on Thursday beat profit expectations for the first quarter, thanks to a continued surge in demand for AI chips. Here are TSMC’s first-quarter results versus LSEG consensus estimates: Revenue: $839.25 billion New…
Nvidia CEO Jensen Huang delivers the keynote for the Nvidia GPU Technology Conference (GTC) at the SAP Center in San Jose, California, U.S. March 18, 2025. Brittany Hosea-Small | Reuters Technology stocks were on pace for a winning week Friday on the heels of a volatile stretch spurred by ongoing tariff uncertainty and economic fears….
The White House on Monday downplayed the weekslong stock market sell-off, insisting that recent moves by business leaders suggest a brighter outlook for the U.S. economy. “We’re seeing a strong divergence between animal spirits of the stock market and what we’re actually seeing unfold from businesses and business leaders,” a White House official told reporters…
President Donald Trump is expected to announce a $100 billion investment from Taiwan Semiconductor Manufacturing to bolster chip manufacturing over the next four years in the U.S, NBC has learned. The Wall Street Journal first reported the news. TSMC, which supplies semiconductors to the likes of Nvidia and Apple for artificial intelligence use, would help…
With the U.S. now having a more hostile stance to NATO, what are the security implications for Asia? Zhangshuang | Moment | Getty Images Just over a month into the second term of Donald Trump’s presidency, U.S. foreign policy has been upended, especially in Europe. The U.S. has aimed tariffs at neighbors, lambasted traditional allies…
Intel shares rallied 13% on Tuesday following a Wall Street Journal report that both Broadcom and Taiwan Semiconductor Manufacturing are potentially weighing bids that could result in splitting the embattled chipmaker. The stock was on pace for its best day since March 2020. The Wall Street Journal reported that Broadcom may consider a play for…
Nvidia CEO Jensen Huang is in Washington, D.C., and will be meeting with President Donald Trump on Friday afternoon, CNBC has confirmed. The main topic Huang and Trump are expected to discuss is U.S. artificial intelligence policy, according to people familiar with the matter who asked not to be named because they weren’t authorized to…
