Today: 1 July 2026
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NYSE:TSM 29 January 2026 - 30 March 2026

AI ETFs 2026: Why Vanguard VGT, Roundhill CHAT and Value-Chain Funds Are Pulling Investors Beyond Nvidia

AI ETFs 2026: Why Vanguard VGT, Roundhill CHAT and Value-Chain Funds Are Pulling Investors Beyond Nvidia

Investors seeking to stay in the artificial intelligence trade are showing a clearer preference: broad exchange-traded funds versus more targeted plays in chip, memory, and networking stocks that power the sector. By Monday morning, Vanguard Information Technology ETF was down close to 1.0%. Shares of Roundhill Generative AI & Technology ETF slid about 1.1%, while Global X Artificial Intelligence & Technology ETF dropped 0.8%. This shift is catching attention right now: money is moving back into U.S. equities, but tech isn’t seeing the same love. In the week to March 25, U.S. equity funds raked in $37.24 billion. Tech sector funds, on the other hand, lost $1.45 billion. Nvidia’s forward price-to-earnings ratio? It’s dropped to its lowest since early 2019, with investors weighing just how quickly the big cloud players can convert massive AI outlays into real returns.
30 March 2026
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Intel Stock Price Jumps After 18A PC Launch Gives Wall Street Fresh Turnaround Proof

Intel Stock Price Jumps After 18A PC Launch Gives Wall Street Fresh Turnaround Proof

NEW YORK, March 26, 2026, 07:43 AM EDT Intel finished Wednesday up 7.1% at $47.18 after unveiling its Core Ultra Series 3 business PCs, the first to use its 18A manufacturing process. The new lineup is set to power over 125 different designs, with shipments kicking off March 31. Along with that, Intel introduced its Arc Pro B70 and B65 graphics cards. David Feng, a vice president in the client computing group, described this as Intel’s “most expansive and capable commercial portfolio” yet. Executive Anil Nanduri pointed to the Arc Pro range as built for “AI builders at scale.”
26 March 2026
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Intel Stock Price Rises Before the Bell as Arm AI Chip Fuels Server CPU Bets

Intel Stock Price Rises Before the Bell as Arm AI Chip Fuels Server CPU Bets

Intel climbed 3.8% in premarket trading Wednesday after Arm unveiled a new AI data-center chip, lifting chipmakers across the board. Oil edged lower. Word from Washington about a potential month-long Iran war ceasefire also fueled risk appetite in U.S. futures. The surge toward “agentic AI”—these are tools that execute tasks autonomously for users—has opened up fresh appetite for server CPUs. Arm’s approach? Citigroup analysts say the company has “jumped in with both feet.” On valuations, Intel leads the pack, changing hands at a striking 71.27 times its estimated earnings for the coming year, while AMD sits at 26.64, based on LSEG data pulled by Reuters.
25 March 2026
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Intel Corporation stock price dips as tariffs rattle tech — what INTC traders watch next

Intel Corporation stock price dips as tariffs rattle tech — what INTC traders watch next

New York, Feb 23, 2026, 11:57 EST — Regular session Intel slipped roughly 0.7% to $43.81 in late-morning Monday trades, pushing its latest decline a bit further. Investors trimmed U.S. equity positions amid renewed tariff jitters. Around 25 million shares changed hands, with Intel swinging from $43.42 to $44.53 so far.
23 February 2026
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AI stocks today: Cisco’s new chip enters the race as Nvidia faces China guardrails

AI stocks today: Cisco’s new chip enters the race as Nvidia faces China guardrails

New York, Feb 10, 2026, 13:41 EST — Regular session Cisco Systems rolled out a fresh switch chip and a router on Tuesday, both built for keeping massive AI clusters humming — a direct shot at Broadcom and Nvidia. The new Silicon One G300, slated for release in the back half of the year and leveraging Taiwan Semiconductor Manufacturing Co’s 3‑nanometer process, comes loaded with “shock absorber” tech to manage sudden data surges. According to Cisco, it could push certain AI workloads up to 28% faster. “We focus on the total end-to-end efficiency of the network,” said Martin Lund, executive vice president at Cisco, in an interview with Reuters.
10 February 2026
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UMC stock price: United Microelectronics heads into Monday after AI capex talk sparks chip rebound

UMC stock price: United Microelectronics heads into Monday after AI capex talk sparks chip rebound

TAIPEI, Feb 8, 2026, 10:00 — The market has closed. United Microelectronics Corp’s U.S. shares wrapped up Friday trading at $10.06, climbing late along with other chip names. The stock opens this week just under $10, still sitting roughly 21% off its 52-week peak of $12.68.
8 February 2026
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Beyond Nvidia: Broadcom and TSMC tipped as big winners in the custom AI chip boom

Beyond Nvidia: Broadcom and TSMC tipped as big winners in the custom AI chip boom

Broadcom shares dropped around 6%, while TSMC slid about 2% in U.S. trading Tuesday, despite growing investor interest in custom AI chips competing with Nvidia’s leading graphics processors. A recent analysis from The Motley Fool highlighted how major cloud players—known as “hyperscalers,” the biggest data center operators—are driving up capital spending and expanding their focus past just compute. They’re investing heavily in the networking infrastructure that powers AI clusters. The report pointed out that Broadcom stands to benefit, given its roles in both networking and custom silicon as these budgets grow.
3 February 2026
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Nvidia’s Jensen Huang tells TSMC to “work very hard” as 2nm supply tightens

Nvidia’s Jensen Huang tells TSMC to “work very hard” as 2nm supply tightens

Nvidia CEO Jensen Huang has called on Taiwan Semiconductor Manufacturing Co to boost output to keep pace with AI demand, underscoring just how constrained capacity is despite heavy investment in new chip fabs. TSMC’s shares listed in the U.S. dropped roughly 0.7% to $339 by late morning, after fluctuating between $334.75 and $346.82 earlier in the session.
3 February 2026
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TSMC stock faces Monday test after Nvidia CEO says he needs ‘a lot of wafers’

TSMC stock faces Monday test after Nvidia CEO says he needs ‘a lot of wafers’

TAIPEI, Feb 1, 2026, 23:07 — Market closed. Shares of Taiwan Semiconductor Manufacturing Co., Ltd. are set to draw attention when trading restarts Monday. Nvidia CEO Jensen Huang, speaking in Taipei, said he’ll need “a lot of wafers” from TSMC this year to fuel AI chip demand. For clarity, wafers are the silicon slices used in chip production. TSMC’s C.C. Wei declined to take questions, but Huang mentioned the company could boost capacity by “much more than 100%” over the next decade.
1 February 2026
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Stock Market Today

  • Japan Moves to Defend Yen, Spends $74 Billion as Dollar Stays Strong
    July 1, 2026, 2:31 AM EDT. Japan logged nearly $74 billion in currency intervention as the yen sank to a 40-year low against the dollar. The country's latest move comes as the Bank of Japan raised rates to 1%, but that's still nowhere near U.S. levels, and the dollar keeps the upper hand. Traders say Tokyo's solo efforts face tough odds with the Fed sticking to higher rates. Some say a joint response with the U.S. might help, but the yen's latest slide is more about the rallying dollar than doubt in Japan itself. The popular carry trade-borrowing yen to chase returns in the U.S.-adds to the pressure.
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