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TSMC

Applied Materials (AMAT) Stock Near Record Highs as TD Cowen Sets $315 Target and Analysts Double Down on AI, DRAM and TSMC Upside

Applied Materials (AMAT) Stock Near Record Highs as TD Cowen Sets $315 Target and Analysts Double Down on AI, DRAM and TSMC Upside

Applied Materials is ending 2025 with the kind of momentum most semiconductor names can only envy. The chip-equipment giant’s shares are trading around all‑time highs in the high‑$260s/low‑$270s, up roughly 60% year‑to‑date after a powerful seven‑session winning streak. Seeking Alpha+2Morningstar+2
TSMC Sues Ex-Executive Now at Intel as Taiwan Probes Alleged 2nm Trade‑Secret Leak

TSMC Sues Ex-Executive Now at Intel as Taiwan Probes Alleged 2nm Trade‑Secret Leak

Intel CEO Lip‑Bu Tan dismisses leak claims as “rumor and speculation” while Taiwanese authorities treat the case as a national‑security issue. A lawsuit in the middle of the chip race Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s leading contract chipmaker,
Intel Stock Skyrockets on AI Hype and $15B Lifeline – Can the Rally Last?

Intel Stock Today, November 22, 2025: Institutional Flows, TSMC Drama and Foundry Doubts Define INTC’s Outlook

Intel stock (NASDAQ: INTC) heads into the weekend trading around its latest close of $34.50, after gaining about 2.6% on Friday, November 21, in a volatile week dominated by new institutional ownership disclosures, fresh scrutiny of its foundry strategy and a geopolitical
NVIDIA (NVDA) News Today — Nov 8, 2025: Huang touts “very strong” Blackwell demand, asks TSMC for more wafers; Taipei clears path for Nvidia’s Taiwan HQ; NVDA steadies after a rough week

NVIDIA (NVDA) News Today — Nov 8, 2025: Huang touts “very strong” Blackwell demand, asks TSMC for more wafers; Taipei clears path for Nvidia’s Taiwan HQ; NVDA steadies after a rough week

On the ground in Taiwan: Blackwell demand, supply chain ramp Speaking to reporters at TSMC’s annual sports day in Hsinchu, Nvidia CEO Jensen Huang said the company is experiencing “very strong demand” for Blackwell platform chips—the company’s flagship AI accelerators—adding
TSMC Stock Skyrockets on AI Boom — Analysts See More Upside

TSMC (TSM) Pre‑Market Briefing, Nov 7, 2025: Jensen Huang Visits Taiwan Partner, Taiwan Exports Soar on AI Demand, and 2026 Price‑Hike Reports Surface

Published: November 7, 2025Ticker: NYSE: TSM Key Takeaways Before the Bell What’s Moving TSMC Today 1) Nvidia’s Huang on the ground in Taiwan; China sales stance unchanged Nvidia CEO Jensen Huang landed in Taiwan and told reporters there are no
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