Nvidia, TSMC
TSMC Stock Surges After CEO Says AI Chip Demand Is Booming. It’s Good News for Nvidia.
Taiwan Semiconductor Manufacturing stock rose after the company posted a big jump in profit and sales for the third quarter, beating analysts’ estimates. It’s a sign of strong demand for artificial-intelligence chips.
Meet the Newest Artificial Intelligence (AI) Chip Stock to Join Nvidia in the $1 Trillion Club
The newest artificial intelligence (AI) chip stock in the $1 trillion club is Taiwan Semiconductor Manufacturing Company ( TSM -2.46%). Here's why $1 trillion may be just a milestone in the stock's continued ascension into the ranks of the mega-caps.
Nvidia Stocks Jump Over 4% to Record following Key Partner TSMC Earnings Beat
TSMC delivered more optimistic outlook following the financial results. It now expects revenue for the year 2024 to grow close to 30% in U.S. dollar terms, upgrading from its previous guidance of slightly above the mid-20% range. It said revenue from AI processors is set to account for mid-teens percentage of its overall revenue this year.
Nvidia stock closed at a record high as Wall Street sees strong AI demand
Nvidia (NVDA) closed at a record high Monday as Wall Street anticipates Big Tech’s earnings report in November.
Nvidia’s shares surge to record high with TSMC acting as a catalyst
Nvidia witnessed its shares soar to a record high on Thursday as investors rallied around the resurgent AI trade, on the back of an upturn for TSMC.
Nvidia stock nears a record, AI powers TSMC, and Big Tech goes nuclear: AI news roundup
This week, both Google and Amazon announced deals to support nuclear energy projects. Google and Microsoft (MSFT), which announced a nuclear power deal in September, said earlier this year that they are not on track to meet their climate goals,
Nvidia’s stock pares gains, failing to clinch record close despite TSMC optimism
While TSMC issued upbeat commentary on the state of the AI market, Wall Street perhaps already had that confidence.
Nvidia hits record high as chip stocks rally on TSMC's rosy AI-powered outlook
(Reuters) -Shares of Nvidia hit a record high amid a rally in U.S. chip stocks on Thursday after industry bellwether TSMC's strong sales forecast boosted investor optimism about demand for processors used to power artificial intelligence applications.
Nvidia Stock Hits Intraday Record After TSMC’s Solid Earnings
Nvidia stock posted an intraday record Thursday after billionaire investor Stanley Druckenmiller said selling shares of the chip maker was a “big mistake” and Taiwan Semiconductor Manufacturing’s earnings revealed just how right that statement is.
Nvidia stock nears a new record as AI demand drives a big TSMC earnings beat
Shares of Nvidia (NVDA) briefly reached a new intraday high on Thursday after its Taiwanese chipmaking partner beat earnings expectations.
Nvidia stock sets new record, surpasses June milestone
Nvidia’s stock surged to a new record on Thursday as investors reignited interest in artificial intelligence, marking a significant gain after a brief summer slowdown. The stock climbed more than 3% intraday,
Digi Times1d
TSMC navigates rumored strained relationship with Nvidia and shipments to Huawei
TSMC's impressive third-quarter performance in 2024 has captivated the global market, but recent rumors have drawn attention ...
Nvidia and Apple supplier TSMC shares pop after quarterly profit soars on AI demand
TSMC now anticipates its capital expenditure for this year will pick up to slightly higher than $30 billion, it said during ...
TweakTown2d
NVIDIA Blackwell AI GPU issues hurt relations with TSMC, RTX 50 GPUs nearly made by Samsung
NVIDIA's issues with Blackwell AI GPUs in August 'hurt relations' with TSMC, which saw NVIDIA consider Samsung to fab its ...
Looking to Buy Your First AI Stock? This Is the Best Choice (Hint: It's Not Nvidia).
If you're looking for a lower-risk way to get exposure to artificial intelligence, especially if you're buying your first AI ...
US’ probe into TSMC for violating China sanctions could spell trouble for Apple, NVIDIA, send stock spiralling
US officials suspect that TSMC might have indirectly supplied smartphone or AI chips to Huawei by working through an ...
Nvidia to win the race to $4 trillion market cap, experts say
Experts say there’s growing confidence Nvidia will be the first Big Tech firm to reach a $4 trillion valuation.
Could Investing $30,000 In TSMC Make You a Millionaire?
From 2023 to 2026, analysts expect TSMC's revenue to grow at a CAGR of 25% as its earnings per share increase at a CAGR of 27 ...
Nvidia stock has another 38% upside amid a 'generational opportunity' in AI, Bank of America says
Nvidia is well placed to provide the tech necessary to develop new AI models, and it's got an edge with big enterprise ...