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Stocks Drop on AI, Tariff Concerns After Holiday -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2508190167","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2508190167?lang=en_us&edition=fundamental","pubTime":"2025-02-03 16:48","pubTimestamp":1738572480,"startTime":"0","endTime":"0","summary":"0848 GMT - Taiwan's benchmark stock index suffered its biggest one-day percentage loss in five months as the market returned from the Lunar New Year holidays. The Taiex fell 3.5% to 22694.71, with chip stocks leading declines. TSMC dropped 5.7% and Foxconn Technology Group slid 8.1% as investors reacted to the news of Chinese AI startup DeepSeek's AI breakthrough. DeepSeek's low-cost yet powerful AI model raised concerns that demand for computing power will decline and hurt AI chip sales further, Daiwa analyst Rick Hsu says. U.S. President Trump's latest tariff announcements and threats of an up to 100% tariff on foreign-made chips have stoked fears about duties targeting Taiwan, Morningstar analyst Phelix Lee adds. 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Today, Apple is one of the chipmaker's biggest customers.The chip business","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.businessinsider.com/tsmc-apple-iphone-chips-deal-history-morris-chang-intel-2025-2","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"TSMC's 93-Year-Old Founder Explains How an Unexpected Dinner Led to Winning Apple's Business","news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"businsider_highlight","symbols":["LU0048584097.USD","SG9999014914.USD","SG9999000418.SGD","LU0787776722.HKD","IE00B19Z8X17.USD","LU1868836757.USD","BK4574","INTC","LU0466842654.USD","LU1823568750.SGD","BK4559","LU0154236417.USD","LU1551013342.USD","TSM","LU0553294199.USD","LU1934455194.USD","BK4535","LU0949170426.SGD","LU0719512351.SGD","LU1316542783.SGD","LU0882574139.USD","LU2361044949.HKD","LU1934455863.HKD","IE00BZ1G4Q59.USD","LU1291159041.SGD","AAPL","LU2191332357.HKD","LU0061475181.USD","LU1496350171.SGD","BK4553","LU0198837287.USD","LU2360106780.USD","LU1974910355.USD","BK4576","LU0784385840.USD","LU0080751232.USD","LU2237443382.USD","LU2023250843.SGD","LU0354030511.USD","LU1242518857.USD","LU0511384066.AUD","BK4566","LU0072462426.USD","LU0077335932.USD","LU0784384876.USD","SG9999002224.SGD","IE0004445015.USD","LU0354030438.USD","LU1206713676.USD","LU0056508442.USD"],"gpt_icon":1},{"id":"2508182747","title":"TSMC removed from APAC Conviction List at Goldman Sachs","url":"https://stock-news.laohu8.com/highlight/detail?id=2508182747","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2508182747?lang=en_us&edition=fundamental","pubTime":"2025-02-02 18:50","pubTimestamp":1738493405,"startTime":"0","endTime":"0","summary":"Goldman Sachs analysts removed TSMC (TSM) from the firm’s APAC Conviction List as part of its monthly update. Published first on TheFly – the ultim...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/the-fly/tsmc-removed-from-apac-conviction-list-at-goldman-sachs?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/the-fly/tsmc-removed-from-apac-conviction-list-at-goldman-sachs?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["03145","IE00BQXX3C00.GBP","LU0572939691.SGD","IE00B5TLWC47.USD","LU2491050154.USD","LU2125154778.USD","BK4505","LU2087625088.SGD","LU0823421333.USD","LU0823421416.USD","SG9999000418.SGD","SG9999004220.SGD","LU0124676726.USD","LU1852331112.SGD","LU0488056044.USD","LU2357125470.USD","LU2237443465.HKD","BK4588","LU2250418816.HKD","LU0143863198.USD","TSM","IE0004086264.USD","LU0541502299.USD","LU1668664300.SGD","LU1282649810.SGD","BK4550","LU0264606111.USD","LU0348723411.USD","LU1989772923.USD","LU2237443382.USD","BK4532","LU1868837565.USD","BK4591","LU2133065610.SGD","LU1712237335.SGD","BK4581","IE0004091025.USD","LU0792757196.USD","LU2294711713.HKD","BK4548","BK4127","LU2237443622.USD","BK4585","LU2491049909.HKD","LU0143863784.USD","IE0004445239.USD","LU1267930813.SGD","LU1989772840.SGD","LU2125154935.USD","LU2237438978.USD"],"gpt_icon":0},{"id":"2508922286","title":"Jim Cramer’s Stance On Taiwan Semiconductor (TSM): “This Company Is the Biggest and the Best”","url":"https://stock-news.laohu8.com/highlight/detail?id=2508922286","media":"Insider Monkey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2508922286?lang=en_us&edition=fundamental","pubTime":"2025-02-01 21:57","pubTimestamp":1738418233,"startTime":"0","endTime":"0","summary":"We recently published a list of Jim Cramer’s Bold Predictions About These 9 Semiconductor Stocks. In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited  stands against other semiconductor stocks that Jim Cramer has made bold predictions about.Semiconductor stocks were once again at the forefront of media and investor attention this week during the stock market selloff triggered by investor apprehensions about lower AI development costs courtesy of China’s DeepSeek AI models. Because AI has dominated headlines for more than a year now, most of Cramer’s attention during his morning appearances focused on the technology whether it was before or after the selloff.For semiconductor stocks, one AI-generate catalyst that did not materialize is the AI PC. These PCs use a special chip called a neural processing unit  along with CPUs and GPUs to run AI tasks. In an appearance before the DeepSeek selloff, Cramer mentioned a Morgan Stanley report ","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.yahoo.com/news/jim-cramer-stance-taiwan-semiconductor-135713539.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"yahoofinance","symbols":["NVDS.UK","IE00BKVL7J92.USD","LU2463028550.USD","NVD2.UK","LU2430703095.HKD","LU2249611893.SGD","LU0072462426.USD","LU1496350171.SGD","NVIW.SI","LU2462157665.USD","IE0034235188.USD","LU1323610961.USD","NVDY","SNVD.UK","LU0572939691.SGD","NVDU","03145","IE00BJTD4N35.SGD","NVD3.UK","SG9999001424.SGD","LU2361045086.USD","3NVD.UK","LU1778281490.HKD","LU2420271590.USD","LU1066051498.USD","LU2506951792.HKD","NVDA","BK4527","LU0124676726.USD","LU1815336760.USD","LU2125154935.USD","LU0965508806.USD","LU2326559502.SGD","LU1988902786.USD","2NVD.UK","LU1868836591.USD","IE0004091025.USD","IE00BJLML261.HKD","NVDS","TSM","SG9999015952.SGD","LU1917777945.USD","SG9999014542.SGD","NVDD","LU0823434583.USD","LU0265550359.USD","LU1508157978.USD"],"gpt_icon":1},{"id":"1185649515","title":"Chip Stocks Jump. SOXL up 4%; Arm, Marvell up Around 3%; Qualcomm, ASML, Broadcom up Around 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1185649515","media":"Tiger Newspress","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1185649515?lang=en_us&edition=fundamental","pubTime":"2025-01-31 23:01","pubTimestamp":1738335672,"startTime":"0","endTime":"0","summary":"Chip stocks jumped on Friday. $SOXL$, $Arm Holdings$ up more than 3%; $Marvell$, $Qualcomm$ up 2%; $ASML$, Applied Materials$, $TSMC$ up 1%.President Donald Trump will meet with $Nvidia Corp.$ chief executive Jensen Huang at the White House on Friday, according to people familiar, days after a new Chinese AI model from DeepSeek sparked concern among technology industry leaders and tanked the US stock market.The meeting is the latest sign of Trump’s growing commitment to the rapidly evolving sphe","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.bloomberg.com/news/articles/2025-01-30/intel-first-quarter-outlook-shows-weak-demand-during-turnaround","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["UCTT","TXN","GFS","QCOM","UMC","AMD","AVGO","NVDA","MRVL","NXPI","TSM","MCHP","SOX","SMCI","ON","AMAT","MU","ARM","STM","ASML","INTC"],"gpt_icon":1},{"id":"2507606675","title":"Intel Stock Is Volatile After Earnings. There's No Update on a New CEO. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2507606675","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2507606675?lang=en_us&edition=fundamental","pubTime":"2025-01-31 05:47","pubTimestamp":1738273620,"startTime":"0","endTime":"0","summary":"Intel stock was wavering Thursday after the chip maker gave a softer-than-expected revenue forecast for the March quarter. Meanwhile, Intel's interim co-CEOs told Barron's there was no update around timing for the completion of the company's permanent CEO search.For the fourth quarter, Intel reported adjusted earnings of 13 cents a share, slightly above Wall Street's consensus estimate for 12 cents, according to FactSet. Revenue came in at $14.3 billion, which was above analysts' expectations of $13.8 billion.Guidance was disappointing, though. Intel provided a revenue forecast range of $11.7 billion to $12.7 billion for the current quarter, versus the consensus call of $12.9 billion. The company projects adjusted EPS of zero cents for the March quarter, compared with the nine-cent estimate.\"Our renewed focus on strengthening and simplifying our product portfolio, combined with continued progress on our process roadmap, is positioning us to better serve the needs of our customers,\" Mic","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSM","INTC"],"gpt_icon":1},{"id":"2507670567","title":"Nvidia Stock Just Fell Below a Key Level. What That Means. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2507670567","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2507670567?lang=en_us&edition=fundamental","pubTime":"2025-01-31 04:19","pubTimestamp":1738268340,"startTime":"0","endTime":"0","summary":"The broader stock market rose Thursday, but Nvidia investors weren't taking part in the rally. Fans of the AI chip giant may need to get used to being left behind.Shares of Nvidia fell about 1% Thursday and briefly dipped below a key technical measure. That could mean more downside ahead.Nvidia stock has now tumbled nearly 11% so far this year. Earlier Thursday, the shares stumbled to around $120, breaching their 200-day moving average around $122. This figure -- calculated by taking the average closing price of a stock over the prior 200 trading days -- is often viewed by technical analysts as a key resistance level, or a floor for a stock if you will. Once a stock goes below that, some fear that there's much more room to fall.Nvidia has been rocked this week due to worries about competition from cheaper artificial-intelligence technology from China, following the release of a new AI chatbot app named DeepSeek. Short sellers -- investors who bet that a stock will go down -- piled into","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BQXX3D17.EUR","LU1035775433.USD","NVD3.UK","LU2092627202.USD","LU0384037296.USD","2NVD.UK","LU0823414478.USD","NVIW.SI","LU0316494557.USD","LU1267930730.SGD","LU1670627923.USD","LU1066051225.USD","NVDS","LU0234572021.USD","SG9999015358.SGD","LU1066051811.HKD","LU2264538146.SGD","LU2237443549.SGD","SG9999002232.USD","LU1868837136.USD","03145","LU1861220033.SGD","LU2592432038.USD","NVDU","3NVD.UK","NVDD","SNVD.UK","GOOGL","LU0347712357.USD","IE00B4JS1V06.HKD","LU0572940350.SGD","LU1852331112.SGD","NVDS.UK","LU0965508806.USD","NVDA","NVD2.UK","GOOG","IE0034235303.USD","LU1992135399.USD","NVDY","AVGO","LU0545039389.USD","TSM","LU0820561818.USD","LU1934455863.HKD","LU2265009873.SGD","LU0234570918.USD"],"gpt_icon":1},{"id":"2507676344","title":"VanEck Predicts Another Big Year for Semiconductors as AI Demand Grows","url":"https://stock-news.laohu8.com/highlight/detail?id=2507676344","media":"GuruFocus.com","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2507676344?lang=en_us&edition=fundamental","pubTime":"2025-01-31 00:50","pubTimestamp":1738255815,"startTime":"0","endTime":"0","summary":"VanEck expects another transformative year for the semiconductor market in 2025, citing artificial intelligence  as the key growth driver.GuruFocus has detected 3 Warning Signs with NVDA.Industry leaders Nvidia , Broadcom , TSMC , and Marvell Technology  remain well-positioned to capitalize on rising AI-driven demand. Beyond dominant players, VanEck sees upside potential in undervalued firms within memory chips and semiconductor equipment.The firm highlighted SK Hynix , Micron Technology , Western Digital , Applied Materials , and Lam Research  as attractive opportunities. VanEck emphasized the importance of staying informed and adaptable in this rapidly evolving sector, noting that 2025 could be a pivotal year for semiconductors. For investors tracking the space, several semiconductor-focused exchange-traded funds remain in focus.This article first appeared on","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.yahoo.com/news/vaneck-predicts-another-big-semiconductors-165015252.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"yahoofinance","symbols":["NVDS.UK","NVD3.UK","USJW.SI","NQmain","MRVL","2NVD.UK","NVIW.SI","NVDY","PSQ","SNVD.UK","IE0002270589.USD","BK4532","LU0143863784.USD","LU0348723411.USD","AMAT","WDC",".IXIC","LU1839511570.USD","NVDS","LU1169590202.USD","LU1548497426.USD","AVGO","IE00BBT3K403.USD","NVDU","TSYW.SI","TQQQ","03145","LRCX","QLD","LU2213496289.HKD","MNQmain","SQQQ","NVDD","QID","USAW.SI","LU1116320737.USD","IE0004445239.USD","3NVD.UK","LU0345769631.USD","NVDA","IE00BFSS7M15.SGD","MU","NVD2.UK","LU2191332357.HKD","IE00BMPRXR70.SGD","TSM"],"gpt_icon":1},{"id":"2507762712","title":"TSMC Is Likely The Biggest Winner In The AI Era","url":"https://stock-news.laohu8.com/highlight/detail?id=2507762712","media":"GuruFocus.com","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2507762712?lang=en_us&edition=fundamental","pubTime":"2025-01-30 23:33","pubTimestamp":1738251185,"startTime":"0","endTime":"0","summary":"Taiwan Semiconductor Manufacturing Corporation  is the world's largest and most advanced pure-play semiconductor chip foundry. The company plays a critical role in the semiconductor supply chain by manufacturing cutting-edge chips for the most important companies in the world, such as Apple Inc  and Nvidia . Currently, TSMC is trading near the highest historical valuation. It is certainly not cheap. However, given TSMC's highly predictable earnings growth in the next 5 years, the stock is not expensive either.The big tailwind for TSMC is that it is increasingly relying on leading-edge wafer manufacturing. As of the latest quarter, advanced technologies  accounted for 74% of TSMC's total wafer revenue. Furthermore, TSMC is likely the biggest winner in the AI era. Not only is the company the dominant","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.yahoo.com/news/tsmc-likely-biggest-winner-ai-153305905.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"yahoofinance","symbols":["INTC","3NVD.UK","GB00BDT5M118.USD","SG9999015945.SGD","BK4507","LU1244550221.USD","SG9999018857.SGD","LU1037948897.HKD","LU1935042215.USD","NVDD","SNVD.UK","NVDS","LU0792757196.USD","LU0109392836.USD","LU0708995401.HKD","NVIW.SI","LU0056508442.USD","NVDA","03145","LU0345769128.USD","IE0003U64NQ7.SGD","LU0234570918.USD","NVDU","GFS","SG9999014906.USD","NVDY","LU0320765059.SGD","IE00B7KXQ091.USD","LU2065170008.USD","LU1720051017.SGD","NVDS.UK","2NVD.UK","LU1127390331.HKD","TSM","LU0348723411.USD","AAPL","LU1861220033.SGD","SG9999017495.SGD","LU0308772762.SGD","MACW.SI","NVD2.UK","LU0345770993.USD","IE000ITXATA3.USD","LU0889566641.SGD","LU0823414478.USD","LU2125154935.USD","NVD3.UK"],"gpt_icon":1},{"id":"2507962292","title":"Why Apple Picked TSMC Over Intel: Founder Morris Chang Reveals","url":"https://stock-news.laohu8.com/highlight/detail?id=2507962292","media":"GuruFocus.com","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2507962292?lang=en_us&edition=fundamental","pubTime":"2025-01-30 23:14","pubTimestamp":1738250093,"startTime":"0","endTime":"0","summary":"Jan 30- During an Interview TSMC  founder Morris Chang stated the reason why Apple  selected his company instead of Intel  as its custom chip supplier. In a recent interview with Acquired, Chang remembered a key point in 2011 when Apple seriously considered using Intel for iPhone chips. Tim Cook, who has for a long time enjoyed a strong relationship with Apple for its Mac CPUs, ended up going with TSMC. Intel just doesn't know what they're doing as a foundry,' Cook explained.According to Chang, Cook explained the decision during a private meeting at Apple's headquarters in March 2011. Chang saw Apple's move to TSMC was because of Intel's inflexibility, and inability to meet customer's needs. Many of Intel's customers shared that frustration, and Intel always went around acting like they were the only guy for microprocessors,' Chang said. Chang said TSMC's success is tied to its ability to respond to customer demands, even the most 'crazy' or 'irrational.'","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.yahoo.com/news/why-apple-picked-tsmc-over-151453571.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"yahoofinance","symbols":["LU1917777945.USD","LU1301847155.USD","03145","BK4566","LU2023250330.USD","IE00BBT3K403.USD","LU1868837136.USD","INTC","LU1037948541.HKD","IE0034235303.USD","LU0265550359.USD","IE00BLSP4452.SGD","LU0882574139.USD","LU2065171402.SGD","LU0215105999.USD","LU0572940350.SGD","LU1548497426.USD","LU0265550946.USD","LU2097344357.USD","LU2461242641.AUD","IE00B5TLWC47.USD","BK4579","IE00BJTD4N35.SGD","BK4501","LU1582987324.SGD","LU0353189763.USD","AAPL","BK4535","LU2361044865.SGD","TSM","LU0784385840.USD","BK4591","LU0724617625.USD","LU0143863784.USD","LU1815336760.USD","LU1868837722.USD","LU1803068979.SGD","BK4512","IE00BSNM7G36.USD","LU0949170426.SGD","MACW.SI","LU0949170772.SGD","IE000YTNTUN2.SGD","LU2237438978.USD","LU0889566641.SGD","LU2236285917.USD","IE00BZ1G4Q59.USD","LU0081259029.USD","IE00BFSS7M15.SGD","LU0321505868.SGD"],"gpt_icon":1},{"id":"1112232247","title":"Chip Stocks Jump. Broadcom Gains 6%; SOXL, ASML up More Than 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1112232247","media":"Tiger Newspress","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1112232247?lang=en_us&edition=fundamental","pubTime":"2025-01-30 22:42","pubTimestamp":1738248172,"startTime":"0","endTime":"0","summary":"Chip stocks jumped on Thursday. $Broadcom(AVGO)$ gained 5.7%; $Marvell(MRVL)$ up 3.5%; $TSMC(TSM)$, $ASML(ASML)$, $SOXL(SOXL)$, $Micron(MU)$ up more than 2%.ASML booked more than twice as many orders ","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ARM","TXN","ON","SOX","SMCI","MCHP","AMD","AMAT","ASML","STM","AVGO","NXPI","GFS","UMC","TSM","INTC","NVDA","UCTT","MRVL","QCOM","MU"],"gpt_icon":1},{"id":"2507691404","title":"Taiwan Semiconductor Manufacturing Company Limited (TSM) Reports 39% YoY Revenue Growth and Advances with 2nm Technology","url":"https://stock-news.laohu8.com/highlight/detail?id=2507691404","media":"Insider Monkey","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2507691404?lang=en_us&edition=fundamental","pubTime":"2025-01-30 10:55","pubTimestamp":1738205741,"startTime":"0","endTime":"0","summary":"We recently compiled a list of the Goldman Sachs’ 35 AI Superstars.In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited  stands against the other AI stocks.Although the tech sector selloff has caught many investors by surprise, a new investor note by Goldman Sachs, as seen by news agency Reuters, contends that hedge funds were already anticipating this slump. Per the Goldman report, in the last two weeks, hedge funds have significantly reduced their positions in technology stocks. This retreat is part of a broader trend, as hedge funds have remained hesitant to reinvest in tech-related sectors following the sell-off from June to August last year. Alongside selling major technology stocks, hedge funds have also been offloading shares in adjacent industries, such as power and energy companies that would benefit from AI advancements—especially those supporting data centers and electric vehicle infrastructure.Read more about these develop","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.yahoo.com/news/taiwan-semiconductor-manufacturing-company-limited-025541150.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"Taiwan Semiconductor Manufacturing Company Limited (TSM) Reports 39% YoY Revenue Growth and Advances with 2nm Technology","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"yahoofinance","symbols":["TSM"],"gpt_icon":1},{"id":"2507662653","title":"DeepSeek Will Be Good for Business, ASML Chief Says -- WSJ","url":"https://stock-news.laohu8.com/highlight/detail?id=2507662653","media":"Dow Jones","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2507662653?lang=en_us&edition=fundamental","pubTime":"2025-01-30 00:37","pubTimestamp":1738168620,"startTime":"0","endTime":"0","summary":"DeepSeek prompted a major sell off of tech stocks this week, but ASML's chief says the artificial-intelligence upstart could boost the chips sector in the longer term.Tech stocks-including ASML-fell sharply Monday after DeepSeek said it had trained high-performing AI models using less advanced chips. The news upended the conventional wisdom that expensive, cutting-edge chips are essential for building the most advanced AI systems.That isn't necessarily bad news for ASML, according to Chief Executive Christophe Fouquet. The Dutch company supplies machines-including those that produce the world's most advanced chips-to customers including Taiwan Semiconductor Manufacturing Co. and Intel.\"Anyone that lowers costs is in fact good news for ASML because lower cost means AI can be used in more applications, more applications mean more chips, and we are in the business of providing equipment to people who make chips,\" Fouquet said.His comments came as ASML's shares rose sharply Wednesday after","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSM","ASML","INTC"],"gpt_icon":1},{"id":"2507631620","title":"What Are Analysts Talking About Himax Technologies (HIMX)?","url":"https://stock-news.laohu8.com/highlight/detail?id=2507631620","media":"Insider Monkey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2507631620?lang=en_us&edition=fundamental","pubTime":"2025-01-29 22:25","pubTimestamp":1738160729,"startTime":"0","endTime":"0","summary":"Like any other informed investor, we are always on the hunt for stocks that analysts are talking about. Analysts use their in-depth research expertise, industry knowledge, and industry connections to figure out how well companies are doing every quarter.Once they stumble upon something that could change the course of that company’s stock, they come out with analyst updates. These are usually in the form of an upgrade or downgrade, or simply an update on a previously assigned rating.HIMX is set to be a beneficiary of TSM’s COUPE , a system that integrates photonics and electronics. Himax Technologies, Inc.  has a TTM revenue of less than a billion dollars but it is set to report $1.16 billion in revenue in 2026, $1.42 billion in 2027, and $2.4 billion in 2028. This is well above what the current Wall Street consensus expects the company to achieve.","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.yahoo.com/news/analysts-talking-himax-technologies-himx-142529686.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"yahoofinance","symbols":["NQmain","LU2250418816.HKD","LU2360106780.USD","TSM","LU0823421416.USD","BK4526","IE00BFXG0V08.USD","SQQQ","LU0488056044.USD","LU1868838027.USD","LU2249611893.SGD","LU2491050071.SGD","LU2491050154.USD","IE0004091025.USD","BK4512","LU2237443382.USD","QLD","LU0094547139.USD","IE00B3M56506.USD","QID","LU1282649067.USD","LU0143863198.USD","LU2125154935.USD","MNQmain","LU0889566641.SGD","TQQQ","LU0082616367.USD","LU2506951792.HKD","PSQ","IE00B5TLWC47.USD","LU0823414551.USD","LU0348723411.USD","LU2237443978.SGD","LU0384037296.USD","03145","USAW.SI","LU1282649810.SGD","USJW.SI",".IXIC","IE00BYQQ9H92.USD","LU0353189763.USD","LU1623119135.USD","LU2133065610.SGD","NVIW.SI","TSYW.SI","LU0572939691.SGD","LU2054465674.USD","BK4503","HIMX"],"gpt_icon":1},{"id":"2507391306","title":"Citi Stays Bullish on Taiwan Semiconductor Manufacturing Company Limited (TSM), Citing Key Role in AI and Semiconductor Supply Chain","url":"https://stock-news.laohu8.com/highlight/detail?id=2507391306","media":"Insider Monkey","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2507391306?lang=en_us&edition=fundamental","pubTime":"2025-01-29 22:13","pubTimestamp":1738159989,"startTime":"0","endTime":"0","summary":"We recently compiled a list of the 12 AI News Investors Probably Missed.In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited  stands against the other AI stocks.AI is evolving rapidly with recent breakthroughs making it more accessible and efficient than ever. Smaller, cost-effective models are emerging, which are challenging the idea that cutting-edge AI requires massive resources. DeepSeek seems to be a great example of that.The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap a","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.yahoo.com/news/citi-stays-bullish-taiwan-semiconductor-141309916.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"Citi Stays Bullish on Taiwan Semiconductor Manufacturing Company Limited (TSM), Citing Key Role in AI and Semiconductor Supply Chain","news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"yahoofinance","symbols":["BK4550","LU1282649067.USD","BK4543","BK4581","BK4141","LU2125154935.USD","LU2237443622.USD","LU2360032135.SGD","LU1868837565.USD","LU0353189763.USD","BK4512","LU2491050071.SGD","LU0572940350.SGD","LU0823421416.USD","LU0488056044.USD","LU1803068979.SGD","LU2250418816.HKD","LU0143863784.USD","03145","BK4548","LU0572939691.SGD","IE00BQXX3D17.EUR","LU1989764748.USD","LU2458330169.SGD","LU0143863198.USD","LU1852331112.SGD","BK4554","BK4532","LU1868838027.USD","LU2360106780.USD","BK4534","LU0889565833.HKD","LU2506951792.HKD","LU0056508442.USD","LU2458330243.SGD","TSM","LU0094547139.USD","IE00BQXX3F31.USD","LU2491049909.HKD","IE00B5TLWC47.USD","LU2237443382.USD","LU2294711713.HKD","LU0348723411.USD","IE00BYQQ9H92.USD","BK4591","LU0264606111.USD","LU0823414551.USD","LU0689626769.HKD","LU1868837722.USD","LU0823414478.USD"],"gpt_icon":1}],"pageSize":16,"totalPage":25,"pageCount":16,"totalSize":400}]}}