Stock Research

TSMC stock is hovering near its 52-week high as analysts grow more confident that the world’s most important contract chipmaker still has room to run. Taiwan-listed shares recently traded around NT$2,445-NT$2,465, close to their 52-week high of NT$2,535. The latest push comes after Citi Research raised its price target to NT$3,800 from NT$2,875 and reiterated… Continue reading TSMC stock eyes 52-week high: here’s why Citi hiked its target by 32%

The artificial intelligence boom has a people problem, and it is getting worse faster than most investors have noticed. While Wall Street has spent the better part of three years fixating on chip stocks, hyperscaler spending, and the relentless march of AI valuations, a less glamorous drama has been unfolding in suburban town halls, county… Continue reading Americans’ revolt against data centers is growing: how it could disrupt the AI trade

The chip that could make or break Wall Street’s confidence in artificial intelligence no longer lives inside a flashy graphics processor. Increasingly, it sits inside a memory module, and it is made by a company that started life in a Boise, Idaho, dental office basement in 1978. For most of its four-decade existence, Micron Technology… Continue reading From a dental office basement to a trillion dollars: Is Micron the next Nvidia?

US stock funds saw their biggest weekly exit since March, raising fresh questions about the strength of Wall Street’s rally. Investors pulled $17.2 billion from US stock funds in the week through July 1, according to Bloomberg, citing Bank of America strategists led by Michael Hartnett and EPFR Global data. The move does not signal… Continue reading US stocks see biggest exit since March: is Wall Street’s rally at risk?

Wall Street will enter the July 6-10 week with less room for error after a choppy start to the second half. The S&P 500 is still sitting near record territory, but the market is carrying a tricky mix of stretched valuations, a cooling labour market, fragile oil prices and fresh pressure in semiconductor stocks. The… Continue reading Wall Street’s big test: 5 factors investors can’t ignore next week

Europe’s major stock markets ended higher on Friday, with the STOXX 600 and Germany’s DAX hitting record highs as investors rotated into cyclical sectors. Bitcoin climbed above $62,000 as large holders accumulated coins despite record ETF outflows. Tesla expanded its robotaxi service to Miami as competition in autonomous driving intensified. Poland’s prime minister warned that… Continue reading Evening digest: European stocks hit records, Bitcoin tops $62K

Europe’s major stock markets ended higher on Friday, with the pan-European STOXX 600 and Germany’s DAX reaching fresh record highs as investors welcomed easing expectations for near-term US interest rate hikes and rotated into cyclical sectors. The STOXX 600 climbed 0.7% to close at a record high after touching an intraday peak of 652.35, registering… Continue reading European markets close higher as STOXX 600 hits record, FTSE posts weekly gains

Tesla Inc. (TSLA) expanded its robotaxi service to Miami on Friday, extending its autonomous ride-hailing operations. The move comes as Chief Executive Officer Elon Musk increasingly emphasizes artificial intelligence, robotics, and autonomous transportation as key drivers of Tesla’s future, alongside its electric vehicle business. “Robotaxi now available in Miami,” Tesla’s official robotaxi account said in… Continue reading Tesla launches Robotaxi operations in Miami amid growing competition

Artificial intelligence has fueled one of the strongest technology rallies in recent years, led largely by semiconductor companies supplying data centers and AI infrastructure. Investors are hunting for the next sector like memory stocks that can benefit from the AI buildout. Samsung Electronics, SK Hynix, Micron and SanDisk have been among the beneficiaries of data… Continue reading What is the next sector that can benefit from AI boom? Nvidia offers a clue