US EditionGoldman Sachs, Morgan Stanley And 3 Stocks To Watch Heading Into Thursday - Taiwan Semiconductor (NYSE:TSM)
Taiwan Semiconductor's 35% profit surge driven by AI-chip demand lifted chip-equipment and memory stocks, while Goldman Sachs and Morgan Stanley report quarterly earnings.
9 Articles
9 Articles
Taiwan Semiconductor Proves the "AI Megatrend" Is Alive and Well
Quick Read Taiwan Semiconductor Manufacturing (TSM) reported Q4 revenue of $33.7B and net income of $16.31B. Revenue rose 20.5% year-over-year. TSM will increase capital spending from $40.9B in 2025 to between $52B and $56B in 2026 for AI chip capacity. AI-related chips drove 55% of TSM revenue through high-performance computing demand. Advanced 7nm and below technologies represented 77% of wafer revenue. It sounds nuts, but SoFi is giving n…
Markus Koch reports to LIVE before the start of trading in New York. TSMC data help AI euphoria. The focus is also on the quarterly figures of Goldman and Morgan Stanley. The post Markus Koch LIVE – TSMC, AI-Rausch, Goldman, Morgan Stanley in focus appeared first on financial marketwelt.de.
Coverage Details
Bias Distribution
- 80% of the sources are Center
Factuality
To view factuality data please Upgrade to Premium
