Taiwan semiconductor industry group backs government review of nuclear power restart

The Taiwan Semiconductor Industry Association (TSIA) said on Thursday it supports the government's efforts to ​assess the possible restart of the country's nuclear power ‌plants, citing the need for a

Reuters • 12 hours ago

3 AI Stocks to Buy and Hold Through 2030

Data center spending could require $3 trillion in the next three years, and Iren, Broadcom, and TSMC each supply a different layer. Demand for Broadcom's XPUs is soaring, and Wall Street analysts expect Iren's fiscal 2029 EBITDA to reach nearly $10 billion.

The Motley Fool • 4 hours ago

TSMC: Spending Its Lead To Keep It

Taiwan Semiconductor Manufacturing earns an A- Gunderson Grade, ranking in the top 2% of tracked stocks and is rated Buy. TSMC's 2nm node now represents 8% of wafer revenue, driving both top-line growth and near-term margin pressure amid heavy investment. Trailing 12-month EPS grew 41–63% YoY for four quarters, but gross margin fell 1.3 points due to new node ramp and overseas expansion costs.

Seeking Alpha • 9 hours ago

Undercovered Dozen: Micron, i-80 Gold, Hercules Capital, And More

The Undercovered Dozen highlights 12 lesser-covered stocks with actionable investment theses and recent catalysts. Featured companies include i-80 Gold, Hercules Capital, and Aya Gold & Silver, each rated Buy or Strong Buy for unique growth or yield drivers. Several stocks, such as Corning and AeroVironment, are rated Hold, with valuation and risk concerns tempering bullish sentiment despite recent price declines.

Seeking Alpha • 12 hours ago

Taiwan Semiconductor Flexes Pricing Power on AI's Frontline

Taiwan Semiconductor Manufacturing TodayTSMTaiwan Semiconductor Manufacturing$437.12 +12.75 (+3.01%) As of 10/27/2026 03:59 PM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$266.82▼$487.47P/E Ratio28.13Price Target$528.78Add to WatchlistThe artificial intelligence (AI) boom often focuses on software developers and fabless chip designers, leaving the physical constraints of manufacturing lurking in the shadows.

MarketBeat • Oct 28, 2026

Beyond NVIDIA: Why TSMC Stock Looks Attractive After Q3 Earnings

TSMC's Q3 revenues jump 41.2% as AI chip demand and 2-nanometer production fuel its 2026 outlook, offering investors another way to capitalize on AI growth.

Zacks Investment Research • Oct 28, 2026

5 Stocks Poised to Win Big as SpaceX Ramps Up AI Infrastructure

Nvidia will see a big win from SpaceX's AI infrastructure spending, as will its HBM supplier, SK Hynix, and interconnect supplier, Amphenol. Vertiv should benefit from SpaceX citing cooling and power management infrastructure as major bottlenecks.

The Motley Fool • Oct 28, 2026

Nvidia vs TSMC: Here's Which One May Be the Biggest AI Winner.

Nvidia designs AI chips, while TSMC manufactures them. These companies have seen revenue levels soar amid the AI boom.

The Motley Fool • Oct 28, 2026

Brown Advisory Flexible Equity Strategy: Q3 2026 Top Contributors And Detractors

Microsoft Corporation was the portfolio's top contributor during the quarter. Suncor Energy outperformed the Index during the quarter. KLA Corporation traded lower during the quarter.

Seeking Alpha • Oct 28, 2026

TSM Q3 Earnings Call Highlights Strong AI Demand and Expansion

TSM's third-quarter 2026 earnings highlight surging AI demand, a raised revenue outlook and aggressive advanced-chip expansion despite rising cost pressures.

Zacks Investment Research • Oct 27, 2026