In July 2025, Taiwan Semiconductor reported a 22.5% increase in net revenue, reaching 2.1 trillion New Taiwanese dollars for Jan-July 2025, with stock up 23% YTD. They are exempt from Trump's tariffs on chips and have a strong demand for AI chips.
The semiconductor industry is experiencing an unprecedented surge, with major players like Taiwan Semiconductor Manufacturing (NYSE: TSM), Nvidia (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), and Advanced Micro Devices (NASDAQ: AMD) leading a remarkable rally. This significant uplift in chip stock valuations is largely fueled by the insatiable demand for artificial intelligence
Intel Corporation (NASDAQ: INTC) experienced a significant stock slump on Thursday, August 7, 2025, following a public demand from former President Donald Trump for the immediate resignation of its CEO, Lip-Bu Tan. Trump's call, made via his Truth Social platform, sent ripples through the market, highlighting the increasing intersection of
President Donald Trump's administration has unveiled a sweeping new "reciprocal" tariff policy, sending ripples across global markets. A cornerstone of this new framework is a formidable 100% tariff on imported computer chips and semiconductors. However, a crucial caveat—exemptions for chips manufactured by companies with U.S. production facilities—has
President Donald Trump has sent shockwaves through the global technology landscape with a bold proposal: a 100% tariff on semiconductors manufactured overseas, unless companies commit to establishing or expanding manufacturing operations within the United States. This aggressive stance, announced on August 6, 2025, during a meeting with Apple (NASDAQ: AAPL)
On August 7, 2025, OpenAI (a private company, but closely partnered with Microsoft Corporation (NASDAQ: MSFT)) launched GPT-5, its highly anticipated next-generation artificial intelligence model, during a global livestream event dubbed "LIVE5TREAM." The announcement, led by CEO Sam Altman, showcased GPT-5 as the "smartest, fastest, most useful model yet," featuring
In a move that has once again sent ripples through global trade, President Donald Trump has implemented a new round of U.S. tariffs, targeting a range of imported goods. While such significant policy shifts typically trigger sharp market volatility, Wall Street's immediate reaction has been notably muted, with major
Apple's (NASDAQ: AAPL) shares experienced a significant surge following the company's announcement of an additional $100 billion investment in U.S. manufacturing over the next four years. This monumental commitment, bringing Apple's total U.S. investment to $600 billion, was unveiled by President Donald Trump on August 6, 2025, with
U.S. equities slipped midday Thursday as corporate earnings and fresh tariff announcements from President Donald Trump drove divergent moves in heavyweight names.
