Keyword "Taiwan Semiconductor Manufacturing Co Ltd" - List of latest news (428 results)

21/04 Stocks making the biggest moves midday: Hertz, Nvidia, Amazon, Apple and more

These are the stocks posting the largest moves in midday trading.

21/04 U.S. chip controls will benefit China's Nvidia rivals like Huawei: Analysts 

U.S. export controls on Nvidia's AI chip sales to China will boost its rising domestic AI chipmakers such as Huawei, semiconductor analysts say. 

17/04 Strong earnings from TSMC are not enough to give Nvidia shares a much-needed jolt

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

17/04 Taiwan Semiconductor posted a first-quarter earnings beat. Here's what analysts are saying

Analysts remained bullish across the board following Taiwan Semiconductor's first-quarter earnings and revenue beat.

17/04 Jim Cramer's top 10 things to watch in the stock market Thursday

Wall Street was heading for a mixed open after yesterday's terrible session.

17/04 Stocks making the biggest moves premarket: Hertz, UnitedHealth, Eli Lilly and more

These are the stocks posting the largest moves in premarket trading.

17/04 TSMC denies it's talking to Intel about chipmaking joint venture

TSMC denied reports that the semiconductor giant was in active discussions with Intel regarding a chipmaking joint venture.

17/04 CNBC Daily Open: A trade war can be fought without tariffs

Trade barriers can come in many forms. Tariffs are just one. Onerous licensing requirements, export restrictions and fines on shipping are other obstacles.

16/04 It's a different world for Nvidia's stock under Trump. The chipmaker's latest China hit proves that

Nvidia shares tumbled Wednesday morning after the chipmaker disclosed its made-for-China chips face new restrictions.

15/04 Here are Tuesday's biggest analyst calls: Nvidia, Apple, Tesla, Nike, Costco, Microsoft, Netflix, KKR & more

Here are Tuesday's biggest calls on Wall Street.

15/04 U.S. announces probe into chip, electronics imports, paving the way for new tariffs

The U.S. Commerce Department is conducting an investigation into imports of various semiconductor technologies and electronics, a federal notice shows.

15/04 Taiwan to simulate impact of U.S. tariffs on semiconductor sector

Taiwan will simulate the impact of any U.S. tariffs on the semiconductor industry and seek talks with Washington on the issue.

14/04 Apple stock jumps on Trump's tariff exemptions. How Jim Cramer says to play it

It's time to act on Apple's two-day rally.

14/04 Nvidia to mass produce AI supercomputers in Texas as part of $500 billion U.S. push

Its Blackwell AI chips have started production in Phoenix, Arizona, at Taiwan Semiconductor plants.

13/04 Cramer: Apple and Nvidia are tough to own in the Trump era — what I'm considering

This current period requires a different mindset and an understanding that there are fewer stocks to like.

12/04 Jim Cramer's week ahead: Earnings from Goldman Sachs, Johnson & Johnson and Netflix

CNBC's Jim Cramer on Friday told investors which market-moving events to follow next week.

11/04 Tech stocks head for winning week with Nvidia tracking for 15% bounceback

Technology stocks were on pace for a winning week Friday on the heels of a volatile stretch spurred by ongoing tariff uncertainty.

10/04 Thursday’s big stock stories: What’s likely to move the market in the next trading session

President Trump announced a reprieve on some 'reciprocal' tariffs, lifting the S&P 500 to its biggest gain since 2008. What CNBC is watching Thursday.

09/04 How Amazon drones, Waymo self-driving cars and TSMC chips are making Phoenix 'future ready'

Phoenix Mayor Kate Gallego is leading the city's push to embrace innovation, from massive semiconductor facilities to robotaxis and drone deliveries.

04/04 Jim Cramer's top 10 things to watch in the stock market Friday

U.S. stock futures were getting crushed for a second straight session as countries started retaliatory tariff.

03/04 Chipmakers get a reprieve from tariffs, but tumbling stocks suggest risks remain

More concerning than potential tariffs on semiconductors is the possiblity demand could collapse.

31/03 United Microelectronics shares pop more than 10% on report of potential GlobalFoundries deal

The combined entity would aim to secure American access to mature chips amid potential risks from China competition and tensions between China and Taiwan.

28/03 Taiwan accuses China's biggest chipmaker SMIC of 'illegally' poaching tech talent

Taiwan's justice ministry alleged that SMIC used a Samoa-based entity as cover to set up an entity on the island and has been "actively recruiting" talent.

24/03 Monday's rally reflects hopes for a new 'path' on tariffs, Jim Cramer says

CNBC's Jim Cramer dissected Monday's market action, attributing stocks' rebound to investors' hopes for a clearer future on global trade.

19/03 Nvidia CEO Jensen Huang says tariff impact won't be meaningful in the near term

"Partners are working with us to bring manufacturing here. In the near-term, the impact of tariffs won't be meaningful," the CEO said.

19/03 Samsung CEO says company will pursue deals as it struggles for growth

Samsung said on Wednesday it is seeking deals to drive growth after its failure to ride an AI boom made it one of the worst-performing tech stocks last year.

12/03 TSMC pitched Intel foundry JV to Nvidia, AMD and Broadcom, sources say

TSMC has pitched U.S. chip designers Nvidia, AMD and Broadcom about taking stakes in a joint venture to operate Intel's factories, sources says.

11/03 White House: Stock market plunge is not as 'meaningful' as business activity

The Trump administration argues that investments and growth from top businesses means more for the economy than the recent stock market rout.

10/03 Stocks making the biggest moves midday: Tesla, Robinhood, Nvidia, Cognizant and more

These are the stocks posting the largest moves in midday trading.

10/03 What to do while waiting for stock market-minded Trump to say enough is enough

Don't close your eyes. Just keep looking. Maybe the cavalry is on the horizon, it's just the rhetorical smoke that's blocking it.

07/03 Chipmakers are finding that good earnings aren't enough to please Wall Street

After investors poured into semiconductor stocks last year, expectations are high, and companies are having trouble making Wall Street happy.

06/03 Stocks making the biggest moves midday: Marvell Technology, Amazon, Zscaler, Teladoc and more

These are the stocks posting the largest moves in midday trading.

04/03 'Music to our ears': Qualcomm CEO welcomes TSMC's $100 billion investment to boost U.S. chipmaking

Cristiano Amon, CEO of Qualcomm, said TSMC's investment in U.S. chip manufacturing will be important for the economy.

04/03 Tech stocks are down 7% since Trump's inauguration as trade war fuels uncertainty

Tariffs may spike manufacturing costs for leading technology companies such as Apple and Nvidia that assemble and manufacture products outside the U.S.

04/03 CNBC Daily Open: Stocks tank globally as tit-for-tat tariffs begin

“Tariffs” may be the most beautiful word in the dictionary for U.S. President Donald Trump, but it stokes fear in investors, who triggered a sell-off on Monday.

04/03 Trump announces $100 billion investment in U.S. from TSMC, calls it ‘most powerful company’ in world

The new capital brings TSMC’s total investment in the U.S. to $165 billion and will go toward building five new fabrication facilities in Arizona.

04/03 CNBC Daily Open: Stocks tank as Trump says tariffs will start Tuesday

“Tariffs” may be the most beautiful word in the dictionary for U.S. President Donald Trump, but it stokes fear in investors, who triggered a sell-off on Monday.

03/03 Nvidia gets swept up in a wave of uncertainty hitting Wall Street. Here is what's going on

Geopolitical concerns are weighing heavy on Nvidia's stock.

03/03 Watch live: Trump expected to announce $100 billion investment in U.S. by TSMC

02/03 What Friday's White House clash means for stocks — and for my investing strategy

We have a president who, at least in the short term, does not care if his policies knock down stock prices.

28/02 As Trump breaks ranks with Europe, are Asia-Pacific allies next?

The Trump administration's focus on the price, not value, of alliances could affect security pledges and risks to Taiwan, experts say.

27/02 Analysts see a bullish read-through for these stocks from Nvidia's results

Nvidia's latest quarterly results topped Wall Street's estimates, and analysts think this could mean a boost in shares for other names linked to the AI space.

22/02 This ETF provider thinks it's time to rethink investing in China

Investors may want to reduce their exposure to the world's largest emerging market.

21/02 Jim Cramer says our newest stock is a buy after dipping on slow start to 2025

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

21/02 President Trump is losing the stock market war to the rest of the world so far. Here's where investors are taking advantage

Emerging market stocks, China and European stocks are beating U.S. indexes since the inauguration of Donald Trump.

20/02 Stock-picking hedge funds flock into numerous hidden-gem stocks that are beating the market

Several hidden gems gained popularity among the smart-money community last quarter, including insurance broker Arthur J. Gallagher.

19/02 Microsoft reveals its first quantum computing chip, the Majorana 1

Microsoft's initial quantum processor, which contains eight topological qubits, is a step toward 1 million qubits and wide commercial use.

19/02 5 things to know before the stock market opens Wednesday

Here are five key things investors need to know to start the trading day.

19/02 CNBC Daily Open: The S&P 500 closed at a new high — investors remain unfazed amid Trump’s blitz

U.S. President Donald Trump suggested Ukraine was to blame for Russia's invasion of the country, and his administration left strict merger rules intact.

18/02 Keith Meister’s Corvex Management reshuffles portfolio, adds a big bullish bet on the market

Keith Meister's Corvex Management added an outsized bet on the broader market last quarter, while shaking up his exposure to various technology stocks.

18/02 Intel shares pop 10% on report Broadcom and Taiwan Semi could break up company

Intel shares rallied more than 10% on Tuesday on a report that deals from Broadcom and Taiwan Semiconductor Manufacturing could break up the company

18/02 Andreas Halvorsen’s Viking Global more than doubled its stake in this banking giant during the fourth quarter

Andreas Halvorsen of Viking Global has boosted his bet on the biggest bank in the U.S. by more than twofold, according to recent regulatory filings.

17/02 CNBC Daily Open: Elon Musk’s money can’t buy OpenAI

Elon Musk's $97 billion bid for OpenAI was soundly rejected by the artificial intelligence startup, which said the company "is not for sale."

17/02 CNBC Daily Open: Elon Musk’s money is not the issue for OpenAI

Elon Musk's 97-billion-dollar bid for OpenAI was soundly rejected by the artificial intelligence startup, which said the company "is not for sale."

16/02 Broadcom, TSMC eye possible Intel deals to split storied chipmaker, WSJ reports

Taiwan Semiconductor Manufacturing Co. and Broadcom are each eyeing potential deals that would break rival Intel in two, the Wall Street Journal reported.

10/02 These 2 sectors lead the market — plus, Broadcom may have another custom chip partner

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

03/02 As markets buckle up for Trump tariffs, these global sectors brace for a rough ride

U.S. President Donald Trump has jolted global markets with an earlier-than-expected and stringent implementation of tariffs on China, Canada and Mexico.

03/02 CNBC Daily Open: Trump’s tariffs are already affecting markets

U.S. President Donald Trump’s tariffs are here. Inflation, seemingly stuck, might find it more difficult to recede, and markets could face an uphill climb.

31/01 Nvidia CEO Jensen Huang to meet with Trump at White House

Nvidia CEO is set to have his first meeting with President Trump since the beginning of his second administration.

28/01 DeepSeek's new AI model will benefit European chip stocks 'counter intuitively,' says JPMorgan

Wall Street banks analysts say DeepSeek could spur volume growth in the chip sector and benefit European semiconductor stocks.

23/01 Underneath the AI optimism lurks some troubling trends for the chip sector

The semiconductor industry is experiencing a dramatic bifurcation, with shares of AI-focused chipmakers soaring while those tracking traditional markets struggle.

22/01 Jim Cramer: Taiwan Semi's bullish earnings brings renewed optimism to broader sector

Jim Cramer reviewed the market reaction to TSMC's fourth quarter earnings report, with its profit rising 57% from a year earlier to a record high

20/01 CNBC Daily Open: Investors are gearing up for Trump 2.0

The S&P 500 largely erased its post-election gains the past few weeks. As Trump's inauguration nears, investors seem ready to play the market again.

20/01 CNBC Daily Open: Markets are getting ready for Trump 2.0

The S&P 500 has largely erased its post-election gains the past few weeks. As Trump's inauguration nears, investors seem ready to play the market again.

19/01 TSMC is confident its CHIPS Act funding will continue under Trump, says CFO Wendell Huang

TSMC is confident it will continue to receive CHIPS Act funding in the U.S. under the incoming Donald Trump administration, says its Chief Financial Officer. 

17/01 Why tech companies like Amazon, Google and TSMC are flocking to Phoenix

Phoenix, a longtime hub for aerospace and defense, is becoming an epicenter of semiconductor manufacturing and autonomous vehicles.

16/01 Apple slides on disappointing iPhone data in China. Here's why we're not panicking

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

16/01 Stocks making the biggest moves midday: UnitedHealth, First Solar, Morgan Stanley, Taiwan Semiconductor and more

These are the stocks posting the largest moves in midday trading.

16/01 Jim Cramer names a drug stock that could be the best for 2025, and it's not Eli Lilly

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

16/01 10 things to watch in the stock market Thursday after the best S&P 500 gain since the election

The S&P 500 was looking at a muted open.

16/01 Stocks making the biggest moves premarket: UnitedHealth, Morgan Stanley, Target, Southwest & more

These are the stocks posting the largest moves in premarket trading.

16/01 CNBC Daily Open: Muted CPI gives markets best day since November

Cooler-than-expected inflation readings and positive bank earnings provided a string of good news for bulls after a dismal start of the year.

16/01 Thursday’s big stock stories: What’s likely to move the market in the next trading session

The three major averages surged Wednesday for their best session since Nov. 6 after a tame inflation report. Here's what's on CNBC's radar for Thursday.

15/01 Stocks pop on cool inflation, hot bank earnings — plus, new rules on biotech exports to China

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

15/01 Fund manager reveals how his little-known ETF gained 80% in 2024

The portfolio manager behind the Hong Kong-listed fund expects the AI growth rally to continue in 2025.

14/01 CNBC Daily Open: Tech sells off but AI is still likely to drive markets

Tech stocks underperformed as investors took profit on the victors of 2024 and looked for this year’s winner. But a long-term rotation out of AI isn’t likely.

14/01 CNBC Daily Open: Tech sells off but AI isn’t going anywhere for now

Tech stocks underperformed as investors took profit on the victors of 2024 and looked for this year’s winner. But a long-term rotation out of AI isn’t likely.

13/01 Earnings playbook: Stocks set to make the biggest moves this week on earnings

These stocks could see sharp moves on the back of their latest earnings results, including a large group of banks.

12/01 Here are the 8 things we're watching in the stock market in the week ahead

Inflation data and bank earnings will take center stage.

10/01 Strong jobs data is good news for the economy, just not for the market. Here's why

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

10/01 Jim Cramer's top 10 things to watch in the stock market Friday

The December jobs report came in much hotter than expected, causing a spike in bond yields and a slide in stocks.

10/01 World's biggest chipmaker TSMC posts record 2024 revenue as AI boost continues

TSMC manufacturers semiconductors for some of the world's biggest companies from Apple to Nvidia.

09/01 Bernstein says Taiwanese chip supplier behind Nvidia's tiny supercomputer to benefit in 2026

Nvidia's desktop supercomputer, priced starting at $3,000, is set to launch in May 2025.

06/01 Stocks making the biggest moves midday: FuboTV, Paycor, Plug Power and more

These are the stocks posting the largest moves in midday trading.

06/01 Stocks making the biggest moves premarket: FuboTV, American Airlines, Nvidia, Microsoft and more

These are the stocks posting the largest moves in premarket trading.

02/01 We're selling this stock for the first time in a year, locking in a nearly 1,000% gain

The last time we trimmed this stock was Jan. 2, 2024.

31/12 Silicon Valley's turn of fortune: Intel has worst year ever, while Broadcom enjoys record gain

Intel lost over 60% of its value in 2024, the biggest drop in its 53 years as a public company. Broadcom's stock price more than doubled.

24/12 CNBC Daily Open: Holiday-thinned markets cheered by strong Wall Street finish

Large tech firms sprinkled holiday cheer on U.S. markets. Investors are also waiting to see if Santa sparks a rally to close off the S&P's magnificent year.

24/12 CNBC Daily Open: Markets begin last trading week with holiday cheer

Large tech firms sprinkled holiday cheer on U.S. markets. Investors are also awaiting to see if Santa sparks a rally to close off the S&P's magnificent year.

23/12 Taiwan leads Asian stocks higher in 2024 — but Trump tariffs, China economy cloud region's outlook

Taiwan's markets were Asia's best performing market throughout 2024, while South Korea was the worst.

18/12 Nearly all the preconditions for a market bubble are met, says UBS. How to hedge

UBS sees a 35% chance that the current bull market for stocks develops into a bubble.

16/12 Nvidia falls into correction territory, down more than 10% from its record close

Nvidia shares slumped more than 2% on Monday, putting shares of the AI chip darling in correction territory.

13/12 TSMC says first advanced U.S. chip fab 'dang near back' on schedule. Here’s an inside look.

Apple will be the largest customer at TSMC's new Arizona chip fab, which the Taiwanese company says is 'dang near back' on schedule. Here's an inside look.

10/12 Jim Cramer's top 10 things to watch in the stock market Tuesday

The drop in Oracle was keeping a lid on the stock market.

10/12 Tuesday's big stock stories: What’s likely to move the market in the next trading session

A decline in Nvidia shares helped pull the S&P 500 and the Nasdaq Composite lower on Monday. Here's what's on CNBC's radar for Tuesday.

07/12 AI's growth is just getting started, BlackRock's thematic ETF head says

BlackRock's Jay Jacobs expects infrastructure and cybersecurity plays to shine in 2025. He cites the artificial intelligence boom as a major catalyst.

03/12 Asian chip stocks mostly rise, shrugging off new U.S. semiconductor export curbs on China

Shares of major Asian chip stocks mostly rose on Tuesday, shrugging off the U.S. announcing new emiconductor export controls on China. 

28/11 Shares of key chip suppliers jump as U.S. reportedly considers toned-down China curbs

ASML and Tokyo Electron shares rose after a report that the U.S. is considering sanctions on China's chip industry that stop short of earlier proposals.

25/11 Intel and Commerce Department close to finalizing roughly $8 billion CHIPS Act grant, source says

The struggling chipmaker has cut jobs and pared back expansion plans as it grapples with its worst downturn ever, making the CHIPS Act money a welcome boost.

21/11 Want to invest behind Nvidia's Blackwell chip launch? Wall Street says try these stock alternatives

Investors looking for alternative ways to profit off of Nvidia's impending Blackwell ramp may want to take a look at these derivative plays.

21/11 Asian chip stocks slump as Nvidia's slowing revenue growth worries investors

While Nvidia's third-quarter results exceeded analysts' expectations and delivered a strong forecast for the current quarter, its shares still shed 2.5% in extended trading.

21/11 Nvidia says it will sell more of its next-generation Blackwell chips than previously anticipated

Nvidia on Wednesday signaled that Blackwell sales over the next few quarters will be limited by how many chips and systems it can make.

19/11 Global equity returns are disappearing as U.S. stock market rockets higher

The U.S. stock market has been having a party for most of November but hasn't invited the rest of the world to join the fun.

15/11 U.S. finalizes $6.6 billion chips award for TSMC ahead of Trump return

The U.S. Commerce Department said it has finalized a $6.6 billion government subsidy for TSMC's U.S. unit for semiconductor production in Phoenix, Arizona.

14/11 Philippe Laffont’s Coatue makes big bets on China and GLP-1 drugmakers in latest quarter

Laffont is a tech-focused investor and one of the 'Tiger Cub' fund managers who worked under the late Julian Robertson at Tiger Management.

13/11 Japan is ramping up efforts to revive its once dominant chip industry

Japan has announced its latest plan to boost the country's chip and AI industries as it works to regain its leading position in semiconductor technology.

10/11 US ordered TSMC to halt shipments to China of chips used in AI applications, source says

The U.S. has reportedly ordered TSMC to halt shipments of advanced chips to Chinese customers that are often used in artificial intelligence applications.

08/11 How will Donald Trump approach AI this time around? His first term offers clues

The rollout of 5G networks during Trump's first term is reminiscent of the generative AI boom.

08/11 What Trump tariffs could mean for AI darling Nvidia

Wall Street is questioning how tariffs on semiconductor imports under a Trump administration could impact high-flying AI darling Nvidia.

08/11 The sectors — and stocks — to buy in Asia after Trump's win, according to analysts

"At face value, Trump 2.0 is bad news for Asia, esp[ecially] China," Macquarie Research analysts said, but they remains bullish on a number of stocks.

06/11 Jim Cramer issues a word of caution to euphoric post-election stock investors about bonds

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

06/11 Jim Cramer's top 10 things to watch in the stock market Wednesday: Trump victory edition

Wall Street surged Wednesday after Donald Trump defeats Kamala Harris in the presidential race.

28/10 Trump accuses Taiwan of stealing U.S. chip business, here's what the election could bring

Trump said tariffs should be put on Taiwan's chips during an appearance on the Joe Rogan Experience podcast.

28/10 Stocks making the biggest moves midday: Taiwan Semi, On Semi, Delta Air and more

These are among the stocks posting the largest moves in midday trading.

28/10 Stocks making the biggest moves premarket: Exxon, Spotify, Boeing, McDonald's, TSMC and more

These are the stocks posting the largest moves in premarket trading.

28/10 TSMC suspended shipments to China firm after chip found on Huawei processor, Reuters reports

TSMC halted shipments to China's Sophgo after a chip it made was found in a Huawei AI processor, say sources tp Reuters.

24/10 Top 10 things to watch in the stock market Thursday, including news on Nvidia, 3 other Club stocks

The S&P 500 was trying to break a three-session losing streak.

23/10 TSMC denies U.S. is probing the company after report suggests blacklisted Huawei is using its chips

TSMC has denied a report that the U.S. is investigating its dealings with Huawei, following news that one of its chips has been found in a Huawei product.

22/10 Here are Evercore ISI's top chip stock picks into earnings

More than 90 S&P 500 companies have reported results, with 76% of those exceeding estimates, FactSet data shows.

22/10 Insana: The market is on a hot streak, and these factors – not the election – are driving it

Multiple factors are driving the market's recent run, and it's not just the Nov. 5 election that's lifting shares.

21/10 The index fund cushion is an equal opportunity booster for stocks

S&P 500 index and ETF money is oblivious to stock valuations of any kind and ignorant to upgrades and downgrades.

20/10 Here are the 5 things that could move the stock market in the week ahead

Earnings drove the stock market higher — can they do it again in the next week?

18/10 Investors may be too bullish on chip stocks. This options strategy can hedge against a pullback

Chips remain on fire in 2024 despite the recent volatility in earnings reports.

18/10 Cramer sees 'nirvana moment' for the market and sorts through the big stock movers

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

18/10 CNBC Daily Open: China posts better-than-expected economic data

China's gross domestic product, retail sales and industrial production beat expectations, reigniting hopes that the country's economy is coming back to life.

18/10 CNBC Daily Open: The Dow hits another high amid a mostly flat market

U.S. economic data came in strong and earnings reports continue to beat expectations. That helped to push the Dow to another record close.

18/10 Friday's big stock stories: What’s likely to move the market in the next trading session

Both the Dow Jones Industrial Average and the S&P 500 hit intraday record highs, but only the blue-chip index set a record close. Here's what to watch Friday.

18/10 Jim Cramer says investors too worried about the Fed's next move are missing opportunities

CNBC's Jim Cramer on Thursday said some investors remain too concerned with the central bank's next move.

17/10 The S&P 500 once again briefly rode Nvidia's coattails to all-time highs

Both the chip stock and the benchmark index touched intraday records in Thursday's trading.

17/10 Why we're downgrading our solar stock Nextracker, plus the chipmakers bounce back

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

17/10 Stocks making the biggest moves midday: Nvidia, Travelers, Blackstone, Uber and more

These are the stocks posting the largest moves midday.

17/10 The manufacturer of Nvidia, AMD chips soothes concerns that rocked the industry Tuesday

Shares of Nvidia, Broadcom and AMD all were higher in Thursday's session.

17/10 Nvidia stock rises to new record, exceeding June high as AI trade is rekindled

Shares of Nvidia rose more than 3% on Thursday, briefly tapping a new intraday high of $140.89. It bested a previous record of $140.76, set June 20.

17/10 Jim Cramer's top 10 things to watch in the stock market Thursday

Riding the chip and broad tech stock rally, Wall Street was heading for a higher open.

17/10 Stocks making the biggest moves premarket: Elevance Health, Taiwan Semiconductor, Expedia, Lucid and more

These are the stocks posting the largest moves in premarket trading.

17/10 5 things to know before the stock market opens Thursday

Here are five key things investors need to know to start the trading day.

17/10 TSMC third-quarter profit beats expectations as AI boom drives 54% hike

TSMC, the world’s largest producer of advanced chips, posted a 54% hike in third-quarter profit.

17/10 Thursday's big stock stories: What’s likely to move the market in the next trading session

Stocks bounced on Wednesday, and the Dow posted a second record close this week. Here's what CNBC is watching going into Thursday.

16/10 Jim Cramer's top 10 things to watch in the stock market Wednesday

U.S. stock futures were flat Wednesday as Wall Street looks to rebound to its record highs.

16/10 ASML just gave us a first glimpse into how U.S. chip export curbs will dent its China sales

ASML on Tuesday offered the first glimpse into how U.S. restrictions on exports of its advanced chip manufacturing tools to China will impact its sales in the Asian country.

16/10 Asian chip stocks fall on ASML's disappointing forecast, possible U.S. export cap

Shares of Japanese semiconductor manufacturing firm Tokyo Electron logged the biggest loses, dropping nearly 10%.

16/10 Wednesday's big stock stories: What’s likely to move the market in the next trading session

A sharp decline for key chip stocks weighed on the Nasdaq Composite and S&P 500, dragging them lower Tuesday. Here's what CNBC is watching going into Wednesday.

15/10 Here's an earnings homework checklist so you can be ready when your companies report

You never want to be playing catch-up in real time while trying to make important buy, sell, or hold decisions.

15/10 Hot chip stocks suffer a tough one-two punch, but there are winners in Tuesday's down market

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

15/10 CNBC Daily Open: The economy and inflation might stay strong

After the strong slate of data on employment, income growth and inflation, there’s chatter that the U.S. economy might be headed for a "no landing" scenario.

15/10 Asian semiconductor stocks rise after shares of AI chip darling Nvidia hit a record high

Nvidia's gains in share price lifted its market value to top $3.4 trillion, unseating Microsoft as the second most valuable company on Wall Street.

15/10 Tuesday's big stock stories: What’s likely to move the market in the next trading session

The S&P 500 and Dow Industrials rose to fresh records on Monday. Here's what CNBC is watching going into Tuesday.

13/10 Earnings will drive the stock market in the week ahead. That's a good thing

Another batch of bank earnings, alongside health-care and industrial reports, will help investors better understand the health of the U.S. economy.

12/10 Cramer's week ahead: Major banks, Taiwan Semi and Netflix report as earnings season gets into full swing

Charles Schwab, Bank of America, Johnson & Johnson, Walgreens, UnitedHealth Group Morgan Stanley, Procter & Gamble and Abbott Laboratories all report earnings.

09/10 Jim Cramer's top 10 things to watch in the stock market Wednesday

The S&P 500 is little changed a day after a nearly 1% bounce-back rally.

05/10 Keep buying these top stock picks in October, Morgan Stanley says

The Wall Street investmebnt bank says these stocks are top picks the rest of the way in October.

01/10 India to fabricate its first chip in two years as Nvidia, AMD and Micron pledge to expand to the country

India will fabricate its first chip in two years, Commerce Minister Piyush Goyal told CNBC during a one-on-one interview with CNBC in New York.

26/09 India wants to become a semiconductor powerhouse, but it can't do it on its own

India has big ambitions to become a semiconductor powerhouse as the world's fifth-largest economy pushes for self-reliance in manufacturing.

25/09 Betting chip stocks will revisit bull market highs is the trade of the fourth quarter, says Evercore ISI

Rich Ross, head of technical analysis at the firm, expects there's 20% more upside to semiconductor names into year end.

25/09 Surging AI demand could cause the world's next chip shortage, research says

The last major semiconductor shortage happened during the Covid-19 pandemic amid supply chain disruption and a rise in demand for consumer electronics.

23/09 TSMC and Samsung in talks with UAE to build chip megafactories

Discussions are still in the early stages, reported the WSJ, and any deal could be bogged down by technical challenges.

21/09 How Elon Musk hopes his new supercomputers will boost his businesses

Musk wants to use this supercomputing power to improve Teslas’ autonomous driving capabilities and train xAI’s chatbot Grok.

21/09 Intel's wild week leaves Wall Street more uncertain than ever about chipmaker's future

Intel still makes the majority of processors at the heart of PCs, laptops, and servers, but that's not enough to appease investors.

19/09 China would love a domestic Nvidia rival — but that's proving quite the challenge

Chinese firms face a number of challenges in trying to rival Nvidia including contending with U.S. export restrictions and a lack of tech expertise.

18/09 Forget Nvidia? These 2 little-known chip stocks have over 100% upside, Jefferies says

The investment bank expects the semiconductor sector to grow between 30% and 35% by mid-2025.

18/09 Nvidia vs. Alphabet: Fund manager reveals which to hold, and which to sell

Pella Funds' Jordan Cvetanovski says one of the tech giants has "dropped the ball" and he's getting out.

16/09 Biden administration awards Intel up to $3 billion under the Chips Act

The Biden-Harris Administration awarded Intel up to an additional $3 billion under the CHIPS Act, announced in a press release on Monday.

14/09 Nvidia CEO Jensen Huang revived the AI trade this week. Here's how the pros are playing it

The rise of artificial intelligence is ramping up the pace of data center modernization, and that could have major implications for a slew of popular names.

12/09 Intel getting help from Commerce Secretary Raimondo as part of effort to spur U.S. production

Commerce Secretary Gina Raimondo has met with investors recently to tout the benefits of Intel and U.S. chip production.

12/09 CNBC Daily Open: Moving past sticky core inflation

Stubborn core inflation means the Fed's unlikely to slash rates by 50 basis points. Markets will cope.

12/09 Asian chip-related stocks rally on renewed AI optimism after Nvidia CEO comments

Asian chipmaking heavyweights extended Wall Street's rally as Nvidia CEO Jensen Huang made bullish comments about the AI darling's outlook.

12/09 Samsung Electronics plans global job cuts of up to 30% in some divisions: Reuters, citing sources

Samsung Electronics is cutting up to 30% of its overseas staff at some divisions, three sources with direct knowledge of the matter told Reuters.

12/09 Chip stocks have been through wild swings, but analysts still like these names — giving one 97% upside

Semiconductor stocks have been volatile, with the VanEck Semiconductor ETF falling 11.6% last Friday. But pockets of value still exist, Morningstar says.

11/09 Asia-Pacific markets open lower after gains on Wall Street; Japan and South Korea data in focus

Traders in Asia parsed the Reuters Tankan business sentiment survey from Japan and South Korea unemployment data.

10/09 September living up to its reputation as a difficult, choppy month

Issues facing the market are well-known: weak seasonals through October, concerns about a slowing jobs market and valuations that are still on the high side.

10/09 Tuesday's big stock stories: What’s likely to move the market in the next trading session

On Monday, the three major averages rebounded from their worst week in 2024. Here's what CNBC TV is watching going into Tuesday.

07/09 This semiconductor ETF just had its worst week since 2020. Here's what's next

Never mind the VanEck Semiconductor ETF (SMH) falling more than 11% last week. Wall Street analysts aren't running away from chip stocks.

06/09 U.S. rolls out new chip-related export controls as China makes industry advances

The restrictions cover critical technologies, including quantum computing and semiconductor goods, and is aimed at China and other competitors.

05/09 Thursday's big stock stories: What’s likely to move the market in the next trading session

The S&P 500 and the Nasdaq Composite booked back-to-back losses on Wednesday. Here's what CNBC TV is watching going into Thursday.

04/09 CNBC Daily Open: Nvidia sinks and data’s weak, but hold on

In the wake of Tuesday's sell-off, some investing advice from the recently reunited band Oasis: “Hold on/ Don’t be scared.”

04/09 Asian chip stocks fall after Nvidia sell-off on Wall Street overnight

In the U.S., chipmaker Nvidia plunged more than 9% in regular trading, leading semiconductor stocks lower amid a sell-off on Wall Street.

04/09 Asia-Pacific markets set to fall after recession fears heighten, Nvidia tumbles

Investors in Asia will be watching for any spillover from the U.S. tech sell off, led by Nvidia with a 9% drop

04/09 Buy this under-the-radar stock to play the AI hardware boom, strategist says

The hardware stock is a world leader in the crucial hybrid bonding process, says investment strategist Anthony Doyle.

03/09 Stocks making the biggest moves midday: Cleanspark, Vaxcyte, Unity Software and more

These are the stocks posting the largest moves in midday trading.

29/08 Nvidia shares down 3% in premarket trade despite market-beating earnings

Nvidia shares fell 4.5% in U.S. premarket trade on Thursday despite its fiscal second-quarter results beating estimates.

29/08 Tech stocks in Asia fall amid broad declines in the region after Nvidia results

Losses were most pronounced in Nvidia's direct suppliers, such as TSMC and SK Hynix

29/08 Asia-Pacific markets slump as investors assess Nvidia results, South Korea and Taiwan lead losses

Investors in Asia will look to stocks in the region that are related to or on Nvidia's value chain, such as chipmakers and tech stocks.

27/08 As all eyes focus on Nvidia's earnings, its main supplier is set to cash in if results are strong

An even better trading opportunity may come in Taiwan Semiconductor Manufacturing Co.

26/08 Here are Monday's biggest analyst calls: Nvidia, Amazon, Microsoft, BJ's, Planet Fitness, Taiwan Semiconductor and more

Here are the biggest calls on Wall Street on Monday.

26/08 Morgan Stanley says a global tech downturn is a 'near certainty' — and shares how to position for it

"Certain segments of tech – such as semiconductor materials and the AI supply chain – could be hit the hardest," the bank says.

23/08 How Google makes custom chips used to train Apple AI models and its own chatbot, Gemini

Google makes custom AI chips called TPUs, and Apple uses them to train its AI models. CNBC got an exclusive look inside the lab where Google makes its chips.

21/08 Goldman’s hedge fund VIP portfolio is outperforming the market this year amid volatility

The VIP basket has outperformed the S&P 500 this year with a gain of 19%, compared to the S&P 500's 17% return.

20/08 Veteran investor Mark Mobius says this 'historically significant' factor could set back U.S. stocks

Markets have been volatile, and the emerging markets investor told CNBC that he has been closely monitoring one metric in the United States.

17/08 Major hedge funds bailed on some leading AI names

Major hedge funds ditched some of 2024's leading artificial intelligence names ahead of the third-quarter sell-off, regulatory filings show.

16/08 S&P 500 will be closer to 6,000 by year-end, Morgan Stanley's Slimmon says, naming stocks to buy

After the sell-off in August, markets could have a "recovery rally" in mid-September, before tumbling "another leg lower" and bottoming in October, he says.

14/08 Philippe Laffont's Coatue entered into Paramount last quarter amid weakness

The firm opened a position worth more than $38 million in the legacy media company.

14/08 Intel sells stake in UK chip designer Arm amid company-wide restructuring and cost cuts

Intel has sold its 1.18 million stake in British chip firm Arm Holdings, a regulatory filing showed on Tuesday, as the company cuts costs.

13/08 Podcast: Japan's quest for the most powerful microchip leads semiconductor revival

In the 1980s, Japan was the dominant player in the semiconductor market. But huge shifts in the way the chip supply chain operated eroded that leading-edge.

13/08 'AI shopping list': Morgan Stanley names its top global picks to play the AI theme

"AI winners" are undergoing a tactical correction, says Morgan Stanley, and "should make new highs in the coming months."

09/08 Eli Lilly's earnings rally is not done yet — plus, why TJX has stayed resilient in the volatility

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

09/08 Stocks making the biggest moves premarket: Taiwan Semiconductor, Insulet, Paramount Global and more

These are the stocks posting the largest moves in premarket trading.

07/08 Macquarie names 10 'highest conviction' Asia stocks that have 'borne the brunt' of recent sell-off

Australian investment bank says investors should focus on companies that still have their strong fundamental growth drivers intact.

06/08 Markets rebounding after Monday’s carnage, but will it last?

Markets are getting some relief after the steep declines suffered Monday. To be sure, many on the Street are not convinced the pullback is finished.

06/08 Here are Tuesday's biggest analyst calls: Nvidia, Apple, Micron, Amazon, Apollo Global & more

Here are Tuesday's biggest calls on Wall Street.

06/08 Tuesday's analyst calls: Taiwan Semiconductor a buying opportunity, CrowdStrike upgraded

A chipmaker and a beleaguered cybersecurity stock were among the stocks being talked about by analysts on Tuesday.

05/08 Stocks making the biggest moves midday: Robinhood, Nvidia, Intel and more

These are the stocks posting the largest moves in midday trading.

02/08 Linde extends its streak of earnings beats, flexes ability to handle any economy

The industrial gas supplier continues to deliver earnings growth in an "industrial recession" over the past several quarters.

02/08 Intel shares plunge 28%, dragging down global chip stocks

A number of major U.S. chip names also dropped on Friday in U.S. premarket trade, with Nvidia trading around 4% lower.

02/08 Why not all semiconductor firms are benefitting from the AI boom like Nvidia has

Not all chip firms are benefitting from the boom in artificial intelligence, earnings show, underscoring the complexities of the semiconductor supply chain.

02/08 Cramer's Lightning Round: Wells Fargo is a buy

"Mad Money" host Jim Cramer rings the lightning round bell, which means he's giving his answers to callers' stock questions at rapid speed.

31/07 ASML shares pop 7% after report that U.S. will exempt allies from new China chip restrictions

Reuters reported that the U.S. is considering expanding chip export restrictions to China, but countries including the Netherlands and Japan would be excluded.

26/07 U.S. Secretary of Commerce talks domestic chip production: 'There's no place to be reckless here or play politics'

In a Thursday interview with CNBC's Jim Cramer, U.S. Secretary of Commerce Gina Raimondo stressed the importance of domestic chip production.

26/07 Growth stocks are plenty. Veteran growth investor shares how he picks ones that can double their earnings

How do investors identify the winners from the huge universe of growth stocks out there? This fund manager shares his process.

24/07 Europe's AI-powered Google Translate rival DeepL launches traditional Chinese language in Asia push

DeepL, one of Europe's high-profile AI companies valued at $2 billion, sells translation software aimed at businesses.

24/07 TSMC shares were rocky last week. This is where Wall Street says the stock is headed

TSMC shares were rocked by geopolitical developments from the U.S. last week, even as the firm reported earnings that beat expectations.

23/07 These 2 stocks and an ETF will gain whoever wins the U.S. election, says fund manager

Tema ETFs' Yuri Khodjamirian described one of the stocks as an "under the radar" play.

23/07 Cramer says Harris would be better than Trump or Biden for mega caps and international business

CNBC's Jim Cramer on Monday told investors how a possible Kamala Harris administration might affect the market.

21/07 China is doubling down on homegrown tech. Goldman Sachs shares its chip plays

Goldman Sachs analysts pointed out there are notable catalysts for certain semiconductor and artificial intelligence China stock plays.

20/07 Alphabet earnings and 3 more things we're watching in the stock market next week

Alphabet headlines a group of Club holdings reporting earnings next week. Meanwhile, the Fed's favorite inflation gauge is the biggest economic release.

19/07 CNBC Daily Open: Dow drops, Netflix beats estimates, Nvidia rebounds

The Dow Jones Industrial Average dropped more than 500 points as investors trimmed positions in technology stocks and booked profits in other sectors.

19/07 CNBC Daily Open: Dow drops, Netflix beats, Nvidia rebounds

The Dow Jones Industrial Average dropped more than 500 points as investors trimmed positions in technology stocks and booked profits in other sectors.

18/07 Nvidia rebounds after TSMC says AI chip demand remains strong

Nvidia's rise came after TSMC said on Thursday that demand remains high and supply remains constrained for high-end AI chips.

18/07 We're buying more of this chipmaker that's been overly punished in the tech sell-off

The purchase will increase the stock's weighting in our portfolio to 1.63%.

18/07 Stocks making the biggest moves midday: D.R. Horton, Domino's Pizza, Infosys and more

These are the stocks posting the largest moves in midday trading.

18/07 Jim Cramer's top 10 things to watch in the stock market Thursday

Nasdaq futures rose Thursday after the tech-heavy Nasdaq Composite posted its worst day since 2022.

18/07 Here are Thursday's biggest analyst calls: Nvidia, Gap, Exxon, Apple, Block, Toast, Allstate, AMC, Chipotle, Dollar Tree & more

Here are Thursday's biggest calls on Wall Street.

18/07 Stocks making the biggest moves premarket: Domino's, Warner Bros. Discovery, United Airlines and more

These are the stocks posting the largest moves in premarket trading.

18/07 Asia chip stocks tumble amid news the U.S. may consider trade curbs

Chip stocks in Asia tumbled on Thursday following a tech selloff on Wall Street amid reports the U.S. may be considering tighter export restrictions.

18/07 TSMC second-quarter profit beats expectations as AI chip boom continues

TSMC on Thursday beat revenue and profit expectations in the second quarter, as demand for advanced chips used in AI applications continue to surge.

18/07 CNBC Daily Open: Rising geopolitical risk

The Nasdaq Composite plunged nearly 3% as semiconductors came under pressure amid reports of tougher trade restrictions.

17/07 Stocks making the biggest moves midday: Nvidia, Johnson & Johnson, Sweetgreen, GitLab and more

These are the stocks posting the largest moves in midday trading.

17/07 Why picking the right stocks to own for a second Trump presidency is tricky

We all think we know what will happen to stocks under Trump. But it's not so clear cut.

17/07 We're making another buy of our newest stock as the tech sell-off continues

We still see plenty of earnings growth ahead as consumers look to refresh their PCs.

17/07 Jim Cramer's top 10 things to watch in the stock market Wednesday

Wall Street is headed for a lower open Wednesday, a day after the S&P 500 and Dow closed at record highs.

17/07 Stocks making the biggest moves premarket: Nvidia, GitLab, Five Below, J.B. Hunt and more

These are the stocks posting the largest moves in premarket trading.

17/07 Global chip stocks from Nvidia to ASML fall on geopolitics, Trump comments

Global chip stocks fell sharply with ASML, Nvidia and TSMC hit amid reports of tighter export restrictions from the U.S. and comments from Donald Trump.

17/07 Trump says Taiwan should pay the U.S. for defense; shares of chip giant TSMC fall

Donald Trump said he thinks Taiwan should pay the U.S. for defense claiming the country "doesn't give us anything."

16/07 Here are Tuesday's biggest analyst calls: Nvidia, Tesla, Meta, Shopify, Broadcom, IBM, Microsoft & more

Here are Tuesday's biggest calls on Wall Street.

15/07 Netflix and these other stocks are expected to have the biggest moves on earnings this week

Several stocks could see strong moves this week on the back of their latest financial results.

15/07 We're buying back into a chipmaker that offers a new reason to own it

After the purchase, the stock will hold a roughly 0.80% weighting in Jim Cramer's Charitable Trust portfolio.

13/07 Buy these stocks ahead of earnings, including this Nvidia peer, Bank of America says

Bank of America likes these five stocks heading into earnings.

12/07 Earnings in the week ahead could be the next catalyst for a broadening market

The second-quarter earnings season is ramping up at a strange moment for stocks, as names outside of tech start to outperform.

10/07 Stocks making the biggest moves midday: Intuit, AMD, LegalZoom.com, Baidu and more

These are the stocks posting the largest moves in midday trading.

10/07 Jim Cramer's top 10 things to watch in the stock market Wednesday

Wall Street was getting ready for Day 2 of Federal Reserve Chairman Jerome Powell on Capitol Hill.

10/07 Stocks making the biggest moves premarket: Taiwan Semiconductor, Tesla, Carvana and more

These are the stocks posting the largest moves in early trading.

10/07 TSMC second-quarter revenue jumps on AI boost, handily beats market forecasts

Taiwan Semiconductor Manufacturing Co, whose customers include Apple and Nvidia, has benefited from the surge towards AI.

08/07 Here are Monday's biggest analyst calls: Nvidia, Apple, Meta, PNC, Domino's, Charles Schwab, Roblox, SolarEdge & more

Here are the biggest calls on Wall Street on Monday.

03/07 The U.S. needs more of this critical metal — and China owns 80% of its supply chain

China dominates the supply chain for many of the world's critical minerals, but so far it's held off on sweeping restrictions on at least one: tungsten.

01/07 Taiwan tops Asia's best-performing stock markets so far in 2024 — Japan is No. 2

Global markets this year have been largely driven by the themes of AI and central bank policy, and that is likely to continue, according to T. Rowe Price.

25/06 Nvidia's half-a-trillion dollar wipeout leaves global chip stocks volatile

Global semiconductor stocks saw volatile trading on Tuesday after a slump in shares of Nvidia during the previous session.

25/06 College dropouts raise $120 million to take on Nvidia's AI chips

A team founded by college dropouts has raised $120 million from investors led by Primary Venture Partners to build a new AI chip to take on Nvidia.

24/06 China's ByteDance is reportedly working with Broadcom to develop advanced AI chip

China's ByteDance is working with U.S. chip designer Broadcom on developing an advanced AI processor, two sources familiar with the matter said.

23/06 High valuations of Apple and Microsoft get a pass. Nvidia does not but should

Jim Cramer explains why Apple and Microsoft's valuation don't seem to upset anyone while Nvidia's seems to upset everyone.

19/06 Nvidia rally overnight lifts chip-related stocks in Asia on AI optimism

Asia tech stocks in Japan, South Korea and Taiwan climbed on the back of Nvidia becoming the world's most valuable company

19/06 'Outsized winners': Morgan Stanley names global stocks to tap the 'upgrade supercycle' in a corner of AI

"We think the market underestimates both the pace of innovation and the implications for growth," said the bank.