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Intel stock edges higher to $101.19. Discover Intel's technical levels, SoftBank’s $8.2B profit, analyst ratings, and top ETF weightings.
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Nvidia CEO Jensen Huang reveals how repeated calls and a personal letter to TSMC founder Morris Chang forged a decades-long partnership.
TSMC is positioned for strong growth through 2030, with analysts expecting 46% revenue growth and 66% EPS growth in 2026, followed by 32% and 31% CAGRs respectively through 2028. The article projects a $1,000 investment could grow to over $3,000 by late 2030 if the company meets expectations and trades at 20x forward earnings, driven by AI and cloud infrastructure demand. However, risks include Taiwan-China tensions, costly overseas expansion, and potential AI spending slowdowns.
ASML, the Dutch semiconductor equipment maker, is identified as the true bottleneck in AI chip production. As the sole producer of high-end EUV lithography systems essential for manufacturing advanced AI chips, ASML has no competitors and significant pricing power. The company expects 35-38% revenue growth for 2026 with expanding EPS, driven by surging demand for its EUV systems from foundries like TSMC, Samsung, and Intel.
Tech stocks declined on October 16, 2026, as investors rotated into defensive sectors. The Nasdaq Composite fell 1.09% while the S&P 500 dropped 0.34%, with energy, materials, and financial stocks leading gains. Chipmakers faced selling pressure amid concerns about borrowing costs and AI debt fears. Tesla erased early gains, Netflix declined following leadership changes, and CoreWeave tumbled nearly 10%.
Micron and Sandisk are potentially breaking the cyclical pattern of the memory chip industry by signing long-term contracts with major customers that lock in pricing through 2030-2031. These strategic agreements reduce commodity-like pricing volatility, particularly in DRAM and HBM markets, which could lead to significant stock repricing as investors begin valuing them like regular tech stocks rather than cyclical businesses.
The iShares Semiconductor ETF is on a nine-session losing run unseen since May 2006, as the KOSPI posts its worst week since 2008, optical names suffer dot-com-era drops and Bank of America sees a Cisco echo.