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TSMC plans up to $64B in 2026 capex as Intel raises $15B through stock sales to fund its manufacturing comeback.
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Before the IV crush comes the IV rush. Data on Salesforce, Intel and NVIDIA shows how implied volatility climbs into earnings — and why option prices don't follow.
Read original at benzingaIf Nvidia were to reach that level from its current price of around $226, its market capitalization would climb to about $12.5 trillion.
Read original at benzingaIntel Corp. (INTC) stock is surging Thursday following Nvidia’s strong Q2 financial results and reports of potential broad U.S. chip tariffs.
Read original at benzingahttps://www.politico.com/news/2026/08/27/data-centers-chips-tariffs-threat-01050957
Read original at benzingaChina's technology sector in the U.S. maintains resilient footing despite periodic trade friction, with a tariff-pause framework from May remaining intact. Key sectors including semiconductors, electric vehicles, AI, humanoid robots, and aerospace show steady momentum. Four Chinese tech stocks—Taiwan Semiconductor, ACM Research, GDS Holdings, and Kingsoft Cloud—present compelling investment opportunities driven by strong fundamentals, expanding product cycles, and AI-driven demand.
Read original at zacks-investment-researchMajor hedge funds including Peter Thiel's fund, David Tepper's Appaloosa Management, and others loaded up on Amazon, Alphabet, and Taiwan Semiconductor during Q2. Amazon's AWS grew 37% YoY, Alphabet's Google Cloud surged 82%, and TSMC benefits as the world's largest chip supplier for AI computing. All three stocks are positioned as strong AI investment opportunities.
Read original at the-motley-fool