TSMC stock hits record high on Arizona chip plans, $6.6 bln subsidy

Apple (AAPL) Plans to Overhaul Entire Mac Line With AI-Focused M4 Chips - Bloomberg

Apple (NASDAQ: AAPL) Plans to Overhaul Entire Mac Line With AI-Focused M4 Chips - Bloomberg

Apple (AAPL) PT Lowered to $210 at JPMorgan, Remains Bullish as 'Sentiment improving with hedge fund investors'

JPMorgan analyst Samik Chatterjee lowered the price target on Apple (NASDAQ: AAPL) to $210.00 (from $215.00) while maintaining a Overweight rating.

The analyst comments "Contrary to the deterioration of fundamentals relative to both Hardware demand as well as outlook for Services growth, the... More

NVIDIA (NVDA) target raised at Morgan Stanley as business 'continues to strengthen'

Morgan Stanley raised its price target for NVIDIA (NASDAQ: NVDA) to $1,000 from $795 in a note Wednesday, reiterating an Overweight rating on the stock, saying the business continues to strengthen.

Despite Nvidia's strong rise so far this year, Morgan Stanley made the case for maintaining outsized exposure to AI, adding that NVIDIA is increasingly the... More

After TSM, this chipmaker is the favorite to 'a significant grant' - Citi

Analysts at Citi highlighted one chipmaker they expect to receive a "significant grant" after the U.S. government announced a grant to Taiwan Semi (NYSE: TSM) on Monday.

The U.S. Department of Commerce announced that TSMC will receive up to $6.6 billion in... More

Morgan Stanley on TSMC (2330:TT) (TSM): 'Investors' feedback on further US fab expansion'

Morgan Stanley analyst Charlie Chan reiterated an Overweight rating and NT$860.00 price target on Taiwan Semiconductor Manufacturing Co. Ltd. (2330:TT) (NYSE: TSM).

The analyst comments "Our thoughts: Further diversification of overseas fabs should mitigate investors' geopolitical concerns, as we pointed out in... More

Wedbush's Dan Ives Defending Apple (AAPL): 'Our forest through the trees view on Apple is all about navigating this next 1-2quarters and getting on to the other side of easier comps'

Wedbush analyst Daniel Ives reiterated an Outperform rating and $250.00 price target on Apple (NASDAQ: AAPL).

The analyst comments "Our forest through the trees view on Apple is all about navigating this next 1-2 quarters and getting on to the other side of easier... More