Who might benefit/lose when the H20 shipment resumes?
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- All eyes on Micron earnings tonight as sell-off raises stakes for AI memory trade
- Alphabet added to Dow Jones Industrial Average, Verizon dropped
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- Campbell Soup (CPB) Declares $0.39 Quarterly Dividend; 7.7% Yield
- KKR launches Helix with over $10 billion to build AI infrastructure
Taiwan Semi (TSM) PT Raised to $275 at Barclays
July 17, 2025 12:45 PM EDTBarclays analyst Simon Coles raised the price target on Taiwan Semi (NYSE: TSM) to $275.00 (from $249.00) while maintaining a Overweight rating.
The analyst comments "TSM results were once again ahead of expectations and guidance. FY was upgraded and whilst maybe benefiting from pull-ins AI strength continues to drive strong growth. We leave estimates broadly unchanged but revert our target multiple and thus our PT moves to... More
Stifel Comments on Taiwan Semi (TSM)
July 17, 2025 6:50 AM EDTStifel Comments on Taiwan Semi (NYSE: TSM)
The analyst comments "Taiwan Semiconductors capex plan for 2025 is unchanged (inline with our expectations), representing +34% YY growth at the midpoint of the range. This is supported by TSMCs +30% 2025 revenue growth forecast (revised from... More
