Taiwan Semiconductor Manufacturing Co. Stock News

When ChatGPT was released to the broader public on Nov. 30, 2022, Nvidia had a market capitalization of just $345 billion. As of the closing bell on July 25, 2025, its market cap had eclipsed $4.2 trillion, making it the most valuable company in the world -- by a pretty wide margin, too.

Intel (INTC 0.07%) may be unrivaled in the tech sector in its underperformance in recent history. Over the last 10 years, the stock is down 26% even as many of its semiconductor peers and the "Magnificent Seven" have delivered monster returns.

Few companies dominate their industry like Taiwan Semiconductor Manufacturing (TSM -0.63%) (TSMC) does in the semiconductor (chip) space, and Wall Street has taken notice. Through July 25, TSMC's stock is up close to 22% in 2025, while the S&P 500 index is up around 9%.

Intel's Q2 2025 results highlight ongoing challenges with flat revenue and losses, while TSMC delivered strong growth driven by AI demand, reinforcing its market leadership as Intel seeks recovery.

Shares of Palantir Technologies (PLTR -0.59%) surged 480% over the past year as the artificial intelligence analytics company's sales and earnings both jumped. Palantir's services are used by the U.S. government and companies to make sense of their data and make better decisions, and the company is likely still in the early innings of the AI boom.

TSMC's Q2 results showcased record revenue and accelerating profit growth, underpinned by strong margins and robust cash generation. Technological leadership remains TSMC's core advantage, with the upcoming N2 and A16 nodes driving multi-year revenue pipelines and customer lock-in. Global manufacturing expansion, especially in the US, Japan, and Europe, strengthens TSMC's moat and hedges geopol...

Information is the lifeblood of Wall Street. However, trying to analyze earnings reports from hundreds of influential public companies, while also keep a watchful eye on U.S. economic data releases and proposed policy changes from the Donald Trump administration, can be overwhelming and allow something of importance to slip through the cracks.

Nvidia placed orders for 300,000 H20 chipsets with contract manufacturer TSMC last week, two sources said, with one of them adding that strong Chinese demand had led the U.S. firm to change its mind about just relying on its existing stockpile.