Sustainable Finance Newsletter - T. Rowe Price's tough love for Tesla
Ross Kerber: Tesla trumpeted support from T. Rowe Price for Elon Musk's $56 billion CEO pay package from 2018. But a of more critical proxy votes the asset manager has cast for Tesla make the firm look like rubber stamp for Tesla. He says different T.Rowe Price funds have different views on Tesla's outlook. Kerber also looks at Boeing's corporate culture and a U.S. Rooftop solar plan.
Reuters · 53m ago
Artisan Sustainable Emerging Markets Fund Q1 2024 Commentary
Seeking Alpha · 1h ago
Musk Lifts Sentiment In Entire Stock Market By Saying A Regular Car Is Like "Riding A Horse"
Elon Musk has lifted sentiment in the stock market by saying that Tesla Inc (TSLA) is not a car company but an AI company. Boeing Co (BA) earnings are being well received after better than expected. The U.S. Treasury will conduct a record auction of $70B of five year Treasuries. Money flows are positive in the early trade of TSLA.
Benzinga · 1h ago
Vertiv: Orders Jump In Q1, Solid Non-GAAP Beat And Raise For This AI Play
Seeking Alpha · 2h ago
Artisan International Fund Q1 2024 Commentary
Seeking Alpha · 2h ago
'HBM Prices Likely To Fall In 2H24 Due To Intensified Market Competition' - DigiTimes
Benzinga · 3h ago
Elon Musk's Big Bet: Tesla to Ramp Up AI Development with Nvidia's Powerful Chips
Tesla Inc may install 85,000 Nvidia Corp H100 chips by year-end to train its artificial intelligence models. CEO Elon Musk says the company currently possesses 35,000 of the chips. The most advanced and expensive graphics processing units are designed for AI applications. Google, Microsoft, and Amazon are among the largest purchasers of Nvidia chips.
Benzinga · 4h ago
Move Over Nvidia: Experts Bullish On Intel's AI Chip, Predicts Surge In These Three Global Stocks
TSMC, Alchip and Wistron stand to gain the most from the demand for Intel’s latest AI chip, Gaudi 3. The introduction of the artificial intelligence chip is projected to benefit three global semiconductor companies. Morgan Stanley predicts that the total Gaudi shipment volume could hit 300-400k units in 2025.
Benzinga · 5h ago
Artisan Global Opportunities Fund Q1 2024 Commentary
Artisan Global Opportunities Fund's portfolio outperformed the MSCI AC World Index in Q1 2024. Artisan Partners expects the US economy to experience a Goldilocks scenario with falling inflation and a soft landing. The S&P 500 Index gained 10.6% in the first quarter of 2024.
Seeking Alpha · 5h ago
3 Best Stocks to Buy Now, 4/24/2024, According to Top Analysts 
TipRanks · 6h ago
Taiwan chipmaker UMC warns of muted auto, industrial demand
Taiwan chipmaker UMC warns of muted auto, industrial demand. UMC expects a rise in wafer shipments in the second quarter as inventory levels for computing, consumer and communications improve. Investors have been on edge about chip demand after UMC's larger peer TSMC lowered expectations for growth. United Microelectronics Corp focuses on more mature technologies.
Reuters · 7h ago
Nvidia Has Rarely Been Cheaper, Long-Term AI Trend Remains Robust
NVDA has rallied by another +92% to its peak, well outperforming the wider market at +10%. The stock is likely to be well-supported at $620s after the recent pullback. The company's AI chip sales/ market share is expected to grow over the next few years. NVDA's CUDA platform remains the clear differentiator for most developers and programmers. Long-Term AI Trend Remains Robust, and the company remains a Buy at every dip.
Seeking Alpha · 21h ago
Keybanc Says Nvidia (NVDA) Stock Is Still One of the Top Buys in Today’s Market
Artificial intelligence (AI) stocks like Nvidia (NASDAQ:NVDA) have been red-hot this year. Keybanc kept its “overweight” rating on NVDA stock this morning. Other analyst firms have also been bullish on the shares of late.
Investorplace · 1d ago
Is It Time to Buy ASML Stock Yet?
Shares of top lithography equipment maker ASML Holding took a steep tumble after earnings in mid-April. ASML is the sole provider of EUV lithography machines used in advanced semiconductor manufacturing. The company's stock is trading for 43 times expected earnings for the year of 2024. But the company's growth is expected to be flat in the coming years.
The Motley Fool · 1d ago
Goldman Sachs, SL Green Realty And A Major Chipmaker On CNBC's 'Final Trades'
Final Trades: Taiwan Semiconductor Manufacturing Company Limited is oversold and cheap. Goldman Sachs Group, Inc. Reported better-than-expected first-quarter earnings on April 15. SL Green Realty Corp. Has a 6% yield and is a good investment for investors.
Benzinga · 1d ago
Analysts Expect TDIV To Hit $76
NASDAQ · 1d ago
GLOBAL MARKETS-Asian shares extend gains ahead of tech earnings, yen fragile
Asian shares extend gains ahead of tech earnings, yen fragile. MSCI's broadest index of Asia-Pacific shares outside Japan rises 0.8%. Japan's yen plummets to fresh 34-year lows against the dollar. Focus shifts to earnings reports from U.S. Tech giants this week.
Reuters · 1d ago
The Magnificent 7 Get Set To Report Amidst An S&P 500 Losing Streak
The S&P 500 headed for its longest losing streak of the year last week. The Magnificent 7, Tesla, Meta, Alphabet and Microsoft are out this week. Markets continue their downward momentum despite a positive start to the Q1 earnings season. The LERI shows corporate uncertainty ticking back up after falling in Q4.
Seeking Alpha · 1d ago
Taiwan Semiconductor Stock (NYSE:TSM): Post-Earnings Dip Signals Opportunity
TipRanks · 1d ago
UPDATE 5-Taiwan rattled by more than 200 quakes, but no major damage
Taiwan rattled by more than 200 aftershocks, but no major damage reported in quake-hit eastern county of Hualien. Largely rural and sparsely populated county was hit by a 7.2 magnitude earthquake on April 3 that killed at least 17 people. Taiwan's largest chipmaker TSMC says it does not expect any impact on operations.
Reuters · 1d ago
Webull provides a variety of real-time TSM stock news. You can receive the latest news about Taiwan Semi through multiple platforms. This information may help you make smarter investment decisions.
About TSM
Taiwan Semiconductor Manufacturing Co Ltd is a Taiwan-based company mainly engaged in the provision of integrated circuit manufacturing services. The integrated circuit manufacturing services include process technology, special process technology, design ecosystem support, mask technology, 3DFabricTM advanced packaging and silicon stacking technology services. The Company has completed the transfer and mass production of 5nm technology, and is engaged in the research and development of 3nm process technology and 2nm process technology. The product application range covers the entire electronic application industry, including personal computers and peripheral products, information application products, wired and wireless communication system products, servers and data centers.