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AI is now driving a meaningful portion of US economic growth. Check out my capital allocation to safely play the AI build-out...
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Yes, these are three elite businesses with powerful fundamentals. But tread carefully, as their valuations look stretched...
Continue ReadingTaiwanese tech titan TSMC reported Thursday a record net profit for the third quarter on skyrocketing demand for microchips used to power iPhones and artificial intelligence.TSMC said net profit for the three months to September soared 39.1 percent from a year ago to NT$452.3 billion (US$14.7 billion), a quarterly record...
Continue ReadingThe digital retail, cloud, and artificial intelligence (AI) specialist has a lot going on. Is it time to buy?...
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Microsoft Corporation is rated Buy, driven by its unique position in both AI infrastructure & AI-powered applications. Learn more about MSFT stock here...
Continue ReadingKuku plans to expand beyond India with a U.S. launch slated for next year...
Continue ReadingTaiwan’s leading computer chip maker, TSMC, said Thursday that its net profit surged nearly 40% in the last quarter, boosted by the surge in use of artificial intelligence. Taiwan Semiconductor Manufacturing Corp. is the world’s biggest semiconductor manufacturer. It reported a net profit of a record 452.3 billion new Taiwan dollars ($15 billion) in the July-September quarter, higher than analysts’ forecasts...
Continue ReadingA small number of companies dominate US equity market size and earnings, making investors reliant on the fortunes of a select few...
Continue ReadingTSMC, the world's largest contract chipmaker, posted a 39.1% jump in third-quarter net profit on Thursday,...
Continue ReadingMany investors have significant exposure to the S&P 500 index and its paltry yield. Here’s how to bulk up the income portion of your portfolio...
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