Taiwan Semiconductor Manufacturing Company Ltd. (TSM)

The AI infrastructure buildout may just be beginning.

Remarks by the Federal Reserve chair sparked a rally in stocks, but upcoming data as the market enters a historically weak month could mean more downside ahead

Taiwan Semiconductor is a smart investment to make in the AI realm.

Government ownership of stocks, with a for-profit goal, can be a slippery slope.

President Donald Trump's announcement that the U.S. government now holds a 10% stake in Intel, valued at $11 billion, has sparked sharp debate, with economist Peter Schiff calling it unconstitutional and a threat to free-market capitalism, while analyst Daniel Newman praised it as a critical investment for national security and semiconductor independence.

TSM has had a strong year, with a 16% gain, thanks to its crucial role as a supplier for tech giants like Nvidia and Apple.

Daily stock price moves often dominate headlines, but shifts in fundamental ranking scores can reveal a deeper story. This week, Benzinga's proprietary Growth data highlighted major swings among household names.

Taiwan Semiconductor may benefit substantially from the new stakes being bought in Intel stock, as wafer equipment demand is set to go higher.

Shares were indicated modestly lower overnight.

Tokyo's financial markets felt a tremor today as Japan's benchmark Nikkei 225 index (TYO: N225) dipped by 0.6%, closing at 42,636.74. The decline was largely triggered by a sobering survey indicating a persistent contraction in Japan's factory activity for the second consecutive month in August. This downturn

Should the government own Intel stock? Equipment makers may benefit, but not TSMC and Nvidia. There are geopolitical implications, too.

U.S. officials may seek equity stakes in Taiwan Semiconductor Manufacturing Co under CHIPS Act, requiring scrutiny and approval by Taiwan.

Both of these companies occupy strongholds in their industries that position them for sustained success.

Intel stock falls as the company seeks more investors after SoftBank deal and Trump administration considers equity stake.

The artificial intelligence (AI) boom, which propelled tech stocks to unprecedented highs throughout late 2023 and early 2024, is now facing a significant reality check. A growing wave of skepticism regarding the sustainability of the AI frenzy, largely ignited by a recent MIT report highlighting limited returns on generative AI

The technology sector has recently experienced a significant market correction, with bellwether AI-related stocks like Nvidia (NASDAQ: NVDA), Palantir Technologies (NYSE: PLTR), and Intel (NASDAQ: INTC) feeling the brunt of investor skepticism and profit-taking. This downturn, particularly pronounced in mid-August 2025, has seen a re-evaluation of the high-flying artificial intelligence

Intel fell almost 8% as investors awaited the government's decision on the stake purchase and processed the possible consequences.

U.S. government may take equity stakes in chipmakers like Micron, Samsung, and TSM in exchange for subsidies.

The U.S. government may want to own a piece of Taiwan's marquee semiconductor company.

Has the recent surge in AI stocks gone too far, too fast?

Intel's turnaround is now backed by a strategic SoftBank investment and potential U.S. government stake, making it a key national technology asset.