semiconductor stocks
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Nikkei 225 Climbs Amid Iran Deadline and Tech Rally
Japan’s Nikkei 225 rose 0.6% on Monday as investors balanced optimism over a chip sector rally and steady Bank of Japan policy against intensifying geopolitical tension in the Strait of Hormuz.
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TSMC Stock 2025: AI Capex Turbulence Meets Solid Growth, Nvidia-China Tailwinds
TSMC stock faces short-term volatility amid AI capex jitters, but strong fundamentals and rising demand from Nvidia’s China business reinforce its long-term growth story.
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Microsoft and Meta’s AI Spending Signals Drag Down Nvidia and Other AI Stocks
The recent AI stock downturn has highlighted the challenges tech giants like Microsoft and Meta face as they confront escalating AI infrastructure costs and data center limitations. Despite posting impressive quarterly profits, both Microsoft and Meta saw their stocks decline…