TSMC's January Revenue Surges 37% on Booming AI Chip Demand
TSMC reports strong 37% revenue growth in January 2026, exceeding annual targets as AI chip demand drives record capital spending and potential US tariff exemptions.
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Apple Bucks Big Tech's AI Spending Frenzy While Cloud Backlogs Hit $1.1 Trillion
While Amazon, Google, Meta, and Microsoft pour record billions into AI infrastructure, Apple takes a different approach—and Big Tech cloud backlogs reach unprecedented levels.
Apple's Record Q1: Can It Last Amid Supply Chain Woes?
Apple delivered record-breaking Q1 results with $143.8B revenue and 38% China growth, but memory shortages and supply constraints threaten future margins.
Nvidia and Apple Diversify Chip Production with Intel Partnership
Nvidia and Apple plan to shift some chip production to Intel by 2028, reducing reliance on TSMC while maintaining core manufacturing partnerships.
Nancy Pelosi's Latest Stock Moves: Big Bets on Tech Giants
Nancy Pelosi disclosed major stock transactions in January 2026, including exercising options on Amazon, Google, and Nvidia while selling Apple shares worth millions.
JPMorgan Raises Apple Price Target to $315 Ahead of Earnings
JPMorgan lifts Apple price target to $315, citing strong iPhone 17 demand despite higher memory costs, and maintains an Overweight rating.