Apple plans to purchase well over 100 million chips from TSMC’s Arizona factory in 2026—a major increase that signals strong demand for advanced U.S.-made semiconductors and has pushed TSMC shares to record highs.
Berkshire Hathaway, under Warren Buffett's last quarter as CEO, sold big chunks of Bank of America and Apple shares while starting a new stake in The New York Times.
Danaher Corporation announces a major $9.9 billion acquisition of Masimo, a leader in pulse oximetry and patient monitoring. The cash deal at $180 per share strengthens Danaher's diagnostics business and aims to improve patient care in hospitals.
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.
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 delivered record-breaking Q1 results with $143.8B revenue and 38% China growth, but memory shortages and supply constraints threaten future margins.
