Taiwan Semiconductor Manufacturing Company Ltd. (TSM)

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As the first quarter of 2026 draws to a close, Wall Street is laser-focused on April 16, a date that promises to define the trajectory of the global technology and media sectors for the remainder of the year. The dual earnings reports from Taiwan Semiconductor Manufacturing Company (NYSE:TSM) and

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Intel Corp. (Nasdaq: INTC) has officially signaled the end of its era of financial caution, reaching a definitive $14.2 billion agreement to repurchase the 49% stake in its Ireland Fab 34 joint venture previously held by Apollo Global Management (NYSE: APO). The move, announced this week, marks a pivotal

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TSMC's April 10 update could reveal whether artificial intelligence (AI) demand is hitting real-world supply limits.

Semiconductor industry demand is soaring as AI effectiveness rises.

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These companies will benefit from increased spending on manufacturing in America.