The Firm That Filed a Bet Against Taiwan Semiconductor Then Launched a Foundry Fund Five Days Later

Five days. That's the gap between Defiance ETFs filing paperwork for a 2X daily bearish bet against Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) and launching a long fund built on the very foundry industry that Taiwan Semiconductor dominates.

24/7 Wall Street • 11 hours ago

TSMC's Global Expansion Pressures Margins Amid AI-Driven Growth

TSM's 100 billion Arizona expansion and global fab buildout aim to meet AI-driven demand, but rising overseas costs may pressure margins.

Zacks Investment Research • 6 hours ago

AI Infrastructure Spending Is Set to Hit $1.4 Trillion by 2030. These Are the 3 Chip Stocks Positioned to Capture It.

The silicon layer is where the AI buildout begins and where the bottleneck is tightest. JPMorgan projects annual AI infrastructure spending will reach $1.

24/7 Wall Street • 8 hours ago

Semiconductor Stocks Slide as Global Bond Selloff Lifts Yields: Intel Drops 3%, NVIDIA and AMD Slip

Semiconductor stocks are falling at Tuesday's open as a global bond selloff drives long-term yields higher and forces a rethink of the market's highest-multiple corners.

24/7 Wall Street • Sep 1, 2026

Taiwan's chip prowess is built on democracy and rule of law, president says

Taiwan's semiconductor prowess is built ​on the foundations of democracy and rule of law, becoming a trusted international partner ‌that keeps its promises to supply the world, President Lai Ching-te said on Tuesday.

Reuters • Sep 1, 2026

Elon Musk Is Spending $119 Billion on A Single Building Outside Houston. Here's Who Actually Profits.

Picture a single building with 36 times the square footage of the Empire State Building. Elon Musk is putting one in Grimes County, Texas, an hour northwest of Houston, and filling it with chip-making equipment.

24/7 Wall Street • Aug 31, 2026

Billionaire David Tepper of Appaloosa Is Overweight AI Stocks -- but He Recently Dumped Every Share of the Hottest AI Stock of 2026

Form 13F filings allow investors to track which stocks Wall Street's savviest asset managers bought and sold in the latest quarter. Billionaire David Tepper has piled into foundational AI stocks, such as Nvidia, Taiwan Semiconductor Manufacturing, and Amazon.

The Motley Fool • Aug 31, 2026

Not Nvidia. Not AMD. This Semiconductor Giant Will Be the Ultimate Winner of the Artificial Intelligence (AI) Hardware Race.

Taiwan Semiconductor controls a huge part of the chip foundry market. TSMC believes the current AI build-out will last for several more years.

The Motley Fool • Aug 30, 2026

TSMC vs. ASML: Which Semiconductor Giant Is the Better Stock Buy?

Taiwan Semiconductor Manufacturing is growing faster. ASML's stock gets a valuation boost due to its technology.

The Motley Fool • Aug 29, 2026

Billionaire Stanley Druckenmiller Just Bought Taiwan Semiconductor Stock. Is the Foundry Giant Still a Screaming Buy?

Taiwan Semiconductor is expanding its chip production facilities in Arizona. The stock looks fairly valued from a historical standpoint.

The Motley Fool • Aug 28, 2026