Microsoft Shares Gain as Azure Revenue Tops $100 Billion Amid AI Spending Doubts
Some investors doubt that heavy AI infrastructure spending will pay off, and several tech stocks are falling. Microsoft shares have…
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TSMC reports record Q3 revenue of NT$1,494.24 billion, up 50.9%
Taiwan Semiconductor Manufacturing Co. reported record third-quarter revenue and net income, and raised its 2026 revenue growth outlook. Management also…
Micron’s Long-Term Memory Deals Extend Past 2030, Keybanc Analysts Say
Micron has signed 26 strategic customer agreements covering about 35% of its sales through 2030. Keybanc analysts say customers are…
Columnist Says AI Boom Winners May Be Companies Using the Spending, Not Making It
A Motley Fool columnist argues that the biggest winners of the AI boom may not be the companies spending on…
TSMC to build base dies for Nvidia’s custom NVHBM memory chips
Nvidia is reportedly steering Samsung, SK Hynix and Micron toward TSMC's 3nm process for the base dies of its NVHBM…
