Recent intraday volatility wiped $137 billion across top memory equities, triggering premature retail investor panic over an impending artificial intelligence (AI) hardware supply glut. The brutal sell-off hit the semiconductor sector after an extended run, prompting many market participants to que....
Good MorningU.S. stocks finished higher Monday, with the Dow closing at a record and the S&P 500 and Nasdaq advancing as investors rotated back into the chip and AI trade. AI-linked stocks led S&P 500 gainers, while reports highlighted renewed strength in semiconductor order flow and sector ETFs tied to the AI boom.
Megacap tech remained in focus. Microsoft drew attention after reports of roughly 4,800 job cuts as it continues heavy AI and Azure spending, while Jefferies pointed to Microsoft as a standout in strong cloud demand. Oracle shares rose after an analyst cited upside in its cloud business, Broadcom gained on Apple-related optimism, and HPE announced Vultr selected it and NVIDIA for next-generation AI data center infrastructure.
Deal news also moved markets. Lockheed Martin agreed to buy naval defense technology company Ultra Maritime for $3.45 billion, while EasyJet shares jumped on a reported take-private deal led by Castlelake. SpaceX is set to join the Nasdaq-100 after a rule change accelerated its inclusion. In crypto-linked equities, Strategy disclosed a $216 million bitcoin sale to help fund preferred dividends, putting renewed attention on its balance sheet strategy. Featured: $10B for a startup. $0 for the real deal. (Ad) 
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Technology |
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Recent intraday volatility wiped $137 billion across top memory equities, triggering premature retail investor panic over an impending artificial intelligence (AI) hardware supply glut. The brutal sell-off hit the semiconductor sector after an extended run, prompting many market participants to que... Read the Full Story |
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From Our Partners |
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Google's AI data centers consume more electricity than some countries, and solar and wind can't keep up. Google locked in a 15-year deal with one energy company. Meta signed for 150 megawatts. Bill Gates wrote a $100 million check.
This is the only company that finds the resource, builds the plants, and sells the power - 24/7, zero carbon. On August 18th, a federal land auction could accelerate everything. |
| See the company powering the AI revolution and what comes next |
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Medical |
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The healthcare sector is one of the best-performing sectors in the S&P 500 over the past month, with a gain of around 6%. But while that rebound has been led by a handful of mega-cap Big Pharma companies, it has also been reflected in the performances of smaller firms. One of those is mid-cap H... Read the Full Story |
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Construction |
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KBR (NYSE: KBR) insiders, specifically a trio of directors and the CFO, bought shares in May, signaling confidence in the company’s health and the stock’s deep value. Trading at multi-year lows, KBR shares were valued at pennies to the dollar relative to long-term forecasts, with a value-unlocking ... Read the Full Story |
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From Our Partners |
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You've picked up scattered trade setups from YouTube. Maybe you learned a winning chart pattern from X, an exit rule from a course, a risk tip from somewhere else. Individually, none of it is wrong. But the problem is that none of it connects.
That disconnect is the real reason 90% of traders fail. Not a missing setup. It's something else entirely. And once you see it, you can't unsee it.
I'm walking through this in a free live workshop, where I'll break down one real trade from entry to exit. You'll see exactly why the same setup returned a +97% gain, instead of the 20-25% most traders would have grabbed and walked away with. |
| Click to Save Your Seat >> |
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Retail/Wholesale |
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Not every downgrade is a sell signal. Sometimes, a lower price target reflects reset expectations rather than a broken investment case. That distinction matters for Domino’s Pizza (NASDAQ: DPZ) and ServiceNow (NYSE: NOW), two high-quality stocks that have fallen toward long-term lows even as Wall S... Read the Full Story |
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Energy |
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AI bubble fears keep resurfacing, and depending on who you ask, the story is either just getting started or already cracking at the edges. Doug Casey, founder of International Man and a self-described technophile who has invested across more than 50 years and 155 countries, falls firmly in the seco... Read the Full Story |
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From Our Partners |
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On July 17th, the House passed the GENIUS Act - and at least one prominent Trump ally is raising alarms. Rep. Marjorie Taylor Greene claims the bill contains 'the entire setup, groundwork and infrastructure to move from cash to digital currency.'
If the legislation becomes law, the implications for how Americans store and control their money could be significant. There may be a limited window to act before it takes effect. |
| Learn what steps you can take to protect your wealth before this becomes law |
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Technology |
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Ambarella’s (NASDAQ: AMBA) stock price has struggled with traction for years, but that may be coming to an end. The company's shift to computer vision and edge AI is paying off, and analysts are giving it the credit it deserves. Rosenblatt notably raised its price target to a Wall Street high of $... Read the Full Story |
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Technology |
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The AI trade appears to be stumbling. Memory stocks, neocloud names, and semiconductors, the very groups that helped carry the market through the first half of 2026, have been selling off hard in recent weeks, and the money leaving those trades does not appear to be heading entirely for the sidelin... Read the Full Story |
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Consumer Staples |
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Gen-Z consumers frequently hear the well-meaning, but perhaps oversimplified advice to quit paying $8 dollars for their morning coffee. But human nature has a way of adapting. It is such that these consumers now have a comeback. They’re not just drinking coffee. They’re having a functional drink to... Read the Full Story |
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Industrials |
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When an industrial sector powerhouse announces a multi-billion dollar acquisition, the market's first reflex is almost always to sell. Institutional investors are notoriously skittish toward aggressive mergers and acquisitions in cyclical sectors unless they see immediate, verifiable free cash fl... Read the Full Story |
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Energy |
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Dividend stocks are becoming attractive in 2026. First, investors are becoming more skeptical about growth in the technology sector, which remains concentrated in a few names. Adding to the current angst is that those names seem to revolve around headlines and vibes. At the core of this concern is ... Read the Full Story |
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Tuesday's Early Bird Stock Of The Day Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides a range of wafer fabrication processes, including processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and othe... |
Should I Buy Taiwan Semiconductor Manufacturing Stock? TSM Bull and Bear Case ExplainedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Taiwan Semiconductor Manufacturing was last updated on Friday, July 03, 2026 at 6:03 PM. Taiwan Semiconductor Manufacturing Bull Case
- The company reported strong earnings per share of $3.11 for the latest quarter, indicating robust profitability and operational efficiency.
- With a net margin of nearly 47%, Taiwan Semiconductor Manufacturing demonstrates its ability to convert revenue into profit effectively, which is a positive sign for potential investors.
- The current stock price is around $720, reflecting strong market confidence and growth potential in the semiconductor industry.
- Analysts have a consensus rating of "Buy" for the stock, with several firms raising their price targets, suggesting optimism about future performance.
- The recent increase in the quarterly dividend to $1.1136 per share, up from $0.95, shows the company's commitment to returning value to shareholders, with a payout ratio of 25.12% indicating sustainable dividend payments.
Taiwan Semiconductor Manufacturing Bear Case
- Despite strong earnings, the semiconductor industry is highly competitive, and any market fluctuations could impact Taiwan Semiconductor Manufacturing's profitability.
- Recent downgrades from some analysts, such as Zacks Research lowering the rating from "strong-buy" to "hold," may indicate potential concerns about future growth.
- The semiconductor market is subject to rapid technological changes, and failure to keep pace with innovation could hinder Taiwan Semiconductor Manufacturing's market position.
- Global supply chain issues and geopolitical tensions could pose risks to the company's operations and revenue stability.
- While the dividend increase is positive, the yield of around 0.9% may not be attractive enough for income-focused investors compared to other investment opportunities.
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