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This billionaire dumped cloud stocks for these new AI stocks. Should investors do the same?

amefika2 weeks ago05 mins

Billionaire portfolio manager Philippe Laffont of Coatue Management had a busy first quarter. The tech investor significantly reduced his fund’s holdings in the big three cloud providers Amazon, Alphabetand microsoftwhile completely abandoning his position in Oracle. Meanwhile, it was buying a couple of semiconductor infrastructure enablers. Increased participation in Taiwan Semiconductor Manufacturing Co. (NYSE: TSM)which…

AI data centers employ very few people: what are the numbers?

amefika3 weeks ago06 mins

A $10 billion data center campus in Lebanon, Indiana, will employ about 300 people once it is operational. The Meta facilities, the company announced in February, will represent more than $10 billion in regional investment. At peak construction, the project is expected to generate more than 4,000 construction jobs. Once operational, the campus will generate…

All eyes on TSMC’s earnings on April 16. Can TSM shares be bought now?

amefika2 months ago04 mins

Taiwan Semiconductor Manufacturing Company (TSMC) (TSM), the world’s leading semiconductor foundry, ended 2025 on a strong note, driven by growing demand for advanced nodes and AI accelerators. While the company will report its first-quarter earnings report on April 16, it provided a preview of preliminary first-quarter revenue growth of 35%, showing the strength of the…

Stock Market Today: Dow, S&P 500 and Nasdaq Rise as TSMC Raises AI Hopes and Bank Stocks Rise

amefika5 months ago02 mins

Transition investing – investments in sectors crucial to the AI revolution – is the “perfect” hedge for investors worried that the AI boom could turn into a bubble, according to equity strategists at Bank of America. Fears that AI, which BofA called a “fundamental revolution that is about to change everything,” are receding, the strategists…

Prediction: TSMC Stock Will Soar After January 15

amefika5 months ago05 mins

TSMC’s revenue growth in the fourth quarter of 2025 exceeded market expectations. The foundry giant looks poised for faster growth in 2026. TSMC’s ability to deliver a better-than-expected outlook when it releases its results on January 15 could be a tailwind for the company’s share price. 10 stocks we like better than Taiwan Semiconductor Manufacturing…

Billionaire Philippe Laffont Has a Third of His Portfolio in These 6 Incredible AI Stocks Ready to Dominate in 2026

amefika5 months ago05 mins

Laffont is a firm believer in the artificial intelligence (AI) investment trend. Nvidia and TSMC are expected to prosper due to increased data center spending in 2026. All AI hyperscalers have strong core businesses to fund their AI developments. 10 stocks we like more than Nvidia › Checking out what billionaire hedge fund managers have…

What is one of the best AI stocks to buy now?

amefika6 months ago03 mins

The artificial intelligence (AI) industry relies on advanced semiconductor chips sold by companies like Nvidia. A company is a world leader in the manufacturing of AI chips. Following the strong demand for AI, this company, popularly known as TSMC, is expanding its operations. 10 stocks we like better than Taiwan Semiconductor Manufacturing › The hot…

Strong demand for AI chips boosted Taiwan Semiconductor Manufacturing Company Limited (TSM) in the third quarter

amefika7 months ago04 mins

Baron Funds released its Q3 2025 “Baron Durable Advantage Fund” investor letter. A copy of the letter can be downloaded here. The fund appreciated 5.6% (institutional shares) in the quarter compared to an increase of 8.1% for the S&P 500 index (the index). Year to date, the fund is up 13.6% compared to a 14.8%…