Sands Capital Management, LLC‘s Technology Innovators Fund released its Q4 2025 investor letter for “Technology Innovators Fund”. A copy of the letter can be downloaded here. The Fund delivered mixed ...

Coatue Management, the technology-focused investment firm led by founder and portfolio manager Philippe Laffont, made notable shifts in both position size and allocation between Q4 2024 and Q4 2025.

Taiwan Semiconductor remains a premier growth asset, but its valuation has become stretched after a 55% rally since September. TSM benefits from robust AI-driven demand, with management guiding for 30 ...

Broadcom and TSMC expect huge growth over the next few years. Amazon's growth projections are shaky at best. Currently, Amazon has a $2.13 trillion market cap. TSMC and Broadcom aren't all that far ...

Taiwan Semiconductor (TSM) raised its 2026 dividend 28% and guided for 38% revenue growth in Q1 2026. TSMC controls 70% of the global foundry market with leverage over Apple and NVIDIA AI chip ...

DA Davidson analyst Gil Luria initiated coverage on Taiwan Semiconductor with a Buy rating and a $450 price forecast. Luria said Taiwan Semiconductor differentiates itself by repeatedly turning ...

This company reportedly controls 99% of the foundry market share in AI processors. It's on track to grow at a terrific pace in 2026 and has an attractive valuation, making it worth buying right now.

Jalen Duren of Team USA Stars and Victor Wembanyama of Team World matched up during the 75th NBA All-Star Game. Ronald Martinez / Getty Images INGLEWOOD, Calif. — The NBA has gone global, so why ...

For the first time in his career, Ryan Garcia can call himself a world champion. Garcia dominated Mario Barrios on Saturday night to claim the WBC welterweight championship. It took less than 30 ...

U.S. shares of Taiwan Semiconductor ManufacturingTSM are trading in record high territory, but a Wall Street analyst thinks TSM stock still has room to run higher. D.A. Davidson analyst Gil Luria on ...