F.L.Putnam's chief market strategist Ellen Hazen is nearly certain an AI bubble will happen, but recommends TSMC as one of the best ways to play the trade.
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Robust earnings results from chip manufacturing giant TSMC just gave a huge lift to the AI trade.
Demand for memory, storage and CPUs are bolstering chip makers thanks to the artificial intelligence buildout.
Nvidia's CEO made headlines last week when he said "TSMC is one of the greatest companies in the history of humanity." Analysts…
Goldman Sachs spotlighted a slew of artificial intelligence-related beneficiaries that it believes the market is not yet fully…
The investment firm upgraded the chipmaker to buy from hold.
This chip supplier is trading at attractive risk-reward levels heading into 2026, Wells Fargo analyst Joe Quatrochi said.
