'Headline Risk' Lurks as TSM Shines Bright on AI Demand
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Amidst stock market turbulence, the "strongest alpha" emerges! Tariffs cannot suppress the explosive expansion of AI computing power.
Taiwan Semiconductor stated that no changes in customer behavior due to USA tariffs have been observed, and its optimistic expectations contrast sharply with the uncertainties in the global market.
Both Morgan Stanley and Goldman Sachs are bullish on Taiwan Semiconductor (TSM.US): Q2 revenue guidance exceeds expectations and the denial of the establishment of a joint venture is a major bullish.
JPMorgan and Morgan Stanley have successively released Research Reports stating that Taiwan Semiconductor's guidance for second-quarter revenue exceeds expectations, and the company's denial of forming joint ventures or engaging in technology transfers with any company is a significant Bullish signal.
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Wells Fargo & Co warns of the risk of losing the China market and gives Intel (INTC.US) a "hold" rating.
Wells Fargo & Co gives Intel a "Hold" rating, with a target price of $25.
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U.S. stocks trend | Intel (INTC.US) fell nearly 3% as Taiwan Semiconductor denied cooperation rumors.
On Thursday, Intel (INTC.US) fell nearly 3%, closing at $18.67.
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Taiwan Semiconductor denies rumors of discussing collaboration with Intel, stating there is no intention to share technology.
The president of Taiwan Semiconductor stated that there have been no discussions with any company regarding the establishment of a joint venture or sharing its technology. There have always been speculations about the possibility of this Taiwanese company negotiating some form of partnership with Intel.
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