It has tons of opportunity and a solid, reliable business. There are so many artificial intelligence (AI) stocks to choose from on the market today. The eight most highly valued stocks in the U.S. are all AI-related stocks, and then there are all of the small up-and-coming disruptors that could be tomorrow's Nvidia and Palantir Technologies. Different stocks meet different needs, but if you're loo...
It has tons of opportunity and a solid, reliable business. There are so many artificial intelligence (AI) stocks to choose from on the market today. The eight most highly valued stocks in the U.S. are all AI-related stocks, and then there are all of the small up-and-coming disruptors that could be tomorrow's Nvidia and Palantir Technologies. Different stocks meet different needs, but if you're looking for an excellent value, I think Taiwan Semiconductor Manufacturing (TSM +1.14%) could be the best AI value on the market today. Incredible AI tailwinds Clearly, TSMC's chipmaking business right now is driven by AI. It works with all the top AI designers, including Nvidia, Alphabet, and Amazon. In fact, it recently opened its first U.S. plant to service these customers better. Nvidia made a big announcement when its first Blackwell architecture chips were the first to roll off TSMC's belts last year, and Taiwan Semi recently announced a huge deal with the Trump administration to invest $250 billion in U.S. plant development. The company has been working on a U.S. expansion for years, even before recent tariffs became an issue. But part of the new deal includes lower tariffs for Taiwan-made goods, an extra plus for the company on merchandise not produced in the new U.S. locations. High-performance computing, the segment where the AI business operates, accounted for 58% of Taiwan Semi's total revenue in 2025, up 48% from 2024. Management said it would raise its capital expenditure spend this year, from $41 billion in 2025 to around $54 billion in 2026. "At TSMC," said CFO Wendell Huang on the January earnings call, "a higher level of capital expenditures is always correlated to the high growth opportunities in the following years." That's an exciting sentiment for shareholders. Expand NYSE : TSM Taiwan Semiconductor Manufacturing Today's Change ( 1.14 %) $ 3.86 Current Price $ 342.20 Key Data Points Market Cap $1.8T Day's Range $ 338.67 - $ 345.50 52wk Range $ 134.25 - $ ...
Key Points TSMC has robust AI opportunities as its clients develop new technology. It has a diversified business that serves clients across varied industries. Taiwan Semiconductor stock trades at an attractive valuation today. 10 stocks we like better than Taiwan Semiconductor Manufacturing › There are so many artificial intelligence (AI) stocks to choose from on the market today. The eight most h...
Key Points TSMC has robust AI opportunities as its clients develop new technology. It has a diversified business that serves clients across varied industries. Taiwan Semiconductor stock trades at an attractive valuation today. 10 stocks we like better than Taiwan Semiconductor Manufacturing › There are so many artificial intelligence (AI) stocks to choose from on the market today. The eight most highly valued stocks in the U.S. are all AI-related stocks, and then there are all of the small up-and-coming disruptors that could be tomorrow's Nvidia and Palantir Technologies. Different stocks meet different needs, but if you're looking for an excellent value, I think Taiwan Semiconductor Manufacturing (NYSE: TSM) could be the best AI value on the market today. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Incredible AI tailwinds Clearly, TSMC's chipmaking business right now is driven by AI. It works with all the top AI designers, including Nvidia, Alphabet, and Amazon. In fact, it recently opened its first U.S. plant to service these customers better. Nvidia made a big announcement when its first Blackwell architecture chips were the first to roll off TSMC's belts last year, and Taiwan Semi recently announced a huge deal with the Trump administration to invest $250 billion in U.S. plant development. The company has been working on a U.S. expansion for years, even before recent tariffs became an issue. But part of the new deal includes lower tariffs for Taiwan-made goods, an extra plus for the company on merchandise not produced in the new U.S. locations. High-performance computing, the segment where the AI business operates, accounted for 58% of Taiwan Semi's total revenue in 2025, up 48% from 2024. Management said it would raise its capital expenditure spend this year, from $41 billion in 2025 to around $54 billion in 2026. "At TSMC," said CFO Wen...
In this video, I will talk about four companies still worth buying before earnings. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of July 18, 2025. The video was published on July 20, 2025. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy...
In this video, I will talk about four companies still worth buying before earnings. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of July 18, 2025. The video was published on July 20, 2025. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » Should you invest $1,000 in PayPal right now? Before you buy stock in PayPal, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and PayPal wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $636,774!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,064,942!* Now, it’s worth noting Stock Advisor’s total average return is 1,040% — a market-crushing outperformance compared to 182% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 Neil Rozenbaum has positions in PayPal. The Motley Fool has positions in and recommends AppLovin and PayPal. The Motley Fool recommends Duolingo and Nu Holdings and recommends the following options: long January 2027 $42.50 calls on PayPal and short September 2025 $77.50 calls on PayPal. The Motley Fool has a disclosure policy. Neil is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. The views and opinions expressed herein are the views and opinions of the author and do not nec...
There are so many artificial intelligence (AI) stocks to choose from on the market today. The eight most highly valued stocks in the U.S. are all AI-related stocks, and then there are all of the small up-and-coming disruptors that could be tomorrow's Nvidia and Palantir Technologies. Different stocks meet different needs, but if you're looking for an excellent value, I think Taiwan Semiconductor M...
There are so many artificial intelligence (AI) stocks to choose from on the market today. The eight most highly valued stocks in the U.S. are all AI-related stocks, and then there are all of the small up-and-coming disruptors that could be tomorrow's Nvidia and Palantir Technologies. Different stocks meet different needs, but if you're looking for an excellent value, I think Taiwan Semiconductor Manufacturing (NYSE: TSM) could be the best AI value on the market today. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Image source: Taiwan Semiconductor. Incredible AI tailwinds Clearly, TSMC's chipmaking business right now is driven by AI. It works with all the top AI designers, including Nvidia, Alphabet, and Amazon. In fact, it recently opened its first U.S. plant to service these customers better. Nvidia made a big announcement when its first Blackwell architecture chips were the first to roll off TSMC's belts last year, and Taiwan Semi recently announced a huge deal with the Trump administration to invest $250 billion in U.S. plant development. The company has been working on a U.S. expansion for years, even before recent tariffs became an issue. But part of the new deal includes lower tariffs for Taiwan-made goods, an extra plus for the company on merchandise not produced in the new U.S. locations. High-performance computing, the segment where the AI business operates, accounted for 58% of Taiwan Semi's total revenue in 2025, up 48% from 2024. Management said it would raise its capital expenditure spend this year, from $41 billion in 2025 to around $54 billion in 2026. "At TSMC," said CFO Wendell Huang on the January earnings call, "a higher level of capital expenditures is always correlated to the high growth opportunities in the following years." That's an exciting sentiment for shareholders. A solid business But what makes Taiwan Semiconducto...
Dow Inc. plans to cut about 4,500 jobs as it aims to simplify and streamline operations. The move is expected to provide at least a $2 billion boost in near-term operating earnings before interest, taxes, depreciation and amortization with a $500 million target this year, Dow said Thursday in a statement . The chemical maker plans to use AI and automation to help. It sees $1.1 billion to $1.5 bill...
Dow Inc. plans to cut about 4,500 jobs as it aims to simplify and streamline operations. The move is expected to provide at least a $2 billion boost in near-term operating earnings before interest, taxes, depreciation and amortization with a $500 million target this year, Dow said Thursday in a statement . The chemical maker plans to use AI and automation to help. It sees $1.1 billion to $1.5 billion in one-time costs, including as much as $800 million in severance. “This work will further accelerate measures we have already taken to address the prolonged trough and structural industry challenges,” Chief Executive Officer Jim Fitterling said. Dow had 36,000 employees as of December 2024, according to data compiled by Bloomberg. Dow shares rose as much as 3.5% in premarket trading.
Richard Drury/DigitalVision via Getty Images Thesis Summary UnitedHealth Group ( UNH ) has been hard hit after earnings Medicare has proven to be a real headwind, with high utilisation and reimbursement growth outpacing medical cost inflation. Nonetheless, I still see a silver lining. Yes, Medicare Advantage has become a challenge, and healthcare companies like UNH have been caught in the crossfir...
Richard Drury/DigitalVision via Getty Images Thesis Summary UnitedHealth Group ( UNH ) has been hard hit after earnings Medicare has proven to be a real headwind, with high utilisation and reimbursement growth outpacing medical cost inflation. Nonetheless, I still see a silver lining. Yes, Medicare Advantage has become a challenge, and healthcare companies like UNH have been caught in the crossfire. Nonetheless, I still see UNH as the insurer best positioned to survive this drawdown. I reiterate a Strong Buy rating, doubling down on what I said in my last article , as UNH looks better positioned than competitors to ride this storm. UNH Q4 Earnings UnitedHealth’s latest earnings disappointed on guidance, which reinforced the concerns investors already had. UNH Revenues (SA) As we can see above, revenue has been flat over the last year, and the company has faced near term margin pressure too. The stock has sold off accordingly as future expectations have been revised lower. The key issue here is that CMS released its 2027 advance rate notice, pointing to an expected average revenue increase of just 0.09%, which represents a considerable slowdown from roughly 5% in 2026. This all but guarantees that Medicare Advantage margins will compress and UNH earnings will take a hit. As a response to this, UNH management has vowed to double down on cost-cutting and also reduce exposure to the less profitable segments. Hopefully, with some restructuring, AI investment, and scale advantages, earnings may see some recovery in 2027. Could Trump Double Back On Medicare? The core problem facing health insurers today is simple arithmetic. Reimbursements are flat, with the current administration taking a stance on healthcare affordability, but medical costs keep rising, rather fast. Utilisation rates remain elevated, and drug costs continue to rise, but the CMS is no longer providing the cushion it once did. This is not a UnitedHealth-specific problem, but rather a system-wide recalibrat...
Brunswick press release ( BC ): Q4 Non-GAAP EPS of $0.58 beats by $0.01 . Revenue of $1.33B (+15.7% Y/Y) beats by $120M . 2026 Guidance: Net Sales Between $5.6 and $5.8 Billion vs $5.54B consensus; Adjusted Diluted EPS Range of $3.80 - $4.40 vs $4.19 consensus First quarter 2026 revenue of between $1.2 to $1.4 billion, and adjusted diluted EPS of$0.35 to $0.45. More on Brunswick Brunswick Q4 2025 ...
Brunswick press release ( BC ): Q4 Non-GAAP EPS of $0.58 beats by $0.01 . Revenue of $1.33B (+15.7% Y/Y) beats by $120M . 2026 Guidance: Net Sales Between $5.6 and $5.8 Billion vs $5.54B consensus; Adjusted Diluted EPS Range of $3.80 - $4.40 vs $4.19 consensus First quarter 2026 revenue of between $1.2 to $1.4 billion, and adjusted diluted EPS of$0.35 to $0.45. More on Brunswick Brunswick Q4 2025 Earnings Preview Brunswick highlights AI-powered innovation in boating and fishing at CES Seeking Alpha’s Quant Rating on Brunswick Historical earnings data for Brunswick Dividend scorecard for Brunswick
Just days ago, Indonesia’s stock market was riding high. The benchmark index hit a record close last week, and a $1 trillion valuation seemed within sight. Then came the shock. A warning from MSCI Inc. about a possible market downgrade sparked what at one point was the worst two-day rout in nearly three decades, prompting successive trading halts and frantic client calls across dealing desks from ...
Just days ago, Indonesia’s stock market was riding high. The benchmark index hit a record close last week, and a $1 trillion valuation seemed within sight. Then came the shock. A warning from MSCI Inc. about a possible market downgrade sparked what at one point was the worst two-day rout in nearly three decades, prompting successive trading halts and frantic client calls across dealing desks from Jakarta to Hong Kong. The benchmark plunged as much as 10% on Thursday, prompting authorities to step in. The market regulator said it will from next month implement a 15% minimum free-float rule — key to meeting MSCI’s demands — and signaled that Indonesia’s sovereign wealth fund may actively support the market. While that helped shares rally from their lows, the speed and scale of the selloff has rattled investors — with some warning it could renew foreign outflows. “It went from calm to chaos very fast, signaling a crisis of confidence,” said John Foo , founder of Southeast Asia-focused Valverde Investment Partners Pte. “The uncertainty now runs all the way through to May,” when MSCI is due to reassess Indonesia’s market accessibility. Much of the concern centers on Indonesia’s low free float, or the amount of shares available for public trading. Many of the country’s largest listed companies are tightly held by controlling shareholders, limiting liquidity and heightening the risk of sharp price swings. If MSCI deems there has not been enough progress, it could cut Indonesia’s weighting in its indexes and even downgrade the nation from emerging-market status — a move that Foo said “would be disastrous,” potentially triggering $13 billion to $15 billion in outflows from passive funds. The scale of the panic was evident at the regulator’s Thursday briefing. Nearly 100 journalists — several times the number who showed up the day before — packed the main lobby of the Indonesia Stock Exchange as officials gathered to address the selloff. At least eight television stations wer...