C WorldWide Group Holding A S trimmed its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 5.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 771,770 shares of the semiconductor company's stock after selling 46,370 shares during the period. Taiwan Semicond...
C WorldWide Group Holding A S trimmed its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 5.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 771,770 shares of the semiconductor company's stock after selling 46,370 shares during the period. Taiwan Semiconductor Manufacturing makes up about 3.3% of C WorldWide Group Holding A S's investment portfolio, making the stock its 14th biggest position. C WorldWide Group Holding A S's holdings in Taiwan Semiconductor Manufacturing were worth $215,548,000 as of its most recent filing with the Securities and Exchange Commission. Several other hedge funds have also modified their holdings of the stock. Brighton Jones LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock worth $2,159,000 after acquiring an additional 1,892 shares during the last quarter. Tyche Wealth Partners LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 5.0% in the second quarter. Tyche Wealth Partners LLC now owns 1,284 shares of the semiconductor company's stock valued at $291,000 after acquiring an additional 61 shares during the last quarter. Joel Isaacson & Co. LLC increased its position in Taiwan Semiconductor Manufacturing by 13.8% in the second quarter. Joel Isaacson & Co. LLC now owns 4,136 shares of the semiconductor company's stock worth $937,000 after purchasing an additional 503 shares during the period. Canopy Partners LLC raised its holdings in Taiwan Semiconductor Manufacturing by 3.6% during the 2nd quarter. Canopy Partners LLC now owns 10,576 shares of the semiconductor company's stock worth $2,395,000 after purchasing an additional 364 shares during the last quarter. Finally, BankPlus Trust Department raised its holdings in Taiwan Semiconductor Manufac...
SBI Securities Co. Ltd. trimmed its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 6.0% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 66,578 shares of the semiconductor company's stock after selling 4,216 shares during the period. SBI Securities Co. Ltd.'s holdings in Taiwan Semiconductor Manuf...
SBI Securities Co. Ltd. trimmed its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 6.0% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 66,578 shares of the semiconductor company's stock after selling 4,216 shares during the period. SBI Securities Co. Ltd.'s holdings in Taiwan Semiconductor Manufacturing were worth $18,595,000 at the end of the most recent reporting period. Other hedge funds have also recently added to or reduced their stakes in the company. Heartwood Wealth Advisors LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter valued at $32,000. Fairman Group LLC increased its holdings in Taiwan Semiconductor Manufacturing by 171.2% in the third quarter. Fairman Group LLC now owns 141 shares of the semiconductor company's stock valued at $39,000 after buying an additional 89 shares during the last quarter. Resources Management Corp CT ADV acquired a new stake in Taiwan Semiconductor Manufacturing in the second quarter valued at $32,000. Mid American Wealth Advisory Group Inc. purchased a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $33,000. Finally, Delta Asset Management LLC TN boosted its position in shares of Taiwan Semiconductor Manufacturing by 50.0% during the 3rd quarter. Delta Asset Management LLC TN now owns 150 shares of the semiconductor company's stock worth $42,000 after acquiring an additional 50 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company's stock. Get TSM alerts: Sign Up Analyst Upgrades and Downgrades Several brokerages have recently weighed in on TSM. Weiss Ratings reissued a "buy (b-)" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, December 29th. The Goldman Sachs Group reissued a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th...
Robert Way/iStock Editorial via Getty Images Foxconn's ( FXCOF ) January revenue surged 35.53% year-over-year amid strong demand for AI products. First Quarter 2026 Outlook The Apple ( AAPL ) and Nvidia ( NVDA ) supplier — which is formally known as Hon Hai Precision ( HNHAF ) ( HNHPF ) — said that while the fourth quarter of 2025 revenue reached a record high and information and communication tec...
Robert Way/iStock Editorial via Getty Images Foxconn's ( FXCOF ) January revenue surged 35.53% year-over-year amid strong demand for AI products. First Quarter 2026 Outlook The Apple ( AAPL ) and Nvidia ( NVDA ) supplier — which is formally known as Hon Hai Precision ( HNHAF ) ( HNHPF ) — said that while the fourth quarter of 2025 revenue reached a record high and information and communication technology, or ICT, products are gradually entering the traditional off-season, visibility for the first quarter is better than the previous month. "Shipments of AI racks continue to increase, and Smart Consumer Electronics are also better than expected. The seasonal performance for the current quarter is expected to be better than the range of the past five years," said the Taiwanese company in a press release on Thursday. January 2026 Revenue Foxconn said revenue in January grew 35.53% year-over-year to NT$730B but declined 15.39% month-over-month. The company noted that in U.S. dollars, revenue was down 15.8% month-over-month and increased about 41.3% year-over-year, reflecting the highest figure for the same period on record — January 2023 ranked the second highest with NT$660.4B. Year-Over-Year The company said Cloud and Networking Products saw strong demand from AI products, resulting in revenue showing strong growth year-over-year. Components and Other Products also showed strong growth year-over-year due to an increase in shipments of key components. Smart Consumer Electronics segment benefited from positive pull-in momentum, and its revenue delivered strong growth year-over-year, according to the company. However, the company said that Computing Products performance slightly declined year-over-year. Month-Over-Month Foxconn said that due to the impact of shipment schedules during this quarter, the Cloud and Networking Products segment declined compared to the previous month. The Computing Products category showed significant growth compared to December 2025. Meanwhile...
Syngenta Group has started selecting banks for what may be one of Hong Kong’s biggest initial public offerings, according to people familiar with the matter. China International Capital Corp. and UBS Group AG are helping the Chinese-owned agricultural technology company to prepare a share sale, the people said, asking not to be identified because the information is private. Other banks including B...
Syngenta Group has started selecting banks for what may be one of Hong Kong’s biggest initial public offerings, according to people familiar with the matter. China International Capital Corp. and UBS Group AG are helping the Chinese-owned agricultural technology company to prepare a share sale, the people said, asking not to be identified because the information is private. Other banks including Bank of America Corp. and Goldman Sachs Group Inc. are likely to get a role, the people said. Some banks have pitched an offering of $4 billion to $5 billion, the people said. The company may consider raising as much as $10 billion depending on market conditions and demand, one of the people said. While an IPO could take place as soon as this year, there’s a chance it could take longer, the people said. Syngenta may consider a dual listing in Zurich, although no final decisions have been made, one of the people said. Considerations are ongoing and details including size might change, the people said. Syngenta may also add other banks, they added. A representative for Syngenta declined to comment on a potential IPO, saying only that the company will continue to assess capital markets strategies based on market conditions and other factors. Bank of America, Goldman Sachs and UBS declined to comment. CICC didn’t respond to a request seeking comment. A Syngenta IPO would add to a busy start to the year in Hong Kong, building on a recovery in 2025, when listing proceeds were the highest since 2021. Maiden share sales fetched about $5 billion last month, the highest total on record for a January, according to data compiled by Bloomberg. The city hosted 13 listings, including artificial-intelligence chip designers, large-language-model developers and a snack retailer. An increasing backlog of IPOs may lead to delays in some offerings. Hong Kong’s market regulator stepped up warnings to investment banks over filing sloppy applications for share sales. China’s securities regulator is...
AEGON ASSET MANAGEMENT UK Plc increased its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 3.0% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 465,288 shares of the social networking company's stock after acquiring an additional 13,739 shares during the quarter. Meta Platforms makes up 4.1% of AEGON ASSET MANAGE...
AEGON ASSET MANAGEMENT UK Plc increased its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 3.0% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 465,288 shares of the social networking company's stock after acquiring an additional 13,739 shares during the quarter. Meta Platforms makes up 4.1% of AEGON ASSET MANAGEMENT UK Plc's holdings, making the stock its 5th largest holding. AEGON ASSET MANAGEMENT UK Plc's holdings in Meta Platforms were worth $341,746,000 as of its most recent filing with the Securities & Exchange Commission. Get Meta Platforms alerts: Sign Up A number of other institutional investors and hedge funds also recently modified their holdings of META. Bare Financial Services Inc acquired a new stake in Meta Platforms during the 2nd quarter valued at $30,000. Briaud Financial Planning Inc purchased a new position in shares of Meta Platforms during the second quarter valued at $42,000. Knuff & Co LLC purchased a new position in shares of Meta Platforms during the second quarter valued at $44,000. WFA Asset Management Corp raised its position in Meta Platforms by 42.6% during the second quarter. WFA Asset Management Corp now owns 67 shares of the social networking company's stock valued at $49,000 after buying an additional 20 shares during the period. Finally, Spurstone Advisory Services LLC purchased a new stake in Meta Platforms in the 2nd quarter worth about $59,000. 79.91% of the stock is owned by institutional investors and hedge funds. Trending Headlines about Meta Platforms Here are the key news stories impacting Meta Platforms this week: Meta Platforms Trading Down 3.3% Shares of META stock opened at $668.99 on Thursday. The firm's fifty day simple moving average is $655.74 and its 200 day simple moving average is $695.72. Meta Platforms, Inc. has a 1 year low of $479.80 and a 1 year high of $796.25. The company has a current ratio of 2.60, a quick ratio of 2.6...
TLDR Qualcomm beat Q1 2026 earnings with $3.50 EPS (vs. $3.40 estimate) and $12.25B revenue (vs. $12.11B estimate) Q2 2026 guidance disappointed with expected revenue of $10.20B-$11.00B versus analyst consensus of $11.02B Stock dropped to $148.89, down 12.87% over three months and 15.34% over twelve months Company declared quarterly dividend of $0.89 per share, representing 2.4% annual yield Analy...
TLDR Qualcomm beat Q1 2026 earnings with $3.50 EPS (vs. $3.40 estimate) and $12.25B revenue (vs. $12.11B estimate) Q2 2026 guidance disappointed with expected revenue of $10.20B-$11.00B versus analyst consensus of $11.02B Stock dropped to $148.89, down 12.87% over three months and 15.34% over twelve months Company declared quarterly dividend of $0.89 per share, representing 2.4% annual yield Analysts maintain mixed ratings with average price target of $188.50, while stock faces headwinds from handset market concerns 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Qualcomm delivered a solid earnings beat for its first quarter of fiscal 2026. The results came in on February 4th with the chipmaker posting earnings per share of $3.50. #Qualcomm$QCOM, Q1-26. Results: 📊 Adj. EPS: $3.50 🟢 💰 Revenue: $12.25B 🟢 📈 Net Income: $3.00B 🔎 Record quarterly revenue driven by strong QCT performance, with automotive revenues exceeding $1.00B for the second consecutive quarter. pic.twitter.com/ZxKJxTo7V5 — EarningsTime (@Earnings_Time) February 4, 2026 That figure topped analyst expectations of $3.40 by $0.10. Revenue for the quarter reached $12.25 billion, beating the consensus estimate of $12.11 billion. QUALCOMM Incorporated, QCOM Despite the beat, investors sent the stock lower. The company’s forward guidance disappointed Wall Street. Q2 Outlook Falls Short Qualcomm forecasted Q2 2026 revenue between $10.20 billion and $11.00 billion. Analysts had expected $11.02 billion at the midpoint. The earnings per share guidance of $2.45 to $2.65 also came in below the consensus estimate of $2.66. This conservative outlook weighed on investor sentiment. The stock closed at $148.89 on the update. Trading volume hit 18.75 million shares, nearly double the average daily volume of 9.83 million shares. The sharp uptick in volume reflected active investor reaction to the...
gorodenkoff/iStock via Getty Images NVIDIA ( NVDA ) is no longer winning AI with the fastest chips but is winning AI with the economics of AI at scale. CES 2026 validated this thesis. Rubin was discussing efficiency, power, orchestration, and reliability, not FLOPS, as inference, not training, is becoming the cost driver of AI at scale. That is the fundamental change. Decisions regarding AI infras...
gorodenkoff/iStock via Getty Images NVIDIA ( NVDA ) is no longer winning AI with the fastest chips but is winning AI with the economics of AI at scale. CES 2026 validated this thesis. Rubin was discussing efficiency, power, orchestration, and reliability, not FLOPS, as inference, not training, is becoming the cost driver of AI at scale. That is the fundamental change. Decisions regarding AI infrastructure are no longer made with regard to hardware because decisions are made with regard to software and operations commitments with high switching costs factored into the equation with regard to orchestration, networking, and reliability layers. Nvidia is designing with this model in mind, locking in the cost per token advantage. The CoreWeave ( CRWV ) partnership is another validation of this thesis with regard to demand, inference data, and lock-in. The valuation may be rich on the PE multiple, but on the PEG multiple and earnings durability, the current expectations are already conservative. Nvidia does not have to beat it just has to deliver. Why OpenAI’s Inference Diversification Isn’t a Threat to Nvidia The recent reporting by Reuters indicating OpenAI is looking at alternatives to Nvidia’s chips may sound alarming, but I think it is being oversimplified. OpenAI is not abandoning Nvidia. This discussion is emerging just days before Nvidia is about to announce a $20 billion strategic investment in OpenAI , indicating a strengthening relationship rather than a weakening one. The actual discussion is about inference, which is approximately 80% of OpenAI’s compute workload. Inference is a memory-bound problem, and responsiveness is more important than compute performance. I suspect OpenAI is merely fine-tuning latency for products like Codex and is not abandoning Nvidia. In order to fine-tune latency, OpenAI is exploring a small portion, or 10%, of their inference workload on different chips with more on-chip SRAM, such as Cerebras, AMD, and Google TPUs. As an investor...
gorodenkoff/iStock via Getty Images NVIDIA ( NVDA ) is no longer winning AI with the fastest chips but is winning AI with the economics of AI at scale. CES 2026 validated this thesis. Rubin was discussing efficiency, power, orchestration, and reliability, not FLOPS, as inference, not training, is becoming the cost driver of AI at scale. That is the fundamental change. Decisions regarding AI infras...
gorodenkoff/iStock via Getty Images NVIDIA ( NVDA ) is no longer winning AI with the fastest chips but is winning AI with the economics of AI at scale. CES 2026 validated this thesis. Rubin was discussing efficiency, power, orchestration, and reliability, not FLOPS, as inference, not training, is becoming the cost driver of AI at scale. That is the fundamental change. Decisions regarding AI infrastructure are no longer made with regard to hardware because decisions are made with regard to software and operations commitments with high switching costs factored into the equation with regard to orchestration, networking, and reliability layers. Nvidia is designing with this model in mind, locking in the cost per token advantage. The CoreWeave ( CRWV ) partnership is another validation of this thesis with regard to demand, inference data, and lock-in. The valuation may be rich on the PE multiple, but on the PEG multiple and earnings durability, the current expectations are already conservative. Nvidia does not have to beat it just has to deliver. Why OpenAI’s Inference Diversification Isn’t a Threat to Nvidia The recent reporting by Reuters indicating OpenAI is looking at alternatives to Nvidia’s chips may sound alarming, but I think it is being oversimplified. OpenAI is not abandoning Nvidia. This discussion is emerging just days before Nvidia is about to announce a $20 billion strategic investment in OpenAI , indicating a strengthening relationship rather than a weakening one. The actual discussion is about inference, which is approximately 80% of OpenAI’s compute workload. Inference is a memory-bound problem, and responsiveness is more important than compute performance. I suspect OpenAI is merely fine-tuning latency for products like Codex and is not abandoning Nvidia. In order to fine-tune latency, OpenAI is exploring a small portion, or 10%, of their inference workload on different chips with more on-chip SRAM, such as Cerebras, AMD, and Google TPUs. As an investor...
Straight Path Wealth Management increased its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 7,935.7% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 40,500 shares of the social networking company's stock after acquiring an additional 39,996 shares during the period. Meta Platforms makes up ...
Straight Path Wealth Management increased its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 7,935.7% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 40,500 shares of the social networking company's stock after acquiring an additional 39,996 shares during the period. Meta Platforms makes up 7.2% of Straight Path Wealth Management's portfolio, making the stock its 4th biggest position. Straight Path Wealth Management's holdings in Meta Platforms were worth $29,742,000 at the end of the most recent quarter. Get Meta Platforms alerts: Sign Up Several other hedge funds have also recently bought and sold shares of META. Goldstone Financial Group LLC grew its position in Meta Platforms by 44.4% in the 3rd quarter. Goldstone Financial Group LLC now owns 3,752 shares of the social networking company's stock valued at $2,756,000 after buying an additional 1,153 shares in the last quarter. CW Advisors LLC raised its position in shares of Meta Platforms by 27.8% during the 2nd quarter. CW Advisors LLC now owns 176,762 shares of the social networking company's stock worth $130,467,000 after buying an additional 38,432 shares in the last quarter. Sequoia Financial Advisors LLC lifted its stake in shares of Meta Platforms by 11.0% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 210,526 shares of the social networking company's stock worth $155,387,000 after acquiring an additional 20,912 shares during the period. Stephens Inc. AR boosted its holdings in shares of Meta Platforms by 5.6% in the second quarter. Stephens Inc. AR now owns 84,687 shares of the social networking company's stock valued at $62,507,000 after acquiring an additional 4,473 shares in the last quarter. Finally, Motiv8 Investments LLC increased its stake in shares of Meta Platforms by 11.5% during the second quarter. Motiv8 Investments LLC now owns 2,080 shares of the social networking company...
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Translate webpages in Chrome: On your computer, open Chrome. Go to a webpage written in another language. At the top, click Translate. Chrome will translate the webpage one time. If you haven't installed Google Chrome. Please download and install it. Down