Asean Secretary- General Kao Kim Hourn says the war in the Middle East is a "wake-up" call for the bloc to work together to ensure energy resilience and food security. He speaks with Haslinda Amin on the sidelines of the Shangri-La Dialogue in Singapore. (Source: Bloomberg)
Asean Secretary- General Kao Kim Hourn says the war in the Middle East is a "wake-up" call for the bloc to work together to ensure energy resilience and food security. He speaks with Haslinda Amin on the sidelines of the Shangri-La Dialogue in Singapore. (Source: Bloomberg)
Navitas Semiconductor Corp. (NASDAQ:NVTS) is one of the 10 Stocks With Remarkable Resilience. Navitas Semiconductor climbed to a new all-time high on Wednesday, after its technology was showcased by Nvidia Corp. at the Computex 2026 in Taipei, Taiwan. In intra-day trading, the stock climbed to its highest price of $34.16 at intra-day trading before paring […]
Navitas Semiconductor Corp. (NASDAQ:NVTS) is one of the 10 Stocks With Remarkable Resilience. Navitas Semiconductor climbed to a new all-time high on Wednesday, after its technology was showcased by Nvidia Corp. at the Computex 2026 in Taipei, Taiwan. In intra-day trading, the stock climbed to its highest price of $34.16 at intra-day trading before paring […]
POET Technologies Inc. (NASDAQ:POET) is one of the 10 Stocks With Remarkable Resilience. POET Technologies saw its share prices increase by 11.29 percent on Wednesday to close at $15.38 apiece, as investors positioned their portfolios in optical companies, helped by Nvidia Corp.’s highly optimistic outlook for its counterpart. In his onstage appearance at the Computex […]
POET Technologies Inc. (NASDAQ:POET) is one of the 10 Stocks With Remarkable Resilience. POET Technologies saw its share prices increase by 11.29 percent on Wednesday to close at $15.38 apiece, as investors positioned their portfolios in optical companies, helped by Nvidia Corp.’s highly optimistic outlook for its counterpart. In his onstage appearance at the Computex […]
Taiwan Semiconductor Manufacturing Co. Chief Executive Officer C.C. Wei said the company’s global chip supply will fall short of AI-fueled demand for years to come, sustaining revenue growth for the firm. Even with new manufacturing capacity in the US, TSMC can’t fulfill demand led by American customers, Wei said at the company’s annual shareholders’ meeting in Hsinchu, Taiwan, on Thursday. He rei...
Taiwan Semiconductor Manufacturing Co. Chief Executive Officer C.C. Wei said the company’s global chip supply will fall short of AI-fueled demand for years to come, sustaining revenue growth for the firm. Even with new manufacturing capacity in the US, TSMC can’t fulfill demand led by American customers, Wei said at the company’s annual shareholders’ meeting in Hsinchu, Taiwan, on Thursday. He reiterated its forecast for sales growth of more than 30% for this year. Taiwan’s largest company is an essential player in the global AI industry by making cutting-edge semiconductors for the likes of Nvidia Corp. and Advanced Micro Devices Inc. TSMC has been expanding its footprint beyond its home island to add capacity, yet even that isn’t enough to satisfy chip needs as major hyperscalers are set to spend $725 billion for AI just this year. “It will be a long time before we can meet customer demand,” Wei said. Shares of TSMC declined 1% in Taipei after customer Broadcom Inc. provided a disappointing outlook . The stock has more than quadrupled over the past three years, fueled by a surge in its core business. On Thursday, Wei reiterated TSMC staff will get more than a 30% bump in their bonus payouts this year on average, addressing growing demands for the winners of the AI boom to share more of their profits. In April, the company raised its full-year sales guidance and said its own capital spending should trend toward the upper end of an existing forecast range of as much as $56 billion.
(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. Chief Executive Officer C.C. Wei said the company’s global chip supply will fall short of AI-fueled demand for years to come, sustaining revenue growth for the firm.Most Read from BloombergTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtRussia Finance Officials Tell Putin War ...
(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. Chief Executive Officer C.C. Wei said the company’s global chip supply will fall short of AI-fueled demand for years to come, sustaining revenue growth for the firm.Most Read from BloombergTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtRussia Finance Officials Tell Putin War Spending Is UnaffordableRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTikTok Billionair
The logo of SoftBank is displayed at a company shop in Tokyo, Japan January 28, 2025. Issei Kato | Reuters SoftBank's ascent to becoming Japan's most valuable company has put the spotlight on the conglomerate, raising questions whether it is taking on too much risk through its highly leveraged bet on artificial intelligence. Shares of the Japanese technology investment giant, led by founder Masayo...
The logo of SoftBank is displayed at a company shop in Tokyo, Japan January 28, 2025. Issei Kato | Reuters SoftBank's ascent to becoming Japan's most valuable company has put the spotlight on the conglomerate, raising questions whether it is taking on too much risk through its highly leveraged bet on artificial intelligence. Shares of the Japanese technology investment giant, led by founder Masayoshi Son, have surged about 70% this year on investor enthusiasm over AI, buoyed by the soaring valuation of chip designer Arm Holdings and expectations that OpenAI could see a blockbuster initial public offering this year. The rally helped SoftBank dethrone Toyota in market capitalization rankings earlier this week, cementing a dramatic turnaround for a company that only a few years ago was reeling from losses tied to its failed WeWork bet. SoftBank's cumulative investment losses in WeWork exceeded $14 billion . Analysts whom CNBC spoke to warned that the market's renewed optimism on SoftBank is also masking mounting balance-sheet risks. "Softbank has made itself into a highly leveraged bet on AI which carries significant upside as well as risk," said Gil Luria, head of technology research at Davidson equity capital markets. Stock Chart Icon Stock chart icon Softbank shares since the start of the year The company participated in OpenAI's funding round last year at a reported $300 billion valuation and has continued to deepen its involvement. It secured a $40 billion bridge loan in March to help fund additional investments in OpenAI and for general corporate purposes. As of the end of 2025, SoftBank had about 16.3 trillion yen (about $104 billion) in stand-alone interest-bearing debt, according to its financial statement. S&P Global in March estimated that OpenAI would account for roughly 30% of SoftBank's investment portfolio, on par with Arm Holdings, following the group's additional $30 billion investment in the ChatGPT maker. S&P Global Ratings revised SoftBank's credit ...
Qualcomm's stock was under pressure on June 1 after Nvidia CEO Jensen Huang made a surprise move that rattled the PC chip market. At Taiwan's annual Computex conference, Huang shared that Nvidia (NVDA) is entering the personal computer processor market with a new chip developed in partnership with ...
Qualcomm's stock was under pressure on June 1 after Nvidia CEO Jensen Huang made a surprise move that rattled the PC chip market. At Taiwan's annual Computex conference, Huang shared that Nvidia (NVDA) is entering the personal computer processor market with a new chip developed in partnership with ...
Fevziie Ryman/iStock via Getty Images MercadoLibre ( MELI ) is making aggressive investments into its e-Commerce platform, especially with regards to boosting its fulfillment capacities, which is why the Buenos Aires-based e-Commerce enterprise reported its fastest top line growth in four years in Q1 '26. However, shares have sold off so far this year as well, losing 17% in 2026 and dropping to ne...
Fevziie Ryman/iStock via Getty Images MercadoLibre ( MELI ) is making aggressive investments into its e-Commerce platform, especially with regards to boosting its fulfillment capacities, which is why the Buenos Aires-based e-Commerce enterprise reported its fastest top line growth in four years in Q1 '26. However, shares have sold off so far this year as well, losing 17% in 2026 and dropping to new 1-year lows, as investors worry about growing margin pressure for MercadoLibre. While MercadoLibre's margin trend creates short- and medium-term challenges for the company, investments in scale and fulfillment capabilities should ultimately benefit the e-Commerce platform and lead to higher sales. In my opinion, MercadoLibre's shares have fallen too far, and I see an attractive contrarian engagement opportunity here for investors that want to bet on growing e-Commerce volumes in the rapidly expanding Latin American market. Data by YCharts Previous Rating I recommended MercadoLibre as a 'Buy ' in December 2025 amid growing e-Commerce sales in Latin America as well as the fact that the company integrated its own Fintech operations into its e-Commerce marketplace, leading to significant synergies and expansion potential: Strong Fintech Upside In 2026 . In the first quarter, MercadoLibre was weighed down by heavy investment activity, which investors are currently not rewarding. However, with the total addressable market in Latin America continuing to grow, MercadoLibre is a top long-term growth play for investors that want to look past short-term margin headwinds. Margin Pressures Create Engagement Opportunity MercadoLibre reported overall strong results for its first fiscal quarter in May, with the e-Commerce company benefiting from strong transaction growth in its core markets Brazil, Mexico, and Colombia. In Q1'26, MercadoLibre achieved 49% year-over-year growth in its top line, showing the fastest growth in almost four years. MercadoLibre is rapidly growing its gross merc...