Over the past few years, the AI boom has been driven largely by spending by a handful of hyperscalers – Microsoft, Amazon, Alphabet, and Meta Platforms. Together these companies are expected to spend over $500 billion in capex this year, with a significant portion flowing to Nvidia. But how long this spending surge can continue before investors demand stronger cash flow and return? The “CapEx Clif...
Over the past few years, the AI boom has been driven largely by spending by a handful of hyperscalers – Microsoft, Amazon, Alphabet, and Meta Platforms. Together these companies are expected to spend over $500 billion in capex this year, with a significant portion flowing to Nvidia. But how long this spending surge can continue before investors demand stronger cash flow and return? The “CapEx Cliff” risk is real, and Nvidia’s future growth could lie with the governments. The concern that ‘hyperscalers will eventually slow their chip purchases’ is reflected in Nvidia’s valuation. The stock trades a little above 22x FY27 earnings, despite reporting 65.5% growth in FY 2026, suggesting investors expect growth to moderate if hyperscaler demand cools. And notably, not every tech giant is joining the AI capex race. Apple is pursuing a fundamentally different AI strategy centered on on-device intelligence rather than cloud compute. See Apple’s Contrarian AI Strategy However, As AI becomes economically and strategically important, countries are beginning to treat AI infrastructure as a national asset and are investing in sovereign AI systems. The shift is already visible. In fiscal year 2026, Nvidia’s sovereign AI revenue tripled to over $30 billion, now accounting for roughly 14% of total revenue. So could this demand really support the next wave of Nvidia’s growth? Why Are Countries Investing Big In AI? Governments increasingly view AI infrastructure as essential economic and strategic infrastructure. One way to think of this is that nations are realizing that knowledge is the new “oil” and AI compute is the “refinery.” Compute clusters attract startups, research labs, and high-value jobs. Much like electrification reshaped economies in the 20th century, large-scale AI infrastructure is expected to support the next generation of industries. Nations no longer want to simply consume AI services. They want to build and export their own AI capabilities. There are other conside...
Albemarle ( ALB ) has submitted a filing for a mixed shelf offering, with the size of the offering yet to be disclosed. Albemarle, the world's largest producer of lithium has advanced about 15% YTD. More on Albemarle Albemarle: The Drawdown Could Continue Despite Improving Lithium Supply-Demand Albemarle Corporation 2025 Q4 - Results - Earnings Call Presentation Albemarle Corporation (ALB) Q4 2025...
Albemarle ( ALB ) has submitted a filing for a mixed shelf offering, with the size of the offering yet to be disclosed. Albemarle, the world's largest producer of lithium has advanced about 15% YTD. More on Albemarle Albemarle: The Drawdown Could Continue Despite Improving Lithium Supply-Demand Albemarle Corporation 2025 Q4 - Results - Earnings Call Presentation Albemarle Corporation (ALB) Q4 2025 Earnings Call Transcript Albemarle leads lithium names lower as Middle East war clouds demand outlook Lithium stocks rise as Zimbabwe bans exports of lithium concentrates, raw minerals
The post TSM Stock Price Prediction: 2026, 2027, 2030 by Marc Guberti appeared first on Benzinga . Visit Benzinga to get more great content like this. Analysts are saying that Taiwan Semiconductor Manufacturing could hit $939 by 2030. Bullish on TSM? Invest in Taiwan Semiconductor Manufacturing on SoFi with no commissions. If it’s your first time signing up for SoFi, you’ll receive up to $1,000 in...
The post TSM Stock Price Prediction: 2026, 2027, 2030 by Marc Guberti appeared first on Benzinga . Visit Benzinga to get more great content like this. Analysts are saying that Taiwan Semiconductor Manufacturing could hit $939 by 2030. Bullish on TSM? Invest in Taiwan Semiconductor Manufacturing on SoFi with no commissions. If it’s your first time signing up for SoFi, you’ll receive up to $1,000 in stock when you first fund your account. Plus, get a 1% bonus if you transfer your investments and keep them there until December 31, 2025. Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) is a critical link in the artificial intelligence industry. Tech giants like Nvidia and Advanced Micro Devices turn to it to fabricate and produce their AI chips. The company should continue to benefit as AI spending soars, but geopolitical tensions between the United States, China, and Taiwan could complicate its financial runway. TSMC gets good marks from analysts. In this article, we’ll look at its latest share price, Wall Street sentiment, multiyear price forecasts, and the key factors that are playing a critical role in the company’s path going forward. TSM Chart by TradingView Table of contents [ Show ] Current Stock Overview Quick Snapshot Table of Predictions Bull & Bear Case Bull Case Bear Case Stock Price Prediction for 2026 Stock Price Prediction for 2027 Stock Price Prediction for 2030 Investment Considerations Frequently Asked Questions Current Stock Overview Market Cap: $1.76 trillion Trailing P/E Ratio: 32.79 Forward P/E Ratio: 24.88 1-Year Return: 95% 2026 YTD: 14% Shares of TSMC trade around $340 as of March 2026. The stock is up 14% year-to-date with a 95% surge over the past year. Its 32.79 trailing P/E is lower than other AI beneficiaries like Nvidia and AMD. TSMC fabricates and produces AI chips for the big players, so its revenue and earnings should continue to grow as long as AI spending continues to increase. With Big Tech and governments looking to invest heavil...
Most income investors scanning for yield stop at the obvious names: integrated oil majors, utilities, or bond funds. What they miss is a layer of energy infrastructure and royalty partnerships paying distributions from 7% to over 10% annually, with tax structures that can make after-tax yield even more attractive. Three master limited partnerships stand out: a midstream giant with data center ambi...
Most income investors scanning for yield stop at the obvious names: integrated oil majors, utilities, or bond funds. What they miss is a layer of energy infrastructure and royalty partnerships paying distributions from 7% to over 10% annually, with tax structures that can make after-tax yield even more attractive. Three master limited partnerships stand out: a midstream giant with data center ambitions, a royalty collector with zero drilling exposure, and a logistics powerhouse with back-to-back 12.5% distribution hikes. Key metrics for ranking these partnerships: current yield, distribution growth consistency, cash flow sustainability, balance sheet health, and business model durability across the commodity price cycle. #3: Energy Transfer Energy Transfer (ET +0.00%) is the largest of the three by market cap at $65 billion, operating one of North America's most extensive midstream networks. The current quarterly distribution is $0.335 per unit, annualizing to $1.34, against a unit price of $18.75, implying a yield near 7.2%. The distribution has increased every quarter for two years, from $0.3175 in Q2 2024 to the current level. Q4 2025 results were mixed. Revenue of $25.32 billion beat estimates by 7.19% grew 29.6% year over year, but EPS of $0.25 missed the $0.367 estimate was dragged by a $277 million non-cash impairment and $910 million in interest expense. A timing mismatch on NGL hedges is expected to reverse favorably in Q1 2026. Full-year net income rose 18.57% to $5.71 billion. Expand NYSE : ET Energy Transfer Today's Change ( 0.00 %) $ 0.00 Current Price $ 18.75 Key Data Points Market Cap $64B Day's Range $ 18.72 - $ 18.99 52wk Range $ 14.60 - $ 19.30 Volume 1M Avg Vol 16M Gross Margin 12.27 % Dividend Yield 7.07 % The growth story is compelling. Energy Transfer secured natural gas supply agreements with Oracle for approximately 900 MMcf/d serving 3 data centers, and its Desert Southwest expansion spans 2.3 Bcf/d with an estimated $5.6 billion price tag. ...
Key Points I'll break down of three MLPs/energy partnerships using yield, distribution growth, cash-flow coverage, leverage, and cycle durability as the deciding factors. Contenders include contrasts between a scale-driven midstream operator with a data-center angle, a consistently executing pipeline partnership with repeated 12.5% hikes, and a royalty model built around zero capex and tax-advanta...
Key Points I'll break down of three MLPs/energy partnerships using yield, distribution growth, cash-flow coverage, leverage, and cycle durability as the deciding factors. Contenders include contrasts between a scale-driven midstream operator with a data-center angle, a consistently executing pipeline partnership with repeated 12.5% hikes, and a royalty model built around zero capex and tax-advantaged payouts. 10 stocks we like better than Energy Transfer › Most income investors scanning for yield stop at the obvious names: integrated oil majors, utilities, or bond funds. What they miss is a layer of energy infrastructure and royalty partnerships paying distributions from 7% to over 10% annually, with tax structures that can make after-tax yield even more attractive. Three master limited partnerships stand out: a midstream giant with data center ambitions, a royalty collector with zero drilling exposure, and a logistics powerhouse with back-to-back 12.5% distribution hikes. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Key metrics for ranking these partnerships: current yield, distribution growth consistency, cash flow sustainability, balance sheet health, and business model durability across the commodity price cycle. #3: Energy Transfer Energy Transfer (NYSE: ET) is the largest of the three by market cap at $65 billion, operating one of North America's most extensive midstream networks. The current quarterly distribution is $0.335 per unit, annualizing to $1.34, against a unit price of $18.75, implying a yield near 7.2%. The distribution has increased every quarter for two years, from $0.3175 in Q2 2024 to the current level. Q4 2025 results were mixed. Revenue of $25.32 billion beat estimates by 7.19% grew 29.6% year over year, but EPS of $0.25 missed the $0.367 estimate was dragged by a $277 m...
在GTC2026大会上，联想集团（HK0992）与英伟达（NVDA）联合发布新一代联想Hybrid AI Advantage (混合式AI优势集)解决方案，旨在加速AI落地、缩短首token时间(TTFT)。联想集团（HK0992）董事长杨元庆表示，随着agentic AI推动推理工作负载呈指数级增长，成本控制和单token性能将变得至关重要。联想集团（HK0992）还成为NVIDIA Vera ...
在GTC2026大会上，联想集团（HK0992）与英伟达（NVDA）联合发布新一代联想Hybrid AI Advantage (混合式AI优势集)解决方案，旨在加速AI落地、缩短首token时间(TTFT)。联想集团（HK0992）董事长杨元庆表示，随着agentic AI推动推理工作负载呈指数级增长，成本控制和单token性能将变得至关重要。联想集团（HK0992）还成为NVIDIA Vera Rubin NVL72的全球首发合作伙伴。较上一代相比，Vera Rubin系统吞吐量提升10倍，单token成本下降至前一代的1/10。(科创板日报)
European Nations Pull Their 'Anti-ISIS' Mission Troops Out Of Iraq Spain has quietly pulled its special forces out of Iraq after deteriorating security conditions made it impossible to continue operations safely, the Spanish Ministry of Defense confirmed Sunday. Spain currently has about 300 troops deployed in Iraq as part of the US-led coalition against ISIS . The Special Operations Task Group ha...
European Nations Pull Their 'Anti-ISIS' Mission Troops Out Of Iraq Spain has quietly pulled its special forces out of Iraq after deteriorating security conditions made it impossible to continue operations safely, the Spanish Ministry of Defense confirmed Sunday. Spain currently has about 300 troops deployed in Iraq as part of the US-led coalition against ISIS . The Special Operations Task Group had been training Iraqi counter-terrorism units in Baghdad and at bases in Kurdish-controlled areas in the north. Madrid said its Special Operations Task Group was relocated to undisclosed secure locations after the situation on the ground made training missions with Iraqi forces completely untenable . Image source: US Special Operations Command Europe It's unknown where the commandos were moved to, but Turkey may be the safest regional country at this point, given that even American bases in Jordan have been hit by Iranian ballistic missiles and/or drone strikes. American sites in Iraq are under attack from Iraq and local pro-Tehran militia groups, which has included the US Embassy in Baghdad being struck by a drone over the weekend , causing a broad withdrawal of Western coalition forces . Spain's withdrawal follows a deadly drone strike Thursday on a French military base near Erbil that killed Chief Warrant Officer Arnaud Frion and wounded several other French soldiers. An Iranian-made Shahed drone hit the Mala Qara facility dozens of miles southwest of Erbil. French President Emmanuel Macron slammed the attack as "unacceptable" - stressing that French forces are deployed strictly for counter-terrorism missions against ISIS. "The war in Iran cannot justify such attacks," Macron said. Italy has also begun quietly pulling personnel from Iraq , after Prime Minister Meloni essentially said Trump's Iran war is not Italy's fight. Military.com reports Monday : Italy has also begun pulling back some of its military personnel stationed in the region. The Italian defense ministry co...
Retail stocks have lagged the broader market for most of the past decade. High inflation in recent years has certainly not helped consumers build the confidence to open their wallets. The upside is that when the economy finds firmer footing, the strongest retailers are often the first to show it in stronger sales. With uncertainty still in the mix, investors should stick with retailers that have p...
Retail stocks have lagged the broader market for most of the past decade. High inflation in recent years has certainly not helped consumers build the confidence to open their wallets. The upside is that when the economy finds firmer footing, the strongest retailers are often the first to show it in stronger sales. With uncertainty still in the mix, investors should stick with retailers that have proven they can hold up through just about any environment. Two that have been doing exactly that are Home Depot (HD +0.97%) and The TJX Companies (TJX +0.38%). Here's why these are the two retail stocks I'd consider buying right now. Home Depot Home Depot is the first retail stock to consider buying. It's a solid way to position for a housing-market recovery, after weak growth over the past few years was weighed down by high inflation and interest rates. Even in a challenging backdrop, Home Depot has performed well. The stock is up 18% over the past three years, while the company's trailing-12-month revenue has climbed to more than $164 billion. That leaves plenty of long-term upside, as management estimates its addressable market to top $1 trillion. Its comparable sales in the fourth quarter grew 0.4% year over year -- a solid result in a weak housing market. Expand NYSE : HD Home Depot Today's Change ( 0.97 %) $ 3.28 Current Price $ 342.31 Key Data Points Market Cap $341B Day's Range $ 340.68 - $ 345.24 52wk Range $ 326.31 - $ 426.75 Volume 151K Avg Vol 4.2M Gross Margin 31.33 % Dividend Yield 2.69 % Home Depot is not only the leading home improvement retailer, but also one of the largest consumer discretionary companies by market cap, according to research from The Motley Fool. Its supply chain and distribution network are major advantages, and its e-commerce business continues to grow. It recently partnered with Alphabet's Google Cloud to launch agentic AI tools to assist homeowners in planning remodeling projects, which should help Home Depot continue to gain market sh...
Hong Kong’s anti-corruption agency has charged a former university professor with allegedly accepting a HK$40,000 (US$5,100) bribe from a friend and offering red packets to colleagues to facilitate a student’s admission into a master’s degree programme. The Independent Commission Against Corruption (ICAC) on Monday revealed that the friend of Liu Hongbin, 63, a former chair professor at the Hong K...
Hong Kong’s anti-corruption agency has charged a former university professor with allegedly accepting a HK$40,000 (US$5,100) bribe from a friend and offering red packets to colleagues to facilitate a student’s admission into a master’s degree programme. The Independent Commission Against Corruption (ICAC) on Monday revealed that the friend of Liu Hongbin, 63, a former chair professor at the Hong Kong University of Science and Technology’s (HKUST) department of ocean science, was also being charged in the case. The duo jointly faced one count of conspiracy for a public servant to accept an advantage, with Liu facing two additional counts of offering an advantage to a public servant. Advertisement Both defendants have been released on bail and are scheduled to appear at Kwun Tong Court to enter pleas on Wednesday. The alleged offences occurred between March and May 2025. Liu was then programme director for the Master of Science in Environmental Health and Safety, and was responsible for reviewing applications and interviewing candidates to determine their eligibility for the 2025-26 academic year. Advertisement According to the ICAC, Liu accepted a bribe of $40,000 from Lam to facilitate a student’s admission into the programme. The ICAC’s investigation also found that the student failed to meet general admission requirements and that the application was ultimately rejected.
(RTTNews) - Sartorius said, based on its assessment of future market development, the company expects its addressable markets to grow at a rate of approximately 7 to 9 percent per year over the medium term. Against this backdrop, Sartorius introduced a new medium-term ambition for the period from 2027 onwards. Management expects the company to consistently outgrow its addressable markets by around...
(RTTNews) - Sartorius said, based on its assessment of future market development, the company expects its addressable markets to grow at a rate of approximately 7 to 9 percent per year over the medium term. Against this backdrop, Sartorius introduced a new medium-term ambition for the period from 2027 onwards. Management expects the company to consistently outgrow its addressable markets by around 100 to 200 basis points per year leading to an organic sales revenue growth in constant currencies of 8 to 11 percent per year at group level. Also, underlying EBITDA margin at group level is supposed to grow by approximately 50 to 75 basis points per year. The company aims to strengthen its core business by reinforcing its leadership positions in mission-critical applications in process intensification, single-use technologies and cell analytics. Sartorius plans to further develop select emerging businesses, including advanced therapy solutions, advanced cell models, process analytical technologies and analytical characterization and quality control platforms. At last close, Sartorius shares were trading at 209.00 euros, down 0.33%. For More Such Health News, visit rttnews.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.