Al Gore’s Firm Sells Alibaba Stock, TSMC, and Shopify. It Bought TI.

Generation Investment Management, chaired by former Vice President Al Gore, recently made big changes in its portfolio, reshuffling its holdings in the semiconductor business as its money managers cit...

Berkshire Hathaway Slashes Stake in Taiwan Semi. What Else Buffett Sold.

Berkshire Hathaway slashed its stake in Taiwan Semiconductor during the fourth quarter and nearly eliminated what had been a large stake in U.S. Bancorp according to filings late Tuesday. Berkshire Ha...

China’s Baidu Plans a ChatGPT Rival. The Internet Giant’s Stock Could Reap the Returns.

Talk about buying the rumor. Baidu China’s leading internet search provider, let it be known on Jan. 30 that it will launch a so-called chatbot powered by artificial intelligence, akin to the ChatGPT ...

ASML Profit Tops Expectations. It Sees a Chip Market Rebound.

ASML Holding, a critical supplier to the global chip-making industry, said Wednesday that it expects to report more than 25% sales growth this year despite uncertainty in the semiconductor industry, a...

Credit Suisse, Just Eat, Alibaba, and More Market Movers

Text size Wall Street is quiet Monday with traders off for Martin Luther King Jr. Day. Yuki Iwamura/AFP via Getty Images Global stocks and U.S. stock-index futures drifted on Monday.  Investors remain...

Samsung Knocks Longtime Patent Leader IBM Off Its Perch

In a year when the U.S. issued the smallest number of patents since 2018, Korean electronics giant Samsung Electronics nosed past IBM with the most new patents, the first time in 29 years that IBM fai...

Here Are the Best Tech ETFs for 2023

For the first time in three years, it’s dead easy to pick a basket of tech stocks for the year ahead. After giant double-digit gains from 2019 through 2021, the Nasdaq Composite Index ended 2022 down ...

Taiwan Semiconductor Braces for Downturn Despite Record Profit

Taiwan Semiconductor Manufacturing has reported a record net profit and beat analysts’ expectations for its fourth quarter but warned of waning demand in 2023.  Taiwan Semiconductor (ticker: TSM), the...

TSMC Makes a $40 Billion Bet on U.S.-Made Chips. Don’t Declare Victory Yet.

This past Tuesday, Taiwan Semiconductor Manufacturing announced that it would expand its investments in Arizona to more than $40 billion—from its initial $12 billion commitment. TSMC’s first Arizona f...

Qualcomm, Nvidia Are Top Picks Among Semiconductor Stocks, Analyst Says

Text size For investors looking for near-term protection, Credit Suisse analysts said wireless-device specialist Qualcomm was their top pick. Dreamstime Semiconductor stocks have fallen far enough to ...

Berkshire Bought Taiwan Semi Stock. Here’s What Else It Bought and Sold.

We’ve detected you are on Internet Explorer. For the best Barrons.com experience, please update to a modern browser. We’ve detected you are on Internet Explorer. For the best Barrons.com e...

5 Emerging Market ETFs That Limit China Investments

Chinese President Xi Jinping’s unprecedented third term as head of the ruling Communist Party rattled investors who see his stacking of loyalists as less than friendly to markets. Some China-focused e...

American Executives in Limbo at Chinese Chip Companies After U.S. Ban

SINGAPORE—American workers hold key positions throughout China’s domestic chip industry, helping manufacturers develop new chips to catch up with foreign rivals. Now, those workers are in limbo under ...

Why Is the Stock Market Up Today? It’s Complicated.

“Stop making sense,” the Talking Heads once sang. The stock market took it literally on Thursday with a massive rally following an inflation reading that everyone agreed was way too hot. So what gives...

TSMC Reports Record Profit, Gains Exemption From U.S. Chip Curbs on China

Taiwan Semiconductor Manufacturing Co. said that its third-quarter net profit rose 80% to a new record, and that it had been granted a one-year exemption from new U.S. restrictions on China’s chip sec...

The Latest U.S.-China Worry: Another Ramp-Up in the Tech Cold War

Text size Wang Zhao/AFP via Getty Images The already-fractured U.S.-China relationship could worsen as the U.S. rolls out more restrictions aimed at curbing China’s access to technology and investment...

Why a Bearish Money Manager Likes Gambling Stocks and Is Ready to Dump Apple

Dan Niles thinks the stock market is headed lower. Maybe a lot lower. A Stanford University–trained electrical engineer who once worked at the old minicomputer giant Digital Equipment, Niles has focus...

What a Chinese Blockade of Taiwan Would Mean for Global Business

Beijing considers Taiwan, a democratically ruled island near mainland China, as part of its territory. When U.S. House Speaker Nancy Pelosi visited Taiwan this month to support its government, Beijing...

China’s Retaliation to Pelosi’s Trip Keeps Chips Off the Menu for Now

China’s fresh blockade of food imports from Taiwan wasn’t enough to further destabilize markets nervous about House Speaker Nancy Pelosi’s historic visit to the island. Beijing’s four days of military...

Stock Market Today: Dow Futures Slip as Pelosi Goes to Taiwan, BP Stock Surges

Text size House Speaker Nancy Pelosi is set to arrive in Taiwan Tuesday. Chip Somodevilla/Getty Images Stocks were slipping Tuesday amid rising geopolitical tensions, as House Speaker Nancy Pelosi is ...

Intel Stock Could Be Worth More Dead Than Alive. Why This Analyst Sees 50% Upside.

Text size Intel was once the most valuable chip maker in the U.S. David Paul Morris/Bloomberg While badly wounded, Intel isn’t dead yet. And at least one analyst thinks there could be considerably mor...

Taiwan Semiconductor Stock Will Benefit From Spending Spree

Taiwan Semiconductor Manufacturing is hedging its geographical bets, with large new fabs planned for the U.S. and Japan. Here: a TSMC chip at a 2020 semiconductor conference in China. Str/AFP/Getty Im...

It’s a Bear-Market Rally. Whether it Lasts Depends on the Fed.

Text size This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron’s. Powell the Volckerizer? Intraday Strategy Edge Eve...

What to Buy Right Now: 42 Picks From Barron’s Roundtable Pros

To everything there is a season: A time to hide in a bunker with a crash helmet on as stock and bond prices plummet, and a time to wade cautiously into the market in search of newly created bargains. ...

Taiwan Semi Boosts Revenue Forecast After Topping Earnings Estimates

Text size Photograph by Sam Yeh/AFP/Getty Images Strong demand from auto makers and consumer goods giants helped Taiwan Semiconductor Manufacturing raise revenue forecasts for the year and beat second...

JPMorgan, Delta, Morgan Stanley, TSMC, and Other Stocks for Investors to Watch This Week

Text size Second-quarter earnings season is here. More than a dozen S&P 500 firms report this week, including several major banks. JPMorgan Chase and Morgan Stanley go first on Thursday, followed ...

The Future of Transportation Is a Lot More Than Tesla. How to Invest.

We once thought the future of transportation meant George Jetson’s flying car. Instead, we got Elon Musk’s Tesla—the company and the electric car—whose twin successes jolted the global automotive indu...

AMD Could Overcome Slowing Demand for Semis. It’s a Strong Buy, Analyst Says.

Text size Dreamstime Advanced Micro Devices could be well-positioned to ride out a tough cycle for semiconductor stocks amid slowing consumer demand, according to Raymond James. Analyst Chris Caso upg...

Goldman Sachs, JPMorgan, Delta, TSMC, and Other Stocks for Investors to Watch This Week

Text size Uncredited First-quarter earnings season begins this week, kicked off as always by results from several big banks. JPMorgan Chase reports on Wednesday, followed by Wells Fargo , Goldman Sach...

The Chip Sector Has a New Worry in Plant Shutdown for Key PFAS Chemicals

Text size PFAS chemicals are used in the etching process for chip manufacturing. Dreamstime The fragile semiconductor supply chain has one more thing to worry about. Chips have been relatively scarce ...

Intel and Qualcomm Are Gaining New Fans

Text size The PHLX Semiconductor Index has fallen 23% in 2022. Kobi Wolf/Bloomberg Semiconductor stocks have taken a beating in recent months, and there’s still plenty of nervousness to go around, acc...

Tech Stocks Get a Bear-Market Scare. What Could Come Next.

As Russian forces were pouring over the border into Ukraine, the tech sector briefly tumbled into a bear market on Thursday. Both the Nasdaq 100 and the Nasdaq Composite fell enough that morning to ex...