$Taiwan Semiconductor(TSM.US)$ is experiencing a significant boost in demand, driven by major orders from tech giants such as $Apple(AAPL.US)$ and $NVIDIA(NVDA.US)$.
Apple is making substantial strides into 3nm chip technology, placing orders that are expected to surpass the 50% mark of TSMC's total orders for this advanced process. This move underlines Apple's commitment to innovation and efficiency, partic...

Morning mooers! It's Thursday, May 30th. The market indexes are in decline, and GDP numbers were revised lower, but overall, there is more green than red out there. My name is Kevin Travers,  here are stories heard on Wall Street today:
If most equities were green, you would not believe it based on recent earnings reactions.
$UiPath(PATH.US)$ fell 34% at open after the firm lowered its full year guidance during its earnings release, ...

$Salesforce(CRM.US)$ Per usual, not much color beyond blaming it on a soft macro and beginning-of-year sales adjustments.  Definitely some egg on face as CEO was mega-bullish on last qtr’s call, and CFO said the following at last public conference: “I’m a lawyer and never said this but never been more excited for Salesforce”.
It’s very early in enterprise AI product development / pricing so story moving sideways for now as are numbers (top line and...

$Apple(AAPL.US)$ $Microsoft(MSFT.US)$ $Amazon(AMZN.US)$
👉 Key Highlights:
📍 Apple Inc. acquires Canadian AI startup DarwinAI, enhancing its AI capabilities.
📍 Dozens of DarwinAI employees now part of Apple's artificial intelligence division.
📍 DarwinAI's technology includes AI for visual inspections and making AI systems more efficient.
📍 Alexander Wong, co-founder of DarwinAI, joins Apple as a director in its AI group.
📍 Acquisit...