Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is widening its manufacturing footprint beyond Taiwan as it navigates tariff uncertainty, China-related risk, and surging AI-driven demand for leading-edge chips. Japan Expansion Adds A Geopolitical Hedge After meeting Japanese Prime Minister Sanae Takaichi on Thursday, CEO C.C. Wei said Taiwan Semiconductor intends to produce wafers using its 3-nanometer […]
IT Services Giant Cognizant Issues Healthy Outlook As $500 Million ‘Mega-Deals’ Fuel AI Growth
Cognizant Technology Solutions Corp (NASDAQ:CTSH) reported its fourth-quarter results and guidance on Wednesday. The information technology consulting and outsourcing company clocked a quarterly revenue growth of 4.9% year-over-year to $5.33 billion, topping the analyst consensus estimate of $5.31 billion. The quarterly adjusted EPS of $1.35 beat the analyst consensus estimate of $1.32. Profits And Margins […]
Disney ‘In Much Better Shape Today Than It Was 3 Years Ago:’ Outdoing CEO Bob Iger
Walt Disney Co. (NYSE:DIS) released its fiscal first-quarter 2026 results on Monday. For the quarter, Disney reported adjusted EPS of $1.63, beating the consensus estimate of $1.57. However, revenue increased 5% year-over-year (Y/Y) to $25.98 billion, topping the $25.74 billion analyst forecast. Segment Revenue and Operating Income Overview Revenue for the Entertainment segment, which encompasses traditional TV networks, […]
Global Economy Headed For 2008-Style Meltdown In 2026?
The Indian Economic Survey 2025-26 has outlined a stark warning regarding a potential global financial “systemic shock cascade” in 2026 that could outpace the severity of the 2008 Global Financial Crisis. The AI Infrastructure ‘Huge Bet’ Tabled in the Indian Parliament on Thursday, the survey estimates a 10-20% residual probability for this worst-case scenario, where […]
Jim Cramer Says Seagate’s ‘Multi-Year Build Out’ Signals Bullish Tide For Nvidia, Google, And Amazon
CNBC’s Jim Cramer has identified a critical signal in the technology sector, suggesting that Seagate Technology Holdings PLC‘s (NASDAQ:STX) recent performance points to a sustained infrastructure boom that will directly benefit major players like Nvidia Corp. (NASDAQ:NVDA), Alphabet Inc.‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, and Amazon.com Inc. (NASDAQ:AMZN). A Leading Indicator For Big Tech In a post […]
Top Wall Street Forecasters Revamp Boeing Expectations Ahead Of Q4 Earnings
The Boeing Company (NYSE:BA) will release earnings for its fourth quarter before the opening bell on Tuesday, Jan. 27. Analysts expect the Arlington, Virginia-based company to report fourth-quarter loss of 39 cents per share. That’s lesser from the loss of $5.90 per share in the year-ago period. The consensus estimate for Boeing’s quarterly revenue is […]
Ray Dalio Identifies 5 Forces Driving Market Cycles Over 500 Years: ‘Like A Movie’
Ray Dalio, the founder of Bridgewater Associates, shared his insights on the historical patterns of market cycles, identifying five key forces that have been driving these cycles for the past 500 years. Dalio On Forces Behind Market Trends Dalio identified five core forces that have historically shaped market cycles: money and debt, domestic politics, the […]
Teledyne Issues Solid 2026 Outlook Thanks To Aerospace Unit
Teledyne Technologies Inc. (NYSE:TDY) on Wednesday delivered a strong finish to the year, posting higher fourth-quarter sales and earnings as growth across its businesses and recent acquisitions boosted results. The Thousand Oaks, California-based company reported record fourth-quarter 2025 net sales of $1.61 billion, up 7.3% from $1.50 billion a year earlier, including $73.0 million in […]
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Taiwan Semiconductor Bets On Japan To Shield Its AI Chip Empire From Global Risks
February 6, 2026
Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is widening its manufacturing footprint beyond Taiwan as it navigates tariff uncertainty, China-related risk, and surging AI-driven demand for leading-edge chips. Japan Expansion Adds A Geopolitical Hedge After meeting Japanese Prime Minister Sanae Takaichi on Thursday, CEO C.C. Wei said Taiwan Semiconductor intends to produce wafers using its 3-nanometer […]
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