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The artificial intelligence sector continues to see significant investment and growth, with chip manufacturers like TSMC reporting strong third-quarter sales that surpassed expectations. TSMC's sales reached NT$989.9 billion (about $32.5 billion), a 30% increase driven by demand from major U.S. tech companies investing heavily in AI. Key clients include Nvidia, AMD, and OpenAI, with TSMC being a critical supplier for AI accelerators and also producing chips for Apple devices. Meanwhile, the AI hardware market is evolving, with companies like NVIDIA leading through hardware-software integration. AMD is also making strides, securing a five-year chip supply contract with OpenAI for its Instinct MI450 GPUs, starting in the second half of 2026. This deal, alongside OpenAI's larger contract with Nvidia, underscores AMD's growing role in AI hardware. Beyond chip manufacturing, AI startups are attracting substantial funding. Reflection AI, focused on automating software development with AI, raised $2 billion, valuing the company at $8 billion, with Nvidia leading the round. In other AI stock news, AppLovin, Rigetti Computing, and Palantir Technologies have seen significant stock surges since November 2022, outperforming Nvidia's growth. Palantir Technologies, which uses AI for data analytics, has seen a 2,000% increase in its stock. However, some analysts caution about potential AI market bubbles, suggesting utilities and gold as hedges against market downturns due to high valuations and retail investor leverage. Despite these concerns, companies like Broadcom are expected to face no short-term sustainability issues in the AI sector. Nebius Group N.V. is also contributing to AI infrastructure with GPU clusters and cost-efficient power solutions, benefiting from a contract with Microsoft. In specialized AI applications, Sensi.AI secured $45 million in Series C funding to enhance its AI-powered senior care technology, aiming to detect illness and cognitive decline in seniors.

Key Takeaways

TSMC reported third-quarter sales of NT$989.9 billion (approximately $32.5 billion), a 30% increase driven by strong AI demand from U.S. tech companies.
Nvidia, AMD, and OpenAI are major clients for TSMC, which supplies critical chips for AI accelerators.
AMD has secured a five-year chip supply contract with OpenAI, starting in the second half of 2026, to use AMD Instinct MI450 GPUs.
Reflection AI, an AI startup focused on automating software development, raised $2 billion in a funding round led by Nvidia, valuing the company at $8 billion.
Since November 2022, AI stocks AppLovin, Rigetti Computing, and Palantir Technologies have seen significant growth, with Palantir up approximately 2,000%.
Some analysts suggest utilities and gold as hedges against a potential AI market bubble due to high valuations.
Broadcom is expected to face no short-term sustainability issues in the AI sector, according to semiconductor analysts.
Nebius Group N.V. offers AI infrastructure with GPU clusters and cost-efficient power, including a contract with Microsoft.
Sensi.AI raised $45 million in Series C funding to advance its AI-powered in-home senior care technology.
The AI hardware market is evolving with companies like NVIDIA focusing on hardware-software integration for growth.

TSMC sales beat expectations fueled by AI demand

Taiwan Semiconductor Manufacturing Co. (TSMC) reported third-quarter sales of NT$989.9 billion (about $32.5 billion), surpassing analyst expectations. This strong performance was driven by continued high demand from major U.S. tech companies investing heavily in artificial intelligence (AI). TSMC is a key chipmaker for AI giants like Nvidia and AMD, and its shift to advanced manufacturing is boosting profitability. The company expects AI to be a major long-term growth driver, and its latest sales figures suggest AI demand remains strong despite some market concerns. TSMC will release its full third-quarter results on October 16.

TSMC sales jump 30% on strong AI chip demand

Taiwan Semiconductor Manufacturing Co. (TSMC) announced a 30% increase in third-quarter sales, reaching NT$989.9 billion (US$32.5 billion), exceeding analyst forecasts. This growth was powered by significant investments in artificial intelligence (AI) from major U.S. tech firms. TSMC is a critical supplier for AI chip designers like Nvidia and AMD, and its advanced manufacturing processes are improving profitability. Despite some concerns about an AI investment bubble, TSMC's sales indicate robust demand. The company plans to share its full third-quarter financial results on October 16.

TSMC sales grow 30% as AI demand surges

Taiwan Semiconductor Manufacturing Company (TSMC) reported a 30% increase in third-quarter sales, totaling 989.9 billion New Taiwan dollars (approximately $32.5 billion), which exceeded analyst expectations. This growth is attributed to major U.S. tech companies investing billions in artificial intelligence (AI). TSMC is the preferred chip manufacturer for AI designers like NVIDIA and AMD, and its advanced manufacturing is boosting profits. Executives see AI-driven cloud computing investments as a key long-term growth area, and current sales data suggest AI demand remains strong. The company will release its full third-quarter earnings on October 16.

TSMC sales climb 30% driven by AI demand

Taiwan Semiconductor Manufacturing Company (TSMC) reported strong third-quarter sales growth of 30%, reaching 989.9 billion TWD (approximately $32.5 billion), surpassing analyst predictions. The company's stock has risen over 50% this year due to high demand for AI technologies from major firms like NVIDIA and OpenAI, who are investing heavily in cloud computing. TSMC is the primary chip manufacturer for AI accelerators and also produces chips for Apple devices. Despite concerns about a potential AI market bubble, TSMC's sales data shows continued strong demand. The full third-quarter earnings report is scheduled for October 16.

TSMC third-quarter sales soar 30% on AI investments

Taiwan Semiconductor Manufacturing Company (TSMC) announced a 30% year-over-year increase in third-quarter sales, reaching NT$989.9 billion, which exceeded analysts' average estimate of NT$962.8 billion. This growth is driven by significant investments in artificial intelligence (AI) from major U.S. tech companies like NVIDIA and OpenAI. TSMC's stock has climbed over 30% this year due to the sustained AI boom, and its advanced manufacturing processes are improving profitability. Executives view AI-driven cloud computing as a key long-term growth driver, and current sales data indicate AI demand remains strong. The company will release its full third-quarter earnings report on October 16.

TSMC sales rise 30% on strong AI demand

Taiwan Semiconductor Manufacturing Company (TSMC) reported a 30% increase in third-quarter sales, totaling NT$989.9 billion (US$32.5 billion), exceeding analyst expectations. Major U.S. tech companies' substantial investments in artificial intelligence (AI) are driving this demand. TSMC is the primary chipmaker for AI accelerator designers like Nvidia and Advanced Micro Devices, and also produces processors for Apple devices. While the consumer electronics market shows slow growth, TSMC's advanced manufacturing is increasing profitability. Executives see AI-driven cloud computing as a major long-term growth driver, and current sales data suggest AI demand remains strong. The company will release its full third-quarter results on October 16.

TSMC sales jump 30% amid surging AI chip demand

Taiwan Semiconductor Manufacturing Co. (TSMC) reported a 30% increase in third-quarter sales, reaching a record NT$989.9 billion (approximately $32.5 billion), surpassing analyst expectations. This growth is fueled by strong demand for AI chips from companies like Nvidia, AMD, and OpenAI, who are investing heavily in cloud computing. TSMC is a key supplier for these AI chip designers and also manufactures processors for Apple iPhones. While some concerns exist about potential market bubbles from large AI deals, TSMC's latest sales figures show that AI momentum remains steady. The company will announce its full third-quarter results on October 16.

AI stocks AppLovin Rigetti Palantir surge over 2000%

Since ChatGPT launched in November 2022, several artificial intelligence (AI) stocks have seen massive growth. AppLovin surged 4,270%, Rigetti Computing rose 3,220%, and Palantir Technologies increased 2,000%. While Nvidia also performed well with a 1,000% stock increase, these three companies have outperformed it. AppLovin focuses on AI-driven ad tech, Rigetti Computing is in quantum computing for AI, and Palantir Technologies uses AI for data analytics. Investors should be cautious due to high valuations and potential regulatory scrutiny for some of these companies.

AI stocks AppLovin Rigetti Palantir outperform Nvidia

Since ChatGPT's launch in November 2022, three artificial intelligence (AI) stocks have significantly outperformed Nvidia. AppLovin surged over 4,270%, Rigetti Computing rose more than 3,220%, and Palantir Technologies gained approximately 2,000%. In comparison, Nvidia's stock increased by about 1,000%. AppLovin uses AI in ad tech, Rigetti Computing is involved in quantum computing for AI, and Palantir Technologies applies AI to data analytics. Despite their impressive gains, investors should consider the high valuations and potential risks associated with these stocks.

Nebius offers AI infrastructure with GPU clusters and cheap power

Nebius Group N.V. provides AI infrastructure by utilizing advanced GPU clusters and cost-efficient power solutions. The company benefits from geographic diversity, particularly its energy-efficient operations in Finland, and a contract with Microsoft. Nebius's AI Studio and platform services offer potential for long-term growth and operational efficiency. While execution and energy supply present risks, Nebius's unique positioning in AI infrastructure makes it a compelling investment opportunity.

AI hardware leaders combine chips with software for growth

The AI hardware market is evolving beyond just chip fabrication, with ecosystem builders like NVIDIA capturing value through hardware-software integration. Companies that combine custom chips with proprietary software, developer tools, or vertical ecosystems are poised for future success. Key sectors include AI Infrastructure (NVIDIA, AMD, Intel, Cerebras, Tenstorrent), Edge & Embedded Systems (Qualcomm, NXP), Quantum Computing Hardware (IBM, Rigetti), Robotics & Automation Hardware (Boston Dynamics, Symbotic), and Memory & Energy Systems. Investors should look for companies with strong performance per watt and consider diversified exposure through ETFs.

Analyst: No short-term worries for AI stocks like Broadcom

Stacy Rasgon, a senior U.S. semiconductor analyst at Bernstein, believes major AI stocks like Broadcom (AVGO) face no sustainability issues in the short term. He highlighted strong demand and ongoing investments in AI infrastructure, indicating a solid foundation for continued growth. Rasgon expressed confidence in the semiconductor sector's trajectory, driven by the increasing need for AI capabilities. He specifically noted Broadcom's strategic role in supplying critical components for AI development. Rasgon is optimistic about the sector's ability to sustain growth without immediate concerns of a market bubble.

Sensi.AI raises $45 million for AI-powered senior care

Sensi.AI has secured $45 million in Series C funding to advance its AI-powered in-home senior care technology. The startup uses audio-only devices and predictive AI to detect illness and cognitive decline in seniors, helping them 'age in place.' This funding, led by Qumra Capital, brings Sensi.AI's total funding to $98 million. The company aims to address the growing demand for elder care and the shortage of caregivers by providing discreet monitoring solutions to home care agencies. Sensi.AI plans to use the funds to enhance its technology and expand its network of partners.

Reflection AI raises $2 billion backed by Nvidia

Reflection AI, a startup focused on automating software development using AI, has raised $2 billion in a new funding round, valuing the company at $8 billion. The round was led by Nvidia, with participation from investors like former Google CEO Eric Schmidt and Citi. Founded in 2024 by former DeepMind researchers, Reflection AI develops tools that leverage AI for software development. This significant funding reflects the continued strong investor interest in the artificial intelligence sector, with venture capital firms investing heavily in AI firms.

OpenAI strikes 5-year chip deal with AMD

Advanced Micro Devices (AMD) stock surged after ChatGPT developer OpenAI announced a five-year chip supply contract. OpenAI will install AMD artificial intelligence (AI) accelerator cards, using AMD Instinct MI450 GPUs starting in the second half of 2026. This deal, which includes an option for OpenAI to purchase nearly 10% of AMD's stock, could generate tens of billions of dollars in annual sales for AMD. While OpenAI also has a larger contract with Nvidia, this agreement highlights AMD's growing role in supplying AI hardware.

LiveRamp valuation rises on new AI products and Publicis partnership

LiveRamp Holdings (RAMP) is seeing increased investor interest following the launch of new AI solutions and a strategic partnership with Publicis Groupe Middle East. The company's stock has risen 35% over the past year, outperforming the S&P 500. LiveRamp's new agentic AI solutions and marketing automation tools aim to enhance AI-driven marketing. The collaboration with Publicis is expected to expand LiveRamp's market reach and enable clients to use its data solutions for personalized marketing campaigns. The company's focus on privacy-centric data solutions positions it well in the evolving digital marketing landscape.

Top strategist suggests utilities and gold to hedge AI crash

Wedbush's chief investment strategist, Paul Dietrich, warns that the current AI boom is a bubble, comparing it to the dot-com and housing bubbles. He recommends investors consider utilities and gold as safe havens to navigate potential market downturns. Dietrich believes AI will be transformative but that current valuations are excessive, especially with high levels of retail investor leverage. He suggests utilities offer reliable dividends and regulated returns, while gold serves as a hedge against inflation and currency devaluation, noting that his clients hold at least 25% of their portfolios in gold.