The artificial intelligence boom continues to fuel significant growth across the tech industry, with chipmaker TSMC reporting a record-breaking third quarter. Driven by high demand for AI infrastructure, TSMC's net profit surged by 39.1% to T$452.3 billion ($14.76 billion), surpassing analyst expectations. The company, a critical supplier for tech giants like Nvidia and Apple, saw its revenue increase by 30% year-over-year. To mitigate trade tensions, TSMC is expanding its manufacturing presence in the United States and Japan. This AI-driven demand is also benefiting other companies in the supply chain, such as South Korean circuit board maker ISU Petasys, whose chairman has become a billionaire due to a 215% stock surge. Electronic components distributor Audix also reported steady revenue growth in its third quarter, supported by the AI, electric vehicle, and medical sectors. In the realm of consumer tech, Meta's AI glasses have boosted sales for EssilorLuxottica, prompting plans for increased production capacity. Meanwhile, Alibaba's substantial AI investments are beginning to show positive returns. On the investment front, market confidence remains high due to continued AI spending and strong corporate earnings, with U.S. markets seeing gains. However, investors are cautioned to diversify across the AI value chain and focus on long-term potential rather than short-term fluctuations, especially amid geopolitical uncertainties. Billionaire investor Paul Tudor Jones anticipates a market rally before a potential downturn, highlighting speculative behavior in the AI space. Separately, Warren Buffett's Berkshire Hathaway has been reducing its stake in Apple, despite general Wall Street optimism for the tech giant. OpenAI's ambitious plans for massive computing power by 2030 face potential funding challenges, with estimates suggesting costs could exceed $1 trillion.
Key Takeaways
- TSMC reported a record third-quarter net profit of T$452.3 billion ($14.76 billion), a 39.1% increase driven by strong AI chip demand.
- TSMC's revenue grew 30% year-over-year, and the company is expanding manufacturing in the U.S. and Japan to manage trade risks.
- The AI boom has made ISU Petasys chairman Kim Sang-beom a billionaire, with the company's stock surging 215% this year.
- Meta's AI glasses have contributed to record third-quarter sales for EssilorLuxottica, which plans to increase production.
- Alibaba's significant investments in artificial intelligence are starting to yield positive results.
- Investor confidence is high due to sustained AI spending and strong corporate earnings, boosting U.S. markets.
- Investors are advised to diversify across the AI value chain and focus on long-term company fundamentals, avoiding over-concentration and short-term speculation.
- Warren Buffett's Berkshire Hathaway has been selling Apple stock, despite general Wall Street optimism.
- OpenAI's plan for massive computing power by 2030 may cost over $1 trillion, raising questions about funding.
- Audix reported steady revenue growth in Q3 2025, supported by demand from the AI, EV, and medical sectors.
TSMC's Q3 profit hits record high fueled by AI chip demand
TSMC, the world's largest maker of advanced AI chips, is expected to report a record-breaking third-quarter profit. This surge is driven by high demand for AI infrastructure, with analysts predicting a 28% profit jump. The company is a key supplier for major tech firms like Nvidia and Apple. Despite potential complications from U.S. tariffs, TSMC's stock has seen significant gains this year due to optimism surrounding AI. The company will release its financial results and provide future guidance this Thursday.
TSMC's Q3 profit hits record high fueled by AI chip demand
TSMC, a leading manufacturer of advanced artificial intelligence chips, is projected to achieve a record-high third-quarter profit. This increase of 28% is attributed to the strong demand for AI infrastructure. As a crucial supplier for companies like Nvidia and Apple, TSMC's financial performance reflects the booming AI market. The company is expected to report its earnings soon, with analysts closely watching its outlook.
TSMC Q3 profit jumps 39.1% to record, beats expectations
Taiwan Semiconductor Manufacturing Co (TSMC) reported a record third-quarter net profit, exceeding market expectations with a 39.1% increase. This strong performance was driven by the high demand for semiconductors used in artificial intelligence applications. The company, a key supplier to Nvidia and Apple, saw its July-September net profit reach T$452.3 billion ($14.76 billion). This result surpassed analyst forecasts, highlighting the significant impact of the AI boom on TSMC's business.
Taiwanese chipmaker TSMC sees nearly 40% profit jump from AI boom
Taiwan's leading chip maker, TSMC, announced a nearly 40% surge in net profit for the last quarter, largely due to the increased use of artificial intelligence. The company reported a record net profit of 452.3 billion new Taiwan dollars ($15 billion) for the July-September quarter, surpassing analyst predictions. TSMC's revenue also grew by 30% year-over-year in the same period. The company is expanding its chip fabrication plants in the United States and Japan to mitigate risks from trade tensions.
Taiwanese chipmaker TSMC sees nearly 40% profit jump from AI boom
Taiwan's top chip maker, TSMC, reported a nearly 40% increase in net profit last quarter, driven by the booming demand for artificial intelligence. The company achieved a record net profit of 452.3 billion new Taiwan dollars ($15 billion) in the July-September period, exceeding analyst expectations. TSMC's revenue also rose 30% year-over-year. To manage risks from trade tensions, the company is building chip factories in the U.S. and Japan. Analysts note that TSMC's dominance and the resilience of AI demand are key factors for its continued success.
TSMC profits soar nearly 40% as AI demand surges
Taiwan Semiconductor Manufacturing Co (TSMC) reported a significant 39.1% jump in net profit for the July-September quarter, surpassing analyst forecasts. This record profit was driven by strong demand for its advanced process technologies, particularly for AI applications. The company's revenue also increased by 30% year-over-year. TSMC is investing heavily in new factories in the United States, committing $100 billion to build facilities in Arizona. The company anticipates continued strong demand for its leading-edge technologies in the fourth quarter.
3 AI investment strategies to avoid market crashes
The Nasdaq Composite experienced a significant drop due to U.S. tariff threats, highlighting the volatility of AI growth stocks. Investors should avoid over-concentrating in one part of the AI value chain, such as only chip designers, as a downturn in a major client could affect multiple companies. Proper position sizing is crucial, balancing diversification with meaningful investment impact. Finally, investors must focus on investing in companies with strong long-term prospects rather than chasing short-term stock price fluctuations. Diversifying across the AI value chain, maintaining conviction through research, and investing in solid companies can help build a resilient portfolio.
3 Big Mistakes for AI Growth Stock Investors to Avoid
Investors in artificial intelligence (AI) stocks should avoid three major pitfalls to protect their portfolios. First, avoid over-concentration by diversifying across the entire AI value chain, not just focusing on chip designers or equipment suppliers. Second, practice proper position sizing to ensure core investments have an impact without risking financial health. Third, invest in companies based on their long-term potential and fundamentals, not just short-term stock price movements. These strategies, especially important amid U.S.-China trade tensions, can help build a lasting investment portfolio.
Stock Market Gains Driven by AI Spending and Strong Earnings
U.S. markets rose on Thursday, led by technology stocks, as strong corporate earnings and continued AI spending boosted investor confidence. Taiwan Semiconductor Manufacturing Co. (TSM) reported impressive Q3 revenue of $33.10 billion, up 40.8% year-over-year, and raised its 2025 growth target. Salesforce (CRM) also saw a significant jump after projecting strong future revenue. Financial companies like Charles Schwab (SCHW) and Morgan Stanley (MS) also beat earnings expectations. The transportation sector also experienced a strong rally. Despite mixed manufacturing data, the overall market sentiment remains positive due to AI's influence.
Stocks Climb as Strong AI Spending Boosts Market Confidence
Stock indexes are rising today, fueled by strong technology earnings and increasing confidence in continued AI spending. Taiwan Semiconductor Manufacturing Co. (TSMC), a key chipmaker for Apple and Nvidia, raised its 2025 revenue growth projections, highlighting the strength of global AI investment. Dovish comments from Federal Reserve officials also supported the market. Despite negative economic news from the Philadelphia Fed survey and the ongoing U.S. government shutdown, rising corporate earnings expectations are providing a bullish backdrop for stocks. Gold and silver prices have reached new all-time highs amid trade tensions and the shutdown.
Warren Buffett sells Apple stock despite Wall Street optimism
Warren Buffett's Berkshire Hathaway has been selling shares of Apple, its largest holding, despite general optimism from Wall Street analysts. While Apple has incorporated AI into its products for years, Buffett has significantly reduced Berkshire's stake since late 2023. Some analysts remain bullish on Apple, citing strong iPhone 17 demand, while others express concerns about tariffs and sales growth outside of iPhones. Buffett's reasons for selling may include tax-saving strategies or preparing his successor, Greg Abel, for future acquisitions. Despite the sales, Buffett still holds a significant position and expresses admiration for Apple CEO Tim Cook.
Paul Tudor Jones predicts rally before market downturn, names top AI pick
Billionaire investor Paul Tudor Jones anticipates a significant stock market rally preceding a potential downturn, identifying speculative behavior as a key indicator. He believes the market has the necessary conditions for a substantial upward move before a correction. While his specific top AI pick was not detailed, Jones's outlook suggests a cautious yet opportunistic approach to the market, especially concerning the growing interest in artificial intelligence. This perspective emerges amidst increasing warnings about an AI bubble, making his insights valuable for investors navigating the current economic landscape.
AI chip boom makes Korean circuit board maker's chairman a billionaire
The chairman of South Korean circuit board maker ISU Petasys, Kim Sang-beom, has become the country's newest billionaire due to the AI chip boom. The company's shares have surged 215% this year, driven by high demand for its multi-layer printed circuit boards used in AI servers. ISU Petasys supplies major tech companies like Alphabet, Nvidia, and Microsoft. The company's revenue and net income increased significantly in the first half of the year. Kim Sang-beom inherited leadership of the ISU Group from his father, who had a distinguished career in South Korean finance and industry.
Alibaba's AI investments begin to pay off
Alibaba's significant investments in artificial intelligence are starting to yield positive results for the Chinese e-commerce giant. This comes as a welcome development for the company, which faced skepticism about the timeline for seeing returns on its substantial AI budgets. The success of its AI initiatives suggests that Alibaba is effectively leveraging its investments to drive growth and innovation.
Meta AI glasses boost EssilorLuxottica sales
EssilorLuxottica reported record third-quarter sales, driven in part by the success of its second-generation smart glasses developed with Meta Platforms Inc. The company plans to increase production capacity for its popular smart glasses business. EssilorLuxottica sees smart glasses, which feature built-in cameras and speakers, as a key area for growth in the wearable technology market. Strong sales are expected to continue into the fourth quarter, boosted by holiday shopping and the ongoing popularity of its smart glasses.
OpenAI's $1 trillion compute plan faces funding questions
OpenAI's ambitious goal to provide massive computing power by 2030 may cost over $1 trillion, according to a Citi analysis. This projection highlights the immense need for specialized hardware, particularly GPUs, to train and run future AI models. However, the report raises concerns about OpenAI's ability to secure the necessary funding for these capital expenditures. This potential funding gap could challenge the company's long-term objectives and its competitive position in the rapidly advancing AI field.
Audix sales grow with AI, EV, and medical sectors in 3Q25
Electronic components distributor Audix achieved steady revenue growth in the third quarter of 2025, with its gross margin exceeding 30%. The company's performance was supported by growth in the artificial intelligence (AI), electric vehicle (EV), and medical sectors. Audix has been strategically transforming its operations to maintain resilience and achieve these positive results.
Sources
- TSMC Q3 profit expected to set record on AI spending boom
- TSMC Q3 profit expected to set record on AI spending boom
- TSMC Q3 profit jumps 39.1% to record, beats expectations
- Taiwanese chipmaker TSMC sees nearly 40% jump in its net profit thanks to the AI boom
- Taiwanese chipmaker TSMC sees nearly 40% jump in its net profit thanks to the AI boom
- Nearly 40% jump in net profit: Chipmaker TSMC capitalises on AI boom
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- Alibaba's massive bet on artificial intelligence beginning to pay off
- EssilorLuxottica sales boosted by Meta AI glasses
- OpenAI would have to spend over $1 trillion to deliver its promised computing power. It may not have the cash.
- Audix sales driven by AI, EV, and medical growth in 3Q25
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